Well IO2 is increasing 10% today, lol.tomorrow we’ll see how much of the strength was weekday specific but I wouldn’t be surprised if the FSS increases too. Hunt for 10M back on
Equivalently, nominal is doing some heavy lifting in the idea that 200M is still a really tippy top megahuge open.
I mean, it’s still good, don’t get me wrong. It’s not easy, or common, it’d be only the 2nd one post pandemic. But that’s largely driven by not having almost any huge opener type movies post pandemic. It’s just no longer sufficient to be one of the biggest moviegoing weekends we’ve ever seen, the way it was a few years ago
200M used to mean truly huge opening business, largely not the case anymore. Both why it’s possible and why it won’t be “industry shifting” if it does happen
Yeah I think this is also a contributing factor
Still thinking it can end around 670 by tracking a bit better than TS4 on the same calendar but we’ll see soon how it holds up to DM4 vs 2019 having FFH there
Actually it’s quite reasonable. If you asked people back in 2019 what an Inside Out sequel would open to if it was received very well probably would have got plenty of answers in the range of 125-150 which is like 150-180 nowadays.
Like, you’ve got to have some sense of expectations other than tracking, right? If Moana2 hit tracking at 20M and opened to 40M, that wouldn’t be “beat tracking by 100%, great open” it would be “beat tracking by 100% but nonetheless depressed.”
Don’t really see that tracking has anything to do with it — if something is “tracking” for 50% of where it would open in better circumstances, and opens at 75%, then it beat tracking by 50% but is still 25% depressed relative to that counterfactual. A sequel finishing with something like 42% increase total DOM but only 30% OW vs an already very well-received and legged original is quite unusual behavior to say the least; if Pixar hadn’t been in a somewhat fragile state prior to this probably would have seen more like a 175-180 OW for similar total and stronger D1 sales.
Seems like the best analogy for IO2 in the end will be GOTG3 — depressed OW due to to recent brand weakness, word gets out it’s a return to form, bolstered D4-D14 or so but largely normal run from there