Operations
Primary
Apr 26
Las Vegas Sands beat every analyst estimate, grew revenue 25%, and watched $641 million in quarterly profit hit the books. Wall Street sold it off anyway, and the reason tells you something about where the real pressure is building in integrated resort economics.
Development
Primary
Mar 14
Paradise City just added 501 Hyatt Regency rooms next to its Grand Hyatt, bringing total inventory to 1,270 keys at an integrated resort near Incheon Airport. The question nobody's asking: who's actually filling those rooms, and what happens when the casino VIP pipeline hiccups?
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