Murmurs of a potential hard economic landing are resurfacing after a marked downturn in U.S. GDP during the first-quarter (Q1).  The U.S. economy slowed sharply in Q1, growing at just 1.6%, lagging significantly behind the 2.5% estimate. Moreover, a soft jobs report compounds those concerns further. Hence, it’s probably the right time to consider consumer discretionary stocks to sell.Another trend we’ve seen recently is that consumers are opting for less expensive generic products over high-end brands. Acco ...

After three years, meme stocks are in focus on Wall Street once moreWith one push of the 'send' button, we're back in 2021. Earlier this morning, Reddit (RDDT) user Roaring Kitty, who ignited the meme stock retail trader craze of 2021, posted on social media platform X for the first time in three years. Even though he didn't mention any specific stocks, GameStop Corp (NYSE:GME), AMC Entertainment Holdings Inc (NYSE:AMC), and even Robinhood Markets Inc (NASDAQ:HOOD) vaulted higher in response. GME is up 66.1 ...

Is it 2021 or 2024? Following a nearly 3-year hiatus, Keith Gill, known as Roaring Kitty, has returned to X (formerly Twitter) with a cryptic post: The post depicts a meme of a man with a video game controller leaning forward, which conveys interest being heightened or intensity being picked up. Gill is best known for spearheading the 2021 meme stock craze that saw both GameStop (NYSE:GME) and AMC Entertainment (NYSE:AMC) soar to unimaginable highs through posts and videos on X, Reddit (NYSE:RDDT) and YouTu ...

Adam Aron, the CEO of global movie-theater chain AMC Entertainment (NYSE:AMC), is a great cheerleader for the company. However, even Aron had to acknowledge a problem that impacted AMC Entertainment’s financial figures this year.As the company continues to bear the weight of massive debt, it’s wise to avoid AMC stock in 2024.                It’s understandable if meme-stock traders are looking for one more huge rally. Yet, prospective AMC Entertainment investors should look at the big picture. Frankly, the ...

It’s a complicated time for the U.S. economy. For retail companies that peddle non-essential and luxury goods, that’s not good news. This trend has been slowly building for months. In February 2024, consulting giant McKinsey & Company published a report on the state of consumer spending in the U.S., which revealed that many Americans were still exercising caution with their purchases. Now, months later, these trends have accelerated, as evidenced by steep declines in spending at companies such as Starbucks ...

AMC Entertainment (NYSE:AMC) stock is in the red today after the movie theater chain reported its first-quarter earnings. During the quarter, revenue tallied in at $951.4 million, beating the analyst estimate for $870.86 million but falling by 0.31% year-over-year (YOY). The company’s adjusted diluted loss per share was 78 cents compared to the analyst estimate for a loss of 79 cents and improving from a loss of $1.31 a year ago. It’s worth noting, as AMC pointed out, that there were 263.4 million weighted ...

关于作者和出版商 - 作者Oliver Haill自2000年代初开始撰写公司和市场相关内容 最初在Growth Company Investor担任金融记者 专注于AIM公司和小盘股 后升任部门编辑和研究主管 之后加入Proactive 期间曾为金融时报集团 ITV 新闻协会 路透社体育部等机构自由撰稿 [1] - Proactive是一家提供快速 可获取 信息丰富且可操作的商业和金融新闻内容的出版商 其内容由经验丰富的新闻记者团队独立制作 [1] 公司业务和覆盖范围 - Proactive在全球主要金融和投资中心设有办事处和工作室 包括伦敦 纽约 多伦多 温哥华 悉尼和珀斯 [2] - 专注于中小盘股市场 同时覆盖蓝筹股公司 大宗商品和更广泛的投资故事 [2] - 团队提供包括但不限于以下领域的新闻和独特见解：生物技术和制药 采矿和自然资源 电池金属 石油和天然气 加密货币以及新兴数字和电动汽车技术 [2] 技术应用 - 公司积极采用前瞻性技术 内容创作者拥有数十年宝贵专业经验 [2] - 偶尔会使用自动化和软件工具 包括生成式AI 但所有发布内容都由人类编辑和撰写 遵循内容生产和搜索引擎优化的最佳实践 [3]

AMC Entertainment (AMC) reported $951.4 million in revenue for the quarter ended March 2024, representing a year-over-year decline of 0.3%. EPS of -$0.78 for the same period compares to -$1.30 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $951.4 million, representing no surprise. The company delivered an EPS surprise of -25.81%, with the consensus EPS estimate being -$0.62.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stre ...

