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J.P. Morgan forecasts 5.4% fall in US regional casino visits in January

Deals & M&A

J.P. Morgan analyst Daniel Politzer estimated that visits to US regional casinos fell 5.4% in January, while winnings were projected to rise 2%. Jefferies analyst David Katz forecast a 3% to 5% decline in regional gambling revenue, citing weather and competition. Katz also said potential online-gambling legalisation could affect land-based operators over time.

The estimates give casino operators and investors a measure of weather-related trading pressure and potential online competition.

End-of-day close Boyd Gaming (BYD), USD, to 20 March 2026
Story date22 December 202520 March 2026

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