logo
Twitter
Discord
Email
logo
Lucky Strike Entertainment Corporation

Lucky Strike Entertainment Corporation

NYSE•LUCK
CEO: Mr. Thomas F. Shannon
Sector: Consumer Cyclical
Industry: Leisure
Listing Date: 2021-04-23
Lucky Strike Entertainment Corporation provides location-based entertainment platforms under the AMF, Bowlero, Lucky X Strike, Boomers, and PBA brand names in North America. It also operates bowling, amusements, water parks, and family entertainment centers. The company was formerly known as Bowlero Corp. and changed its name to Lucky Strike Entertainment Corporation in December 2024. Lucky Strike Entertainment Corporation was founded in 1997 and is headquartered in Mechanicsville, Virginia.
Contact Information
7313 Bell Creek Road, Mechanicsville, VA, 23111, United States
(804)-417-2000
ir.luckystrikeent.com
Market Cap
$1.24B
P/E (TTM)
-26.2
31.2
Dividend Yield
2.5%
52W High
$13.25
52W Low
$6.96
52W Range
30%
Rank58Top 74.6%
2.7
F-Score
Modified Piotroski Analysis
Based on 6-year fundamentals
Weak • 2.7 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2019-2024

Financial Dashboard

Q1 2026 Data

Revenue

$292.28M+12.33%
4-Quarter Trend

EPS

-$0.12-192.31%
4-Quarter Trend

FCF

-$32.31M+165.54%
4-Quarter Trend

2026 Q1 Earnings Highlights

Key Highlights

Total Revenue Growth 12% Total revenues reached $292,278K for the quarter, marking a 12% increase driven by newly acquired locations.
Operating Income Surge Operating income improved significantly to $28,246K, more than doubling the prior period's $12,946K due to scale.
Amusement Revenue Soars Amusement and other revenue grew 42% to $70,879K, showing strong performance in non-bowling verticals this quarter.
Major Debt Refinancing Completed Financing provided $292,671K cash, reflecting proceeds from $1.2B Term Loan and $500,000K Senior Secured Notes issuance.

Risk Factors

Net Loss Reported Net loss was $(13,798)K this period, a reversal from $23,095K net income reported in the prior year quarter.
High Effective Tax Rate Effective tax rate hit 48%, significantly above the 21% statutory rate due to earnout liability fair value changes.
Integration of 58 Properties Acquired 58 properties for $306,000K; integration risks exist, though associated lease liabilities were substantially reduced.
Earnout Liability Volatility Changes in earnout liability fair value negatively impacted earnings by $(3,527)K this quarter due to stock volatility.

Outlook

Strategic Acquisition Activity Completed acquisition of four locations for $44,047K; agreement signed to buy Raging Waters Los Angeles in fiscal 2026.
Share Repurchase Program $86,597K remains authorized for Class A common stock repurchases; $5,626K spent this quarter.
Fixed Cost Leverage Focus Strategy centers on growing scale to leverage fixed costs, improving operating profit margins across all entertainment segments.
Debt Covenant Compliance Company confirmed compliance with all debt covenants as of September 28, 2025, maintaining financial flexibility.

Peer Comparison

Revenue (TTM)

Arcos Dorados Holdings Inc.ARCO
$4.56B
+1.2%
Topgolf Callaway Brands Corp.MODG
$4.06B
-3.6%
MillerKnoll, Inc.MLKN
$3.76B
+5.4%

Gross Margin (Latest Quarter)

Topgolf Callaway Brands Corp.MODG
70.1%
+2.5pp
Canada Goose Holdings Inc.GOOS
62.4%
+1.1pp
Sally Beauty Holdings, Inc.SBH
52.2%
+0.9pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
MODG$2.10B-1.4-61.4%25.7%
RERE$1.89B64.15.7%4.7%
LZB$1.64B18.18.8%25.7%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-0.9%
Flat Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Next earnings:Feb 4, 2026
|
EPS:$0.03
|
Revenue:$313.83M
Reports
All Years

  • Form 10-Q - Q1 2026

    Period End: Sep 28, 2025|Filed: Nov 4, 2025|
    Revenue: $292.28M+12.3%
    |
    EPS: $-0.12-192.3%
    Beat

  • Form 10-K - FY 2025

    Period End: Jun 29, 2025|Filed: Aug 28, 2025|
    Revenue: $1.20B+4.0%
    |
    EPS: $-0.13+78.7%
    Miss

  • Form 10-Q - Q3 2025

    Period End: Mar 30, 2025|Filed: May 8, 2025|
    Revenue: $339.88M+0.7%
    |
    EPS: $0.07-48.1%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Dec 29, 2024|Filed: Feb 5, 2025|
    Revenue: $300.07M-1.8%
    |
    EPS: $0.17-138.6%
    Meet

  • Form 10-Q - Q1 2025

    Period End: Sep 29, 2024|Filed: Nov 4, 2024|
    Revenue: $260.20M+14.4%
    |
    EPS: $0.13+44.4%
    Beat

  • Form 10-K - FY 2024

    Period End: Jun 30, 2024|Filed: Sep 5, 2024|
    Revenue: $1.15B+9.0%
    |
    EPS: $-0.61-290.6%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Mar 31, 2024|Filed: May 6, 2024|
    Revenue: $337.67M+7.0%
    |
    EPS: $0.14-163.6%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Dec 31, 2023|Filed: Feb 5, 2024|
    Revenue: $305.67M+11.8%
    |
    EPS: $-0.44+4300.0%
    Miss