财务表现 - AMC Entertainment (AMC)在本季度每股亏损为0.78美元，低于Zacks Consensus预期的每股亏损0.62美元[1] - AMC Entertainment本季度营收为9.514亿美元，与Zacks Consensus预期一致[3] - AMC Entertainment股价自年初以来下跌约47.9%，远远落后于标普500指数的涨幅[5] 盈利预期 - 公司的盈利前景对股价走势有重要影响，投资者可以关注盈利预期的变化[6] - 投资者可以通过追踪盈利预期修订趋势来预测股价走势[7] - AMC Entertainment的盈利预期修订趋势为混合，目前被评为Zacks Rank 3（持有）[8] - 下一季度和当前财年的盈利预期分别为每股亏损0.30美元和每股亏损0.87美元[9] 行业排名 - 行业前景对股价表现有重要影响，目前休闲娱乐服务行业排名在Zacks行业中的底部31%[10]

财务数据和关键指标变化 - 尽管北美票房下降6%,但公司总收入基本与上年持平 [31] - 每位观众的总收入和每位观众的利润创下历史同期新高,分别比2019年同期增长36%和44% [17] 各条业务线数据和关键指标变化 - 北美业务方面,票房收入下降3.2%,优于行业,总收入下降2.2% [33] - 每位观众的总收入、票房收入和食品饮料收入均创历史同期新高 [33] - 欧洲业务方面,票房收入增长3.7%,总收入增长2.8%,但每位观众的总收入和利润受到一些国家收入较低的影响而有所下降 [36][37] 各个市场数据和关键指标变化 - 北美市场份额增长超过70个基点,超过行业内任何其他50大影院运营商 [32] - 欧洲市场观影人次增长约6% [32] 公司战略和发展方向及行业竞争 - 公司正在积极管理影院组合,关闭了4家表现不佳的影院,新增1家高表现影院 [42] - 公司正在与多位知名音乐艺人合作,推出独家音乐发布会和演唱会内容 [51][52][53][56] - 公司的自有爆米花品牌在沃尔玛等渠道销售良好,已拓展至6,500个销售点 [57][58] - 公司正在不断创新食品饮料产品,如新推出多种口味的甜甜圈和奶昔等 [59][60][61][62][63] - 公司在欧洲试点推出"XL"品牌,为较大屏幕影厅收取小幅溢价 [65] 管理层对经营环境和未来前景的评论 - 2023年好莱坞演员和编剧罢工导致第一季度电影发行大幅减少,但公司仍表现出色 [11][12][13][14] - 管理层对2024年下半年和2025年的电影市场前景持乐观态度,认为会出现显著复苏 [22][23][26][27][28][29][74] - 公司现金储备充足,有信心渡过当前经营环境的挑战 [24][25][41] 问答环节重要的提问和回答 问题1 **James Goss 提问** 询问公司在食品饮料业务方面的定价策略和毛利率目标 [79] **Adam Aron 回答** 公司在食品饮料业务方面取得了巨大成功,毛利率维持在较高水平,未来仍有较大提升空间 [80][81][82][83][84][85] 问题2 **Alicia Reese 提问** 询问公司本季度票房市场份额增长和电影租金下降的原因 [89] **Adam Aron 和 Sean Goodman 回答** 公司通过关闭较差影院、开设新的优质影院,以及放映中小型影片等措施提升了市场份额,同时电影租金下降主要是因为中小型影片占比提高 [90][91] 问题3 **零售股东提问** 询问公司未来如何应对2026年到期的大额债务 [106][107] **Adam Aron 回答** 公司正在与银行等债权人积极沟通,希望能够将2026年到期的债务展期至更远的时间,以应对这一挑战 [106][107]