MCS
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Transcripts and related coverage stored for MCS. Related articles may discuss other companies and are not verified issuer releases.
Related articleQuarter not tagged2026-10-22Marcus (MCS) Earnings Expected to Grow: Should You Buy?
Zacks
Marcus (MCS) Earnings Expected to Grow: Should You Buy?
Wall Street expects a year-over-year increase in earnings on higher revenues when Marcus (MCS) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This operator of movie theaters, hotels and resorts is expected to post quarterly earnings of $0.60 per share in its upcoming report, which represents a year-over-year change of +42.9%. Revenues are expected to be $236.31 million, up 12.5% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 8.53% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. H…Read full documentShow less
Wall Street expects a year-over-year increase in earnings on higher revenues when Marcus (MCS) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This operator of movie theaters, hotels and resorts is expected to post quarterly earnings of $0.60 per share in its upcoming report, which represents a year-over-year change of +42.9%. Revenues are expected to be $236.31 million, up 12.5% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 8.53% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Marcus, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination makes it difficult to conclusively predict that Marcus will beat the consensus EPS estimate. While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Marcus would post earnings of $0.35 per share when it actually produced earnings of $0.51, delivering a surprise of +45.71%. Over the last four quarters, the company has beaten consensus EPS estimates two times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Marcus doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Caesars Entertainment (CZR), another stock in the Zacks Leisure and Recreation Services industry, is expected to report loss per share of $0.09 for the quarter ended September 2026. This estimate points to a year-over-year change of +66.7%. Revenues for the quarter are expected to be $2.99 billion, up 4.2% from the year-ago quarter. The consensus EPS estimate for Caesars Entertainment has remained unchanged over the last 30 days. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -105.76%. When combined with a Zacks Rank of #5 (Strong Sell), this Earnings ESP makes it difficult to conclusively predict that Caesars Entertainment will beat the consensus EPS estimate. The company could not beat consensus EPS estimates in any of the last four quarters. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Marcus Corporation (The) (MCS) : Free Stock Analysis Report Caesars Entertainment, Inc. (CZR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research
Related articleQuarter not tagged2026-10-15Marcus Corporation Announces Third Quarter 2026 Release Date and Conference Call
Business Wire
Marcus Corporation Announces Third Quarter 2026 Release Date and Conference Call
MILWAUKEE, October 15, 2026--(BUSINESS WIRE)--Marcus Corporation (NYSE: MCS) today announced it will report results for the third quarter of 2026 prior to the stock market open on Thursday, October 29, 2026. The release will be followed by a conference call at 10:00 a.m. Central/11:00 a.m. Eastern time. Participants may listen to the call live on the internet through the investor relations section of the company's website: investors.marcuscorp.com, or by dialing 1-626-884-3620 and entering the meeting ID 600793939. Listeners should dial in to the call at least 5-10 minutes prior to the start of the call or should go to the website at least 15 minutes prior to the call to download and install any necessary audio software. A replay of the conference call will be archived on the company's website until its next earnings release. About Marcus Corporation Headquartered in Milwaukee, Marcus Corporation is a leader in the entertainment and hospitality industries, with significant company-owned real estate assets. Marcus Corporation's theatre division, Marcus Theatres®, is the fourth largest theatre circuit in the U.S. and currently owns or operates 975 screens at 77 locations in 17 states under the Marcus Theatres, Movie Tavern® by Marcus and BistroPlex® brands. The company's hospitality division, Marcus® Hotels & Resorts, owns and/or manages 17 hotels, resorts and other properties in eight states. For more information, please visit the company's website at www.marcuscorp.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20261015422993/en/ Contacts For additional information, contact: Chad Paris (414) 905-1100 [email protected]
Related articleQuarter not tagged2026-09-29Carnival Q3 Earnings Beat Estimates on Record Revenues & Net Yields
Zacks
Carnival Q3 Earnings Beat Estimates on Record Revenues & Net Yields
Carnival Corporation Ltd. CCL reported better-than-expected third-quarter fiscal 2026 (ended Aug. 31) results, with both adjusted earnings and revenues surpassing the Zacks Consensus Estimate. Revenues increased on a year-over-year basis, while adjusted earnings remained flat. Carnival delivered all-time-high revenues and net yields in constant currency, supported by continued demand strength and cost discipline. Net yields increased 2.4% year over year in constant currency, more than one percentage point better than the June guidance. Adjusted EBITDA also exceeded the company's June guidance by $110 million despite higher fuel costs. For the quarter under review, the company reported adjusted earnings per share (EPS) of $1.43, beating the Zacks Consensus Estimate of $1.36 by 5.1%. Carnival Corporation price-consensus-eps-surprise-chart | Carnival Corporation Quote Revenues in the quarter totaled $8.44 billion, beating the consensus mark of $8.36 billion by 0.9%. The metric increased 3.5% year over year from $8.15 billion. During the quarter, passenger ticket revenues amounted to $5.53 billion, up 1.8% from $5.43 billion reported in the prior-year quarter. Our estimate for passenger ticket revenues was pegged at $5.6 billion. Onboard and other revenues increased 6.7% to $2.91 billion from $2.72 billion reported in the year-ago quarter. Our estimate for Onboard and other revenues was pegged at $2.79 billion. Gross margin totaled $3.05 billion, almost flat compared with prior-year quarter levels. Gross margin yields declined 1.3% year over year, primarily due to higher fuel prices. Net yields reached an all-time high and increased 2.4% year over year in constant currency. Adjusted EBITDA totaled $2.99 billion, unchanged from the prior-year quarter. Our estimate for the metric was $2.88 billion. Cruise and tour operating expenses totaled $4.63 billion, up 5.5% from $4.39 billion in the year-ago quarter. Fuel expense increased to $615 million from $451 million. Adjusted cruise costs excluding fuel per available lower berth day increased 1.8% in constant currency, one percentage point better than the June guidance. Passenger cruise days totaled 27.9 million compared with 27.5 million in the prior-year quarter. Available lower berth days increased to 24.9 million from 24.6 million. Occupancy was 111.8% compared with 111.7% in the year-ago quarter. Carnival c…Read full documentShow less
Carnival Corporation Ltd. CCL reported better-than-expected third-quarter fiscal 2026 (ended Aug. 31) results, with both adjusted earnings and revenues surpassing the Zacks Consensus Estimate. Revenues increased on a year-over-year basis, while adjusted earnings remained flat. Carnival delivered all-time-high revenues and net yields in constant currency, supported by continued demand strength and cost discipline. Net yields increased 2.4% year over year in constant currency, more than one percentage point better than the June guidance. Adjusted EBITDA also exceeded the company's June guidance by $110 million despite higher fuel costs. For the quarter under review, the company reported adjusted earnings per share (EPS) of $1.43, beating the Zacks Consensus Estimate of $1.36 by 5.1%. Carnival Corporation price-consensus-eps-surprise-chart | Carnival Corporation Quote Revenues in the quarter totaled $8.44 billion, beating the consensus mark of $8.36 billion by 0.9%. The metric increased 3.5% year over year from $8.15 billion. During the quarter, passenger ticket revenues amounted to $5.53 billion, up 1.8% from $5.43 billion reported in the prior-year quarter. Our estimate for passenger ticket revenues was pegged at $5.6 billion. Onboard and other revenues increased 6.7% to $2.91 billion from $2.72 billion reported in the year-ago quarter. Our estimate for Onboard and other revenues was pegged at $2.79 billion. Gross margin totaled $3.05 billion, almost flat compared with prior-year quarter levels. Gross margin yields declined 1.3% year over year, primarily due to higher fuel prices. Net yields reached an all-time high and increased 2.4% year over year in constant currency. Adjusted EBITDA totaled $2.99 billion, unchanged from the prior-year quarter. Our estimate for the metric was $2.88 billion. Cruise and tour operating expenses totaled $4.63 billion, up 5.5% from $4.39 billion in the year-ago quarter. Fuel expense increased to $615 million from $451 million. Adjusted cruise costs excluding fuel per available lower berth day increased 1.8% in constant currency, one percentage point better than the June guidance. Passenger cruise days totaled 27.9 million compared with 27.5 million in the prior-year quarter. Available lower berth days increased to 24.9 million from 24.6 million. Occupancy was 111.8% compared with 111.7% in the year-ago quarter. Carnival carried 3.9 million passengers, up from 3.8 million a year earlier. Fuel consumption