Gaming, Lodging, & Leisure Weekly Matters

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Gaming, Lodging, & Leisure Weekly Matters

USA | Gaming, Lodging & Leisure EquityJuneResearch21, 2026

Chart 1 - GLL Event Calendar

Gaming, Lodging & Leisure Upcoming Corporate Access EventsGaming, Lodging, & Leisure Weekly Matters Date Event Location Event

Jun 24, 26 Analyst Marketing Chicago, IL Analyst Marketing

Jun 25 PENN Hollywood Aurora Tour Aurora, IL Property Tours

We address the following key issues affecting Gaming, Lodging & Leisure .Source:Jun 30 Middle East: Lodging Recovery Scenario & LT Prospects Virtual Expert Call Sep 28 - Oct 1 JefferiesGlobal Gaming Expo (G2E) Las Vegas, NV Conference

stocks: 1) Top takes from our Nantucket conference; 2) CHDN loses Preakness Contact us for details on the schedule

IP to MD; 3) NY Statewide OSB Hold Down ~16pts W/W on Knicks Win, Handle and registration for our upcoming events

HERE

Now Up 0.4% YTD.

Investors asking about our top ideas out of Nantucket. Post Jef's Consumer Conference in

Nantucket, investors' focus is on a wide range of takes in GLL. Lodging (particularly C-corps) was

characterized by broadly constructive commentary, with RevPAR trends remaining resilient. Luxury

continues to lead, which we view as supportive for H. Timeshare operators also conveyed positive

demand signals, and we believe VAC is best positioned for upside, supported by a credible and

highly incentivized management team (video HERE). Within gaming, the primary focus was digital,

where prediction markets suggest a wide range of potential outcomes in 2H. Early World Cup

matches have tracked positively. We view RSI as the most levered near-term beneficiary given its

outsized exposure to this catalyst. Note HERE.

Maryland acquires IP to Preakness Stakes. The State of Maryland has elected to exercise its right

under Maryland Code Ann. Bus.