Overview
Entertainment and hospitality firm's Q4 revenue beat analyst expectations
Adjusted EBITDA for Q4 beat analyst expectations
Marcus Theatres led industry in Q4 box office growth
Outlook
Marcus expects fiscal 2026 film slate to drive theatre attendance and revenue
Marcus Hotels & Resorts sees strong group bookings and banquet revenue for fiscal 2026
Company expects operational excellence to sustain momentum in fiscal 2026
Result Drivers
PRICE OPTIMIZATION - Marcus Theatres attributed Q4 box office growth to strategic price changes during peak demand periods
FAVORABLE FILM SLATE - Marcus Theatres benefitted from strong performances of blockbuster hits and family films
RENOVATED PROPERTIES - Marcus Hotels & Resorts reported record revenue and adjusted EBITDA driven by renovated assets
Company press release: ID:nBw3rMzGRa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $193.50 mln | $183.77 mln (5 Analysts) |
Q4 EPS | $0.19 | ||
Q4 Net Earnings | $6 mln | ||
Q4 Adjusted EBITDA | Beat | $26.80 mln | $22.59 mln (5 Analysts) |
Q4 Operating Income | $1.70 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the leisure & recreation peer group is "buy"
Wall Street's median 12-month price target for Marcus Corp is $22.00, about 38.5% above its February 25 closing price of $15.88
The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 26 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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