Cov yeeb yaj kiab ua yeeb yaj kiab tau muaj tswv yim nrog kev pom zoo

Cov yeeb yaj kiab ua yeeb yaj kiab tau tawm tsam los sau cov rooj zaum thaum lub sijhawm tus kab mob Covid, tab sis qee tus tab tom ntsib lwm qhov teeb meem - yuav ua li cas nrog lawv cov ntawv qhia zaub mov.

Ntawm ntau cov yeeb yaj kiab ua yeeb yaj kiab, paj kws thiab dej qab zib tshwm sim nrog cov nqaij npuas kib, lobster grilled cheese thiab elaborate cocktails. Tab sis nrog cov nuj nqis ntawm cov nuj nqis thiab qhov tsis txaus ntawm lub thawv-chaw ua haujlwm yeej, kev ua yeeb yaj kiab ntawm txhua qhov ntau thiab tsawg tau raug yuam kom hloov cov ntawv qhia zaub mov thiab pib tsim cov khoom noj muaj tswv yim los txhawb cov nyiaj tau los.

Rolando Rodriguez, tus thawj coj ntawm National Association of Theatre Owners thiab tus kws pab tswv yim laus hais tias "Cov neeg Asmeskas tam sim no xav tau ntau dua li cov paj kws thiab haus dej haus lossis nachos lossis khoom qab zib," Marcus Theaters. “Lawv tab tom nrhiav kev paub tiag tiag uas lawv tau noj mov nrog rau saib cov yeeb yaj kiab. Kev nthuav dav ... ntawm cov zaub mov thiab dej haus yog qhov yuav tsum tau ua. "

Txij li xyoo 2019, ua ntej muaj kev sib kis, tus lej ntawm North American cov ntxaij vab tshaus tau poob ntau dua 3,000, raws li Comscore. Lub tuam txhab tshawb fawb kev lag luam Mintel tau hais tsuas yog 54% ntawm cov neeg tau mus ua yeeb yam thaum lub Plaub Hlis thiab Lub Kaum Hli 2022.

Mike Gallinari, tus kws tshuaj ntsuam xyuas kev mus ncig thiab kev lom zem ntawm Mintel, tau hais tias tib neeg xav tau ntau dua los tos saib cov yeeb yaj kiab, muab kev pabcuam streaming ib ceg ntawm kev ua yeeb yam. Qhov no tau yuam qee lub tsev ua yeeb yam los txhim kho lawv cov khoom noj khoom haus.

Gallinari tau hais tias "Nws yog tej yam zoo li kev cog lus thiab yuav ua li cas haum rau kev ua yeeb yaj kiab ua yeeb yam dav dav uas yog yam uas cov yeeb yaj kiab yuav tsum tau tsom mus rau thiab rauj," Gallinari tau hais. "Tsis yog tsuas yog ib feem ntawm cov kev paub dhau los uas lawv tuaj yeem tswj tau, tab sis qhov ntawd yog ntau dua ntawm cov nyiaj tau los uas lawv tuaj yeem tswj tau txij li cov yeeb yaj kiab ua yeeb yaj kiab [kev ua yeeb yam] yog qhov sib txawv raws li cov yeeb yaj kiab."

Cov kws ua yeeb yam tau tawm tsam kom lawv lub qhov rooj qhib thaum muaj kev sib kis. xinesmas, uas ua haujlwm Regal Cinemas, tau foob rau Tshooj 11 kev lag luam poob nyiaj txiag kev tiv thaiv nyob rau lub Cuaj Hli, qhia txog $ 8.9 nphom hauv cov nuj nqis. Regal Cinemas yuav tsis lees txais kev xauj tsev rau 39 lub tsev ua yeeb yam pib txij Lub Ob Hlis 15.

AMC Kev Lom Zem, lub ntiaj teb cov yeeb yaj kiab ua yeeb yaj kiab loj tshaj plaws, tawm mus nws lub quarter thib peb nrog ntau dua $ 5.3 kuj hauv nuj nqis. AMC cov khoom lag luam tau poob ib ncig ntawm 50% hauv 12 lub hlis dhau los. Hnub Monday, lub tuam txhab tshaj tawm nws yuav hloov daim pib nqi nyob ntawm qhov chaw zaum.

AMC, uas ua haujlwm ntau ntau ntawm AMC Dine-In Theaters, tsis zoo li yuav ua kom cov nyiaj ntsuab ntws dawb mus txog rau xyoo 2024, hais tias Eric Wold, tus kws tshuaj ntsuam ntawm B. Riley Securities.

