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Light & Wonder considers shifting supply-chain activity to Mexico amid US tariffs

Business

Light & Wonder is considering routing part of its supply chain through Mexico as it responds to US tariff policies, CEO Matt Wilson told analysts. The company said it had moved production closer to the US and brought forward inventory, while CFO Oliver Chow described the tariff situation as changing frequently.

A supply-chain shift could affect Light & Wonder’s costs and the availability of gaming products for US operators.

End-of-day close Light & Wonder (LNW), AUD, to 20 June 2025
Story date24 March 202520 June 2025

Latest reported results

Light & Wonder ASX: LNW

Quarter ended 30 September 2026

Revenue
USD 824.0m10-Q filing 0000750004-26-000047
Operating income
USD 242.0m10-Q filing 0000750004-26-000047

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