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June numbers should show that regionals are not out of the woods


  • May’s YoY GGR growth looked better than recent months but that’s what the Math had predicted
  • The Math is projecting a sequential drop in GGR growth – down 4-5% from June of last year
  • The states’ should start releasing data - as soon as this week – and estimate reductions are likely for PNK, ASCA, BYD, and PENN

CHART DU JOUR: A TURN FOR THE WORSE - sss