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

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.)