에 대한 최신 뉴스 Cinemark Holdings (NYSE:CNK) 주식

Cinemark Holdings

Cinemark Hldgs

Cinemark Holdings Inc is a geographically diverse operator in the motion picture exhibition industry in the United States. The company generates revenue from filmed entertainment box office receipts and concession sales, with additional revenue from screen advertising, screen rentals, and other revenue streams, such as transactional fees, vendor marketing promotions, studio trailer placements, meeting rentals, and electronic video games located in some of the theatres.

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월트 디즈니 컴퍼니(NYSE:DIS)가 2024년 미국 박스오피스 1위를 차지했다. 2025년 박스오피스 매출이 8% 증가할 것이라는 새로운 애널리스트의 전망에 따라 강력한 성과를 보일 수 있으며 이는 영화관 경영진에게도 반가운 소식이다.

월트 디즈니, 2024년 미국 박스오피스 20억 달러 달성

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거버 가와사키 웰스(Gerber Kawasaki Wealth)의 CEO인 로스 거버는 월트 디즈니가 추수감사절 기간에 영화 &#39;모아나2&#39;로 2억 2,100만 달러를 벌어들이자 디즈니의 부활을 칭찬했다.

로스 거버 &#34;디즈니가 돌아왔다&#34;: 영화 &#39;모아나2&#39; 추수감사절 2억 2,100만 달러 흥행 성공

&#39;위키드,&#39; &#39;글래디에이터 II,&#39; &#39;모아나 2&#39;와 같이 추수감사절 주말 박스 오피스 주목: 관심 종목

Cinemark Holdings Inc Cinemark Holdings, Inc. Common Stock

Cinemark Holdings Inc

Macquarie analyst Chad Beynon maintains Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Outperform and maintains $35 price target.

Price Target

Analyst Ratings

Macquarie Maintains Outperform on Cinemark Hldgs, Maintains $35 Price Target

WIIM

Cinemark Holding shares are trading lower after multiple firms lowered their respective price targets on the stock.

Morgan Stanley analyst Benjamin Swinburne maintains Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Overweight and lowers the price target from $40 to $35.

Morgan Stanley Maintains Overweight on Cinemark Hldgs, Lowers Price Target to $35

JP Morgan analyst David Karnovsky maintains Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Neutral and lowers the price target from $31 to $30.

JP Morgan Maintains Neutral on Cinemark Hldgs, Lowers Price Target to $30

Benchmark analyst Mike Hickey maintains Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Buy and lowers the price target from $40 to $35.

Benchmark Maintains Buy on Cinemark Hldgs, Lowers Price Target to $35

Barrington Research analyst James Goss maintains Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Outperform and lowers the price target from $40 to $36.

Barrington Research Maintains Outperform on Cinemark Hldgs, Lowers Price Target to $36

Cinemark Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) shares are trading lower in the morning session on Wednesday.
The company reported fourth-quarter earnings per share of 33 cents, <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/b43808222/cinemark-holdings-inc-reports-fourth-quarter-and-full-year-2024-results-and-reinstates-dividend" rel="noreferrer noopener">missing the street view of 37 cents</a>. Quarterly sales of $814.30 million (up 27.5% year over year), outpaced the analyst consensus estimate of $790.757 million.
In the quarter under review, admissions revenue increased 26.1% to $406.5 million and concession revenue increased 29% to $313.4 million. Worldwide average ticket price was $7.97 and concession revenue per patron was $6.15.
&#8220;The enduring and timeless consumer appeal of shared, cinematic experiences that movie theaters uniquely provide was reinforced once again in 2024 as North American industry box office of approximately $8.8 billion far exceeded expectations and delivered multiple all-time records,&#8221; stated Sean Gamble, Cinemark&#8217;s President and CEO.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43809421/whats-going-on-with-international-flavors-fragrances-stock-today" rel="noreferrer noopener">What&#8217;s Going On With International Flavors &amp; Fragrances Stock Today?</a>
Adjusted EBITDA in the quarter under review totaled&nbsp;$156.9 million compared with $79.6 million&nbsp;a year ago.
Cinemark exited the quarter with cash and equivalents worth $1.057 billion, compared with $849.1 million in the year-ago period.
Long-term debt (net of unamortized debt issuance costs and original issue discount) contracted to&nbsp;$2.334 billion, compared with $2.399 billion in the year-ago period.
Cinemark reinstated its annual cash dividend at $0.32 per share, payable quarterly and representing a 1% yield. The first quarterly dividend will be payable on March 19, 2025, to shareholders of record on March 5.
Price Action: CNK shares are trading lower by 14.5% to $28.27 at last check Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/equities/25/02/43790512/ex-acting-faa-administrator-calls-for-urgent-air-traffic-control-overhaul-report" target="_blank" rel="noreferrer noopener">Ex-Acting FAA Administrator Calls for Urgent Air Traffic Control Overhaul: Report</a></li>
</ul>
Photo via Shutterstock.

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General

Cinemark Q4 Earnings: Sales Beat, EPS Miss, Reinstates Dividend And More

Cinemark shares are trading lower after the company reported a Q4 EPS miss.

<ul>
<li>Given our solid financial position and our positive outlook for theatrical exhibition, reinstated annual cash dividend at $0.32 per share, payable quarterly, and representing a 1% yield. The first quarterly dividend will be payable on March 19, 2025 to shareholders of record on March 5, 2025.</li>
</ul>

Dividends

Cinemark  Hldgs Reinstated Annual Cash Dividend/Share At $0.32 Payable Quarterly

Earnings Beats

Earnings Misses

Cinemark Hldgs Q4 2024 GAAP EPS $0.33 Misses $0.37 Estimate, Sales $814.300M Beat $790.757M Estimate

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Earnings Scheduled For February 19, 2025