per thousand available lower berth days improved 3.8% year over year to 26.9 metric tons from 28 metric tons. Fuel cost per metric ton consumed, excluding emission allowances, increased to $826 from $607. The company delivered another strong booking performance, with volumes meaningfully ahead of the prior year and far outpacing capacity growth. For full-year fiscal 2027, both booked occupancy and pricing are at record levels. Customer deposits reached a fiscal third-quarter record of $7.64 billion, surpassing the prior-year record by approximately $0.5 billion. Carnival also stated that 2028 bookings started at higher occupancy and pricing levels than the prior year. As of Aug. 31, 2026, cash and cash equivalents were $1.22 billion compared with $1.93 billion as of Nov. 30, 2025. Total debt, including current and long-term debt, declined to $23.91 billion from $26.64 billion over the same period. Cash from operations totaled $1.41 billion in the quarter compared with $1.38 billion in the prior-year quarter. Capital expenditures amounted to $698 million compared with $648 million a year ago. Carnival completed approximately $1.2 billion of share repurchases year to date. The company distributed $204 million in dividends during the third quarter, bringing year-to-date dividend payments to $618 million. For fourth-quarter fiscal 2026, the company expects adjusted EBITDA of approximately $1.30 billion. Adjusted net income is projected at nearly $274 million, while adjusted EPS is expected to be approximately 20 cents. The company expects fiscal 2026 net yields to increase approximately 2.3% year over year in constant currency, 0.5 percentage points better than the June guidance. Adjusted cruise costs excluding fuel per available lower berth day are expected to increase approximately 2.2% in constant currency. For the fiscal fourth quarter, net yields are projected to increase approximately 1.7% in constant currency. For fiscal 2026, CCL expects adjusted EBITDA of approximately $7.14 billion. Adjusted net income is projected to be nearly $3.08 billion, while adjusted EPS is anticipated to be approximately $2.24. Currently, Carnival has a Zacks Rank #3 (Hold). Some better-ranked stocks from the Zacks Consumer-Discretionary sector are Life Time Group Holdings, Inc. LTH, The Marcus Corporation MCS and AMC Entertainment Holdings, Inc. AMC. Life Time Group presently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks Rank #1 stocks here. Life Time Group delivered a trailing four-quarter earnings surprise of 9.50%, on average. The stock has jumped 48.9% in the year-to-date period. The Zacks Consensus Estimate for LTH's 2026 sales and EPS implies growth of 12.4% and 22.9%, respectively, from the year-ago levels. Marcus currently sports a Zacks Rank #1. The company delivered a trailing four-quarter earnings miss of 34.2%, on average. The stock has surged 85% in the year-to-date period. The Zacks Consensus Estimate for Marcus' 2026 sales and EPS indicates growth of 8.3% and 652.9%, respectively, from the year-ago period's levels. AMC Entertainment presently has a Zacks Rank #2 (Buy). The company delivered a trailing four-quarter earnings surprise of 321.7%, on average. The stock has rallied 110.9% in the year-to-date period. The Zacks Consensus Estimate for AMC Entertainment's 2026 sales and EPS indicates an increase of 14.6% and 77.1%, respectively, from the year-ago levels. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Carnival Corporation (CCL) : Free Stock Analysis Report Marcus Corporation (The) (MCS) : Free Stock Analysis Report AMC Entertainment Holdings, Inc. (AMC) : Free Stock Analysis Report Life Time Group Holdings, Inc. (LTH) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research
Related articleQuarter not tagged2026-08-25McChip Announces Adoption of Quarterly Reporting Exemption Under Coordinated Blanket Order 51-933
GlobeNewswire
McChip Announces Adoption of Quarterly Reporting Exemption Under Coordinated Blanket Order 51-933
TORONTO, Aug. 25, 2026 (GLOBE NEWSWIRE) -- McChip Resources Inc. (TSXV: MCS) (“McChip” or the “Company”) announces that the Company intends on adopting the policies outlined in the semi-annual financial reporting pilot program (“SAR Pilot Program”) utilizing the exemptions provided under Coordinated Blanket Order 51-933 Exemptions to Permit Semi-Annual Reporting for Certain Venture Issuers (the “Blanket Order”). The SAR Pilot Program is implemented under the Blanket Order, which allows eligible venture issuers to voluntarily move from quarterly to semi-annual financial reporting. By adopting the SAR Pilot Program, McChip aims to reduce the administrative and financial burden associated with quarterly reporting. The Corporation will not file interim financial statements and related management discussion and analysis (“MD&A”) for the nine-month period ending September 30, 2026, and three-month period ending March 31, 2027. McChip will continue to file audited annual financial statements and MD&A (due within 120 days of December 31) and six-month interim financial statements and MD&A (due within 60 days of June 30). McChip confirms it meets the SAR Pilot's eligibility criteria, which include being a venture issuer with annual revenues of less than $10 million and maintaining a clean 12-month continuous disclosure record. The Company remains committed to timely disclosure and will continue to report all material changes and significant developments as required under National Instrument 51-102 – Continuous Disclosure Obligations. This news release is being filed pursuant to the Blanket Order. About McChip Resources Inc. McChip is a Canadian natural resource company incorporated in 1935 and headquartered in Toronto, Ontario. McChip maintains exposure to the natural resource sector through investments in mineral and other resource-related opportunities. Its common shares trade on the TSX Venture Exchange under the symbol MCS. Contact Information For more information, please contact:Zachary Goldenberg, CEO and Director McChip Resources Inc.Phone No.: 647-987-5083Email: [email protected] Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this press release.This press release contains forward-looking statements and forward-loo…Read full documentShow less
TORONTO, Aug. 25, 2026 (GLOBE NEWSWIRE) -- McChip Resources Inc. (TSXV: MCS) (“McChip” or the “Company”) announces that the Company intends on adopting the policies outlined in the semi-annual financial reporting pilot program (“SAR Pilot Program”) utilizing the exemptions provided under Coordinated Blanket Order 51-933 Exemptions to Permit Semi-Annual Reporting for Certain Venture Issuers (the “Blanket Order”). The SAR Pilot Program is implemented under the Blanket Order, which allows eligible venture issuers to voluntarily move from quarterly to semi-annual financial reporting. By adopting the SAR Pilot Program, McChip aims to reduce the administrative and financial burden associated with quarterly reporting. The Corporation will not file interim financial statements and related management discussion and analysis (“MD&A”) for the nine-month period ending September 30, 2026, and three-month period ending March 31, 2027. McChip will continue to file audited annual financial statements and MD&A (due within 120 days of December 31) and six-month interim financial statements and MD&A (due within 60 days of June 30). McChip confirms it meets the SAR Pilot's eligibility criteria, which include being a venture issuer with annual revenues of less than $10 million and maintaining a clean 12-month continuous disclosure record. The Company remains committed to timely disclosure and will continue to report all material changes and significant developments as required under National Instrument 51-102 – Continuous Disclosure Obligations. This news release is being filed pursuant to the Blanket Order. About McChip Resources Inc. McChip is a Canadian natural resource company incorporated in 1935 and headquartered in Toronto, Ontario. McChip maintains exposure to the natural resource sector through investments in mineral and other resource-related opportunities. Its common shares trade on the TSX Venture Exchange under the symbol MCS. Contact Information For more information, please contact:Zachary Goldenberg, CEO and Director McChip Resources Inc.Phone No.: 647-987-5083Email: [email protected] Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this press release.This press release contains forward-looking statements and forward-looking information (collectively, “forward looking statements”) within the meaning of applicable Canadian and United States securities laws. All statements, other than statements of historical fact, included herein are forward-looking statements. Forward-looking statements are typically identified by words such as: believe, expect, anticipate, intend, estimate, postulate and similar expressions or are those which, by their nature, refer to future events. Although the Company believes that such statements are reasonable, there can be no assurance that such statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. The Company cautions investors that any forward-looking statements by the Company are not guarantees of future performance, and that actual results may differ materially from those in forward-looking statements. Important factors that could cause actual events and results to differ materially from the Company's expectations. Trading in the securities of the Company should be considered highly speculative. All of the Company's public disclosure filings may be accessed via www.sedarplus.ca and readers are urged to review these materials.This press release is not, and is not to be construed in any way as, an offer to buy or sell securities in the United States.