Tsis muaj cov ntsiab lus yog qhov teeb meem loj tshaj plaws rau kev ua yeeb yam, nws hais ntxiv. Piv nrog rau 2019, muaj 50% tsawg dua cov yeeb yaj kiab tso tawm hauv cov yeeb yaj kiab xyoo tas los, Wold tau hais. Box-office muag tau qis dua 30%. Nws tau kwv yees tias kev lag luam yuav tsis rov qab mus rau cov yeeb yaj kiab ua ntej kis thoob qhov txhia chaw kom txog rau thaum 2025 vim muaj kev qeeb thiab kev tsim khoom rov qab.

Kom paub meej, txawm li cas los xij, cov studios tau paub meej ntxiv txog cov yeeb yaj kiab twg tau tshwm sim hauv kev ua yeeb yam, nyiam tshaj tawm cov yeeb yaj kiab blockbuster. “Avatar: Txoj Kev Dej,” uas tau tawm thaum lub Kaum Ob Hlis, thiab “Spider-Man: Tsis Muaj Txoj Kev Hauv Tsev,” tso tawm thaum xyoo 2021, yog ntawm 10 cov yeeb yaj kiab uas tau txais txiaj ntsig ntau tshaj plaws txhua lub sijhawm.

“Lub tsev noj mov tuaj yeem qhib yog tias nws tuaj yeem tau txais nws txhais tes ntawm cov zaub mov thiab kws ua zaub mov. Lub tiaj ua si tuaj yeem qhib yog tias nws muaj hluav taws xob thiab cov neeg khiav tsheb. Tab sis yog tias tsis muaj cov yeeb yaj kiab tawm, lub tsev ua yeeb yaj kiab tsis tuaj yeem qhib thiab qhia txhua yam lawv xav tau, "Wold tau hais.

Thaum sib cav nrog cov neeg tuaj koom qis dua, Marcus Theaters tau txo cov zaub mov ntawm nws cov Zaffiro's, Reel Sizzle thiab Siv Tsib Lounge cov ntsiab lus, nrog rau nws qhov chaw ua yeeb yaj kiab. Tam sim no, cov ntawv qhia zaub mov feem ntau rov qab mus rau qhov lawv tau ua ntej kis thoob qhov txhia chaw raws li cov neeg siv khoom siv tau nce.

Marcus CEO Greg Marcus tau hais tias "Muaj chav ua noj hauv txhua tus neeg lub tsev, tab sis tib neeg tseem tawm mus noj mov,"

Nws tau hais tias "Thaum kawg, tib neeg xav nyob hauv ib leeg," nws hais. “Lawv xav tawm mus. Lawv tsis xav nyob hauv tsev thiab lawv tsis xav zaum ntawm lawv lub rooj zaum. "

Cov nyiaj tau los ntawm kev muag daim pib yog kwv yees li ib feem peb loj dua li kev muag khoom, raws li Wold. Tab sis kev ua yeeb yam ua rau muaj txiaj ntsig ntau dua los ntawm kev pom zoo dua los ntawm kev muag daim pib.

Kwv yees li ib nrab ntawm cov nyiaj los ntawm kev muag daim pib mus rau studios, thaum lub tsev ua yeeb yam khaws tag nrho cov kev cog lus, uas feem ntau yog ntau tshaj 80%, Wold tau hais. Marcus Theaters rub hauv 44% ntawm nws tag nrho cov nyiaj tau los ntawm kev cog lus, piv nrog 39% ntawm Taug txuj kev ua yeeb yaj kiab thiab 36% ntawm AMC.

Wold hais tias "Txawm hais tias zoo npaum li cas ntawm cov nqaij npuas kib lossis qhov zoo kawg nkaus ntawm lub tshuab ua yeeb yam tuaj yeem ua tau, yog tias cov yeeb yaj kiab yog crummy, tsis muaj leej twg yuav tuaj rau hauv theatre," Wold hais. "Yog tias koj tuaj yeem tsim cov zaub mov zoo dua thaum ib tus neeg twb nyob ntawd thiab muab cov laj thawj ntxiv rau lawv vim li cas lawv xav mus rau hauv kev ua yeeb yaj kiab saib yeeb yaj kiab ... qhov ntawd yeej yog qhov kos thiab tuaj yeem yog qhov nyiaj tau los ntxiv."