Less than two weeks after <a href="https://www.benzinga.com/25/02/43494650/disney-q1-earnings-powered-by-moana-2-and-mufasa-theme-parks-loses-streaming-subscribers">reporting quarterly financials,</a> Walt Disney Company's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) stock is back in the spotlight with its latest Marvel Cinematic Universe film hitting theaters.
What Happened: "Captain America: Brave New World" grossed $100 million domestically and $92.4 million in international markets for a $192.4 million global tally during the President's Day holiday weekend, as reported by <a href="https://variety.com/2025/film/box-office/captain-america-brave-new-world-box-office-staying-power-marvel-cinematic-universe-1236310075/">Variety</a>.
The box office milestone adds excitement to the expanding slate of content <a href="https://www.benzinga.com/general/entertainment/24/07/40021651/disneys-magical-marvel-weekend-robert-downey-jr-russo-brothers-steal-comic-con-spotlight-as">from the company</a>, but is nothing new for a Marvel Cinematic Universe film and neither is opening number one at the box office. 
The big question for Disney will be if the film has staying power and can start a streak of successful Marvel movies in 2025.
The film is the fourth in the Captain America series, while the character has also played a pivotal role in Avengers films. Here is the box office <a href="https://www.boxofficemojo.com/">history </a>of the past Captain America movies.
<ul>
<li>"Captain America: The First Avenger" (2011): $65.1 million domestic opening, $176.7 million domestic, $370.6 million global</li>
<li>"Captain America: The Winter Soldier" (2014): $95.0 million domestic opening, $259.8 million domestic, $714.4 million global</li>
<li>"Captain America: Civil War" (2016): $179.1 million domestic opening, $408.1 million domestic, $1.16 billion global</li>
</ul>
&#8220;Brave New World" will likely rank second for domestic box office when it&#8217;s finished; "Civil War" acted more like an Avengers ensemble film and had a huge opening to kick things off.
Read Also: <a href="https://www.benzinga.com/general/entertainment/25/01/43169631/disney-analyst-sees-flat-disney-growth-in-q1-after-netflixs-record-quarter-but-remains-bullish">Disney Analyst Sees Flat Disney+ Growth In Q1 After Netflix&#8217;s Record Quarter, But Remains Bullish</a>
Why It's Important: The latest Marvel film has a 50% critic <a href="https://www.rottentomatoes.com/m/captain_america_brave_new_world">rating </a>on Rotten Tomatoes and an 80% audience score. On <a href="https://www.imdb.com/title/tt14513804/">IMDb</a>, the film has a 6.1 rating (out of 10). That&#8217;s among the lower ratings for a Marvel film.
Movie theater companies like AMC Entertainment Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>) and Cinemark Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) will be hoping, like Disney, that the film has staying power at the box office and sees a lower drop-off than normal for a Marvel film in its second weekend.
"Guardians of the Galaxy Vol. 3" opened with $118.4 million domestically in 2023 and saw a 47% drop in its second weekend, which was one of the smaller drops for superhero films in recent years. The film went on to gross $359 million domestically and $845.6 million globally.
The third Guardians film could also be comparable to the fourth Captain America thanks to both 2023 and 2025 having three Marvel movies on the release schedule.
Guardians was the second movie released by Disney in 2023 and went on to be the highest-grossing of the three. Here were the three films:
<ul>
<li>"Ant-Man and the Wasp: Quantumania": $106.1 million domestic opening, $214.5 million domestic, $476.1 million global</li>
<li>"Guardians of the Galaxy Vol. 3": $118.4 million domestic opening, $359.0 million domestic, $845.6 million global</li>
<li>"The Marvels": $46.1 million domestic opening, $84.5 million domestic, $206.1 million global</li>
</ul>
In total, the three films raked in $658.0 million in domestic box office revenue and $1.53 billion globally. The Guardians film enjoyed a stronghold in theaters. The Ant-Man sequel, however, saw a 70% drop in domestic box office in its second weekend with poor reviews. "The Marvels" went on to be Disney's biggest Marvel Cinematic Universe flop.
While other movie studios would be excited with those overall figures, it's important to remember that Disney varies the number of Marvel films released each year. Last year, the company had only one Marvel release: "Deadpool &amp; Wolverine." That film broke records and grossed $636.7 million domestically and $1.34 billion worldwide. It nearly eclipsed the total of the three films released in 2023 combined.
Disney, its shareholders and movie theater companies will be hoping Marvel has three blockbuster films in 2025. "Thunderbolts" and "The Fantastic Four: First Steps" will open on May 2 and July 25, respectively.
DIS Price Action: Disney stock is down 1% to $109.21 on Tuesday versus a 52-week trading range of $83.91 to $123.74. Disney stock is down 0.3% over the past year.
Read Next: 
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<li><a href="https://www.benzinga.com/general/entertainment/24/12/42750888/top-anticipated-2025-movies-for-big-screen-success-and-stocks-investors-should-watch">Top Anticipated 2025 Movies For Big Screen Success And Stocks Investors Should Watch</a></li>
</ul>
Image: Shutterstock

Disney's Latest 'Captain America' Film Opens With $100M: Can Marvel Magic Happen Three Times In 2025?

Cinemark Hldgs's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) short percent of float has fallen 6.18% since its last report. The company recently reported that it has 24.06 million shares sold short, which is 38.28% of all regular shares that are available for trading. Based on its trading volume, it would take traders 13.09 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Cinemark Hldgs Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1739884516_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Cinemark Hldgs has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Cinemark Hldgs's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Cinemark Hldgs's peer group average for short interest as a percentage of float is 6.17%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Peering Into Cinemark Hldgs's Recent Short Interest

JP Morgan analyst David Karnovsky maintains Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Neutral and raises the price target from $29 to $31.

JP Morgan Maintains Neutral on Cinemark Hldgs, Raises Price Target to $31

Wells Fargo analyst Omar Mejias maintains Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Overweight and lowers the price target from $38 to $36.

Wells Fargo Maintains Overweight on Cinemark Hldgs, Lowers Price Target to $36

In the current market session, Cinemark Hldgs Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) share price is at $29.37, after a 1.91% spike. Moreover, over the past month, the stock fell by 3.93%, but in the past year, went up by 108.60%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1737556209_0.png" alt="Past Year Chart" />

<h3>Evaluating Cinemark Hldgs P/E in Comparison to Its Peers</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Compared to the aggregate P/E ratio of the 54.21 in the Entertainment industry, Cinemark Hldgs Inc. has a lower P/E ratio of 17.57. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1737556209_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

