Marcus (MCS) reported $193.5 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 2.8%. EPS of -$0.06 for the same period compares to $0.13 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $184.56 million, representing a surprise of +4.84%. The company delivered an EPS surprise of -189.96%, with the consensus EPS estimate being $0.07.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Marcus performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- Theatre concessions: $51 million compared to the $48.67 million average estimate based on three analysts. The reported number represents a change of +0.5% year over year.
- Revenues- Theatres: $123.79 million versus the three-analyst average estimate of $111.73 million. The reported number represents a year-over-year change of +2.2%.
- Revenues- Rooms: $25.76 million compared to the $25.08 million average estimate based on three analysts. The reported number represents a change of +4.7% year over year.
- Revenues- Food and beverage: $21.15 million versus $21.37 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.8% change.
- Revenues- Theatre admissions: $59.39 million versus $53.65 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5.6% change.
- Revenues- Hotels / Resorts: $69.54 million versus $70.28 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +3.7% change.
- Revenues- Cost reimbursements: $9.84 million compared to the $10.19 million average estimate based on two analysts.
- Revenues- Corporate Items: $0.17 million versus $0.09 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +108.6% change.
- Revenues- Other revenues: $26.35 million versus the two-analyst average estimate of $25.26 million.
View all Key Company Metrics for Marcus here>>>
Shares of Marcus have returned +6.7% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Marcus Corporation (The) (MCS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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