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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

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Authors

Stephen LaszczykAntares TobelemDanni Kennedy

Securities

CNKIMAX

Themes

Theatrical Box Office RecoveryConsumer Sentiment Analysis

Regions

North AmericaGlobalUnited StatesChina