Price Over Earnings Overview: Cinemark Hldgs

Analysts turn their focus to the 2025 movie season, offering box office predictions as the industry grapples with the continued <a href="https://www.benzinga.com/topic/streaming">rise of streaming platforms.</a>
JPMorgan 2025 Outlook: The movie theater industry <a href="https://www.benzinga.com/general/entertainment/24/12/42750888/top-anticipated-2025-movies-for-big-screen-success-and-stocks-investors-should-watch">could be normalizing</a> after facing the COVID-19 pandemic disruption and labor stoppages, JPMorgan analyst David Karnovsky said in a new investor note.
"The key headwind for theaters remains supply – COVID and strike-related production shutdowns hampered output, and while the impacts are yet to be fully overcome, the lack of ongoing constraints sets up the conditions for a full recovery in volume by 2026 or 2027," Karnovsky said.
The analyst forecasts the North American box office to hit $9.50 billion in 2025, up 10.8% year-over-year. Broken down by quarter, Karnovsky's predictions are as follows:
<ul>
<li>Q1: $1.77 billion, +9.7% year-over-year</li>
<li>Q2: $2.44 billion, +25.1% year-over-year</li>
<li>Q3: $2.57 billion, -3.7% year-over-year</li>
<li>Q4: $2.73 billion, +16.2% year-over-year</li>
</ul>
While the report does not share price targets for movie theater stocks, Cinemark Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) and IMAX Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IMAX#NYSE">IMAX</a>) are named in the report. AMC Entertainment Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>) would be another stock to watch, given the potential increase in domestic 2025 box office revenue.
"While our forecast builds for significant growth, we believe it is below some of the more bullish estimates for $10b-plus which followed strong performance during the holiday period."
The analyst said he remains constructive on the movie theater industry given the rise of the streaming market, specifically increased film output from Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>). The rise of Netflix and streaming platforms has shortened theatrical release windows for movies.
"While these forces have delivered real stress to the ecosystem, with some hindsight, it appears many of the bear theses that existed pre-pandemic were overblown."
The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) is also featured several times in the report, with Karnovsky highlighting upcoming movies like "Zootopia 2," "Snow White," "Lilo &amp; Stitch," "Captain America: Brave New World," "Fantastic Four" and "Avatar: Fire and Ash."
Disney is also highlighted for the early 2026 outlook with movies like "Toy Story 5," a live-action "Moana", "Avengers: Doomsday" and "The Mandalorian &amp; Grogu."
Read Also: <a href="https://www.benzinga.com/24/12/42603589/disney-hits-2-billion-domestic-box-office-wins-top-honors-global-box-office-2025-to-grow-8-to-33b-analyst-says">Disney Hits $2 Billion Domestic Box Office, Earns Top Honors</a>
Goldman Sachs on Movie Theater Stocks: Goldman Sachs analyst Stephen Laszczyk has a domestic box office revenue estimate of $9.4 billion for 2026.
Laszczyk projects a recovery to 82% of 2019 revenue levels, after which earnings would likely remain range-bound.
In the recent report, the analyst highlights IMAX and Cinemark as the two covered stocks in the sector.
The analyst has a Sell rating on Imax with a $16 price target. Despite the sell rating, the analyst sees several scenarios that could provide upside risk to the rating.
"Box office demand could recover more quickly and on a larger scale than expected," Laszczyk said.
The analyst said movie theaters could look to add more Imax screens. A change in China's policy to allow more American blockbusters in the country could also benefit Imax, the analyst added.
"IMAX may benefit from uplifts in ticket prices as studios and exhibitors look to increase revenue."
The analyst also has a Sell rating on Cinemark with a $24 price target.
Similar to Imax, the analyst said there are several scenarios that could provide upside for the movie theater stock.
Along with box office demand recovering faster than expected, the analyst said better food and beverage margins and lower operating expenses could help Cinemark.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/entertainment/25/01/43017986/warner-bros-discovery-analyst-says-dtc-strength-wont-offset-joker-folie-a-deux-flop-nba-rights-concerns">Warner Bros. Discovery Analyst Says DTC Strength Won&#8217;t Offset &#8216;Joker: Folie A Deux&#8217; Flop, NBA Rights Concerns</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Analyst Color

Reiteration

NFLX

Box Office Set For $9.5 Billion 2025 Comeback As Netflix Reshapes Industry, Analyst Says

Benchmark analyst Mike Hickey reiterates Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Buy and maintains $40 price target.

Benchmark Reiterates Buy on Cinemark Hldgs, Maintains $40 Price Target

The start of a new year will bring new movies to movie theaters around the world and could provide new revenue opportunities for media companies with Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) among the companies hoping for continued <a href="https://www.benzinga.com/24/12/42603589/disney-hits-2-billion-domestic-box-office-wins-top-honors-global-box-office-2025-to-grow-8-to-33b-analyst-says">success from 2024.</a>
Most Anticipated Films: Movie theater executives like AMC Entertainment Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>) CEO Adam Aron <a href="https://www.benzinga.com/news/earnings/24/11/41790068/amc-ceo-is-confident-and-optimistic-about-cinema-chains-future-as-q3-earnings-show-revenue-beat-rec">have expressed optimism </a>at the film lineup for 2025 as being particularly stronger than in past years.
The year will see superhero movies, family films, live-action adaptations and the return of several of the highest-grossing franchises of all time.
Here's a look at Variety's <a href="https://variety.com/lists/most-anticipated-movies-2025/">list</a><a href="https://variety.com/lists/most-anticipated-movies-2025/"> </a>of the most anticipated films for 2025 and the stocks associated with the films, listed in chronological order.
<ul>
<li>Jan. 17, "Wolf Man": Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)</li>
<li>Feb. 14, "Captain America: Brave New World": Disney</li>
<li>Feb. 14, "Paddington in Peru": Sony Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>)</li>
<li>March 17, "Mickey 17": Warner Bros. Discovery (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>)</li>
<li>March 21, "Snow White": Disney</li>
<li>April 4, "Minecraft Movie": Warner Bros.</li>
<li>April 18, "Sinners": Warner Bros.</li>
<li>May 2, "Thunderbolts": Disney</li>
<li>May 23, "Mission: Impossible – The Final Reckoning": Paramount Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>)</li>
<li>May 23, "Lilo &amp; Stitch": Disney</li>
<li>May 30, "Karate Kid: Legends": Sony</li>
<li>June 6, "Ballerina": Lions Gate Entertainment (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LGF#NYSE">LGF</a>)(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LGF#NYSE">LGF</a>)</li>
<li>June 13, "Elio": Disney</li>
<li>June 13, "How to Train Your Dragon": Comcast</li>
<li>June 20, "28 Years Later": Sony</li>
<li>June 27, "F1": Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</li>
<li>June 27, "M3GAN 2.0": Comcast</li>
<li>July 2, "Jurassic World Rebirth": Comcast</li>
<li>July 11, "Superman": Warner Bros.</li>
<li>July 18, "The Smurfs Movie": Paramount</li>
<li>July 25, "The Fantastic Four: First Steps": Disney</li>
<li>Aug. 8, "Untitled Paul Thomas Anderson Film": Warner Bros.</li>
<li>Aug. 8, "Freakier Friday": Disney</li>
<li>Sept. 26, "The Bride": Warner Bros.</li>
<li>Oct. 3, "Michael": Lions Gate</li>
<li>Oct. 10, "Tron: Ares": Disney</li>
<li>Oct. 17, "The Black Phone 2": Comcast</li>
<li>Nov. 7, "Predator: Badlands": Disney</li>
<li>Nov. 7, "Bugonia": Comcast</li>
<li>Nov. 7, "The Running Man": Paramount</li>
<li>Nov. 21, "Wicked: For Good": Comcast</li>
<li>Nov. 26, "Zootopia 2": Disney</li>
<li>Dec. 5, "Five Nights at Freddy's 2": Comcast</li>
<li>Dec. 19, "Avatar: Fire and Ash": Disney</li>
<li>Dec. 19, "The SpongeBob Movie: Search for Squarepants": Paramount</li>
</ul>
While this is just a small list of the films set for theaters in 2025, these are among the most anticipated ones based on Variety's reporting.
Read Next: <a href="https://www.benzinga.com/general/entertainment/24/05/39010959/amc-ceo-says-were-still-here-how-taylor-swift-popcorn-buckets-help-movie-theater-from-going">AMC CEO Says &#8216;We&#8217;re Still Here&#8217;: How Taylor Swift, Popcorn Buckets Help Movie Theater From Going &#8216;Kaplooey&#8217;</a>
The Stock Winners: For those keeping score at home, here are the number of films on the list for each public company mentioned above:
<ul>
<li>Disney: 10</li>
<li>Comcast: 7</li>
<li>Warner Bros.: 6</li>
<li>Paramount: 4</li>
<li>Sony: 3</li>
<li>Lions Gate: 2</li>
<li>Apple: 1</li>
</ul>
Disney leads the way with 10 films on the list for 2025, including several superhero movies under the Marvel brand, animated films and the return of the Avatar franchise. The media giant could continue its streak as the highest-grossing film studio with a strong lineup of films.
Ranking second on the list is Comcast, which has several potential blockbusters including the return of the Jurassic World franchise and the sequel to "Wicked." Comcast had several of the highest-grossing films in 2024, including "Wicked," which ranked third domestically.
Warner Bros. and Paramount rank next on the list, but the titles might not be as recognizable to everyone and could signal that 2025 is a year for Disney and Comcast to distance themselves from the field. "Superman" will be a major test for Warner Bros. in the<a href="https://www.benzinga.com/general/entertainment/23/02/30678077/its-a-bird-its-a-plane-its-dc-comics-new-movies-tv-shows-announced"> rebirth of the plans </a>for the DC Comics film franchise.
Outside of the media companies, movie theater stocks such as AMC and Cinemark Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) might be best positioned to benefit from the overall movie slate and projections for the box office revenue to rise in 2025.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/24/12/42422496/inside-out-2-deadpool-wolverine-baby-reindeer-dominate-entertainment-searches-on-google-in-2024-top-10-movies-tv-shows-and-more">&#8216;Inside Out 2,&#8217; &#8216;Deadpool &amp; Wolverine,&#8217; &#8216;Baby Reindeer&#8217; Google&#8217;s Top 2024 Entertainment Searches</a></li>
</ul>
Photo: Shutterstock

