📊 Topic

EBITDA Performance

2 stories · First covered Jul 7, 2026 · Latest Jul 28
Related: Revenue Management 1 Margin Compression 1 Hotel Occupancy 1 Caesars Entertainment 1 Macau 1 New Orleans 1 Las Vegas Strip 1 Singapore 1 Citigroup 1 Bank of America 1 Wells Fargo 1 Reno 1
EBITDA Performance Coverage
Caesars' Vegas Hotels Lost 130 Basis Points of Occupancy. Their Regional Properties Don't Care.
Operations Primary
Jul 28

Caesars' Vegas Hotels Lost 130 Basis Points of Occupancy. Their Regional Properties Don't Care.

Caesars just posted a quarter where Las Vegas EBITDA dropped 12.6% while regional properties grew 11.2%, and if you think that's just a casino story, you're not paying attention to what it tells you about where leisure travelers are actually spending money right now.

MS
Mike Storm 3 min read · Jul 28
LVS Trades at $45 While Analysts Target $65. Someone's Wrong.
REITs Primary
Jul 22

LVS Trades at $45 While Analysts Target $65. Someone's Wrong.

Mediolanum cut its Las Vegas Sands position by 53% in Q1, and they weren't alone. With Q2 earnings dropping tomorrow and Macau revenue down 12%, the gap between analyst consensus and actual trading price tells you everything about where institutional confidence stands.

JC
Jordan Chen 2 min read · Jul 22