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Positive expectations for AMC's box office could enhance EPR's revenue stream, similar to past performance post box-office rebounds.
What happened, with direct paths to the underlying reporting
EPR expects 3-4% funds growth in 2025-26 from AMC. AMC's rent escalation of $6 million supports EPR's financial outlook. Projected $9.4 billion box office in 2025 boosts theater operator margins. Improved box office expected after strong fourth-quarter movie slate. EPR's stock down 7.2% in 2024; AMC's performance influences EPR.
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