Related articleQuarter not tagged2026-08-05Wynn Resorts Q2 Earnings & Revenues Beat on Palace Strength
Zacks
Wynn Resorts Q2 Earnings & Revenues Beat on Palace Strength
Wynn Resorts, Limited WYNN reported second-quarter 2026 results, with earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines increased on a year-over-year basis.Management highlighted healthy demand across the business, including a monthly Adjusted Property EBITDAR record in Las Vegas during May and strong performance in Macau. Wynn Palace led the quarter’s growth, with revenues rising 21.1% and Adjusted Property EBITDAR increasing 28.2% year over year. In the second quarter, the company reported adjusted earnings per share of $1.24, beating the Zacks Consensus Estimate of $1.01 by 22.8%. In the prior-year quarter, Wynn Resorts reported adjusted earnings of $1.09 per share.Quarterly operating revenues of $1.86 billion surpassed the consensus mark of $1.84 billion by 0.9%. The top line increased 6.9% from $1.74 billion reported in the year-ago quarter. Wynn Resorts, Limited price-consensus-eps-surprise-chart | Wynn Resorts, Limited Quote In the second quarter, Wynn Palace’s operating revenues amounted to $653.4 million compared with $539.6 million in the prior-year quarter. Casino revenues increased 25.9% year over year to $564.4 million, while food and beverage revenues rose 4.4% to $31.8 million.Rooms and entertainment, retail and other revenues declined 6% each to $36.2 million and $21.1 million, respectively. Adjusted Property EBITDAR increased to $201.5 million from $157.2 million, with the margin improving to 30.8% from 29.1%.In the VIP segment, table games turnover declined 32% year over year to $2.77 billion. The VIP table games win rate was 2.97% compared with 2.86% in the prior-year quarter and remained below the property’s expected range of 3.1% to 3.4%.Mass-market table drop increased 3% to $1.9 billion, while table games win rose 36.9% to $563.3 million. The mass-market table games win percentage improved to 29.7% from 22.3%. RevPAR declined 5.7% to $216, while occupancy was 98.9%. In the second quarter, Wynn Macau generated operating revenues of $351.1 million compared with $343.8 million reported in the prior-year quarter. Casino revenues increased 2.5% to $300.7 million, while entertainment, retail and other revenues rose 8.7% to $12.7 million.Rooms and food and beverage revenues declined 3.8% and 1.5% to $20.9 million and $16.8 million, respectively. Adjusted Property EBITDAR declined 1% to $95.5 million from $96…Read full documentShow less
Wynn Resorts, Limited WYNN reported second-quarter 2026 results, with earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines increased on a year-over-year basis.Management highlighted healthy demand across the business, including a monthly Adjusted Property EBITDAR record in Las Vegas during May and strong performance in Macau. Wynn Palace led the quarter’s growth, with revenues rising 21.1% and Adjusted Property EBITDAR increasing 28.2% year over year. In the second quarter, the company reported adjusted earnings per share of $1.24, beating the Zacks Consensus Estimate of $1.01 by 22.8%. In the prior-year quarter, Wynn Resorts reported adjusted earnings of $1.09 per share.Quarterly operating revenues of $1.86 billion surpassed the consensus mark of $1.84 billion by 0.9%. The top line increased 6.9% from $1.74 billion reported in the year-ago quarter. Wynn Resorts, Limited price-consensus-eps-surprise-chart | Wynn Resorts, Limited Quote In the second quarter, Wynn Palace’s operating revenues amounted to $653.4 million compared with $539.6 million in the prior-year quarter. Casino revenues increased 25.9% year over year to $564.4 million, while food and beverage revenues rose 4.4% to $31.8 million.Rooms and entertainment, retail and other revenues declined 6% each to $36.2 million and $21.1 million, respectively. Adjusted Property EBITDAR increased to $201.5 million from $157.2 million, with the margin improving to 30.8% from 29.1%.In the VIP segment, table games turnover declined 32% year over year to $2.77 billion. The VIP table games win rate was 2.97% compared with 2.86% in the prior-year quarter and remained below the property’s expected range of 3.1% to 3.4%.Mass-market table drop increased 3% to $1.9 billion, while table games win rose 36.9% to $563.3 million. The mass-market table games win percentage improved to 29.7% from 22.3%. RevPAR declined 5.7% to $216, while occupancy was 98.9%. In the second quarter, Wynn Macau generated operating revenues of $351.1 million compared with $343.8 million reported in the prior-year quarter. Casino revenues increased 2.5% to $300.7 million, while entertainment, retail and other revenues rose 8.7% to $12.7 million.Rooms and food and beverage revenues declined 3.8% and 1.5% to $20.9 million and $16.8 million, respectively. Adjusted Property EBITDAR declined 1% to $95.5 million from $96.5 million.VIP table games turnover fell 56.4% year over year to $428.1 million. The VIP win rate declined to 2.58% from 3.41% and remained below the expected range.Mass-market table drop rose 8.3% to $1.75 billion, and table games win increased 6.9% to $300.2 million. Slot machine handle advanced 18%, while slot machine win climbed 38.6%. RevPAR declined 3.3% to $208. In the second quarter, operating revenues from Las Vegas Operations totaled $643.2 million compared with $638.6 million in the prior-year quarter. Casino revenues increased 6.5% to $158.1 million, while room revenues edged up 0.1% to $208.1 million.Food and beverage revenues rose 0.4% to $195.7 million. Entertainment, retail and other revenues declined 6.9% to $81.2 million. Adjusted Property EBITDAR decreased 8.3% to $215.2 million, with the margin contracting to 33.5% from 36.8%.Table drop increased 4.8% year over year to $638.2 million, while table games win rose 14.8% to $152.7 million. The table games win percentage improved to 23.9% from 21.8%.RevPAR increased 2.5% to $501, while the average daily rate rose 4.9% to $575. Occupancy declined to 87.1% from 89.2% in the year-ago quarter. In the second quarter, Encore Boston Harbor’s operating revenues amounted to $209.3 million compared with $215.7 million in the prior-year quarter. Casino revenues fell 5.9% to $152.1 million.Rooms and food and beverage revenues increased 9.7% and 7.4% to $25.1 million and $20.1 million, respectively. Entertainment, retail and other revenues declined 3.9% to $12 million.Adjusted Property EBITDAR decreased 12.2% to $56.1 million from $63.9 million. The table games win percentage fell to 18.1% from 21.3%.RevPAR increased 9.6% to $412, while the average daily rate rose 9.9% to $445. Occupancy was 92.7% compared with 92.9% in the prior-year quarter. In the second quarter, Adjusted Property EBITDAR totaled $568.3 million compared with $552.4 million in the year-ago quarter. The consolidated margin declined to 30.6% from 31.8%.Operating income increased to $297.6 million from $264.6 million reported in second quarter 2025. Net income attributable to Wynn Resorts rose to $140.1 million from $66.2 million reported in the prior year quarter. As of June 30, 2026, cash and cash equivalents totaled $1.57 billion, excluding $527.4 million of short-term investments held by Wynn Macau. Total current and long-term debt outstanding was $10.72 billion.The company repurchased 741,098 shares for $75 million during the quarter. Wynn Resorts also declared a cash dividend of 25 cents per share, payable Aug. 28, 2026. Wynn Al Marjan Island is expected to open in September 2027. Wynn Resorts currently has a Zacks Rank #4 (Sell).Some better-ranked stocks from the Zacks Consumer-Discretionary sector are Life Time Group Holdings, Inc. LTH, The Marcus Corporation MCS and AMC Entertainment Holdings, Inc. AMC. Life Time Group presently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks Rank #1 stocks here. Life Time Group delivered a trailing four-quarter earnings surprise of 9.50%, on average. The stock has surged 68.3% in the year-to-date period. The Zacks Consensus Estimate for LTH’s 2026 sales and EPS implies growth of 11.5% and 19.4%, respectively, from the year-ago levels. Marcus currently sports a Zacks Rank #1. The company delivered a trailing four-quarter earnings miss of 34.2%, on average. The stock has gained 100.7% in the year-to-date period. The Zacks Consensus Estimate for Marcus’ 2026 sales and EPS indicates growth of 8.3% and 605.9%, respectively, from the year-ago period’s levels.AMC Entertainment presently has a Zacks Rank #2 (Buy). The company delivered a trailing four-quarter earnings surprise of 321.7%, on average. The stock has rallied 71.8% in the year-to-date period. The Zacks Consensus Estimate for AMC Entertainment’s 2026 sales and EPS indicates an increase of 13.3% and 77.1%, respectively, from the year-ago levels. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Wynn Resorts, Limited (WYNN) : Free Stock Analysis Report Marcus Corporation (The) (MCS) : Free Stock Analysis Report AMC Entertainment Holdings, Inc. (AMC) : Free Stock Analysis Report Life Time Group Holdings, Inc. (LTH) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research
Related articleQuarter not tagged2026-08-05Mattel Q2 Earnings Miss Estimates on Costs, Revenues Beat on Vehicles
Zacks
Mattel Q2 Earnings Miss Estimates on Costs, Revenues Beat on Vehicles
