Macquarie flags uneven US gaming resilience after G2E meetings
Deals & M&A · SectorWire deskSource published
Summary
Reportedly, Macquarie analysts remained constructive on the US gaming industry after more than 20 meetings at G2E, with slot suppliers the clearest growth case. The bank expects industry slot gross gaming revenue to reach $104bn in 2026, up 4% year on year, while Las Vegas visitation fell 0.9% and Strip RevPAR dropped 6.9% quarter to date.
Why it matters
Suppliers and operators face uneven demand as Las Vegas visitation and hotel performance weaken while slot revenue and premium play hold up.
Last close AUD 128.50 on 26 October 2026. AUD 110.00 on the story date (6 October 2026). Range AUD 106.77 to 131.94, axis not from zero. Delayed end-of-day data, not live. Not investment advice.
Cite as: SectorWire, “Macquarie flags uneven US gaming resilience after G2E meetings”, 6 October 2026, https://sectorwire.news/item/macquarie-flags-uneven-us-gaming-resilience-after-g2e-meetings/
Key facts
- Parties
- Macquarie, Light & Wonder, Aristocrat
- Market
- USA
- Shares
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