Zacks Industry Analysis: Spotlight on Life Time Group, Marriott Vacations, AMC Entertainment, and Marcus – September 30, 2026

Press Release Overview

Date: September 30, 2026
Location: Chicago, IL
Industry: Leisure & Recreation

Key Companies Discussed:

• Life Time Group Holdings, Inc. (LTH)
• Marriott Vacations Worldwide Corp. (VAC)
• AMC Entertainment Holdings, Inc. (AMC)
• The Marcus Corp. (MCS)

Industry Context

The Leisure and Recreation Services industry is experiencing pressures due to inflation, economic uncertainty, and rising costs. Despite these challenges, there is a steady demand for travel, entertainment, and wellness experiences. Companies are focusing on enhancing productivity, digital capabilities, and premium offerings to capture growth.

5 Trends Shaping the Industry:

1. Selective Consumer Spending: Despite economic caution, there’s strong interest in travel and entertainment.
2. Expense Management Focus: Increased operational costs drive companies to improve efficiency and adopt technology.
3. Travel Demand Opportunities: Companies are benefitting from ongoing interest in vacations and travel, though challenges remain.
4. Digital Engagement: Technology is transforming customer interactions, with tools for personalization and convenience.
5. Premium Offerings Upselling: Consumer interest in enhanced experiences is leading to more premium product offerings.

Industry Outlook:

• The Zacks Rank for the Leisure & Recreation Services industry is #170, placing it in the bottom 31% of Zacks industries.
• Stock Performance: The industry saw a 13.9% decline over the past year, underperforming the S&P 500, which gained 16.9%.

Highlighted Stocks:

1. Life Time Group Holdings (LTH)

   • Growth in memberships and revenues.
   • 2026 Growth Estimates: Sales up by 12.4%, Earnings up by 22.9%.

2. Marriott Vacations (VAC)

   • Strong demand for vacation ownership.
   • 2026 Growth Estimates: Sales up by 8.3%, Earnings up by 21.5%.

3. Marcus Corp. (MCS)

   • Increased attendance and ticket prices.
   • 2026 Growth Estimates: Sales up by 8.3%, Earnings up by 652.9%.

4. AMC Entertainment (AMC)

   • Strengthened box-office performance and revenue.
   • 2026 Growth Estimates: Sales up by 14.6%, Earnings up by 77.1%.

Contact Information:

Zacks Investment Research
Phone: 800-767-3771 ext. 9339
Email: support@zacks.com
Website: Zacks Investment Research

Disclaimer: Past performance does not guarantee future results and investing carries risks.

Source Link: Zacks Commentary