Industry Analysis & Industry Trends
Dialysis centers in the United States provide patients with kidney disease the necessary services to treat and cope with failing kidneys. Growth in the industry has begun to accelerate because of the Affordable Care Act (ACA), which intends to expand healthcare coverage in the United States. Inelastic demand will keep revenue strong, though increases in federal funding for Medicare and Medicaid will eventually threaten industry profit.... purchase to read more
Industry Report - Industry Key Buyers Chapter
Industry participants operate in a highly concentrated environment. For example, two of the largest industry players are expected to account for 84.6% of industry revenue. Additionally, according to the United States Renal Data System, six out of every 10 dialysis patients are treated by Fresenius or DaVita HealthCare Partners.
Mergers and acquisitions
Over the past five years, the industry has experienced significant consolidation, as industry operators are engaging in mergers and acquisitions (M&A) to increase the geographical reach of their services. The new bundled payment system is another reason for the recent M&A activity. Larger industry operators can often negotiate prices and take advantage of economies of scale when purchasing supplies in bulk... purchase to read more