Exhibitor H2 2021 Update – AMC Entertainment, Cinemark & Regal Cinemas – 9 August 2021

  • Credit
  • Consumer
  • North America


Former SVP at Cinemark Holdings Inc (Cinemark USA Inc)


  • Operating environment for AMC (NYSE: AMC), Cinemark (NYSE: CNK) and Regal Cinemas (LON: CINE) – potential impact of increased coronavirus cases on product delays and theatre closures
  • Longer-term screen and real estate rationalisation needs based on attendance declines
  • Retrofit and upgrade NPV analysis – factors for location selection, ROI uplift curves and downside risks
  • Outlook for H2 2021 and beyond – downside scenarios and potential wildcards


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