HIGHOutside partySupplier
84%
six major film distributors
“10-K Item 1A: 'The film distribution business is highly concentrated, with six major film distributors accounting for approximately 84% of U.S. box office revenues during 2025.'”
MCS · Concentration risk · 10-K extracted
Marcus Corporation (The) (MCS) concentration risks
Updated
The most significant concentration Marcus Corporation (The) discloses is six major film distributors at 84%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Marcus Corporation (The)’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH1
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMOutside partyProduct / Revenue mix
49%
top 15 films
“10-K Item 1: 'our top 15 films accounted for 54% and 49% of our fiscal 2024 and 2025 total admission revenues, respectively'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Marcus Corporation's theatrical exhibition business is exposed to significant concentration on the content-supply side: six major film distributors accounted for approximately 84% of U.S. box office revenues during 2025, a high-disclosed-size dependency that reflects an industry-wide structural feature of film distribution rather than something unique to Marcus. Compounding that, the company's own top 15 films accounted for 49% of fiscal 2025 total admission revenues, a medium-disclosed-size dependency showing that within an already-concentrated distributor landscape, a relatively small number of individual titles drive nearly half of admissions revenue. These two exposures reinforce each other: reliance on a handful of distributors for content supply, combined with a heavy skew toward a limited slate of top-performing films, means the business's results in any given year are sensitive to the strength of the film slate released by those six distributors. The distributor concentration is the more structural of the two, describing the industry's supply chain, while the top-15-films figure is more idiosyncratic to a given year's box office performance and could shift meaningfully from one year to the next depending on which titles are released.
For the engine’s reasoning on MCS’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Entertainment
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AMC | AMC Entertainment Holdings, Inc | 2 | 0 | 0 | 2 |
| MCS● | Marcus Corporation (The) | 1 | 1 | 0 | 2 |
| AMCX | AMC Global Media Inc. | 0 | 2 | 0 | 2 |
| BATRA | Atlanta Braves Holdings, Inc. - | 0 | 1 | 0 | 1 |
| BATRK | Atlanta Braves Holdings, Inc. - | 0 | 1 | 0 | 1 |
| ANGX | Angel Studios, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.