Is this a major blow for the chances that these two films will open nationally and worldwide? By itself — no. But in the larger context, possibly.
The plan affects only those theaters within the boundaries of the city of San Francisco, which accounts for about 900,000 people in a metropolitan area of about 4.8 million. For a normal, first-run wide release, that would mean just five theaters out of about 4,000 in North America. Even as top-grossing locations, they’re still small in terms of the total gross. For “Dunkirk,” which made over $50 million in its opening weekend, these theaters contributed less than $400,000.