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Net Sales by Customer Type
Details sales from customer groups such as VIP/high-rollers, mass-market players, tourists, locals, and corporate clients, showing which segments drive revenue and margin. Heavy reliance on VIPs or a small number of large customers raises volatility and concentration risk, while a broad base of mass and tourist customers supports steadier, repeatable revenue.Core & Other has regained share, reflecting successful rollout of vending and in‑plant programs that are outperforming other channels, while National Accounts’ share is essentially flat—signaling limited enterprise-driven volume gains. Public Sector remains a small, lumpy contributor after a 2023 spike. Earnings commentary confirms growth has been largely price‑driven rather than volume-led; the mix shift underscores operational execution but not yet durable volume recovery, so upside hinges on converting vending/in‑plant momentum and productivity cuts into sustained, higher‑margin volume growth amid continued commodity inflation risk.
Date | National Account | Public Sector | Core & Other |
|---|---|---|---|
Sep 30, 2026 | 35.00 | 9.00 | 55.00 |
Jun 30, 2026 | 36.00 | 9.00 | 55.00 |
Mar 31, 2026 | 36.00 | 9.00 | 55.00 |
Dec 31, 2025 | 37.00 | 9.00 | 54.00 |
Sep 30, 2025 | 36.00 | 10.00 | 54.00 |
Jun 30, 2025 | 37.00 | 9.00 | 54.00 |
Mar 31, 2025 | 37.00 | 9.00 | 54.00 |
Dec 31, 2024 | 37.00 | 9.00 | 54.00 |
Sep 30, 2024 | 37.00 | 10.00 | 53.00 |
Jun 30, 2024 | 37.00 | 9.00 | 54.00 |