Wall Street Breakfast Audiences return to theaters
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Aug 11, 2025 AMC shares are soaring after a surprising revenue boost, thanks to more audiences flocking back to theaters. Cannabis stocks are rising on optimistic news about potential regulatory changes under Trump. The discussion also highlights how the Post Office could play a role in helping tobacco companies navigate market challenges. Investors get insights into promising sectors and the shifting landscape for sales growth despite some cautious forecasts.
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Theaters See Record Per-Patron Revenue
- AMC's Q2 revenue rose 36% to $1.4 billion driven by stronger U.S. moviegoers.
- CEO Adam Aaron said they shattered per-patron records across admissions and food and beverage.
Auto Parts Firm Beats Estimates, Raises Outlook
- Motor Car Parts swung to a GAAP profit and raised fiscal 2026 sales guidance to $800–$820 million.
- The company reduced reliance on Chinese suppliers to under 25% while boosting operational efficiencies.
Conservative Guidance Sends Monday.com Shares Down
- Monday.com guided Q3 revenue to $311–$313 million, with a midpoint slightly below consensus.
- Kim Kahn reports investors reacted poorly to the conservative guidance, sending shares lower.