Jefferies: With Casino Stocks, Efficiency Is a Big Deal

With few exceptions, it’s been a tale of woe in 2026 for casino stocks, but investors scouring the landscape for rebound candidates may want to focus on a simple metric: efficiency. Noting that “quality over quantity” matters and that operators dedicated to premium strategies “can justify premium valuations,” Jefferies analyst David Katz highlights the Las Vegas Strip as a prime example of a gaming jurisdiction where efficiency matters. He says that the U.S.