Mattel, Inc. MAT reported second-quarter 2026 results, with adjusted earnings missing the Zacks Consensus Estimate but net sales surpassing the same. Revenues improved, while the bottom line declined sharply from the prior-year quarter.The company posted adjusted earnings of 1 cent per share, down from 21 cents a year earlier. The figure missed the Zacks Consensus Estimate of 3 cents by 66.7%, as higher advertising, selling and administrative expenses and margin pressure weighed on profitability. Mattel, Inc. price-consensus-eps-surprise-chart | Mattel, Inc. Quote Net sales of $1.13 billion increased 10% year over year and surpassed the consensus mark of $1.08 billion by 4.2%. Growth was led by North America, Vehicles and the Action Figures, Building Sets, Games and Other category. Vehicles gross billings rose 11% in constant currency. North America net sales increased 12% year over year. International net sales advanced 9% as reported and 5% in constant currency, supporting broad-based top-line growth during the quarter.Regional gross billings increased in North America, EMEA and Asia Pacific. North America gross billings rose 12% in constant currency to $613 million, while EMEA increased 7% to $363 million. Latin America was comparable at $165 million, and Asia Pacific advanced 4% to $126 million. Management believes U.S. retailer ordering patterns have now largely stabilized. Worldwide Vehicles gross billings increased 14% as reported and 11% in constant currency to $463 million, primarily driven by Hot Wheels. The company expects Hot Wheels to achieve its ninth consecutive record year, supported by demand from children and adult collectors.Action Figures, Building Sets, Games and Other gross billings surged 35% as reported and 33% in constant currency to $358 million. Growth was reflected in Games, including the contribution from Mattel's 163 digital titles, and Action Figures tied to theatrical releases. Mattel Brick Shop also performed well during the quarter. Dolls gross billings declined 5% as reported and 7% in constant currency to $318 million, primarily due to lower Barbie sales. Weakness in Barbie and Polly Pocket was partly offset by growth in K-Pop Demon Hunters and Disney Princess and Frozen products. Management expects Barbie to return to growth in 2027.Infant, Toddler and Preschool gross billings fell 11% as reported and 13% in constant curr…Read full documentShow less
Mattel, Inc. MAT reported second-quarter 2026 results, with adjusted earnings missing the Zacks Consensus Estimate but net sales surpassing the same. Revenues improved, while the bottom line declined sharply from the prior-year quarter.The company posted adjusted earnings of 1 cent per share, down from 21 cents a year earlier. The figure missed the Zacks Consensus Estimate of 3 cents by 66.7%, as higher advertising, selling and administrative expenses and margin pressure weighed on profitability. Mattel, Inc. price-consensus-eps-surprise-chart | Mattel, Inc. Quote Net sales of $1.13 billion increased 10% year over year and surpassed the consensus mark of $1.08 billion by 4.2%. Growth was led by North America, Vehicles and the Action Figures, Building Sets, Games and Other category. Vehicles gross billings rose 11% in constant currency. North America net sales increased 12% year over year. International net sales advanced 9% as reported and 5% in constant currency, supporting broad-based top-line growth during the quarter.Regional gross billings increased in North America, EMEA and Asia Pacific. North America gross billings rose 12% in constant currency to $613 million, while EMEA increased 7% to $363 million. Latin America was comparable at $165 million, and Asia Pacific advanced 4% to $126 million. Management believes U.S. retailer ordering patterns have now largely stabilized. Worldwide Vehicles gross billings increased 14% as reported and 11% in constant currency to $463 million, primarily driven by Hot Wheels. The company expects Hot Wheels to achieve its ninth consecutive record year, supported by demand from children and adult collectors.Action Figures, Building Sets, Games and Other gross billings surged 35% as reported and 33% in constant currency to $358 million. Growth was reflected in Games, including the contribution from Mattel's 163 digital titles, and Action Figures tied to theatrical releases. Mattel Brick Shop also performed well during the quarter. Dolls gross billings declined 5% as reported and 7% in constant currency to $318 million, primarily due to lower Barbie sales. Weakness in Barbie and Polly Pocket was partly offset by growth in K-Pop Demon Hunters and Disney Princess and Frozen products. Management expects Barbie to return to growth in 2027.Infant, Toddler and Preschool gross billings fell 11% as reported and 13% in constant currency to $128 million, mainly reflecting a decline in Fisher-Price. However, Little People delivered high-double-digit growth, aided by new partnerships. Adjusted gross margin declined 260 basis points year over year to 48.6%. The contraction reflected the gross incremental cost of tariffs, inflation, higher royalties and unfavorable foreign exchange. Contributions from Mattel163, tariff-mitigation efforts and cost savings provided partial offsets.Advertising expenses increased $45.2 million to $124.3 million, reflecting Mattel163, marketing and engagement activities and strategic investments. Adjusted selling and administrative expenses rose 11% to $383.6 million. Consequently, adjusted operating income declined 60% to $38.8 million, while adjusted EBITDA fell to $95.5 million from $170 million. For the first six months of 2026, cash flows used for operating activities were $202.1 million, compared with $275.3 million a year earlier. The improvement reflected more favorable working-capital usage, partly offset by lower net income excluding noncash items.Mattel ended the quarter with $523.9 million in cash and equivalents, $829.8 million in inventories and $2.33 billion in long-term debt. The company repurchased $100 million of shares during the quarter, bringing the year-to-date total to $300 million. Management reaffirmed its 2026 outlook, projecting constant-currency net sales growth of 3% to 6%. Adjusted gross margin is expected to be approximately 50%, while adjusted operating income is forecast between $580 million and $630 million.Mattel continues to expect adjusted earnings of $1.27-$1.39 per share and an adjusted tax rate of approximately 24%. The company also reaffirmed its $400 million share-repurchase target for the year. MAT currently has a Zacks Rank #3 (Hold).Some better-ranked stocks from the Zacks Consumer-Discretionary sector are Life Time Group Holdings, Inc. LTH, The Marcus Corporation MCS and AMC Entertainment Holdings, Inc. AMC.Life Time Group presently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.Life Time Group delivered a trailing four-quarter earnings surprise of 9.5%, on average. The stock has surged 66.6% in the year-to-date period. The Zacks Consensus Estimate for LTH’s 2026 sales and EPS implies growth of 11.5% and 19.4%, respectively, from the year-ago levels.Marcus currently sports a Zacks Rank #1. The company delivered a trailing four-quarter earnings miss of 34.2%, on average. The stock has jumped 100.9% in the year-to-date period.The Zacks Consensus Estimate for Marcus’ 2026 sales and EPS indicates growth of 8.3% and 605.9%, respectively, from the year-ago period’s levels.AMC Entertainment presently carries a Zacks Rank #2 (Buy). The company delivered a trailing four-quarter earnings surprise of 321.7%, on average. The stock has rallied 75.7% in the year-to-date period.The Zacks Consensus Estimate for AMC Entertainment’s 2026 sales and EPS indicates an increase of 13.3% and 77.1%, respectively, from the year-ago levels. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Mattel, Inc. (MAT) : Free Stock Analysis Report Marcus Corporation (The) (MCS) : Free Stock Analysis Report AMC Entertainment Holdings, Inc. (AMC) : Free Stock Analysis Report Life Time Group Holdings, Inc. (LTH) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research
Related articleQuarter not tagged2026-08-04Marcus Corporation Increases Quarterly Dividend
Business Wire
Marcus Corporation Increases Quarterly Dividend
MILWAUKEE, August 04, 2026--(BUSINESS WIRE)--Directors of The Marcus Corporation (NYSE: MCS) today declared a regular quarterly cash dividend of $0.09 per share of common stock, a 12.5% increase from the prior dividend rate of $0.08 per share of common stock. The dividend will be paid September 15, 2026, to shareholders of record on August 25, 2026. "Returning capital to our shareholders is a hallmark of Marcus Corporation, and we are pleased to yet again raise the quarterly cash dividend," said Gregory S. Marcus, chairman and chief executive officer of Marcus Corporation. "The strength of both our earnings and balance sheet reinforces our ongoing confidence in the future of our company and ability to continue creating long-term value for our shareholders." The Board of Directors also declared a dividend of $0.082 per share on the Class B common stock. The dividend on the Class B common stock, which is not publicly traded, will also be paid September 15, 2026, to shareholders of record on August 25, 2026. About Marcus Corporation Headquartered in Milwaukee, Marcus Corporation is a leader in the entertainment and hospitality industries, with significant company-owned real estate assets. Marcus Corporation’s theatre division, Marcus Theatres®, is the fourth largest theatre circuit in the U.S. and currently owns or operates 975 screens at 77 locations in 17 states under the Marcus Theatres, Movie Tavern® by Marcus and BistroPlex® brands. The company’s hospitality division, Marcus® Hotels & Resorts, owns and/or manages 17 hotels, resorts and other properties in eight states. For more information, please visit the company’s website at www.marcuscorp.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260804315704/en/ Contacts For additional information, contact: Investors: Chad Paris(414) [email protected] Media: Megan [email protected]
Related articleQuarter not tagged2026-08-03MAR Q2 Earnings Beat Estimates, Revenues Miss, RevPAR Rises
Zacks
MAR Q2 Earnings Beat Estimates, Revenues Miss, RevPAR Rises
