AMC Entertainment – Food & Beverage Revenue & Labour Expense Dynamics Post-recovery – 1 December 2021

  • Credit
  • Consumer
  • North America


Former VP at AMC Entertainment Holdings Inc


  • AMC's (NYSE: AMC) operating environment – understanding of cost model for labour in-theatre – fixed vs variable and temporary vs permanent savings
  • Sustainability of unprecedently high F&B (food and beverage) concession sales per capita over next 12- 24 months
  • Renovation dynamics – factors leading to seat upgrades vs full-fledged concession stand renovation – ROI dynamics
  • Outlook for Q4 2021 and beyond – downside risks and strategic optionality


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