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MCS

MARCUS CORP
31.11post−$0.01 (−0.03%)at close +$0.00 (+0.00%)
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as of 19:59:57 UTCnext report Nov 3 · 90d
Earnings Room‹ back to MCS

The report

fiscal Q3 2026 · from the company's notice
Nov 3before open90days out

Expected movement

market-implied · at the Aug 4 close
±10.9%is what the chain prices between now and the expiry below. Not a view we hold.

That span is 108days, so it covers the report plus the ordinary movement around it. The chain doesn't yet quote a second expiry we can separate the two with; the range narrows onto the report as it approaches.

expiry Nov 20 · first after the reportATM strike 30straddle 3.97ATM IV 29%× 0.85 straddle-to-rangespot 31.11

Blast radius

2 linked · N-PORT + EDGAR

If MCS moves ±10.9% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are ranked by disclosed tie strength.

Positioning

3 expiries · as of the Aug 3 close

Contracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.

OI ΔPutsOI
Expiry
OICallsOI Δ
▲ +33%
53
Aug 21
18d
501
▲ +0%
▲ +350%
27
Sep 18
46d
2
▲ +100%
▲ +0%
18
Nov 20
109d
156
▲ +0%

The record

expected in pale · actual in full color
4/8reports moved further than the options market had pricedtypically ±8.7% realized vs ±11.1% priced
Jul 30 '26±10.6%+18.9%×1.79
Apr 30 '26±10.4%7.2%×0.69
Feb 26 '26±23.6%+3.4%×0.14
Oct 31 '25±9.3%+8.8%×0.95
Aug 1 '25±9.0%9.2%×1.02
May 6 '25±9.9%1.3%×0.13
Feb 27 '25±8.0%11.2%×1.39
Oct 31 '24±7.7%+9.9%×1.28
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q2 FY26 · reported 0.99 · rev $232M
record note

The note composes when the report lands. Nothing is written for a quarter that hasn't been read.