Overview

* Marcus fiscal Q2 2025 revenue grows 17% yr/yr, beating analyst expectations

* Adjusted EBITDA for fiscal Q2 2025 rises 46.9%, beating consensus

* Marcus Theatres drives growth with improved film slate and attendance

Outlook

* Marcus expects strong film slate to drive theatre attendance

* Company anticipates continued group demand at renovated hotels

* Marcus sees softening in leisure travel industry-wide

Result Drivers

* FILM SLATE - Marcus Theatres saw increased attendance due to a strong slate of new films, boosting revenue

* RENOVATIONS - Marcus Hotels & Resorts experienced growth in group business despite room displacement from Hilton Milwaukee renovations

* CONCESSION REVENUE - Average concession revenues per person rose 3.1% due to premium large format screens

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $206 mln $200.50

Revenue mln (5

Analysts

)

Q2 Net $7.30

Earnings mln

Q2 Beat $32.30 $30.70

Adjusted mln mln (5

EBITDA Analysts

)

Q2 $13 mln

Operatin

g Income

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 ( MCS ) is $25.00, about 34.5% above its July 31 closing price of $16.37

* The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 38 three months ago

Press Release:

(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.)