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Charts & Bullets:  Better than bad for the regionals in November but December could be ugly


  • Assuming Mississippi revenues come in line with our projection for November, SS revenues for the mature regional gaming markets would be down -1% vs our projection of -3%.  The outperformance was mainly due to Louisiana which reported a 2% gain in SS revenues.
  • The November “beat” offsets the October “miss” relative to our model
  • Illinois was the only laggard as that market was adversely impacted by tornados
  • Based on our projection below, December may surprise investors on the downside 

NOVEMBER STILL RED BUT BETTER THAN MODELED - ss