Marriott International, Inc. MAR reported second-quarter 2026 results, with adjusted earnings beating the Zacks Consensus Estimate but revenues missing the same. Adjusted earnings of $3.19 per share surpassed the consensus estimate of $3.06 by 4.2% and increased 20.4% year over year. Revenues of $7,071 million missed the consensus mark of $7,260 million by 2.6% but rose 4.8%. The results benefited from higher fee revenues, room growth and improved worldwide RevPAR, which increased 3.4%. Adjusted net income amounted to $844 million, up 16% from $728 million in the prior-year quarter. Adjusted operating income increased 12% year over year to $1.33 billion. Gross fee revenues totaled $1.58 billion, reflecting an increase of 13% from the year-ago quarter. Franchise fees rose 19% to $1.02 billion, primarily driven by higher co-branded credit card fees, room growth and increased RevPAR. Base management fees were $343 million, up 1% year over year. Incentive management fees increased 6% to $212 million, aided by strong growth in the United States and Canada, partly offset by declines in Europe, the Middle East and Africa. Marriott International, Inc. price-consensus-eps-surprise-chart | Marriott International, Inc. Quote Worldwide comparable systemwide RevPAR increased 3.4% in constant dollars year over year. The upside was backed by a 3.5% increase in average daily rate, while occupancy declined 0.1 percentage points to 71.6%. Comparable systemwide RevPAR in the United States and Canada rose 5%. Average daily rate increased 4.7%, while occupancy improved 0.2 percentage points to 74%. The luxury category led the region, with composite luxury RevPAR advancing 9.1%. International comparable systemwide RevPAR declined 0.5%. Europe RevPAR rose 4.2%, while Greater China and Asia Pacific excluding China increased 3.2% and 5.3%, respectively. Caribbean and Latin America RevPAR gained 3%. Middle East and Africa RevPAR fell 33.1%, reflecting conflict-related headwinds. Occupancy in the region declined 15.8 percentage points, while average daily rate decreased 12.1%. General and administrative expenses totaled $220 million compared with $210 million in the prior-year quarter. The increase reflected higher compensation costs, partly driven by timing. Depreciation, amortization and other expenses increased to $115 million from $53 million. The rise primarily resulted from a $6…Read full documentShow less
Marriott International, Inc. MAR reported second-quarter 2026 results, with adjusted earnings beating the Zacks Consensus Estimate but revenues missing the same. Adjusted earnings of $3.19 per share surpassed the consensus estimate of $3.06 by 4.2% and increased 20.4% year over year. Revenues of $7,071 million missed the consensus mark of $7,260 million by 2.6% but rose 4.8%. The results benefited from higher fee revenues, room growth and improved worldwide RevPAR, which increased 3.4%. Adjusted net income amounted to $844 million, up 16% from $728 million in the prior-year quarter. Adjusted operating income increased 12% year over year to $1.33 billion. Gross fee revenues totaled $1.58 billion, reflecting an increase of 13% from the year-ago quarter. Franchise fees rose 19% to $1.02 billion, primarily driven by higher co-branded credit card fees, room growth and increased RevPAR. Base management fees were $343 million, up 1% year over year. Incentive management fees increased 6% to $212 million, aided by strong growth in the United States and Canada, partly offset by declines in Europe, the Middle East and Africa. Marriott International, Inc. price-consensus-eps-surprise-chart | Marriott International, Inc. Quote Worldwide comparable systemwide RevPAR increased 3.4% in constant dollars year over year. The upside was backed by a 3.5% increase in average daily rate, while occupancy declined 0.1 percentage points to 71.6%. Comparable systemwide RevPAR in the United States and Canada rose 5%. Average daily rate increased 4.7%, while occupancy improved 0.2 percentage points to 74%. The luxury category led the region, with composite luxury RevPAR advancing 9.1%. International comparable systemwide RevPAR declined 0.5%. Europe RevPAR rose 4.2%, while Greater China and Asia Pacific excluding China increased 3.2% and 5.3%, respectively. Caribbean and Latin America RevPAR gained 3%. Middle East and Africa RevPAR fell 33.1%, reflecting conflict-related headwinds. Occupancy in the region declined 15.8 percentage points, while average daily rate decreased 12.1%. General and administrative expenses totaled $220 million compared with $210 million in the prior-year quarter. The increase reflected higher compensation costs, partly driven by timing. Depreciation, amortization and other expenses increased to $115 million from $53 million. The rise primarily resulted from a $68 million impairment charge related to the sale of a U.S. and Canada hotel. Adjusted operating margin expanded to 66% from 65% a year ago. Adjusted EBITDA amounted to $1.59 billion, up 13% from $1.42 billion in the second quarter of 2025. At the end of the second quarter, Marriott's total debt was $16.9 billion compared with $16.2 billion at the end of 2025. Cash and equivalents totaled $0.5 billion, up from $0.4 billion at the end of 2025. The company repurchased 3 million shares for $1.1 billion during the quarter. Year to date through July 29, 2026, Marriott repurchased 6.2 million shares for $2.2 billion. The company returned approximately $2.6 billion to shareholders through dividends and share repurchases during the same period. Marriott added roughly 17,900 net rooms during the quarter, including approximately 11,000 net rooms in international markets. Net rooms grew 4.5% from the end of the second quarter of 2025. At quarter-end, the company's global system comprised more than 10,000 properties and nearly 1.81 million rooms. Marriott Bonvoy membership exceeded 295 million. The worldwide development pipeline reached a record 4,186 properties and approximately 629,000 rooms. The pipeline included 1,757 properties with more than 279,000 rooms under construction. Conversions remained an important growth driver, representing more than one-third of signings and 40% of openings in the first half of 2026. For the third quarter of 2026, Marriott expects worldwide RevPAR growth of 3.5-4%. Gross fee revenues are projected between $1.47 billion and $1.48 billion. Adjusted EBITDA is anticipated in the range of $1.44-$1.47 billion. Adjusted earnings are expected between $2.74 and $2.82 per share. For 2026, management raised its worldwide RevPAR growth forecast to 3-3.5%. Gross fee revenues are expected between $6.03 billion and $6.06 billion, while adjusted EBITDA is projected in the range of $5.97-$6.03 billion. The company expects adjusted earnings of $11.64-$11.81 per share. Net room growth is anticipated at the low end of the 4.5-5% range, while capital returns to shareholders are projected to exceed $4.5 billion. MAR currently has a Zacks Rank #3 (Hold). Some better-ranked stocks from the Zacks Consumer-Discretionary sector are Life Time Group Holdings, Inc. LTH, The Marcus Corporation MCS and AMC Entertainment Holdings, Inc. AMC. Life Time Group presently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. Life Time Group delivered a trailing four-quarter earnings surprise of 10.9%, on average. The stock has surged 69.6% in the year-to-date period. The Zacks Consensus Estimate for LTH’s 2026 sales and EPS implies growth of 11.3% and 18.1%, respectively, from the year-ago levels. Marcus currently sports a Zacks Rank #1. The company delivered a trailing four-quarter earnings miss of 34.2%, on average. The stock has gained 87.6% in the year-to-date period. The Zacks Consensus Estimate for Marcus’ 2026 sales and EPS indicates growth of 6.3% and 211.8%, respectively, from the year-ago period’s levels. AMC Entertainment presently carries a Zacks Rank #2 (Buy). The company delivered a trailing four-quarter earnings surprise of 321.7%, on average. The stock has rallied 80.8% in the year-to-date period. The Zacks Consensus Estimate for AMC Entertainment’s 2026 sales and EPS indicates an increase of 13.3% and 77.1%, respectively, from the year-ago levels. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Marriott International, Inc. (MAR) : Free Stock Analysis Report Marcus Corporation (The) (MCS) : Free Stock Analysis Report AMC Entertainment Holdings, Inc. (AMC) : Free Stock Analysis Report Life Time Group Holdings, Inc. (LTH) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research
Related articleQuarter not tagged2026-07-31Marcus Q2 Earnings Call Highlights
MarketBeat
Marcus Q2 Earnings Call Highlights
