BGSF, Inc. (BGSF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

That is really helpful. And actually, I do have one additional question. Circling back to the staffing side, have you seen signs with rents improving and fewer incentives for move ins, essentially a healthier industry that your candidate list, not your candidate list, but your prospective customer list is growing and that there are more firms that maybe aren't ready to engage in hiring, but that are interested in conversations, essentially your prospect pipeline growing is really the right way to ask that? Sure. The great thing is, Bill, certainly, the usage of staffing is still there. Our communities out there still need people. What we're really working with our customer partners on is, hey, let's figure out how we can best have those needs fit into the limited budget that you have. So year over year, we're seeing the sheer volume of requests actually up whenever you compare year over year. However, how many hours of work that translates to is what we're really having to work very carefully on with our customers because of that limited budget piece that we mentioned earlier in the call. So short answer to your question, we've already seen just the sheer volume of requests improving year over year. However, where we're having to really work is, okay, how many hours of work can that translate to? And that might be something that we need to see improve as we continue on in the industry, seeing those glimpses of optimism with the rent improvement and with pockets where we're seeing concessions go down, etcetera, etcetera. And that will loosen up some of those operating dollars that the communities can put towards services such as ours. Kelly, does that imply that there is a backlog of work that is taking is building up? And maybe this is my ignorance to not understandi...