In the Know: Market Updates, Insights & More
US Market Monitor
Through the first ten months of 2025, total domestic gaming revenue increased by $5.2bn year-over-year, or 8.5%. We highlight the significant growth across the iGaming and sports betting segments and, to a lesser extent, the growth in the VGT distributed gaming and commercial casino segments. Despite the significant growth in iGaming and sports betting, the YoY commercial casino increase of $1.4bn represented over 27% of the $5.2bn.
The overall domestic gaming market and its segments continue to trend up as a whole, despite a few markets that have experienced declines through October 2025.
Are We Out of the Woods?
Through much of 2022 and 2023, the US economy lived in perpetual fear of a recession that never came. Now, nearly one-quarter into 2024, economists are singing a different tune: a recent NABE report expects the US economy to grow 2.2% this year (figure adjusted for inflation), US household and government spending is expected to remain resilient, and economists have more than doubled their estimates for the number of jobs that will be gained during 2024. With such optimistic outlooks for 2024, how does the gaming industry best position itself for the future?
GGHM Expertise
It’s hard to find a tribal casino without a convenience store or travel center nearby, and it’s even more difficult to differentiate them from other similar options. Although most tribal stores are conveniently located for their casino consumers and leverage this proximity with loyalty programs and even tax savings, not all stores are profitable and most have no significant differentiating appeal for the customers they serve. This suggests that a new approach to the tribal convenience store concept that increases appeal, builds customer loyalty and supports profitability is worth considering.