Interested in Marcus Corporation (The)? Here are five stocks we like better. Marcus reported its strongest second quarter since 2019: Revenue rose 12.5% to $232 million, adjusted EBITDA increased 43% to $46.2 million, and net earnings more than doubled to $15.8 million. Theater and hotel divisions both outperformed their markets. Theater revenue grew 14.4%, aided by attendance and pricing, while comparable hotel RevPAR rose 13.9%, exceeding Marcus’ competitive set after adjusting for renovation impacts. Cash generation improved substantially as capital spending declined. Second-quarter free cash flow nearly tripled to $44 million, and management expects 2026 capital expenditures of $45 million to $50 million while maintaining more than $245 million in liquidity. Cheap Thrills: Why These 3 Entertainment Stocks Are Soaring Marcus (NYSE:MCS) reported its strongest second quarter since 2019, with record post-pandemic quarterly revenue and adjusted EBITDA as both its theater and hotel businesses outperformed their respective industries. Consolidated revenue rose 12.5% from the prior-year period to $232 million, while operating income more than doubled to $27 million from $13 million. Adjusted EBITDA increased 43% to $46.2 million, and net earnings climbed 116% to $15.8 million, or $0.51 per diluted share. → Why SK hynix Could Be the Best AI Chip Stock to Buy Now Is the Worst Case Scenario Price into Overstock? “It was a quarter where the intersection of strong demand and both businesses outperforming their respective industries and concepts combined to deliver new post-pandemic second quarter records,” Chief Financial Officer and Treasurer Chad Paris said. The company’s Theater Division generated $150.6 million in revenue, up 14.4% from the second quarter of 2025. Comparable theater admission revenue increased 16.6%, supported by a 10.9% increase in comparable attendance and a 5.2% rise in average admission price. → Microsoft Just Flipped the AI Spending Narrative Overnight Is This Why Mike Burry Took a Stake in The RealReal Stock? Marcus said U.S. box-office receipts increased 11.5% during the quarter, based on data from Comscore compiled by the company. That implied Marcus’ admission-revenue growth exceeded the domestic industry by about five percentage points. Paris attributed the outperformance primarily to strategic pricing actions and a film slate that was…Read full documentShow less
Interested in Marcus Corporation (The)? Here are five stocks we like better. Marcus reported its strongest second quarter since 2019: Revenue rose 12.5% to $232 million, adjusted EBITDA increased 43% to $46.2 million, and net earnings more than doubled to $15.8 million. Theater and hotel divisions both outperformed their markets. Theater revenue grew 14.4%, aided by attendance and pricing, while comparable hotel RevPAR rose 13.9%, exceeding Marcus’ competitive set after adjusting for renovation impacts. Cash generation improved substantially as capital spending declined. Second-quarter free cash flow nearly tripled to $44 million, and management expects 2026 capital expenditures of $45 million to $50 million while maintaining more than $245 million in liquidity. Cheap Thrills: Why These 3 Entertainment Stocks Are Soaring Marcus (NYSE:MCS) reported its strongest second quarter since 2019, with record post-pandemic quarterly revenue and adjusted EBITDA as both its theater and hotel businesses outperformed their respective industries. Consolidated revenue rose 12.5% from the prior-year period to $232 million, while operating income more than doubled to $27 million from $13 million. Adjusted EBITDA increased 43% to $46.2 million, and net earnings climbed 116% to $15.8 million, or $0.51 per diluted share. → Why SK hynix Could Be the Best AI Chip Stock to Buy Now Is the Worst Case Scenario Price into Overstock? “It was a quarter where the intersection of strong demand and both businesses outperforming their respective industries and concepts combined to deliver new post-pandemic second quarter records,” Chief Financial Officer and Treasurer Chad Paris said. The company’s Theater Division generated $150.6 million in revenue, up 14.4% from the second quarter of 2025. Comparable theater admission revenue increased 16.6%, supported by a 10.9% increase in comparable attendance and a 5.2% rise in average admission price. → Microsoft Just Flipped the AI Spending Narrative Overnight Is This Why Mike Burry Took a Stake in The RealReal Stock? Marcus said U.S. box-office receipts increased 11.5% during the quarter, based on data from Comscore compiled by the company. That implied Marcus’ admission-revenue growth exceeded the domestic industry by about five percentage points. Paris attributed the outperformance primarily to strategic pricing actions and a film slate that was particularly favorable for the company’s predominantly Midwestern markets. Family films were a notable contributor, contrasting with the prior-year quarter, which management said had fewer family-oriented releases. → Carrier Earnings Could Send the Stock to a New All-Time High Average food and beverage revenue per customer at comparable theaters rose 2.4%, driven by higher merchandise sales, pricing and an increase in the incidence rate. Theater adjusted EBITDA increased nearly 37% to $36.3 million. Chairman, President and Chief Executive Officer Greg Marcus said the theatrical business benefited from a broad range of successful releases, including family, franchise, horror and original films. He highlighted the contribution of original titles Obsession and Backrooms, which he said attracted Gen Z and young adult audiences. During the question-and-answer session, Greg Marcus said younger moviegoers had been returning to theaters for roughly the past year and that the trend was not limited to the two breakout films. He said the company seeks to increase repeat attendance through programs including Value Tuesday, Everyday Matinee, Marcus Mystery Movie and Marcus Movie Club. Paris said Marcus’ share on Obsession was in line with its typical market share, while its share on Backrooms was meaningfully above normal. He added that the company generally expects roughly 50% of incremental Theater Division revenue to flow through to EBITDA over time, though quarterly results can vary based on attendance levels and the timing of film releases. Management also pointed to the company’s premium large-format screen footprint as an advantage. Marcus has a premium large-format screen at 84% of its theater locations, Greg Marcus said, and 75% of those locations have multiple such screens. The largely proprietary UltraScreen and SuperScreen format allows the circuit flexibility in selecting and scheduling films, management said. The Hotels & Resorts Division reported $70.8 million in revenue before cost reimbursements, an increase of 9.6% from a year earlier. Comparable owned-hotel revenue per available room, or RevPAR, increased 13.9%, aided by a 5.9-percentage-point gain in occupancy and a 4.7% increase in average daily rate. Average occupancy at Marcus-owned hotels reached 73.2% during the quarter. Paris said the company’s RevPAR comparison benefited by an estimated 4.4 percentage points from the prior-year impact of guest rooms being out of service during the Hilton Milwaukee renovation. Comparable competitive hotels in Marcus’ markets posted RevPAR growth of 7.8%, meaning Marcus outperformed its competitive set by 6.1 percentage points. After accounting for the renovation effect, management said Marcus still outperformed its competitive set by about 1.1 percentage points. Comparable upper-upscale hotels nationally recorded RevPAR growth of 5.7%. Banquet and catering food-and-beverage revenue increased 5.7%, while hotel adjusted EBITDA rose $3.5 million, or just over 31%, supported by revenue growth and operating efficiencies associated with higher occupancy. Greg Marcus said RevPAR increased at six of the company’s seven comparable hotels, with both occupancy and average daily rates increasing at five properties. He cited continued strength in group business and resilient demand from higher-income leisure travelers. Three newly renovated properties — The Pfister, Grand Geneva Resort & Spa and Hilton Milwaukee — achieved a nearly 9% average increase in average daily rate compared with the prior-year quarter, according to management. Group room revenue bookings for 2026 were running about 3% ahead of the pace at the same point last year, while 2027 group pace was approximately 9% ahead. Management cautioned that booking timing can vary significantly for business booked further in advance. It also said about 80% of the remaining 2026 group business was already on the books. At Grand Geneva, the company opened its new 11-hole Wee Nip short golf course in May. Greg Marcus said the amenity had received a positive early reception and was already attracting bookings for group events and outings in 2027. Rounds played at the resort’s two 18-hole courses increased more than 11% in the second quarter, while greens-fee revenue rose 20%. Cash flow from operations increased to $54 million from $31.6 million in the prior-year quarter, primarily reflecting higher earnings. Capital expenditures fell to $10 million from $16.9 million and were focused largely on maintenance and return-on-investment projects. Management now expects 2026 capital expenditures of $45 million to $50 million. For the first half of the year, capital spending was down $23 million from the first half of 2025. Second-quarter free cash flow reached $44 million, nearly tripling from the prior-year period. First-half free cash flow totaled $22 million, a $65 million improvement from the first half of fiscal 2025. Marcus ended the quarter with approximately $26 million in cash and more than $245 million in total liquidity. Its debt-to-capitalization ratio was 25%, and net leverage was 1.1 times. Greg Marcus said the company intends to pursue value-accretive investments and acquisitions in both business segments when suitable opportunities arise. If it does not find actionable investments, he said the company expects to return excess capital to shareholders through its dividend and share repurchases. The Marcus Corporation, together with its subsidiaries, owns and operates movie theatres, and hotels and resorts in the United States. It operates a family entertainment center and multiscreen motion picture theatres under the Big Screen Bistro, Big Screen Bistro Express, BistroPlex, and Movie Tavern by Marcus brand names. The company also owns and operates full-service hotels and resorts, as well as manages full-service hotels, resorts, and other properties. In addition, it provides hospitality management services, including check-in, housekeeping, and maintenance for a vacation ownership development; and manages condominium hotels under long-term management contracts. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Marcus Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for July 2026.
