Research
FORUM TRANSCRIPT

Genesis Healthcare & the US SNF Market – Census Volume Trends & Staffing Dynamics – 17 November 2021

  • Multi Asset
  • Healthcare
  • North America
PREMIUM

Specialist

Former President at Genesis Healthcare Inc

Agenda

  • SNF (skilled nursing facility) market overview, including coronavirus impacts on census volumes and reputational risks
  • Competitive positioning of major players including Genesis Healthcare, The Ensign Group (NASDAQ: ENSG) and Golden Living
  • Labour cost spikes – ability to reduce costs, preserve margins and improve retention via flexible staffing models and other levers
  • Turnaround strategy considerations, players’ potential reliance on further government stimulus and effects on facility multiples
  • Regulatory environment, strategic assessments and outlook for Q4 2021 and beyond

Questions

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