Raws li cov ntaub ntawv los ntawm kev tshawb fawb lub tuam txhab EntTelligence, qhov nruab nrab nruab nrab paj kws ntawm cov yeeb yaj kiab hauv tsev yog $ 8.14, thaum haus dej nruab nrab yog $ 6.20. Wold tau hais tias cov khoom no feem ntau muaj mid-90% margins.

Rau cov khoom lag luam ntau dua, cov npoo me me me, lub ntsiab lus ua yeeb yam tsis tuaj yeem ua tsis tau nrog cov classics, tab sis tsuas yog nrhiav cov nyiaj tau los ntawm cov qhaub cij lossis cov khoom siv.

Wold tau hais tias "Thiab thoob plaws qhov kev sib kis, koj tau pom qhov kev pom zoo nruab nrab ntawm ib tus neeg saib xyuas tau nce siab heev," Wold tau hais. "Qhov ntawd yog kev sib koom ua ke ntawm kev tau txais ntau dua ntawm txhua tus neeg saib xyuas los ntawm kev nce lub pob tawb loj ntawm qhov lawv xaj ntawm lub txee, tab sis kuj tau txais ntau tus neeg mus rau lub txee uas lwm tus yuav tau hla nws."

Ua ntej cov nyiaj khwv tau los ntawm peb lub quarter thib plaub, Wold tau hais tias cov chaw ua yeeb yam tsis tau pom muaj kev nyuaj siab rau cov neeg siv khoom siv nyiaj txiag txawm tias tus nqi nce siab. Nws tau hais tias qhov kev pom zoo tau yog "kev lag luam zoo nkauj-yuav ua haujlwm tau zoo," nws hais.

Cov tsev ua yeeb yam nrog cov zaub mov loj dua, txawm li cas los xij, ntsib teeb meem zoo ib yam li cov khw noj mov, raws li Mintel's Gallinari, nrog qee tus nqi nce hauv cov lus teb rau cov nqi qe thiab nqaij. Qee tus tau txais kev noj qab haus huv thiab khoom noj khoom haus, nrog rau kev koom tes nrog cov lag luam hauv zos.

Gallinari tau hais tias "Nrog cov yeeb yaj kiab ua yeeb yaj kiab thiab cov kev pom zoo twb muaj lub koob npe nrov rau kev muaj nqi ntau dhau, ua raws li kev xav tau ntawm kev ua lag luam hauv txoj kev ntawd tuaj yeem ua haujlwm tawm tsam cov yeeb yaj kiab ua yeeb yam," Gallinari tau hais.

Wold tau hais tias cov chaw ua yeeb yam tau siv tus kabmob kis thoob qhov txhia chaw los ua kom muaj kev cog lus muag ntau dua thaum muaj kev ua haujlwm tsis txaus. Kev sib kis ua ntej, qee lub tsev ua yeeb yam tau txais tus qauv noj mov uas cov servers yuav nqa zaub mov los ntawm chav ua noj hauv nruab nrab mus rau lub tsev hais plaub, txawm hais tias ntau tus tau hloov mus rau cov apps khaws thiab khaws cov rooj zaum.

Marcus Theaters tsis ntev los no tau nthuav tawm ib qho app xaj online uas ua haujlwm tau zoo dua ntawm kev txiav txim ntau. Nws hais tias lub app tau ua haujlwm zoo dua rau kev muag cov neeg siv khoom thiab txo cov kab.

"Yog tias koj siv sijhawm ib feeb lossis ob, feeb thiab ib nrab ntawm [kev txiav txim] cov txheej txheem thiab muab ntau zaus 15 lab kev lag luam, uas yog tus lej muaj txiaj ntsig yog tias koj tuaj yeem txiav txim siab seb yuav ua li cas koj tus kheej los ntawm kev xav txog kev ua haujlwm kom txav mus los ntawm kev txiav txim. tsuas yog xaj kom ua tiav, ”Marcus hais.

Nrog qee cov zaub mov ntau dua 50 yam khoom, cov chaw ua yeeb yam tau ua ntau txoj hauv kev rau cov neeg ua haujlwm thiab npaj zaub mov rau hmo qeeb thiab hnyav dua, Wold tau hais.

Qee qhov chaw ua yeeb yam, xws li Dallas-based Studio Movie Grill, kwv yees tuaj koom lub lis piam ua ntej.

"Peb muaj keeb kwm txaus nrog kev tshuaj xyuas txaus los hais tias peb paub, txawm tias nws yog yeeb yaj kiab txaus ntshai lossis kev ua yeeb yaj kiab romantic, lawv yuav ua li cas raws li kev kwv yees hauv tebchaws thiab raws li peb qhov chaw tshwj xeeb," said CEO Ted Croft.

