National CineMedia – Movie Theatre Advertising Recovery Expectations – 28 September 2021

  • Credit
  • Consumer
  • North America


Former SVP, Sales & Marketing at National CineMedia Inc


  • National CineMedia's (NASDAQ: NCMI) operating environment – 12-18-month ad rate evolution, attendance and utilisation, screen closures and other factors
  • “Lights down” and Platinum Spot ad strategies – value proposition to advertiser, ability to price premium and offsetting foot traffic decline and later arrivals
  • Out-of-theatre advertising strategies and potential to fill hole left by decreasing TV ad revenue
  • Outlook for Q4 2021 and beyond – liquidity concerns, downside risks and strategic optionality


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