Media

Top Anticipated 2025 Movies For Big Screen Success And Stocks Investors Should Watch

Few hedge fund managers command the attention of Wall Street quite like Dan S. Loeb. As the founder of Third Point, a $7 billion hedge fund, Loeb has made his mark with bold activist strategies that challenge the status quo and drive <a href="https://www.benzinga.com/general/hedge-funds">transformation in global companies.</a>
<h3 class="wp-block-heading">Portfolio Overview</h3>
As of Q3 2024, Third Point's portfolio is valued at $7.37 billion, comprising 41 investments. The fund gained 5.3% during the quarter, with top holdings including Pacific Gas &amp; Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>) at 13%, Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) at 9.3%, and Danaher Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHR#NYSE">DHR</a>) at 7.3%. Smaller positions include Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>) and Bath &amp; Body Works, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>), each at 5.1%.
Best Performers: These five stocks have surged over 20% in the last 6 months.
<ol>
<li>Live Nation Entertainment, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYV#NYSE">LYV</a>) escalated around 43%.</li>
<li>Amazon surged about 18%</li>
<li>Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) rose roughly 17%</li>
<li>Corpay, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPAY#NYSE">CPAY</a>) rocketed about 29%</li>
<li>Cinemark Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) increased approximately 60%</li>
</ol>
These gains highlight Loeb's ability to capitalize on growth opportunities across the entertainment, tech, and financial sectors.
Also Read: <a href="https://www.benzinga.com/economics/macro-economic-events/24/12/42615908/feds-preferred-inflation-gauge-falls-more-than-expected-markets-breathe-sigh-of-relief">Fed&#8217;s Preferred Inflation Gauge Falls More Than Expected: Markets Breathe Sigh Of Relief</a>
Investment Strategy:
<ul>
<li>Loeb is a prominent activist investor who acquires significant stakes in underperforming companies to advocate for improvements in management, operations, or governance, with the goal of enhancing shareholder value. A key example is his 2011 investment in Yahoo, where a 5% stake and strategic push led to transformations and over $1 billion in gains, <a href="https://hedgefundalpha.com/dan-loeb-portfolio/">according </a>to Hedge Fund Alpha.</li>
<li>Throughout his career, Loeb has focused more on creating spin-offs than investing in existing ones. He recently applied his activist strategy with Sony and Shell to pursue spin-offs, <a href="https://www.cnbc.com/2021/10/28/shell-vs-activist-dan-loeb-is-bigger-for-big-oil-than-exxon-board-war.html">according </a>to CNBC, but was unsuccessful in these efforts.</li>
<li>Beyond equities, Loeb explores opportunities in credit markets, including distressed debt and corporate bonds, aiming to generate high-risk-adjusted returns by exploiting inefficiencies in those areas. In 2012, Loeb invested in Greek sovereign bonds during the financial crisis, assessing the risk-reward ratio and achieving strong returns, adding to an already successful year, CNBC <a href="https://www.cnbc.com/2012/10/03/third-points-loeb-bets-big-and-wins-on-greek-debt.html">reported</a>.</li>
</ul>
Historical Performance: Since launching in 1995, the fund has averaged annual returns of 16%, attracting new investors with consistent positive performance, according to Hedge Fund Alpha.
Loeb's major successes came during the dot-com bubble and the 2008 financial crisis, with his fund posting a 45% return in 2009 despite a market downturn.
Third Point&#8217;s assets under management reportedly peaked at nearly $18 billion in 2022 before declining to approximately $7 billion, attributed to underperformance during a challenging market period in 2022. By the end of 2023, the fund achieved modest positive returns, indicating some stabilization.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41397978/hedge-fund-billionaire-daniel-loeb-bets-on-trump-win-singles-out-this-recent-buy-as" target="_blank" rel="noreferrer noopener">Hedge Fund Billionaire Daniel Loeb Bets On Trump Win, Singles Out This Recent Buy As Having &#8216;Significant Upside Potential&#8217;</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Hedge Funds

BBWI

CPAY

5 High-Flying Stocks In Dan Loeb's Portfolio: Cinemark, Corpay, Amazon Lead

Press Releases

Cinemark Achieves All-Time Domestic Records with Spectacular Thanksgiving Moviegoing Surge

Fathom Events Reports Record-Breaking 2024 Business Performance With Specialty Distribution Model; Set to Rebrand as Fathom Entertainment in January 2025

Cinemark Celebrates its First "Bring Your Own Bucket" Day for National Popcorn Day on Jan. 19

National CineMedia Launches 2025 US Young Lions Competition

National CineMedia, Inc. to Host 2025 Investor Day

ROBERT CRAIG FILMS UNVEILS OFFICIAL TRAILER AND KEY ART FOR DEBUT FEATURE FILM 'NO ADDRESS' FROM FATHOM ENTERTAINMENT IN THEATRES FEBRUARY 28

Hollywood's Elite Films Shine at Cinemark's Nationwide Oscar® Movie Week Festival

