Apr. 30 at 1:17 PM
$MCS Marcus Theatres
$MCS
Q1 2026 Recap:
Theatre revenues:
$92.9M (+6.4% YoY despite 5 fewer days)
Operating loss narrowed sharply (+
$3.5M improvement)
Adj. EBITDA:
$8.0M (+117% YoY)
Same-store admissions +9.8% (beat industry by 4.8 pts). On calendar basis: +29% admissions, massive outperformance.
Project Hail Mary led the pack, strong family films + premium screens drove +7.8% avg ticket & +2.4% concessions per person. Momentum into Q2 with Super Mario Galaxy, Michael, and a stacked summer slate. Marcus Theatres continues to outperform the industry.
I do own
$MCS
as part of my entertainment sector investments, cost basis
$13.95 (up 35.8% since 10/31/25). My 12 mo price target:
$24.00 (26% upside).
Join us LIVE on Youtube at 10AM CST to listen in to the management earnings call. #MCS #MarcusTheatres