- The exhibitor sector is on watch after reports indicate the DOJ has increased scrutiny on the exclusivity agreements struck between theater chains and movie studios.
- Smaller chains and indie theaters have complained to regulators for years about the unfairness of the clearance agreements.
- In the past, analysts have discounted the odds of harsh regulatory action with the theater release window model cracking a bit.
- Theater stocks are down roughly in-line with market averages today.
- Exhibitor stocks: CKEC, AMC, CNK, RLD, IMAX, RDI, MCS.