Related articleQuarter not tagged2026-07-31Live Nation's Q2 Earnings & Revenues Beat Estimates, Rise Y/Y
Zacks
Live Nation's Q2 Earnings & Revenues Beat Estimates, Rise Y/Y
Live Nation Entertainment, Inc. LYV reported second-quarter 2026 results, with earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines increased year over year.Live Nation’s performance benefited from strong global demand for live events, record second-quarter attendance and solid Ticketmaster growth. International markets supported expansion across the company’s operating segments, while concert profitability was affected by show timing and venue investments. The company reported earnings of $1.05 per share, which surpassed the Zacks Consensus Estimate of 59 cents by 77.97%. The figure increased 156.1% from 41 cents reported in the year-ago quarter. Live Nation Entertainment, Inc. price-consensus-eps-surprise-chart | Live Nation Entertainment, Inc. Quote Revenues of $7.67 billion beat the consensus mark of $7.53 billion by 1.8%. The top line increased 9.4% year over year. Operating income rose 7.2% to $521.9 million, while adjusted operating income increased 2.3% to $817 million. Concerts: Segmental revenues totaled $6.44 billion, up 8.4% year over year. Fan count increased 10% to nearly 49 million, marking the company’s highest second-quarter attendance. International attendance at stadiums, arenas and festivals increased more than 20%.Concerts adjusted operating income declined 13.7% to $309.6 million. Results were affected by the timing of stadium shows, venue pre-opening costs and investments in new international festivals. Event-related deferred revenues rose 25% to a record $6.4 billion.Ticketing: Revenues amounted to $852.2 million, up 14.7% from the prior-year quarter. Adjusted operating income increased 14.1% to $331 million.Ticketmaster sold 90 million fee-bearing tickets, up 8%. Concert ticket volume advanced 11% and accounted for 90% of the overall ticket-volume increase. Fee-bearing gross transaction value rose 15% to more than $10 billion, while deferred service-fee revenues increased 23% to $390 million.Sponsorship & Advertising: Revenues totaled $383 million, up 12.5% year over year. Adjusted operating income increased 12.9% to $256.9 million.International markets and the expanding venue and festival portfolio supported growth. The number of strategic partners generating more than $1 million in annual revenues increased more than 20%. The company had booked 95% of its 2026 sponsorship commitments. Live Nation’s c…Read full documentShow less
Live Nation Entertainment, Inc. LYV reported second-quarter 2026 results, with earnings and revenues beating the Zacks Consensus Estimate. The top and bottom lines increased year over year.Live Nation’s performance benefited from strong global demand for live events, record second-quarter attendance and solid Ticketmaster growth. International markets supported expansion across the company’s operating segments, while concert profitability was affected by show timing and venue investments. The company reported earnings of $1.05 per share, which surpassed the Zacks Consensus Estimate of 59 cents by 77.97%. The figure increased 156.1% from 41 cents reported in the year-ago quarter. Live Nation Entertainment, Inc. price-consensus-eps-surprise-chart | Live Nation Entertainment, Inc. Quote Revenues of $7.67 billion beat the consensus mark of $7.53 billion by 1.8%. The top line increased 9.4% year over year. Operating income rose 7.2% to $521.9 million, while adjusted operating income increased 2.3% to $817 million. Concerts: Segmental revenues totaled $6.44 billion, up 8.4% year over year. Fan count increased 10% to nearly 49 million, marking the company’s highest second-quarter attendance. International attendance at stadiums, arenas and festivals increased more than 20%.Concerts adjusted operating income declined 13.7% to $309.6 million. Results were affected by the timing of stadium shows, venue pre-opening costs and investments in new international festivals. Event-related deferred revenues rose 25% to a record $6.4 billion.Ticketing: Revenues amounted to $852.2 million, up 14.7% from the prior-year quarter. Adjusted operating income increased 14.1% to $331 million.Ticketmaster sold 90 million fee-bearing tickets, up 8%. Concert ticket volume advanced 11% and accounted for 90% of the overall ticket-volume increase. Fee-bearing gross transaction value rose 15% to more than $10 billion, while deferred service-fee revenues increased 23% to $390 million.Sponsorship & Advertising: Revenues totaled $383 million, up 12.5% year over year. Adjusted operating income increased 12.9% to $256.9 million.International markets and the expanding venue and festival portfolio supported growth. The number of strategic partners generating more than $1 million in annual revenues increased more than 20%. The company had booked 95% of its 2026 sponsorship commitments. Live Nation’s cash and cash equivalents totaled $9.07 billion as of June 30, 2026, up from $7.09 billion at the end of 2025. Deferred revenues increased to $7.33 billion from $4.46 billion over the same period.For the six months ended June 30, 2026, net cash provided by operating activities was $2.76 billion compared with $1.54 billion in the prior-year period. Purchases of property, plant and equipment totaled $598.5 million, up from $434.2 million a year earlier. The company expects full-year fan attendance to increase 10%. Attendance at operated venues is projected to grow at a double-digit rate, while attendance at third-party venues is expected to rise at a high-single-digit pace.Concerts revenues and adjusted operating income are expected to increase at a double-digit rate, with most of the year-over-year profit improvement anticipated in the fourth quarter. Ticketmaster adjusted operating income is projected to grow at a mid-single-digit rate, while Sponsorship adjusted operating income is expected to advance double digits.Live Nation expects full-year capital expenditures of $1.1 billion, toward the lower end of its initial range. Approximately $800 million is allocated to venue expansion and enhancement projects. The pipeline includes more than 25 large venues scheduled to open through 2027, providing capacity for 15 million incremental fans on a run-rate basis. Live Nation currently carries a Zacks Rank #5 (Strong Sell).Some better-ranked stocks from the Zacks Consumer-Discretionary sector are Life Time Group Holdings, Inc. LTH, The Marcus Corporation MCS and AMC Entertainment Holdings, Inc. AMC.Life Time Group presently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks Rank #1 stocks here. Life Time Group delivered a trailing four-quarter earnings surprise of 10.9%, on average. The stock has surged 66.3% in the year-to-date period. The Zacks Consensus Estimate for LTH’s 2026 sales and EPS implies growth of 11.3% and 18.1%, respectively, from the year-ago levels. Marcus currently sports a Zacks Rank #1. The company delivered a trailing four-quarter earnings miss of 40.4%, on average. The stock has gained 91.5% in the year-to-date period.The Zacks Consensus Estimate for Marcus’ 2026 sales and EPS indicates growth of 6.2% and 211.8%, respectively, from the year-ago period’s levels.AMC Entertainment presently carries a Zacks Rank #2 (Buy). The company delivered a trailing four-quarter earnings surprise of 321.7%, on average. The stock has rallied 77.6% in the year-to-date period.The Zacks Consensus Estimate for AMC Entertainment’s 2026 sales and EPS indicates an increase of 13.3% and 77.1%, respectively, from the year-ago levels. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Live Nation Entertainment, Inc. (LYV) : Free Stock Analysis Report Marcus Corporation (The) (MCS) : Free Stock Analysis Report AMC Entertainment Holdings, Inc. (AMC) : Free Stock Analysis Report Life Time Group Holdings, Inc. (LTH) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research
Related articleQuarter not tagged2026-07-30Marcus Corp (MCS) (Q2 2026) Earnings Call Highlights: Record Post-Pandemic EBITDA and Strong ...
GuruFocus.com
Marcus Corp (MCS) (Q2 2026) Earnings Call Highlights: Record Post-Pandemic EBITDA and Strong ...
This article first appeared on GuruFocus. Consolidated Revenue: $232 million, up 12.5% year-over-year. Consolidated Operating Income: $27 million, more than doubling from $13 million in the prior year quarter. Consolidated Adjusted EBITDA: $46.2 million, a 43% increase over the second quarter of 2025. Net Earnings: $15.8 million, a 116% increase year-over-year. Net Earnings Per Share: $0.51 per diluted common share, up over 121%. Theater Division Revenue: $150.6 million, up 14.4% year-over-year. Comparable Theater Admission Revenue: Increased 16.6% year-over-year. Comparable Theater Attendance: Increased 10.9% year-over-year. Average Admission Price: Increased 5.2% year-over-year. Average Concession, Food and Beverage Revenue Per Person: Increased 2.4% year-over-year. Theater Division Adjusted EBITDA: $36.3 million, a nearly 37% increase year-over-year. Hotels and Resorts Division Revenue (before cost reimbursements): $70.8 million, a 9.6% increase year-over-year. Comparable Owned Hotels RevPAR: Increased 13.9% year-over-year. Comparable Owned Hotels Occupancy Rate: 73.2%, an increase of 5.9 percentage points year-over-year. Comparable Owned Hotels Average Daily Rate (ADR): Increased 4.7% year-over-year. Hotels Division Food and Beverage Revenue: Up 5.7% year-over-year. Hotels Division Adjusted EBITDA: Increased $3.5 million, or just over 31%, year-over-year. Cash Flow from Operations: $54 million, up from $31.6 million in the prior year quarter. Capital Expenditures: $10 million in the second quarter. Free Cash Flow: $44 million in the second quarter, nearly tripling year-over-year. Total Liquidity: Over $245 million. Net Leverage: 1.1 times. Warning! GuruFocus has detected 6 Warning Sign with SPNT. Is MCS fairly valued? Test your thesis with our free DCF calculator. Release Date: July 30, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Consolidated revenues of $232 million were up 12.5% compared to the prior year quarter, with operating income more than doubling to $27 million. Adjusted EBITDA increased 43% to $46.2 million, setting a new post-pandemic second-quarter record. Theater division outperformed the industry with admission revenue growth of 16.6% versus the US box office increase of 11.5%. Hotel division achieved record second-quarter revenue and adjusted EBITDA, with RevPAR growth of 13.9%…Read full documentShow less
