The Marcus(US:MCS) ZACKS·2025-10-24 15:01Core Viewpoint - The market anticipates a year-over-year decline in earnings for Marcus (MCS) due to lower revenues, with a focus on how actual results compare to estimates [1][2]. Company Summary - Marcus is expected to report quarterly earnings of $0.48 per share, reflecting a year-over-year decrease of 38.5% [3]. - Revenue is projected to be $210.31 million, down 9.6% from the same quarter last year [3]. - The consensus EPS estimate has been revised 3.64% lower in the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Marcus is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -13.54%, suggesting a challenging outlook for beating consensus EPS estimates [12]. - Despite a Zacks Rank of 3 (Hold), the combination of a negative Earnings ESP makes it difficult to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Marcus exceeded expectations with earnings of $0.23 per share against an estimate of $0.19, resulting in a surprise of +21.05% [13]. - Over the past four quarters, Marcus has beaten consensus EPS estimates three times [14]. Industry Comparison - In the Zacks Leisure and Recreation Services industry, Royal Caribbean (RCL) is expected to post earnings of $5.67 per share, indicating a year-over-year increase of 9% [18]. - Royal Caribbean's revenue is projected to be $5.16 billion, up 5.7% from the previous year, with a consensus EPS estimate revised 0.1% higher [19]. - The Earnings ESP for Royal Caribbean is +0.29%, suggesting a likelihood of beating the consensus EPS estimate [19][20].