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The Marcus Corporation 8-K Filings

MCS NYSE

Every 8-K that The Marcus Corporation (MCS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow MCS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MCS filings page.

Rhea-AI Summary

The Marcus Corporation reported significantly improved results for the second quarter fiscal 2026 ended June 30, 2026. Total revenues were $231.7 million, up 12.5% from $206.0 million a year earlier, while operating income rose to $27.1 million from $13.0 million.

Net earnings were $15.8 million, or $0.51 per diluted share, more than double the prior-year $7.3 million, or $0.23. Adjusted EBITDA increased 43.0% to $46.2 million. For the first half of fiscal 2026, revenue grew to $386.1 million and results improved from a net loss of $9.5 million to net earnings of $0.5 million, despite five fewer operating days.

Marcus Theatres delivered 14.4% higher revenue with double-digit gains in attendance, ticket prices and concessions, while Marcus Hotels & Resorts achieved record second-quarter revenue and Adjusted EBITDA, with RevPAR up 13.9% and clear outperformance versus industry and competitive benchmarks.

Rhea-AI Summary

The Marcus Corporation reported results from its 2026 Annual Meeting of shareholders held on May 21, 2026. Shareholders elected twelve director nominees, each receiving substantially more votes for than withheld, confirming the current board slate.

Shareholders also approved, on an advisory basis, the compensation of the company’s named executive officers, with 99.16% of votes cast in favor. In addition, they ratified the selection of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 99.90% of votes cast in favor.

Rhea-AI Summary

The Marcus Corporation announced a planned leadership transition at its Marcus Theatres division. Mark A. Gramz will retire as President of Marcus Theatres on May 1, 2026, after a 55-year career with the company. He will continue serving as an advisor in an independent contractor role after his retirement.

Jeffry F. Tomachek, currently executive vice president and chief financial officer of Marcus Theatres, will be promoted to President of Marcus Theatres effective as of the retirement date. The company notes his long tenure since 1998 and broad operational and financial experience. Marcus Theatres is described as the fourth-largest theatre circuit in the U.S., with 985 screens at 78 locations in 17 states.

Rhea-AI Summary

The Marcus Corporation reported first quarter fiscal 2026 results, with total revenues of $154.4 million, up 3.8% from $148.8 million a year earlier, despite five fewer operating days due to a fiscal year change. The company posted an operating loss of $19.3 million, modestly better than the $20.4 million loss in the prior-year quarter, and a net loss of $15.4 million, or $0.51 per diluted share, versus a $16.8 million loss, or $0.54 per share.

Theatre revenues rose to $92.9 million, a 6.4% increase, with Adjusted EBITDA improving to $8.0 million, a 117.1% gain. Hotels & Resorts revenues before cost reimbursements were $51.7 million, down 1.1% largely due to fewer operating days, but RevPAR increased 13.7% and the division outperformed both the broader industry and its competitive sets.

Consolidated Adjusted EBITDA turned positive at $2.6 million, compared with a loss of $0.3 million in the prior-year quarter. Cash used in operating activities improved to $15.2 million from $35.3 million, while capital expenditures declined to $6.6 million from $23.0 million as major hotel renovations tapered.

Rhea-AI Summary

The Marcus Corporation reported modest growth for fiscal 2025, with total revenues of $758.5 million, up 3.1% from 2024. Net results swung to net earnings of $12.7 million, or $0.41 per diluted share, compared with a net loss of $7.8 million, or $(0.25) per share, helped by a $7.6 million historic rehabilitation tax credit and a $3.4 million property insurance gain.

Adjusted EBITDA for the year was $99.3 million, down 3.1% from $102.4 million as higher labor and hotel depreciation offset revenue gains. Marcus Theatres revenue rose to $462.7 million with operating income up 32.9%, while Adjusted EBITDA edged down to $76.5 million. Marcus Hotels & Resorts delivered record revenue of $257.6 million and record Adjusted EBITDA of $42.7 million, though operating income fell due to increased depreciation from renovations.

The company returned $27.1 million to shareholders in 2025 through share repurchases and dividends, including repurchasing 1.1 million shares for $18.0 million. Operating cash flow was $84.2 million versus $103.9 million in 2024, and management highlighted a stronger 2026 film slate and solid hotel group bookings.

Rhea-AI Summary

The Marcus Corporation expanded its Board to 12 directors and elected David J. Marcus effective November 5, 2025. His initial term runs until the Company’s 2026 annual meeting, and he was not appointed to any Board committee at the time of election.

Mr. Marcus will receive the Company’s standard non‑employee director compensation, including a pro‑rated portion of the annual meeting stock grant retainer, effective as of November 5, 2025. He is the brother of Gregory S. Marcus (Chairman, President and CEO), the son of Stephen H. Marcus (Chairman Emeritus), and the nephew of Diane Marcus Gershowitz (director). The Company stated there are no arrangements or understandings pursuant to which he was appointed.

Mr. Marcus serves as CEO and a director of Marcus Investments, LLC. During fiscal 2025 through September 30, 2025, the Company paid approximately $347,340 to Marcus Investments and related entities for licensing fees and hospitality products and received approximately $15,406 for administrative services.

Rhea-AI Summary

The Marcus Corporation (MCS) reported two updates. The company announced its financial results for the third quarter ended September 30, 2025, and its Board of Directors authorized the repurchase of up to 4,000,000 additional shares of common stock under the previously announced share repurchase program.

The results were released via a press release furnished as Exhibit 99.1. The expanded authorization outlines the maximum number of additional shares the company may repurchase; actual activity would occur under the existing program and at the company’s discretion. The filing does not include detailed financial figures; those are contained in the press release.