Key Takeaways Acceleration in digital and omni-channel strategies, coupled with product innovation, is set to drive outsized growth and structurally higher customer value across core segments. Shifting to asset-light models and completing key CapEx projects will boost free cash flow, enabling aggressive debt reduction and margin expansion beyond analyst expectations.
Key Takeaways Digital segment growth and advanced loyalty initiatives are enhancing recurring revenue, customer retention, and long-term margin stability. Strategic investments in property upgrades and operating efficiencies are driving higher revenue, margin expansion, and improved free cash flow.
Key Takeaways Increasing digital gaming trends and changing demographics threaten profitability and visitor rates at traditional casino properties. High leverage, aging assets, and minimal international exposure elevate risks to free cash flow, resilience, and future margin expansion.