LIGHT Comments on the March 2026 New Jersey DGE Numbers

April 16, 2026
Comments from Jane Bokunewicz, faculty director of the Lloyd D. Levenson Institute of Gaming, Hospitality and Tourism (LIGHT), Stockton University School of Business, on the March 2026 numbers released Thursday by the New Jersey Division of Gaming Enforcement:
Despite one of the worst winters in recent years, first quarter 2026 brick-and-mortar
casino gross gaming revenue (GGR) surprisingly increased over the same period in 2025.
Even so, internet gaming exceeded traditional gaming channels for total first quarter
GGR and represented nearly half of total GGR for the period.
March 2026 marks the seventh consecutive month where GGR for internet gaming has exceeded
traditional, brick-and-mortar channels. The fact that brick-and-mortar gaming has
not exceeded internet gaming since August 2025 may be indicative of a high degree
of seasonality when it comes to in-person gaming. As the weather warms and a visit
to the shore becomes increasingly attractive, it will be interesting to see how this
trend evolves.
The convenience of gaming via online channels, especially when weather is not at its
best, is likely to continue resulting in growth for internet gaming operations and
flat brick-and-mortar performance in the shoulder and off seasons. However we should
see some year-over-year growth in brick-and-mortar during the peak summer tourism
season.
Just as during the pandemic, online gaming operations may prove to be an asset as
competition for convenience gamblers increases with the introduction of downstate
New York casinos. The benefit of this will be limited by properties’ revenue-sharing
agreements with third-party business partners and affiliates.
To succeed with brick-and-mortar operations, it will become increasingly necessary
for Atlantic City’s casino resorts to “lean in” to their on-property assets to make
the in-person experience sufficiently enticing and distinctive to attract patrons
in this competitive market.


