📊 Topic

Operating margins

2 stories · First covered Mar 19, 2026 · Latest 4d ago
Operating margins Coverage
MGM's Vegas EBITDAR Dropped 8% While Macau Grew. That's Not a Blip.

MGM's Vegas EBITDAR Dropped 8% While Macau Grew. That's Not a Blip.

MGM just posted its first Las Vegas revenue growth in three quarters and somehow still watched profits shrink. If you think that's just a Vegas problem, you haven't been paying attention to what's happening to operating margins across the entire industry.

When the Numbers Say "Sell" But the Industry Says "Boom," Somebody's Wrong

When the Numbers Say "Sell" But the Industry Says "Boom," Somebody's Wrong

An Indian hotel company just hit an all-time stock low while the broader market around it is running occupancy north of 72%. That disconnect tells you everything about the difference between riding an industry wave and actually operating well enough to profit from it.