Unknown Analyst's questions to EPR Properties (EPR) leadership • Q1 2025
Question
A KeyBanc Capital Markets analyst asked about the strength of the consumer today and any observed impacts on spending behavior. They also asked for the company's outlook on box office trends heading into the summer and the second half of the year.
Answer
CEO Gregory Silvers described consumer behavior as resilient, noting some pressure on food spend but continued activity participation. He pointed to the 2x portfolio coverage as a sign of strength. Regarding the box office, Silvers expressed optimism, citing the depth and quantity of upcoming titles and the potential for a record Memorial Day weekend. He emphasized that the consistent flow of strong films is re-establishing the movie-going habit, with a strong slate expected for the rest of the year.