The Marcus Corporation

The Marcus Corporation

MCSยทNYSE

$19.50

-2.8%
Communication ServicesEntertainment

The Marcus Corporation, together with its subsidiaries, owns and operates movie theatres, and hotels and resorts in the United States. It operates in two segments, Theatres, and Hotels and Resorts. The Theatres segment operates multiscreen motion picture theatres, as well as Funset Boulevard, a family entertainment center. The Hotels and Resorts segment owns and operates full-service hotels and resorts, as well as manages full-service hotels, resorts, and other properties. The company also provides hospitality management services, including check-in, housekeeping, and maintenance for a vacation ownership development. As of December 30, 2021, it owned or operated 1,064 screens at 85 movie theatre locations in 17 states under the Marcus Theatres, Movie Tavern by Marcus, and BistroPlex brands; and operated 8 wholly-owned or majority-owned hotels and resorts, as well as managed 11 hotels, resorts, and other properties for third parties. The company was founded in 1935 and is headquartered in Milwaukee, Wisconsin.

At a Glance

Live Snapshot
Market Cap$603.13M
EPS0.4100
P/E Ratio47.56
Earnings Date08/07/2026
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The Marcus Corporation Street Expectations Map

MCS ยท NYSE

Wall Street analysts project that MCS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 23.00, with estimates ranging from a low of 23.00 to a high of 23.00.

Lowest Target
23.00
17.95%
Consensus Target
23.00
17.95%
Highest Target
23.00
17.95%

The consensus 1-year price target stands at 23.00, with estimates ranging from a low of 23.00 to a high of 23.00.

Analyst Consensus Analysis

Upside Potential

+17.9%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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The Marcus Corporation Forward Estimates of Revenue

MCS ยท NYSE
Latest Revenue
758.46M
FY 2025
Avg Estimate
799.24M
FY 2026
Estimate Range
791.10M - 805.61M
Analyst Spread

Forward Growth Analysis

Projected Growth+5.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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The Marcus Corporation Forward Estimates of Net Income

MCS ยท NYSE
Latest Net Income
12.69M
FY 2025
Avg Estimate
19.06M
FY 2026
Estimate Range
17.96M - 24.65M
Analyst Spread

Forward Growth Analysis

Projected Growth+50.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread35%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The Marcus Corporation Forward Estimates of EPS

MCS ยท NYSE
Latest EPS
0.41
FY 2025
Avg Estimate
$0.66
FY 2026
Estimate Range
$0.56 - $0.77
Analyst Spread

Forward Growth Analysis

Projected Growth+61.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread32%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The Marcus Corporation Forward Estimates of EBIT

MCS ยท NYSE
Latest EBIT
20.18M
FY 2025
Avg Estimate
-123.95M
FY 2026
Estimate Range
-124.93M - -122.68M
Analyst Spread

Forward Growth Analysis

Projected Growth-714.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The Marcus Corporation Forward Estimates of EBITDA

MCS ยท NYSE
Latest EBITDA
90.37M
FY 2025
Avg Estimate
-2.97M
FY 2026
Estimate Range
-3.00M - -2.94M
Analyst Spread

Forward Growth Analysis

Projected Growth-103.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The Marcus Corporation Forward Estimates of SG&A Expense

MCS ยท NYSE
Latest SG&A Expense
143.90M
FY 2025
Avg Estimate
184.14M
FY 2026
Estimate Range
182.27M - 185.61M
Analyst Spread

Forward Growth Analysis

Projected Growth+28.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The Marcus Corporation Insider Positioning

MCS ยท NYSE

During the last 12 months, insiders have sold $580K worth of MCS shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

32.7K

579.68K

Net Activity

-580K

-$580K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
KTF

Kissinger Thomas F

Director, Officer: Sr Exec Vp, Gen Counsel & Secy

25.0K sharesโ€ข1 transactions

$433K

2
EMR

Evans Michael Reade

Officer: Pres., Marcus Hotels & Resorts

7.7K sharesโ€ข2 transactions

$147K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $580K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$580K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.