Cinemark to Host Fourth Quarter and Full Year 2024 Earnings Conference Call

Cinemark to Participate in Upcoming Institutional Investor Conferences

Cinemark Holdings, Inc. Reports Fourth Quarter and Full Year 2024 Results and Reinstates Dividend

NCMI

AMC Entertainment Holdings, Inc. Class A Common Stock

AMC Enter Hldgs

Atlanta Braves Holdings, Inc. - Series A Common Stock

Atlanta Braves Holdings

Atlanta Braves Holdings, Inc. - Series C Common Stock

Walt Disney

Endeavor Group Holdings, Inc. Class A Common Stock

Endeavor Gr Hldgs

Liberty Media Corporation - Series A Liberty Formula One Common Stock

Liberty Formula One Gr

Ordinary Shares (New Liberty Formula One) Series A

Liberty Media Corporation - Series C Liberty Formula One Common Stock

Ordinary Shares (New Liberty Formula One) Series C

iQIYI

Lions Gate Entertainment Corporation Class A Voting Shares

Lions Gate Entertainment Corporation Class B Non-Voting Shares

Lionsgate Studios

Liberty Media Corporation - Series A Liberty Live Common Stock

Liberty Live

Ordinary Shares (New Liberty Live) Series A

Liberty Media Corporation - Series C Liberty Live Common Stock

Ordinary Shares (New Liberty Live) Series C

Live Nation Entertainment, Inc. Common Stock

Live Nation Entertainment

Manchester United Ltd. Class A Ordinary Shares

Manchester United

Marcus

Madison Square Garden Entertainment Corp. Class A Common Stock

Madison Square Garden

Madison Square Garden Sports Corp. Class A Common Stock (New)

Netflix

Roku

Sphere Entertainment Co. Class A Common Stock

Sphere Entertainment

TKO Group Holdings, Inc. Class A Common Stock

TKO Group Holdings

Tencent Music Entertainment Group American Depositary Shares, each representing two Class A Ordinary Shares

