Shawn

A lot of thoughts shared in this week's report linked below. Kinda glad this track is over, TBH. Did not expect the level of traction it got last month or I might (or not, hah) have held back some of the ranges a bit longer knowing this was a bit of an experimental model on a movie risky to experiment with while also trying to focus on everything else coming out before and after it. I still won't be surprised if it does something a little unexpected, but the pathing only has so high it can go now even if it out-performs recent July comic book stuff.

Shitter has definitely given me the extra desire to abandon socials in general more over the last few weeks. People are just too reasonable there. 🙃

(With love.)

Announcement: Folks, I know it's an exciting weekend for a lot of you DC and Superman fans, and maybe not so much for those who have certain opinions about this movie or DC or superheroes or whatever in general. While you're all debating numbers or the movie or the future of it all, please remember to **thank** our Mods and be patient with them. This is not an easy type of weekend for anyone to maintain order and peace with such a passionate discourse and fan base(s) involved. Please treat everyone with respect and do your thing otherwise. Look up, Shawn

I thought Keyser posted it? Or I misread...

Not 100% sure since Uni was the only other Prime EA comp, but I think we'll be able to get the breakout since we already know what it did on Tue.

Looks mostly normal to me based on 2014 and 2008 trends for July 4th holdovers. Last Friday was massively inflated by multiple preview days included.

~130+ assuming reviews are generally strong and family/kid turnout happens on some level. Pre-sales are not as Thursday-heavy right now as D&W or Thor 4. They look more like Indiana Jones or Transformers: ROTB but it gets dicey looking at non-comic book films of a different OW tier except in rare cases. I'm not ruling much out until we get to next week.

$30.5m confirmed estimate Wed for JWR Right on target.

Just saw this. I kept the range starting in the 50s because I sensed the pinpoint was being too aggressive, which it ended up being (I think on account of IMAX indexing but I haven't done a deep dive yet). Still, happy that we had this closer than most weeks ago when other tracking was in the 30s.

Can confirm. But I also 100% agree with those who've mentioned this expected slowdown puts the emphasis on sales needing to accelerate at an above-average level (relative to comps like GOTG3) after the holiday and Jurassic (and F1's IMAX presence to an extent), while also baking in the impact of reviews. I've heard very good things from early screenings, but you can never be too sure. We'll all find out soon.

Slight revisions to the Superman model this week. Don't want to make every update about that one movie alone as there is so much disagreement over it currently, but I may write a separate one-off deep-dive later tonight or tomorrow before just setting it aside until there is more clarity after the July 4 holiday. Otherwise, next week's weekend and 6-week updates may be delayed as I plan to take a little time off for the first time in years and reset before what looks like a hectic month. The ol' mental health could use it right now. Enjoy your weekend/week, folks.

$5.8M 28YL Thu