Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Marcus Corp. (The) (MCS)
NYSECommunication ServicesEntertainmentSnapshot 2026-11-05
$26.90-4.10%
Close 2026-11-05 · 1-day change
NYSECommunication ServicesEntertainmentSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.93 → 0.97 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for MCS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Return to positive net income and EPS growth | A primary condition in Marcus Corp. (The)'s published investment case. The stated target is EPS >= $0.65 in FY27. | Improving | EPS fails to reach $0.65 in FY27 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
MCS is an operating recovery and execution story tied to its theatres and hotels, rather than a consistently profitable compounder. The long-term thesis is intact, though the latest results shifted the signal from mildly favorable to mixed.
The valuation model shows MCS at a premium to peers, with expectations broadly aligned and only a small gap between them. The evidence does not point to major fragility in what is priced in, but the premium leaves execution important.
Near term, a recent earnings miss and erratic surprises create risk, even as the stated chance of another miss is described as low. In the latest quarter, revenue rose from the prior quarter and both divisions reported record third-quarter revenue; theatre attendance and hotel RevPAR also improved, though hotel operating income fell year over year.
The multi-year thesis depends on continued progress in theatre attendance and hotel demand, while managing costs that have weighed on hotel income. Near term, another guidance cut would be a meaningful negative; easing rates or continued strength from sector peers could provide support to the business backdrop.
Over the next one to three years, MCS’s thesis rests on sustained execution across theatres and hotels, but losses, an earnings miss, and sector headwinds keep risk elevated. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Operational excellence focus could improve results from the recent $15.35M net loss in Q1 2026. |
| Improving |
| Net losses persist or worsen beyond Q4 2026 |
Net income: $18.758M FY2026-Q3; GAAP. Published target: Reduce net losses and improve margins over next 4 quarters. Target period is not explicitly aligned with this observation. Oct 29, 202618,758,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth of at least 5% annually | A primary condition in Marcus Corp. (The)'s published investment case. The stated target is >=5% YoY. | Improving | YoY revenue growth falls below 5% in FY27 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.66 → $0.97 · observed estimates
$0.82B → $0.84B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.66 | $818,792,250 | 3 / 4 |
| 2026-07-25 | $0.66 | $818,792,250 | 3 / 4 |
| 2026-07-26 | $0.66 | $818,792,250 | 3 / 4 |
| 2026-07-27 | $0.66 | $818,792,250 | 3 / 4 |
| 2026-07-28 | $0.66 | $818,792,250 | 3 / 4 |
| 2026-07-29 | $0.66 | $818,792,250 | 3 / 4 |
| 2026-07-30 | $0.70 | $816,439,000 | 3 / 3 |
| 2026-07-31 | $0.66 | $818,792,250 | 3 / 4 |
| 2026-08-01 | $0.70 | $816,439,000 | 3 / 3 |
| 2026-08-02 | $0.84 | $833,590,000 | 1 / 3 |
| 2026-08-03 | $0.84 | $833,590,000 | 1 / 3 |
| 2026-08-04 | $0.84 | $833,590,000 | 1 / 3 |
| 2026-08-05 | $0.84 | $837,556,670 | 1 / 3 |
| 2026-08-06 | $0.85 | $822,701,750 | 2 / 3 |
| 2026-08-07 | $0.85 | $822,701,750 | 2 / 3 |
| 2026-08-08 | $0.85 | $822,701,750 | 2 / 3 |
| 2026-08-09 | $0.84 | $837,556,670 | 1 / 3 |
| 2026-08-10 | $0.84 | $837,556,670 | 1 / 3 |
| 2026-08-12 | $0.85 | $822,701,750 | 2 / 3 |
| 2026-08-13 | $0.85 | $822,701,750 | 2 / 3 |
| 2026-08-14 | $0.85 | $822,701,750 | 2 / 3 |
| 2026-08-15 | $0.85 | $822,701,750 | 2 / 3 |
| 2026-08-16 | $0.85 | $822,701,750 | 2 / 3 |
| 2026-08-17 | $0.85 | $822,701,750 | 2 / 3 |
| 2026-08-18 | $0.85 | $822,701,750 | 2 / 3 |
| 2026-08-19 | $0.85 | $822,701,750 | 2 / 3 |
| 2026-08-20 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-08-21 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-08-22 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-08-23 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-08-24 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-08-25 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-08-26 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-08-27 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-08-28 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-08-29 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-08-30 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-08-31 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-01 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-02 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-03 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-04 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-05 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-06 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-07 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-08 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-09 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-10 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-11 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-12 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-13 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-14 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-15 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-16 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-17 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-18 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-19 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-20 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-21 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-22 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-23 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-24 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-25 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-26 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-27 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-28 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-29 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-09-30 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-10-01 | $0.93 | $826,151,750 | 2 / 3 |
| 2026-10-02 | $0.93 | $825,676,750 | 2 / 3 |
| 2026-10-03 | $0.93 | $825,676,750 | 2 / 3 |
| 2026-10-04 | $0.93 | $825,676,750 | 2 / 3 |
| 2026-10-05 | $0.93 | $825,676,750 | 2 / 3 |
| 2026-10-06 | $0.93 | $825,676,750 | 2 / 3 |
| 2026-10-07 | $0.93 | $825,676,750 | 2 / 3 |
| 2026-10-08 | $0.93 | $825,676,750 | 2 / 3 |
| 2026-10-09 | $0.93 | $825,676,750 | 2 / 3 |
| 2026-10-10 | $0.93 | $825,676,750 | 2 / 3 |
| 2026-10-11 | $0.93 | $825,676,750 | 2 / 3 |
| 2026-10-12 | $0.93 | $825,676,750 | 2 / 3 |
| 2026-10-13 | $0.96 | $828,829,500 | 2 / 3 |
| 2026-10-14 | $0.96 | $842,344,650 | 2 / 3 |
| 2026-10-15 | $0.96 | $842,344,650 | 2 / 3 |
| 2026-10-16 | $0.96 | $842,344,650 | 2 / 3 |
| 2026-10-17 | $0.96 | $842,344,650 | 2 / 3 |
| 2026-10-18 | $0.96 | $842,344,650 | 2 / 3 |
| 2026-10-19 | $0.96 | $842,344,650 | 2 / 3 |
| 2026-10-20 | $0.94 | $840,319,650 | 2 / 3 |
| 2026-10-21 | $0.94 | $841,030,650 | 2 / 3 |
| 2026-10-22 | $0.94 | $841,030,650 | 2 / 3 |
| 2026-10-23 | $0.94 | $841,030,650 | 2 / 3 |
| 2026-10-24 | $0.94 | $841,030,650 | 2 / 3 |
| 2026-10-25 | $0.94 | $841,030,650 | 2 / 3 |
| 2026-10-26 | $0.94 | $841,030,650 | 2 / 3 |
| 2026-10-27 | $0.94 | $841,030,650 | 2 / 3 |
| 2026-10-28 | $0.94 | $841,030,650 | 2 / 3 |
| 2026-10-29 | $0.94 | $841,030,650 | 2 / 3 |
| 2026-10-30 | $0.94 | $841,030,650 | 2 / 3 |
| 2026-10-31 | $0.97 | $843,872,400 | 2 / 3 |
| 2026-11-01 | $0.97 | $843,872,400 | 2 / 3 |
| 2026-11-02 | $0.97 | $843,872,400 | 2 / 3 |
| 2026-11-03 | $0.97 | $843,872,400 | 2 / 4 |
| 2026-11-04 | $0.97 | $844,811,825 | 2 / 4 |
| 2026-11-05 | $0.97 | $844,811,825 | 2 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.