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What Red Rock Resorts promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

3 of 3 judged targets kept · 15 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Tavern rollout (additional locations beyond the first)6 more taverns opening within 2025, bringing the total to 8Dec 2024Jun 2026:we just opened up our 6 of 8 taverns. We have 2 more to go, one in October, one at the end of the year.
Call transcript, Jun 2026 · no direct link
Delayed
Durango North (Phase 3) expansion cost and openingapproximately $385 million; construction beginning January 2026, approximately 18 months to completeSep 2025Jun 2026:construction of the Durango North expansion is progressing well and remains on schedule to open in the second half of 2027
Call transcript, Jun 2026 · no direct link
On Track
Durango Phase II expansion (garage, high-limit slot room) cost and completionapproximately $116 million, approximately 12 months to completeSep 2024Mar 2026:Since completing our December expansion, adding more than 25,000 square feet of casino space, the premier high limit slot area, and nearly 2,000 additional covered parking spaces.
Call transcript, Mar 2026 · no direct link
Achieved

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Red Rock Resorts’s full ledger

A free account opens 5 company ledgers a month. All 18 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 18 tracked commitments for Red Rock Resorts

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.