Tencent Music Enter Gr

Warner Bros. Discovery, Inc. - Series A Common Stock

Warner Bros. Discovery

Warner Music Group Corp. - Class A Common Stock

Warner Music Gr

Macquarie

Morgan Stanley

JP Morgan

Benchmark

Barrington Research

월트 디즈니 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)가 2024년 미국 박스오피스 1위를 차지했다. 2025년 박스오피스 매출이 8% 증가할 것이라는 새로운 애널리스트의 전망에 따라 강력한 성과를 보일 수 있으며 이는 <a href="https://www.benzinga.com/news/earnings/24/11/41790068/amc-ceo-is-confident-and-optimistic-about-cinema-chains-future-as-q3-earnings-show-revenue-beat-rec">영화관 경영진에게도 반가운 소식이다.</a>
2024년 박스오피스 우승자: 디즈니는 "인사이드 아웃 2", "데드풀과울버린", 최근 개봉한 "모아나 2" 등 <a href="https://www.benzinga.com/general/entertainment/24/08/40319102/disneys-deadpool-wolverine-hits-1b-d23-unveils-new-sequels-theme-park-expansions-fortnite-c">히트작</a>에 힘입어 2024년 미국 박스오피스에서 20억 달러를 달성한 유일한 영화 스튜디오가 되었다.
<a href="https://deadline.com/2024/12/box-office-disney-2024-1236209611/">데드라인(Deadline)</a>에 따르면, 디즈니가 20억 달러를 돌파한 것은 2019년에 이어 두 번째로, 가장 최근의 기록은 2022년에 달성했다. 2010년 이후 디즈니는 국내에서 20억 달러를 7번이나 달성했다.
디즈니는 이번 주말에 &#8220;무파사&#8221;를 개봉하면서 올해 총 매출을 더 올릴 예정이다.
2024년 <a href="https://www.boxofficemojo.com/year/2024/?ref_=bo_yl_table_1">미국에서 가장 높은 수익을 올린</a> 영화와 각 스튜디오의 배후에 있는 상장사를 살펴보자.
<ol>
<li>&#8220;인사이드 아웃 2&#8221;: 6억 5,300만 달러, 디즈니</li>
<li>&#8220;데드풀과 울버린&#8221;: 6억 3,670만 달러, 디즈니</li>
<li>&#8220;위키드&#8221;: 3억 6,520만 달러, 컴캐스트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)</li>
<li>&#8220;미니언즈 4&#8221;: 3억 6,100만 달러, 컴캐스트</li>
<li>&#8220;모아나 2&#8221;: 3억 4,210만 달러, 디즈니</li>
<li>&#8220;비틀주스 비틀주스&#8221;: 2억 9,410만 달러, 워너 브라더스 디스커버리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>)</li>
<li>&#8220;듄: 파트 2&#8221;: 2억 8,210만 달러, 워너 브라더스 디스커버리</li>
<li>&#8220;트위스터즈&#8221;: 2억 6,780만 달러, 컴캐스트</li>
<li>&#8220;고질라 x 킹콩: 뉴 엠파이어&#8221;: 1억 9,640만 달러, 워너 브라더스 디스커버리</li>
<li>&#8220;쿵푸 팬더 4&#8221;: 1억 9,360만 달러, 컴캐스트</li>
</ol>
"인사이드 아웃 2&#8243;는 역대 미국에서 11번째로 높은 수익을 올린 영화이자 역대 국내에서 가장 높은 수익을 올린 애니메이션 영화다. "데드풀과 울버린&#8221;은 R등급 영화 기록을 세웠으며 역대 국내에서 12번째로 높은 수익을 올린 영화다.
상위 10위권에는 <a href="https://variety.com/2024/film/news/2024-box-office-numbers-movie-studios-disney-universal-paramount-1236236541/">버라이어티(Variety)</a>의 연말 영화 스튜디오 등급 평가에서 최고 점수를 받은 디즈니, 컴캐스트, 워너 브라더스 3개사가 이름을 올렸다.
디즈니는 팬데믹 시기를 제외한 2014년 이후 처음으로 글로벌 수익 10억 달러를 달성하지 못한 어려운 2023년에 이어 A 등급을 받았다. 디즈니는 올해 두 편의 영화가 전 세계적으로 10억 달러를 돌파했으며, 12월 또는 1월에 10억 달러를 돌파할 것으로 예상되는 &#8220;모아나 2&#8243;로 세 번째 기록을 추가할 수 있을 것으로 보인다.
컴캐스트의 유니버설 브랜드는 상위 10위 안에 든 히트작과 전 세계적으로 3억 달러 이상의 수익을 올린 &#8220;와일드 로봇&#8221; 덕분에 A- 점수를 받았다.
버라이어티는 &#8220;위키드&#8221;의 성공에 대해 "유니버설은 영화 관객들에게 뮤지컬을 멋지게 보이게 만드는 불가능한 일을 해냈다&#8221;고 평했다.
한편, 버라이어티는 워너 브라더스에 B+ 등급을 부여했는데, 매출 상위 10위권 영화 중 몇 편이 히트했지만 &#8220;조커: 폴리 아 되&#8221; 등 저조한 성적을 거둔 영화도 몇 편 있었다. 이 영화는 전 세계적으로 2억 6천만 달러의 수익으로 실적이 부진해 ‘값비싼 실패'라고 평가했다.
다른 영화 스튜디오에 대한 버라이어티의 등급은 다음과 같다.
<ul>
<li>파라마운트 글로벌 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>): B</li>
<li>소니 그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>): B</li>
<li>아마존 MGM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): C</li>
<li>애플 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>): D</li>
<li>라이온스게이트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LGF#NYSE">LGF</a>): D</li>
</ul>
기술 대기업인 아마존과 애플은 최악의 점수를 받기는 했다. 하지만 극장에서 실패했어도 나중에 <a href="https://www.benzinga.com/general/entertainment/24/12/42537187/christmas-movie-with-the-rock-flops-at-box-office-breaks-streaming-records-for-this-company">스트리밍 기록을 경신하는</a> 영화가 나타나기도 한다.
2025년 전망: 디즈니가 국내 매출 20억 달러를 돌파했다는 소식은 영화 부문과 AMC 엔터테인먼트 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>) 및 시네마크 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>)와 같은 영화관 회사에 더 많은 희소식을 가져다 줄 것이다.
가워 스트리트 애널리틱스(Gower Street Analytics)는 2025년 전 세계 박스오피스가 330억 달러에 달할 것으로 예상하며, 이는 2024년에 예상되는 총 305억 달러보다 8% 증가한 수치다.
2025년 수치는 성장할 것으로 예상되지만, 코로나19 <a href="https://deadline.com/2024/12/2025-global-box-office-projection-1236237776/">팬데믹</a> 이전인 2017년, 2018년, 2019년의 평균치보다 14% 뒤처질 것으로 예상된다.
가워 스트리트는 2025년 북미 박스오피스가 2024년 연말 예상 수치보다 9% 증가한 97억 달러를 기록할 것으로 예측한다. <a href="https://www.boxofficemojo.com/year/?ref_=bo_nb_hm_secondarytab">BoxOfficeMojo</a>에 따르면 미국 박스오피스는 현재 80억 달러다.
그리고 97억 달러라는 예상치는 2017~2019년 평균보다 16% 낮은 수준이다.
전반적으로 많은 지역에서 2024년에 비해 2025년에 더 높은 박스오피스 수치를 보일 것으로 예상되지만, 대부분의 지역의 추정치는 여전히 팬데믹 이전의 평균보다 낮다.
가워 스트리트의 CEO인 디미트리오스 미치니코스(Dimitrios Mitsinikos)는 "2025년은 탄탄한 스튜디오 대작과 독립 영화 제작에 힘입어 전 세계 박스오피스가 강세를 보이는 한 해가 될 것&#8221;이라고 말했다.
미치니코스는 미국 박스오피스가 잠재적으로 100억 달러를 돌파하고 "팬데믹 이전 수준에 근접할 수 있다"고 말했다.
2025년 개봉 예정작에는 &#8220;아바타 3&#8221;, &#8220;미션 임파서블: 파이널 레코닝&#8221;, &#8220;쥬라기 월드: 리버스&#8221;, &#8220;존 윅&#8221;의 스핀오프 &#8220;발레리나&#8221;, &#8220;주토피아 2&#8221;, &#8220;슈퍼맨&#8221;, &#8220;위키드: 포 굿&#8221; 등이 있다.
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거버 가와사키 웰스(Gerber Kawasaki Wealth)의 CEO인 로스 거버는 월트 디즈니가 추수감사절 기간에 영화 &#8216;모아나2&#8217;로 2억 2,100만 달러를 벌어들이자 디즈니의 부활을 칭찬했다.
무슨 일 있었나: 일요일(1일) 로스 거버는 X 게시물을 통해 디즈니의 주말 총 4억 2,000만 달러 박스오피스 수입에 &#8216;모아나2&#8217;가 크게 기여했다며 환호를 표현했다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
$420 mil over the weekend in theaters. All time record for the movie business for thanksgiving. Moana 2 crushes with $221 mil. Disney is back! <a href="https://twitter.com/search?q=%24dis&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$dis</a> <a href="https://twitter.com/search?q=%24cnk&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$cnk</a>
&mdash; Ross Gerber (@GerberKawasaki) <a href="https://twitter.com/GerberKawasaki/status/1863351068475695221?ref_src=twsrc%5Etfw">December 1, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
디즈니의 &#8216;모아나2&#8217;는 추수감사절 개봉작 중 최고 수익 기록을 보유하게 되었다. <a href="https://www.boxofficemojo.com/holiday/us_thanksgiving_5/?grossesOption=calendarGrosses&amp;sort=topReleaseGross&amp;ref_=bo_hl__resort#table" target="_blank" rel="noopener">박스오피스 모조</a> 데이터에 따르면 2019년 &#8216;겨울왕국2&#8217;가 세운 <a href="https://www.benzinga.com/general/entertainment/24/11/42123085/wicked-gladiator-ii-moana-2-could-break-thanksgiving-weekend-box-office-stocks-to-watch" target="_blank" rel="noopener">종전 기록인 1억 2,500만 달러를</a> 넘어섰다.
&#8216;위키드&#8217;와 &#8216;글래디에이터2&#8217;와 같은 다른 영화들도 추수감사절 주간에 총 4억 2,000만 달러에 가까운 수익을 올리며 2018년 추수감사절의 최고 흥행 기록을 뛰어넘는 데 기여했다.
왜 중요한가: <a href="https://variety.com/2024/film/news/thanksgiving-box-office-moana-2-breaks-holiday-records-wicked-1236230809/" target="_blank" rel="noopener">버라이어티(Variety)</a>는 애니메이션 어드벤처 영화 &#8216;모아나2&#8217;가 추수감사절 당일에만 2,800만 달러를 벌어들이며 예상을 뛰어넘는 성적을 거뒀다고 보도했다. 전작인 &#8216;모아나&#8217;는 2016년 추수감사절 당일에 8,200만 달러를 벌어들였으며, 2023년 가장 많이 스트리밍된 영화였다.
또한 &#8216;모아나2&#8217;는 &#8216;슈퍼 마리오 브라더스 무비&#8217;가 보유하고 있던 개봉 5일간 기록도 깨뜨렸다. 컴캐스트 코퍼레이션 소유의 유니버설 픽처스가 배급한 슈퍼 마리오 영화는 작년 4월 개봉 첫 5일간 2억 460만 달러를 벌어들였다.
최신 기술 개발 소식을 이메일로 받아보려면 <a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga 테크 트렌드 뉴스레터를 구독하세요.</a> 
11월에 디즈니는 <a href="https://www.benzinga.com/24/11/41971559/disneys-q4-boosted-by-streaming-gains-strong-box-office-and-solid-parks-performance" target="_blank" rel="noopener">2024회계연도 4분기</a> 매출이 전년 대비 6% 증가한 225억 7,000만 달러로 애널리스트 예상치인 223억 5,000만 달러를 약간 상회했다고 발표했다.
또한 전통적인 TV 네트워크, 스트리밍 플랫폼, 영화를 포함하는 엔터테인먼트 부문의 매출은 전년 대비 14% 증가한 108억 3,000만 달러를 기록했다고 보고했다.
&#8216;모아나2&#8217;, &#8216;위키드&#8217;, &#8216;글래디에이터2&#8217;의 인상적인 성과는 AMC 엔터테인먼트 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>), 시네마크 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) 같은 미국 영화관 체인에도 긍정적인 소식일 수 있다.
주가 움직임: 디즈니 주가는 금요일에 0.11% 하락한 117.47달러로 마감했고, 시간외 거래서 0.0085% 하락했다. 그럼에도 불구하고 올해 들어서는 28.17% 상승했다.
AMC 주가는 금요일에 0.40% 하락한 4.95달러로 마감했고, 시간외 거래서 0.20% 하락했다. 올해 연초 대비 18.99% 하락했다.
시네마크 주가는 금요일 0.99% 상승한 34.52달러로 마감했고, 시간외 거래서 0.98% 하락했다. 올해 들어 주가는 147.28% 상승했다.
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로스 거버 "디즈니가 돌아왔다": 영화 '모아나2' 추수감사절 2억 2,100만 달러 흥행 성공

