ALL 1.31% $52.84 aristocrat leisure limited

Ann: HY24 Investor Presentation, page-27

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    lightbulb Created with Sketch. 2076
    Just on the market share US 40% comment, it will be interesting to see in future periods if this declines and/or the market share is no longer called out. The NFL game effect is likely to decline and Dragon Train is now rolling out in the US.

    38% in Aus I think is a fair bit lower that at times in the past, from memory I think ALL has been around 50%. I am a little worried about the resurgence of LNW with thier hit Dragon Train, this had to have impacted. Most venues are buying this game.

    No doubt ALL are also working on news products, so there is that as well.
    Last edited by JoeGambler: 17/05/24
 
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