National CineMedia Inc. (NCMI)
Pitch Summary: National CineMedia (NCMI) operates the largest pre-movie digital cinema advertising network in the U.S., and following its 2023 restructuring, the company is positioned for a sharp earnings recovery driven by box office normalization, advertising rebound, and a transformative new AMC contract. The market currently misprices NCMI as ad weakness in autos, retail, and […]