This article first appeared on GuruFocus. Consolidated Revenue: $232 million, up 12.5% year-over-year. Consolidated Operating Income: $27 million, more than doubling from $13 million in the prior year quarter. Consolidated Adjusted EBITDA: $46.2 million, a 43% increase over the second quarter of 2025. Net Earnings: $15.8 million, a 116% increase year-over-year. Net Earnings Per Share: $0.51 per diluted common share, up over 121%. Theater Division Revenue: $150.6 million, up 14.4% year-over-year. Comparable Theater Admission Revenue: Increased 16.6% year-over-year. Comparable Theater Attendance: Increased 10.9% year-over-year. Average Admission Price: Increased 5.2% year-over-year. Average Concession, Food and Beverage Revenue Per Person: Increased 2.4% year-over-year. Theater Division Adjusted EBITDA: $36.3 million, a nearly 37% increase year-over-year. Hotels and Resorts Division Revenue (before cost reimbursements): $70.8 million, a 9.6% increase year-over-year. Comparable Owned Hotels RevPAR: Increased 13.9% year-over-year. Comparable Owned Hotels Occupancy Rate: 73.2%, an increase of 5.9 percentage points year-over-year. Comparable Owned Hotels Average Daily Rate (ADR): Increased 4.7% year-over-year. Hotels Division Food and Beverage Revenue: Up 5.7% year-over-year. Hotels Division Adjusted EBITDA: Increased $3.5 million, or just over 31%, year-over-year. Cash Flow from Operations: $54 million, up from $31.6 million in the prior year quarter. Capital Expenditures: $10 million in the second quarter. Free Cash Flow: $44 million in the second quarter, nearly tripling year-over-year. Total Liquidity: Over $245 million. Net Leverage: 1.1 times. Warning! GuruFocus has detected 6 Warning Sign with SPNT. Is MCS fairly valued? Test your thesis with our free DCF calculator. Release Date: July 30, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Consolidated revenues of $232 million were up 12.5% compared to the prior year quarter, with operating income more than doubling to $27 million. Adjusted EBITDA increased 43% to $46.2 million, setting a new post-pandemic second-quarter record. Theater division outperformed the industry with admission revenue growth of 16.6% versus the US box office increase of 11.5%. Hotel division achieved record second-quarter revenue and adjusted EBITDA, with RevPAR growth of 13.9% and outperformance of its competitive set by 6.1 percentage points. Free cash flow nearly tripled to $44 million in the second quarter, with total liquidity of over $245 million and net leverage of 1.1 times. Theater attendance recovery remains below pre-pandemic levels, with the business still dependent on a strong film slate to drive performance. Hotel division's RevPAR growth was partially inflated by the prior-year renovation impact at Hilton Milwaukee, estimated at 4.4 percentage points. Visibility in the hotel business is short-term, with transient demand subject to volatility in travel costs like gas prices and airfare. Capital expenditures are expected to decrease to $45-$50 million for 2026, potentially limiting growth investments in both divisions. The company faces ongoing uncertainty in consumer behavior, particularly among older demographics who may wait for streaming releases rather than visiting theaters. Here are the key highlights from the Marcus Corp (NYSE:MCS) Q2 2026 earnings call. Q: Can you provide an update on the return of younger moviegoers and how films like *Obsession* and *Backrooms* performed on your circuit? A: (Gregory Marcus, Chairman, President and CEO) The return of younger demographics is not a new trend; we've seen them coming back to pre-pandemic levels for about a year. They prefer seeing movies in theaters, which is great for the long-term customer base. The success of these original films will likely encourage Hollywood to produce more content for this audience. (Chad Paris, CFO) On a circuit level, we were in line with our normal market share for *Obsession* but meaningfully above our normal share for *Backrooms*, indicating we perform well in that demographic space. Q: What is the right framework for modeling future theater EBITDA flow-through on incremental box office growth? A: (Chad Paris, CFO) On average, the incremental dollar falls through to EBITDA at about 50%. This quarter was slightly above that due to the benefits of higher attendance and operating leverage. The cadence of the film slate also matters; a steady flow of hits is more profitable than a few big pops with slow weeks in between, as it allows for better labor management. Q: How did your hotel division's RevPAR performance compare to expectations, and has your annual outlook changed given the strong first half? A: (Chad Paris, CFO) Our annual view remains unchanged. We still expect industry growth in the low single digits, with our assets having the potential to outperform due to recent investments. The business is lumpy week-to-week, and visibility is short. (Gregory Marcus, CEO) We feel comfortable because 80% of our group business for the rest of the year is already on the books, though the transient portion has shorter booking windows. Q: Has the industry's effort to extend theatrical windows provided any measurable benefit to your circuit yet? A: (Gregory Marcus, CEO) The focus should be on extending the transactional window, which got too short. Longer windows benefit both exhibitors and distributors by allowing them to sell the same content multiple times to the same consumer. (Chad Paris, CFO) It's too early to see a direct impact in the results. It will take time to retrain customer behavior, but it is absolutely a net positive for the industry. Q: Can you provide an update on your market share in the theater segment and the outlook for pricing? A: (Chad Paris, CFO) Our market share in our core markets remains strong, though it has normalized somewhat from the immediate post-pandemic highs. On a national basis, it's slightly down, partly due to optimizing our store footprint. Regarding pricing, we expect the growth in admission revenue per cap to moderate in the second half of the year as we anniversary the significant pricing actions taken last year. We still anticipate low single-digit inflationary growth. Q: What is the current state of M&A opportunities in the theater business, particularly regarding onerous lease structures? A: (Chad Paris, CFO) Lease structures can be a significant gating factor. It's a high operating leverage business, and many locations with lower attendance post-pandemic struggle to cover high rent. It is a very location-by-location analysis. (Gregory Marcus, CEO) We are disciplined and will only make investments that make sense. While we want to grow, it is not an imperative, and we will wait for quality opportunities. Q: Did the World Cup provide any benefit to your hotel portfolio? A: (Chad Paris, CFO) No, it did not help us one way or the other, as our properties are not located in markets that hosted major events. Q: What are you seeing in terms of advanced ticket sales for the upcoming *Spider-Man: Brand New Day* opening? A: (Gregory Marcus, CEO) Pre-sales are very positive, and the review scores are high, which is a great combination. (Chad Paris, CFO) Our circuit is particularly well-positioned because we have multiple premium large format (PLF) screens at 75% of our PLF locations. This gives us the flexibility to play both *Spider-Man* and *The Odyssey* on our best screens simultaneously, optimizing showtimes for demand. For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Related articleQuarter not tagged2026-07-30Compared to Estimates, Marcus (MCS) Q2 Earnings: A Look at Key Metrics
Zacks
Compared to Estimates, Marcus (MCS) Q2 Earnings: A Look at Key Metrics
Marcus (MCS) reported $231.74 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 12.5%. EPS of $0.51 for the same period compares to $0.23 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $220.91 million, representing a surprise of +4.91%. The company delivered an EPS surprise of +45.71%, with the consensus EPS estimate being $0.35. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Marcus performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues- Theatres: $150.65 million versus $135.23 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +14.4% change. Revenues- Theatre concessions: $65.26 million compared to the $63.25 million average estimate based on three analysts. The reported number represents a change of +13.3% year over year. Revenues- Theatre admissions: $72.56 million compared to the $68.02 million average estimate based on three analysts. The reported number represents a change of +16.4% year over year. Revenues- Food and beverage: $22.51 million versus $22.42 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5.7% change. Revenues- Rooms: $33.71 million versus the three-analyst average estimate of $30.66 million. The reported number represents a year-over-year change of +13.8%. Revenues- Corporate Items: $0.11 million compared to the $0.09 million average estimate based on two analysts. The reported number represents a change of +0.9% year over year. Revenues- Cost reimbursements: $11.03 million versus the two-analyst average estimate of $10.64 million. Revenues- Hotels / Resorts: $80.98 million versus $77.49 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9% change. Revenues- Other revenues: $26.67 milli…Read full documentShow less
Marcus (MCS) reported $231.74 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 12.5%. EPS of $0.51 for the same period compares to $0.23 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $220.91 million, representing a surprise of +4.91%. The company delivered an EPS surprise of +45.71%, with the consensus EPS estimate being $0.35. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Marcus performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues- Theatres: $150.65 million versus $135.23 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +14.4% change. Revenues- Theatre concessions: $65.26 million compared to the $63.25 million average estimate based on three analysts. The reported number represents a change of +13.3% year over year. Revenues- Theatre admissions: $72.56 million compared to the $68.02 million average estimate based on three analysts. The reported number represents a change of +16.4% year over year. Revenues- Food and beverage: $22.51 million versus $22.42 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5.7% change. Revenues- Rooms: $33.71 million versus the three-analyst average estimate of $30.66 million. The reported number represents a year-over-year change of +13.8%. Revenues- Corporate Items: $0.11 million compared to the $0.09 million average estimate based on two analysts. The reported number represents a change of +0.9% year over year. Revenues- Cost reimbursements: $11.03 million versus the two-analyst average estimate of $10.64 million. Revenues- Hotels / Resorts: $80.98 million versus $77.49 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9% change. Revenues- Other revenues: $26.67 million compared to the $26.01 million average estimate based on two analysts. The reported number represents a change of +7.6% year over year. View all Key Company Metrics for Marcus here>>> Shares of Marcus have returned +7.6% over the past month versus the Zacks S&P 500 composite's -1.5% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Marcus Corporation (The) (MCS) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

