Box Office PerformanceThe second quarter box office has gotten off to an exceptional start with April box office more than doubling YOY and in line with the average for April box office from 2015-2019.
Film SlateEarly Q2 momentum is building with A Minecraft Movie, Sinners, and Thunderbolts exceeding expectations, validating the view that a strong 2Q film slate could drive upside.
Valuation And Financial PositionWith the stock trading at a significant discount to historical valuation multiples and a clear path toward earnings normalization, Marcus is well positioned for re-rating.