米国:アトランティックシティ 残存者メリットで事業者の収益改善が顕著。ノンゲーミング強化へ

22日にDivision of Gaming Enforcementが発表した資料によると、2015年1-3月(1Q)のアトランティックシティの8施設(事業者)のGross Operating Profit(GOP)は$81.3mnとなり、既存店比較では26%増、総合計比較では109%増となった。
2014年に4つの施設が閉鎖(the Atlantic Club、Showboat、Revel、Trump Plaza)し、残存者メリットが顕在化してきた。

施設別のGOPは、リーディングであるBorgataは$38.5mn、YoY83%増、第二位のHarrah’sは$27.7mn、同31%増であった。

アトランティックシティは需給マッチし、収益性が改善してきた。収益をノンゲーミングのアトラクションに再投資し、集客力を高める好循環が生まれつつある。

アトランティックシティはペンシルバニア州など周辺との競争、ノンゲーミングアトラクションを育成してこなかったことを背景に苦境に陥った。
現在、既存施設の投資に新しい投資家も加わり、ノンゲーミングアトラクションを強化する動きが活発化している。今後mアトランティックシティがどのように変貌するか注目される。

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