Cinemark & IMAX up 40–45% in 12 months
Theater stocks Cinemark and IMAX rose 40% and 45% respectively in the last 12 months, outperforming broader media stocks amid a bifurcated cinema market.
Snapshot · Pivot
Meta’s Prediction Market App, Europe vs. Big Tech, and Hollywood’s Comeback
Explore episode
Jun 26, 2026
Where this was said
Hollywood's Box Office Comeback
At 26:48 · chapter starts 24:00
Kara opens the Hollywood segment with a pointed 'You predicted this, didn't you?' — and she did. Toy Story 5 opened to $312 million globally, and the 2026 U.S. domestic box office is on track for $4.46 billion [1] — Kara Swisher "Domestic box office $4.46 billion — highest since 2019: Total domestic U.S. box office in 2026 is estimated at $4.46 billion, the highest f…" 25:19 , with the recovery powered not by Avengers-style tentpoles but by a diverse slate including mid-budget horror films like Backrooms and Obsession alongside prestige pictures. Scott frames the structural shift in terms of the cinema market bifurcating like airlines: IMAX is Emirates and Cinemark is Southwest — luxury experience versus budget efficiency [2] — Scott Galloway "Cinemark & IMAX up 40–45% in 12 months: Theater stocks Cinemark and IMAX rose 40% and 45% respectively in the last 12 months, outperforming…" 26:48 . The middle-tier multiplex, like United or Delta, is getting crushed. He credits the IRL trend: post-COVID consumers have developed a visceral need to be around other humans, and the gag-reflex over social media isolation is driving them back to shared spaces. A brief tangent explores how Anthropic, SpaceX, and OpenAI IPO wealth is inflating VIP concert and travel prices as newly minted millionaires abandon the idea of saving for a home.
Domestic box office $4.46 billion — highest since 2019
Total domestic U.S. box office in 2026 is estimated at $4.46 billion, the highest figure since 2019, driven by diverse titles beyond superhero blockbusters.
Hollywood's Box Office Comeback Is Real
Hollywood's 2026 domestic box office of $4.46 billion is the highest since 2019 and it's being driven by a barbell: premium IMAX experiences (up 45% in stock price) and cheap streaming at $0.30 an hour. The mid-tier multiplex is getting crushed.
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