Studio Movie Grill, uas tau xaj ntawm cov neeg siv khoom lub rooj zaum, tsis ntev los no cov ntawv qhia luv luv los tsom rau burgers, pizzas thiab dej cawv, uas pab pawg tuaj yeem ua tiav sai kom haum rau lub sijhawm ntau dua 1,000 lub rooj. Kwv yees li 25% ntawm tag nrho cov pab pawg yog cov neeg ua haujlwm hauv chav ua noj, Croft tau hais.

Tom qab nqa cov sij hawm ua haujlwm rov qab mus rau theem ua ntej kis thoob qhov txhia chaw - thiab qhia cov dej qab zib rau cov yeeb yaj kiab xws li "Black Panther: Wakanda Forever" - Croft tau hais tias qhov kev pom zoo ntawm ib tus neeg tau nce ntxiv.

Croft tau hais tias "Qhov tseeb tias peb ua tau zoo tshaj qhov ntsuas kev ua tau zoo ua ntej kis thoob qhov txhia chaw ua rau peb muaj kev ntseeg siab ntau ntxiv tias yog tias peb tsuas yog tau txais cov yeeb yaj kiab ntxiv, peb yuav txuas ntxiv mus ntxiv," Croft hais.

Rich Daughtridge, tus thawj tswj hwm thiab CEO ntawm Maryland-raws li Warehouse Cinemas, pom qhov sib xws. Nws tau hais tias kwv yees li ob feem peb ntawm cov neeg ua haujlwm ntawm cov chaw ua yeeb yam yog nyob hauv chav ua noj lossis tom qab qhov kev pom zoo, npaj cov zaub mov ci ci, cov dev kub nrog cov npias hauv tsev, thiab cov classics zoo li nachos thiab cov paj kws raws caij nyoog.

Daughtridge tau hais tias cov ntawv qhia zaub mov nyob deb ntawm cov khoom uas raug puas tsuaj ntau dua thiab qis dua cov khoom xws li steak lossis nqaij nruab deg.

Muaj kev xaiv ntawm cov khoom siv tes ua cocktails thiab 32 khoom siv tes ua npias thiab ciders rau ntawm kais ntawm nws tus kheej-serve npias phab ntsa. Lub hlis no, lub tsev ua yeeb yam yuav muab ib qho cocktail themed rau zaj yeeb yaj kiab "Winnie the Pooh: Ntshav thiab zib ntab."

"Hollywood tsim cov dab neeg zoo, thiab nws yog peb txoj haujlwm kom paub tseeb tias peb cov khoom, suab, duab, lub rooj zaum, tag nrho cov khoom ua ke yog ib yam uas lawv xav tau raws li qhov kev tshwm sim loj," said Daughtridge, uas yog tus thawj tswj hwm ntawm lub Independent Cinema Alliance.

Cinépolis, Mexican theatre saw nrog 25 US qhov chaw, hloov kho nws cov ntawv qhia ob zaug hauv ib xyoos thiab ua haujlwm rau lobster tacos thiab truffle nceb pizza, ntawm lwm yam tsis yog kev ua yeeb yam munchies.

Rau qhov kev tshuaj ntsuam qib siab ntawm cov ntshav ua noj ua haus txaus ntshai "Cov Ntawv Qhia," Cinépolis tau pib nws txoj haujlwm "Movie thiab noj mov" los kho cov kev tshwj xeeb raws caij nyoog nrog cov yeeb yaj kiab. Lub tuam txhab yuav ua dua lwm qhov rau "Cocaine Bear," uas muaj ob qho dej qab zib, ob lub appetizers, chav kawm tseem ceeb thiab khoom qab zib.

"Raws li peb tus tsim tau hais rov qab rau hauv Mexico, peb tsim cov chaw ua yeeb yam muag zaub mov," said CEO Luis Olloqui.

- CNBC's Sarah Whitten contributed qhia.

Qhia tawm: "Cocaine Bear" tau muab faib los ntawm Universal Pictures, uas yog ib feem ntawm CNBC lub tuam txhab niam txiv, NBCUniversal.

Kev Tshaj Tawm: Zaj dab neeg no tau hloov kho kom meej meej tias AMC Kev Lom Zem tawm nws lub quarter thib peb nrog ntau dua $ 5.3 nphom hauv cov nuj nqis.