US casino foot traffic increased 2.4% in July, according to Jefferies analyst David Katz. Visits remained 7.3% below July 2019, while revenue per visitor exceeded the comparable 2019 level; Katz said July was the strongest month of 2024 so far.
Regional casino operators can compare July traffic trends with pre-pandemic levels and assess reported variation across markets.
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Jefferies analyst David Katz said in an October 4 investor note that ESPN Bet was attracting customers from the ESPN audience and expanding the US online sports betting market. In a survey of 302 avid sports bettors, 32% used ESPN Bet and 92% of those users said it was their first sportsbook; Katz said product improvements would be needed to challenge FanDuel and DraftKings.
Jefferies analyst David Katz said the US Supreme Court could hear prediction market disputes as soon as 2027, with the cases’ timing and selection uncertain. His report outlines four scenarios involving Kalshi and state challenges, and rates possible outcomes against the company from medium to very high probability.
It was reported that Jefferies estimated US prediction-market trading averaged $1.91bn daily in July. Volume rose 9% from June, with the World Cup contributing to the record month.
Louisiana sports wagers rose 23% in July to $226.7 million, with growth in both retail and mobile betting, according to the report.
Analysts discussed Churchill Downs, Boyd Gaming and wider gaming-sector prospects in notes dated 20, 23 and 25 October. David Katz estimated Churchill Downs’ Visa sponsorship of the Kentucky Derby at $3m-$8m, while David Bain said he expected Boyd Gaming’s company-wide EBITDA to be flat year on year in Q4 2026.