많은 기대를 모은 영화 &#8220;위키드(Wicked)&#8221;와 &#8220;글래디에이터(Gladiator) II&#8221;가 같은 날 개봉하고, &#8220;모아나(Moana) 2&#8243;가 바로 뒤를 이어 개봉함으로써 <a href="https://www.benzinga.com/news/earnings/24/11/41790068/amc-ceo-is-confident-and-optimistic-about-cinema-chains-future-as-q3-earnings-show-revenue-beat-rec" target="_blank" rel="noopener" data-google-interstitial="false">영화관 산업</a>에 기록적인 추수감사절 주말이 될 수 있는 상황을 만들고 있다.
무슨 일이 있었나: &#8220;위키드&#8221;와 &#8220;글래디에이터 II&#8221;는 11월 22일에 미국 극장에 개봉하며, 이는 작년에 &#8220;바비(Barbie)&#8221;와 &#8220;오펜하이머(Oppenheimer)&#8221;가 <a href="https://www.benzinga.com/general/entertainment/24/07/39621420/wicked-gladiator-2-same-day-release-has-industry-vying-for-another-box-office-power-duo-bar" target="_blank" rel="noopener" data-google-interstitial="false">같은 날</a> 개봉한 것과 비교되는 움직임이다.
&#8220;글리키드(Glicked)&#8221; 또는 두 영화를 같은 날에 보자는 어떤 약칭이든 작년의 &#8220;바벤하이머(Barbenheimer)&#8221;만큼 큰 인기를 끌지는 못했지만, 이 두 영화 모두에 대한 기대는 여전히 높다.
&#8220;위키드&#8221;는 컴캐스트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)의 유니버설 픽쳐스(Universal Pictures)에서 제작한 것으로, 미국 국내 개봉 주말 수익이 1억 2,500만 달러에서 1억 5,000만 달러 사이로 예상된다고 데드라인(Deadline)이 <a href="https://deadline.com/2024/11/wicked-gladiator-box-office-preview-1236181463/" target="_blank" rel="noopener">보도</a>했다.
&#8220;글래디에이터 II&#8221;는 파라마운트 글로벌(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>)에서 제작한 것으로, 국내 개봉 주말 수익이 6,000만 달러 이상으로 예상된다.
데드라인에 따르면, &#8220;위키드&#8221;는 초기 관객 평가에서 긍정적인 반응을 얻었고, 예매율이 &#8220;천정부지&#8221;로 상승했다.
R등급 영화인 &#8220;글래디에이터 II&#8221;는 6,000만 달러 이상의 수익을 올리면 11월에 개봉한 R등급 영화 중 최고 흥행작이 될 수 있다.
왜 중요한가: &#8220;위키드&#8221;와 &#8220;글래디에이터 II&#8221;의 강력한 개봉 예측은 AMC 엔터테인먼트 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>)와 시네마크 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) 및 기타 미국 영화관 운영업체들에게 좋은 소식이 될 수 있다.
이 두 영화와 함께, 월트 디즈니 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)의 &#8220;모아나 2&#8221; 개봉도 영화관에 긍정적인 영향을 미칠 수 있으며, 이는 다음 수요일 추수감사절 연휴를 앞두고 개봉된다.
더 할리우드 리포터에 <a href="https://www.hollywoodreporter.com/movies/movie-news/box-office-record-thanksgiving-feast-1236067367/" target="_blank" rel="noopener">의하면</a>, 이 세 영화는 국내 박스오피스 수익이 3억 달러를 넘고, 추수감사절 5일 연휴 동안 역대 기록을 세울 수 있도록 도울 수 있다.
세 개의 강력한 영화가 모두 추수감사절 직전에 개봉함에 따라, 다음 주에는 강력한 국내 박스오피스 수익이 예상되며, 이는 COVID-19 이후 영화관들과 영화 회사들의 회복을 위한 또 다른 밝은 자리가 될 수 있다.
세 편의 영화에서 대부분의 수익이 발생한다고 가정할 때, 3억 달러 이상의 수익이 기록에 근접할 수 있다. 다음은 현재까지의 추수감사절 5일 연휴 동안 박스오피스 수익 순위와 가장 높은 영화이다:
<ul>
<li>2018년: 3억 1,560만 달러, &#8220;주먹왕 랄프 2: 인터넷 속으로(Ralph Breaks the Internet)&#8221; ($8,480만 달러)</li>
<li>2013년: 2억 9,420만 달러, &#8220;헝거 게임: 캣칭 파이어(The Hunger Games: Catching Fire)&#8221; ($1억 9,900만 달러)</li>
<li>2017년: 2억 7,050만 달러, &#8220;코코(Coco)&#8221; ($7,290만 달러)</li>
<li>2019년: 2억 6,340만 달러, &#8220;겨울왕국 II(Frozen II)&#8221; ($1억 2,500만 달러)</li>
<li>2016년: 2억 6,000만 달러, &#8220;모아나&#8221; ($1억 2,500만 달러)</li>
</ul>
이 보도에 따르면 현재 예측은 &#8220;모아나 2&#8243;가 추수감사절 5일 연휴 동안 1억 2,500만 달러에서 1억 5,000만 달러 사이의 수익을 올릴 것으로 예측하고 있으며, 이는 해당 기간의 기록을 깨는 것이다.
수요일 조기 개봉은 &#8220;모아나 2&#8243;에 대한 강력한 기대에 기여할 수 있으며, 모든 블록버스터가 이전에 같은 추수감사절 개봉 시기를 선택하지는 않았다고 이 보도가 덧붙였다.
세 영화의 강력한 개봉 예측이 이들 영화를 제작한 영화 회사들에 도움이 될 수 있지만, 가장 큰 수혜자는 영화관들이 될 것이며, 올해는 강력한 라인업으로 인해 지난 몇 년 동안 한 번만 방문했을 수있는 기간 동안 많은 고객이 두 번 이상 들어오는 것을 볼 수 있었기 때문이다.

