UK Cinemas – Cineworld, Vue & Odeon – Demand Outlook & Cost Headwinds

  • Credit
  • Consumer
  • Europe


Senior executive at entertainment consultancy


  • Attendance, pricing and spend per head outlook amid film slate shortages and an economic downturn
  • PVOD (premium video-on-demand) threat and implications of shorter theatrical windows for operators, highlighting challenges on film hire costs and consumer behaviour shifts
  • Competitive landscape update, highlighting Odeon (NYSE: AMC), Cineworld’s (LON: CINE) UK outlook, Vue’s restructuring and rise of boutiques Everyman (LON: EMAN) and Curzon
  • Unit economics, including 2022-23 OPEX and CAPEX expectations


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