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Stock impact report

Hot Picks: Strong consumer trends fuel optimism for gaming and leisure names [BNN Bloomberg (Canada)]

BRP Inc. - Common Subordinate Voting Shares (DOOO) 
Company Research Source: BNN Bloomberg
BNN Bloomberg spoke with James Hardiman, senior vice-president and leisure analyst at Citi, who highlighted momentum across casinos, cruise lines and powersports makers, while outlining where he sees the strongest catalysts ahead. Key Takeaways Wynn's premium positioning helps it outperform in a K-shaped consumer environment. A major UAE resort slated for 2027 adds to Wynn's long-term growth pipeline. Macau's recovery and share-gain potential support the company's outlook. Cruise demand continues to climb, lifting industry sentiment and Carnival's prospects. BRP is positioned to gain share as off-road vehicle demand strengthens. Read the full transcript below: ROGER: And time now for Hot Picks. Wynn is a leading developer of luxury casino resorts, and it's my next guest's top stock pick. Joining me is James Hardiman, senior vice-president and leisure analyst at Citi. James, thanks, as always, for joining us. JAMES: Thanks for having me. ROGER: OK, I'm going to get Show less Read more
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