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
QuarterlyIQ Insights · MCS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“In our theatre business, the successes continued with Marcus Theatres’ record third quarter revenue, powered by the blockbuster hits of Spider-Man: Brand New Day and The Odyssey , along with a stron…
Stated in 3 of 3 supplied quarters. Management reported: “Marcus Theatres ® Total Theatre revenues were $145.0 million for the third quarter of 2026, a 20.9% increase over the third quarter of fiscal 2025 and a record for any third quarter.” “Same store admission revenues for the third quarter of 2026 increased 21.8% compared to the prior year quarter.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated neutral grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=2532).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““In our theatre business, the successes continued with Marcus Theatres’ record third quarter revenue, powered by the blockbuster hits of Spider-Man: Brand New Day and The Odyssey , along with a stron…”
““Marcus Theatres delivered the highest admission revenue growth among the top theatre circuits during the second quarter of fiscal 2026, powered by a diverse slate of high-quality films that performe…”
““Fueled by a robust film slate that included Project Hail Mary, the first tentpole success of the year, as well as strong carry-over of holiday films and new family-friendly films that played well in…”
Marcus Hotels & Resorts also achieved record third quarter revenue as the busy summer season drew healthy leisure demand.
Stated in 3 of 3 supplied quarters. Management reported: “Marcus ® Hotels & Resorts During the third quarter of 2026, Marcus Hotels & Resorts reported total revenues before cost reimbursements of $82.0 million, a $1.6 million or 2.0% increase over the prior year quarter and a record for any third quarter.” “Revenue per available room, or RevPAR, at owned hotels increased 2.1% in the third quarter of 2026, driven by higher average daily rates.”
“Marcus Hotels & Resorts also achieved record third quarter revenue as the busy summer season drew healthy leisure demand.”
“In our hotels and resorts division, healthy leisure demand drove both occupancy and rate growth that propelled performance and set a record second quarter revenue and Adjusted EBITDA for Marcus Hotel…”
“As typically is the case, travel was seasonally slower over the winter months, yet Marcus Hotels & Resorts continued to outperform its competitive sets, with especially strong performance from newly…”
• Operating income was $30.3 million for the third quarter of 2026, a 33.2% improvement from operating income of $22.7 million for the third quarter of fiscal 2025.
Stated in 3 of 3 supplied quarters. Management reported: “• Operating income was $30.3 million for the third quarter of 2026, a 33.2% improvement from operating income of $22.7 million for the third quarter of fiscal 2025.” “• Adjusted EBITDA was $49.1 million for the third quarter of 2026, a 21.5% increase from Adjusted EBITDA of $40.4 million for the third quarter of fiscal 2025.”
“• Operating income was $30.3 million for the third quarter of 2026, a 33.2% improvement from operating income of $22.7 million for the third quarter of fiscal 2025.”
“• Operating income was $27.1 million for the second quarter of fiscal 2026, a 108.1% improvement from operating income of $13.0 million for the second quarter of fiscal 2025.”
“• Operating loss was $19.3 million for the first quarter of fiscal 2026, a 5.6% improvement from operating loss of $20.4 million for the first quarter of fiscal 2025.”
Build revenue and operating results across both divisions through audience demand in theatres and leisure, group, and business demand at hotels.
Use renovated properties and leisure, group, and business demand to support room rates, RevPAR, revenue, and operating performance.
Over the trailing year it converted 0.70x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
4 material management or governance events in the past 24 months, led by executive changes. Historically, Communication Services names rated stable grew net income 53% of the time over the next year (vs 52% for the rest of the cohort, n=1763).
Not investment advice. As of 2026-11-05.