CHART DU JOUR: A TURN FOR THE WORSE

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