Macau Gaming Revenue Rebounds in August After World Cup Lull

Industry
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Summary · why it matters

Macau's gross gaming revenue fell 1.2% year over year in August to 21.9 billion patacas ($2.7 billion), but rose 8.1% from July, according to the Gaming Inspection and Coordination Bureau. Analysts attribute the sequential increase to pent-up demand following a two-month World Cup slowdown, with Citi noting strong premium mass play and major concerts at Galaxy Arena and Venetian Arena as positive factors. For the first eight months of 2026, Macau GGR is up 3.7% year over year to 169.1 billion patacas ($19.2 billion). Looking ahead, Jefferies forecasts GGR will rise 2% in Q3 and 4% in Q4, despite tougher comparisons, supported by a strong event calendar including K-pop groups and the NBA China Games.

Impact on stocks 6

Consumer Discretionary▲ · 6 stocks
Las Vegas Sands Corp
LVS
▲ PositiveDemandrelevance

Macau GGR rebound and strong premium mass play boost Las Vegas Sands' Macau operations.

Wynn Resorts Limited
WYNN
▲ PositiveDemandrelevance

Macau GGR rebound and strong premium mass play boost Wynn Resorts' Macau operations.

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