- AMC’s limited release of Taylor Swift’s Eras Tour grossed over $50 million globally, topping the weekend box office and boosting short-term revenue.
- Despite the box office win, AMC stock fell ~5% amid investor fury over dilution, debt, and CEO Adam Aron’s leadership, fueling calls for his resignation.
LEAWOOD, Kan. — AMC Theatres CEO Adam Aron took to X on October 6, 2025, to celebrate a box office triumph, announcing that the latest Taylor Swift movie raked in $34 million domestically and $16 million internationally, totaling over $50 million globally and topping the weekend charts.
The performance, featuring Swift surrounded by synchronized dancers in a retro aquatic spectacle, drew massive crowds but couldn’t shield AMC’s stock from a 5% plunge on October 7, 2025, amid ongoing investor fury over dilution and leadership decisions.
As the company touts its theatrical comeback, the disconnect between box office success and stock performance has sparked heated debates on X, with some retail investors calling for Aron’s resignation.
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The CEO’s X post included a vibrant image of Swift’s performance, captioned: “Some of you wanted the numbers on the Taylor Swift event in movie theatres this weekend. As the global distributor, AMC orchestrated a gross of $34 million domestically and $16 million in the rest of the world. More than $50 million globally, #1 at the box office. What a triumph!”
The event, a limited theatrical release of Swift’s Eras Tour, leveraged AMC’s 900+ U.S. locations and international partnerships, marking a rare bright spot for the struggling exhibitor.
Box Office Mojo data confirms the $50 million haul, with the film outselling competitors like Joker: Folie à Deux and boosting AMC’s revenue amid a challenging year.
Yet the financial win did little to quell investor discontent. AMC’s stock, already battered by a year-to-date decline of over 30%, slipped another 5% to around $2.88 on October 7, reflecting broader concerns about the company’s debt load.
The Taylor Swift success, while a morale booster, couldn’t offset the narrative of eroding shareholder value, with critics pointing to Aron’s leadership as the root cause.
Investor Sentiment on X: A Firestorm of Frustration
The X thread following Aron’s announcement turned into a virtual shouting match, with retail investors—self-dubbed “Apes”—lashing out at perceived betrayals.
Investor sentiment is highly mixed.
“A business model as a distributor of original content congratulations boss, we are still on the right track,” cheered @Aeroverland.
@APEish lamented, “@CEOAdam, what should keep you up at night isn’t the debt you’ve chipped away at, it’s the trust you burned. Retail Apes saved this company when Wall Street had left it for dead, and you repaid them by smiling in their faces on Twitter while engineering APE cutting a voting deal with Antara.”
“We want you to retire,” iterated Scott Anderson, a sentiment felt by many in the post’s comments.
Industry peers offer contrast. Cinemark Holdings reported a 12% revenue uptick in Q3 2025, per Business Wire, thanks to diversified releases, while Regal parent Cineworld emerged from Chapter 11 in August 2025 with a leaner $2.1 billion debt, per Bloomberg.
AMC’s reliance on high-profile events like the Swift tour, while profitable, hasn’t addressed its structural woes, leaving Aron vulnerable to investor scrutiny.
What’s Next: A Balancing Act for Aron
As of October 13, 2025, AMC’s stock hovers at $2.87, with options activity surging—fueling short-squeeze discussions.
Whether Aron can turn the page or face a shareholder revolt remains unanswered.
Will apes vote for dilution again? Will they vote for a new CEO?
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