The Marcus Corporation Q4 2025 Earnings Call Summary

Theater outperformance of 7.6 percentage points against the industry was driven by strategic ticket price optimization during peak holiday demand and a favorable family-centric film mix. Hotel RevPAR growth of 3.5% exceeded the upper-upscale segment by 2.7 percentage points, attributed to high-margin leisure demand at recently renovated 'special assets'. The Hilton Milwaukee renovation served as a strategic inflection point, with the property outperforming competitive sets by over five percentage poin ...