The earnings call presented a mixed picture with strong revenue growth and improvements in the theater division, but challenges in hotel occupancy and cash flow. The company's strategic focus on long-term attendance and group bookings is promising, but some short-term challenges remain.

Company Guidance -

Q3 2025

During the second quarter of fiscal 2025, Marcus Corporation reported a 17% increase in consolidated revenues to $206 million, with significant gains in both their theater and hotel divisions. The theater division's revenue increased by nearly 30% to $131.7 million, driven by a 29.3% rise in comparable theater admission revenue and a 26.7% boost in attendance. Despite trailing the national box office growth by 7 percentage points, the division's adjusted EBITDA grew by 76% to $26.5 million. Meanwhile, the hotels and resorts segment saw a 1.2% revenue increase to $64.6 million, although RevPAR for owned hotels decreased by 2.9% due to ongoing renovations at the Hilton Milwaukee. Group bookings remained strong, with food and beverage revenues up 10.5%. Overall, Marcus Corporation's net earnings stood at $7.3 million, or $0.23 per share, a significant turnaround from a $5.2 million loss the previous year.

Significant Revenue Growth

Consolidated revenues for the second quarter of 2025 were $206 million, up 17% compared to the prior year quarter.

Improved Operating Income

Operating income for the quarter was $13 million, an increase of $10.8 million compared to the prior year quarter.

Theater Division Performance

Theater division revenue increased nearly 30% compared to the prior year second quarter, with adjusted EBITDA growing by 76%.

Strong Group Bookings in Hotels

Group room revenue bookings for fiscal 2025 are running slightly ahead of last year, with banquet and catering revenues up 10.5%.

Marcus (MCS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

MCS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.53 / -	0.73	―	―	―
Aug 01, 2025	2025 (Q2)	0.20 / 0.23	-0.64	135.94% (+0.87)	―
May 06, 2025	2025 (Q1)	-0.52 / -0.54	-0.38	-42.11% (-0.16)	―
Feb 27, 2025	2024 (Q4)	0.05 / 0.03	-0.05	160.00% (+0.08)	―
Oct 31, 2024	2024 (Q3)	0.46 / 0.73	0.32	128.13% (+0.41)	―
Aug 01, 2024	2024 (Q2)	0.03 / -0.64	0.35	-282.86% (-0.99)	―
May 02, 2024	2024 (Q1)	-0.38 / -0.38	-0.31	-22.58% (-0.07)	―
Feb 29, 2024	2023 (Q4)	-0.17 / -0.05	-0.252	80.16% (+0.20)	―
Nov 01, 2023	2023 (Q3)	0.34 / 0.32	0.1	220.00% (+0.22)	―
Aug 02, 2023	2023 (Q2)	0.29 / 0.35	0.24	45.83% (+0.11)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MCS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 01, 2025	$16.37	$14.87	-9.16%
May 06, 2025	$16.32	$16.11	-1.29%
Feb 27, 2025	$20.78	$18.46	-11.16%
Oct 31, 2024	$16.99	$18.67	+9.89%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Marcus Corp. (MCS) report earnings?

Marcus Corp. (MCS) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Marcus Corp. (MCS) earnings time?

Marcus Corp. (MCS) earnings time is at Oct 29, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MCS EPS forecast?

MCS EPS forecast for the fiscal quarter 2025 (Q3) is 0.53.

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