다음 읽어보기: 
<ul>
<li><a href="https://www.benzinga.com/general/entertainment/24/07/39718738/elon-musk-predicts-gladiator-sequel-will-be-painfully-bad-embarrassingly-so-films-star-says">일론 머스크는 &#8220;글래디에이터&#8221; 속편이 &#8216;고통스러운 수준으로 형편없을 것&#8217;이라고 예측: 영화의 주연이 &#8216;새로운 방향&#8217;으로 나아간다고 언급</a></li>
</ul>
출처: 영화 포스터 via IMDb
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'위키드,' '글래디에이터 II,' '모아나 2'와 같이 추수감사절 주말 박스 오피스 주목: 관심 종목

AMC 엔터테인먼트 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>)는 스크린에서의 영화에 익숙하지만, 주식은 <a href="https://www.benzinga.com/quote/AMC/news" target="_blank" rel="noopener" data-google-interstitial="false">금융 시장</a>에서 중요한 순간을 맞이할 수 있다.
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AMC 주식은 50일 이동 평균선이 200일 이동 평균선 아래로 떨어지는 &#8216;데스 크로스&#8216;에 가까워지고 있다. 이는 종종 하락 모멘텀과 연결되는 기술적 신호이다. 40억 달러의 부채를 관리하는 이 회사에 있어 이 차트 패턴은 이미 어려운 전망에 추가적인 부담을 주게 된다.
<h2 class="wp-block-heading">주목을 끄는 부채 부담</h2>
미국 국내 박스오피스는 강력한 회복세를 보이며 2020년 이래 최고의 3분기 실적을 기록했다. 그러나 AMC는 이 모멘텀을 활용하는 데 어려움을 겪고 있다. 900개 위치와 10,000개 스크린을 보유한 최대 극장 운영사인 AMC는 여전히 상당한 부채 부담에 짓눌려 있다.
시네마크 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>)와 같은 경쟁사들이 산업 회복을 상대적으로 쉽게 헤쳐 나가는 반면, AMC는 재정 회복에 큰 영향을 미치는 고액의 이자 지급과 여전히 씨름하고 있다.
블록버스터로 가득 찬 라인업과 돌비 시네마, 아이맥스(IMAX)와 같은 프리미엄 극장 업그레이드에도 불구하고, AMC의 최종 실적은 계속해서 타격을 받고 있다. <a href="https://www.benzinga.com/quote/AMC/earnings" target="_blank" rel="noopener" data-google-interstitial="false">3분기</a>에는 2,100만 달러의 손실을 기록했으며, 이자 지급이 결과에 상당한 영향을 미쳤다.
또한 읽기: <a href="https://www.benzinga.com/news/earnings/24/11/41790068/amc-ceo-is-confident-and-optimistic-about-cinema-chains-future-as-q3-earnings-show-revenue-beat-rec" target="_blank" rel="noopener" data-google-interstitial="false">AMC CEO는 3분기 실적이 매출 초과, 식음료 매출 기록 경신으로 이어지면서 영화관 체인의 미래에 대해 &#8216;확신과 낙관적&#8217;이라고 말했다</a>
<h2 class="wp-block-heading">블록버스터 베팅</h2>
AMC는 관객을 다시 끌어들이기 위해 프리미엄 경험에 큰 베팅을 하고 있다. CEO 애덤 아론(Adam Aron)의 &#8220;고 플랜(<a href="https://investor.amctheatres.com/news-events/press-releases/detail/372/amc-theatres-announces-amcs-go-plan-a-multi-year-plan-to-invest-up-to-1-5-billion-over-four-to-seven-years-greatly-improving-the-movie-going-experience-at-amc" target="_blank" rel="noopener">Go Plan</a>)&#8221;은 10억 달러 이상의 스크린 개선, 고급 좌석 및 고급 팝콘 통에 대한 투자 계획을 포함하고 있다.
이러한 이니셔티브가 매출 성장을 촉진할 수 있지만, 분석가들은 과도한 지출에 대해 <a href="https://www.cnbc.com/2024/11/18/amc-debt-threatens-its-ability-to-ride-the-box-office-rebound.html" target="_blank" rel="noopener">경고</a>한다. 로스 캐피털(Roth Capital)의 애널리스트인 에릭 핸들러(Eric Handler)는 &#8220;여전히 현금 흐름을 신중하게 관리해야 한다&#8221;고 경고한다.
그러나 투자자들은 여전히 회의적이다. AMC는 자본을 조달하기 위해 주식을 발행하는 경향이 있어 주주 가치를 희석시켰으며, 이는 고가의 영화 간식보다 매력적이지 않은 주식을 만들었다.
<h2 class="wp-block-heading">기술적 스크립트 전개</h2>
다가오는 데스 크로스는 단순한 상징적 의미가 아니다. AMC 주식은 지난 1년 동안 39% 이상 하락했으며, 올해 들어서는 거의 29% 하락했다. 이는 투자자 신뢰가 약화되고 있음을 반영한다. 최근 한 달의 1.63% 상승은 플롯이 두꺼워지기 전의 짧은 휴식 시간처럼 느껴진다.
<h2 class="wp-block-heading">AMC가 결말을 수정할 수 있을까?</h2>
어두운 기술적 지표에도 불구하고, 더 나은 속편을 기대할 수 있는 희망이 있다. 할리우드의 2025년과 2026년 라인업은 프랜차이즈 대작들로 가득 차 있어 AMC의 프리미엄 스크린을 채우고 티켓 판매를 촉진할 수 있다.
그러나 질문은 남는다: AMC가 부채를 관리하고 추가적인 희석을 피하며 산업 회복을 활용할 만큼 충분히 오래 버틸 수 있을까?
현재 AMC의 데스 크로스가 다가오면서 시장은 잠재적인 변화가 있을 것으로 예상하고 있는 듯하다. 하지만 그것이 회복으로 이어질지, 또는 더 많은 어려움으로 이어질지는 여전히 불확실하다.
주가 움직임: AMC 엔터테인먼트의 주식은 화요일 0.46% 하락한 4.34달러에 마감했다.
다음 읽기:
<ul class="block core-block">
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41817966/amc-offsets-lower-q3-attendance-with-higher-ticket-prices-concessions-analyst-sees-" target="_blank" rel="noopener" data-google-interstitial="false">AMC는 3분기 관객 수 감소를 높은 티켓 가격과 매점 판매로 상쇄: 분석가는 &#8216;전략적 가격 책정&#8217; 성공을 본다</a></li>
</ul>
사진: Shutterstock
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