Jefferies predicts constrained U.S. casino growth in 2025, Macau return to pre-pandemic levels by 2026

U.S. regional casino markets are poised for a competitive but constrained growth trajectory in 2025, while Macau’s gaming sector is expected to recover to pre-pandemic levels by 2026, according to a note from Jefferies Equity Research analyst David Katz. The report provides a nuanced outlook on the