Hotels and entertainment firm Marcus beats Q2 revenue estimates
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/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $206 mln | $200.50 mln (5 Analysts) |
Q2 Net Earnings |
| $7.30 mln |
|
Q2 Adjusted EBITDA | Beat | $32.30 mln | $30.70 mln (5 Analysts) |
Q2 Operating Income |
| $13 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 $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: ID:nBw1B2GZLa
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