Goldman Sachs
June 10, 2026
Americas Entertainment Front Row Report Theater Industry And Box Office Tracker
Monthly UpdateEquitiesCommunication ServicesConsumer Discretionary
This report provides a monthly tracker for the U.S. theatrical movie exhibition industry, highlighting May 2026 box office results and updated financial estimates for key players like Cinemark and IMAX.
Key Takeaways
- 1.Domestic Box Office for May 2026 finished at $1,060M, an increase of 10% year-over-year.
- 2.GS raised its 2Q26 DBO outlook by $115M to $2.89B, reflecting performance of films like 'Michael', 'Obsession', and 'Backrooms'.
- 3.Cinemark (CNK) maintains positive Net Purchase Intent, consistently outperforming peer theater chains in consumer sentiment categories.
Table of Contents
- May 2026 Takeaways
- 2Q26 Domestic Box Office Monitor
- IMAX Monthly Box Office
- Placer AI Attendance Proxies
- HSX Film Titles in Focus
- Sensor Tower App Downloads
- HundredX Consumer Sentiment
- 2025-2027 Film-by-Film Estimates
- Exhibition Industry
- Estimate Changes, Valuation, Risks, & Recent Research
Document Preview
Access the Full Report
Get unlimited access to institutional research reports with a 14-day free trial.
Authors
Stephen LaszczykAntares TobelemDanni Kennedy
Securities
CNKIMAX
Themes
Theatrical Box Office RecoveryConsumer Sentiment Analysis
Regions
North AmericaGlobalUnited StatesChina
