EILERS: U.S. Lottery Tracker - 3Q26

In 3Q26, total U.S. lottery sales declined -4% y/y but increased by nearly +1% q/q to $26.6 billion across the 46 U.S. jurisdictions we track in our report. Instant Tickets sales increased +2% y/y but declined -2% q/q to $18.7 billion due to the continued growth of iLottery sales. Retail Instant Ticket sales declined -1% y/y and -4% q/q, which was in-line average seasonality for the period, and in-line with annual trends observed in the first half. Draw game wagers declined -15% y/y but were up +6% q/q to $7.9 billion. The annual decline was driven by weaker multi-state jackpot activity. Finally, we estimate Internet-based iLottery sales increased +16% y/y and +10% q/q to $3.9 billion during the quarter. For those interested, more detail on iLottery will be published in our upcoming U.S. iLottery Tracker.

2Q26 iLottery gross sales (wagers) increased +13% y/y and remained flat q/q at $3.6 billion. The annual increase was driven by eInstant and Draw growth across most markets and new market contributions. GGR benefited from wager growth y/y along with marginal increases in the mix of Draw games and hold rates both y/y and q/q. See the report for commentary on nationwide trends, analysis by jurisdiction, market share by platform provider, a legislative update regarding new potential jurisdictions, and our CY26 forecast.

In 2Q26, total U.S. lottery sales increased +1% y/y and +1% q/q to $26.4 billion across the 46 U.S. jurisdictions we track in our report. Instant Tickets sales increased +1% y/y and +1% q/q to $19.0 billion with growth driven by iLottery sales. Retail Instant Ticket sales declined -1% y/y but increased +1% q/q, which was modestly ahead of the average trend of relative stable sales q/q in 2Q. Draw game wagers increased by +1% y/y and +2% q/q to $7.4 billion. See the report for results and commentary for the full year as well as analysis by main product type and our CY26 forecast.