Marcus (MCS) Misses Q3 Earnings Estimates

Core Insights - Marcus (MCS) reported quarterly earnings of $0.42 per share, missing the Zacks Consensus Estimate of $0.43 per share, and down from $0.78 per share a year ago, representing an earnings surprise of -2.33% [1] - The company posted revenues of $210.15 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.37%, but down from $232.67 million year-over-year [2] - Marcus shares have declined approximately 38.5% year-to-date, contrasting with the S&P 500's gain of 16% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $201.06 million, and for the current fiscal year, it is $0.29 on revenues of $765.23 million [7] - The estimate revisions trend for Marcus was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Leisure and Recreation Services industry, to which Marcus belongs, is currently in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - United Parks & Resorts, another company in the same industry, is expected to report quarterly earnings of $2.24 per share, reflecting a year-over-year increase of 7.7%, with revenues anticipated to be $541.22 million, down 0.9% from the previous year [9][10]