Macquarie Senior Analyst Chad Beynon also joins the show to discuss the slowdown in the US box office and its implications for movie theaters.We're gonna be breaking down the trends today that will move stocks tomorrow.So we're focusing on what you need to know to get ahead of that curve.
Well, uh the good news is the consumer is actually very healthy and actually improving in overall credit health.And as you look at through the end of April, the average vantage score was 702. the lowest vantage score is 350 the highest is 8 57 02 is a great credit score and that's where we're seeing the average consumer uh come in and it's not just that it's not just the consumer is actually increasingly credit, healthy banks are actually increasing their lending.
Well, this is the big challenge right now because the Federal Reserve wants banks to be tightening credit ma making less loans.Uh, banks are actually increasing their lending.Consumers are employed for the most part. So now you get back to Macro and you start focusing more on the benchmark tenure when you're kind of combing through the notes.I, I think as we get between 4.5% and 5% on the tenure, it seems to be, be anything higher is not great.I've seen highlighted recently, like at one point we were looking 4.35 that five, we're now past 4.5.
And what this means to me is when someone like Elon Musk says that they're building A I and they're gonna need some way to power it.It's all on video and nvidia benefits from that stock was up, I think about 5% today.You know, Elon Musk comes out Josh and he says my start up Xa I, we're gonna be a player.
Look, generally this is kind of the start of the summer you see about 20 million people who go out over the three or four day uh period in, in this year, we saw, you know, somewhere between 10 and 12 million. Um So there's nothing that's kind of a huge following, you know, as a reminder, sometimes it's the, it's the original content that kind of come out of left field and do 234 $500 million domestically, um wicked.I could go through the list but a lot of Sequels and then you have a couple of original uh films uh particularly in Q four.
For instance, they did 20% of furioso admission revenues and they have about 2% of the screens uh in the United States.So you would say chad just for viewers, for investors who are lets right out.They generate about a third of their um profits in North America, a third in China and then a third in the rest of the world.The second reason is they have a backlog uh similar to what we see with the hotel companies.
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