Box office stocks are showing signs of recovery despite not having a ton of new content. Chad Beynon, Macquarie senior analyst of gaming, lodging, and leisure, joins Asking for a Trend to discuss his outlook on box office stocks.
We're seeing the inside out despicable me it feels like something uh you know, exciting is happening again.But yeah, Q two, we're definitely gonna see the negative operating leverage for these companies.Very strong Q four.So easy Coms Chad but also in the back half of the year is there, is there just gonna be some, some movies, some content that's coming that you're banking on as well.Um I think the summer overall should be good.
But what they've done over the past couple of years is have more local language product in India in China, in some of the Latin American markets.Um They obviously benefited from, you know, the Taylor Swift Movement uh LA last year.They're not the ones running the theaters, they're kind of taking, you know, half of, of the business that, that comes through.
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