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Marriott's All-Inclusive Push Sounds Gorgeous. Can the Owners Actually Deliver It? Marriott's All-Inclusive Pipeline Just Hit 20 Properties. The Per-Key Economics Tell a Different Story. LVS Lost $87 Million to Bad Luck in Macau. The Volume Underneath Tells a Different Story. LVS Pays $0.30 a Share While Earnings Drop 28%. The Dividend Isn't the Story. LVS Needs $700M a Quarter From Macau. They Just Printed $430M. Now What. The World Cup Just Cost Macau Casinos a Month of High Rollers. Nobody Should Be Surprised. Wyndham's Real Brand Strategy Lives in Farm Bureau Discount Codes. Not the Earnings Call. Marriott's All-Inclusive Push Sounds Gorgeous. Can the Owners Actually Deliver It? Marriott's All-Inclusive Pipeline Just Hit 20 Properties. The Per-Key Economics Tell a Different Story. LVS Lost $87 Million to Bad Luck in Macau. The Volume Underneath Tells a Different Story. LVS Pays $0.30 a Share While Earnings Drop 28%. The Dividend Isn't the Story. LVS Needs $700M a Quarter From Macau. They Just Printed $430M. Now What. The World Cup Just Cost Macau Casinos a Month of High Rollers. Nobody Should Be Surprised. Wyndham's Real Brand Strategy Lives in Farm Bureau Discount Codes. Not the Earnings Call.

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Capital expenditure and renovation

1 story · First covered Jul 23, 2026 · Latest 1d ago

Capital expenditure and renovation Coverage

LVS Needs $700M a Quarter From Macau. They Just Printed $430M. Now What.

Operations

1d ago

LVS Needs $700M a Quarter From Macau. They Just Printed $430M. Now What.

Las Vegas Sands is telling investors the $700 million quarterly EBITDA target for Macau is still on track while simultaneously posting $430 million and blaming a bad hold and the World Cup. If you've ever watched an operator explain away a miss while promising the renovation will fix everything, you've seen this movie before.

MS

Mike Storm 3 min read · 1d ago