Lucky Strike Entertainment Corp-A Stock Price, News & Analysis

Lucky Strike Entertainment (NYSE:LUCK) reported mixed Q4 and FY2025 results, with total revenue growing 6.1% to $301.2M in Q4, despite same-store revenue declining 4.1%. The company posted a Q4 net loss of $74.7M, wider than the $62.2M loss in Q4 2024.

For FY2025, revenue increased 4.0% to $1.2B, with Adjusted EBITDA of $367.7M. The company expanded significantly, adding 14 new locations through acquisitions and new builds, bringing total locations to 370. Lucky Strike's Summer Season Pass program showed strong performance, generating $17.6M in sales across venues.

Looking ahead, FY2026 guidance projects revenue of $1.26B-$1.31B (5-9% growth) and Adjusted EBITDA of $375M-$415M. The company maintains its capital return program, with $92M remaining in share repurchases and a quarterly dividend of $0.055 per share.

Lucky Strike Entertainment (NYSE:LUCK), a leading location-based entertainment company, has scheduled its Q4 and full year 2025 financial results announcement for August 28, 2025, before market open. The company will host a management discussion webcast at 10:00 AM ET on the same day.

Investors can access the live webcast, replay, and results presentation through the Events & Presentations section on Lucky Strike's IR website at IR.LuckyStrikeEnt.com.

Lucky Strike Entertainment (NYSE: LUCK), a leading location-based entertainment company, has announced a quarterly cash dividend of $0.055 per common share. The dividend will be paid on September 12, 2025, to shareholders of record as of August 29, 2025.

Lucky Strike Entertainment (NYSE:LUCK) has announced a significant expansion through the acquisition of five major entertainment venues, including two iconic water parks and three family entertainment centers. The acquired properties include Raging Waters Los Angeles, Wet 'n Wild Emerald Pointe, and three Boomers/Castle Park locations.

The combined properties attract over 1.5 million annual visitors. Raging Waters Los Angeles, California's largest water park, spans 60 acres and draws 450,000 visitors annually. Wet 'n Wild Emerald Pointe covers 40 acres in Greensboro, NC. Castle Park in Riverside features 20+ rides across 24 acres, while Boomers locations in Vista and Palm Springs offer various family entertainment attractions.

Lucky Strike Entertainment (NYSE:LUCK) has announced a strategic $306 million acquisition of real estate underlying 58 of its existing entertainment venues across 16 states. The properties, which were previously leased, generate approximately $80 million in annualized EBITDAR against $21 million in rent obligations.

The transaction was financed through a $230 million bridge facility, revolving credit line availability, and cash on hand. The acquired portfolio includes prime locations in California, Illinois, Georgia, Arizona, and Colorado, where Lucky Strike has demonstrated strong operational performance.

This strategic move eliminates future lease inflation risk, as the previous lease terms included 15% escalations every five years. The acquisition is expected to be immediately accretive to earnings and cash flow while providing enhanced operational flexibility.

Lucky Strike Entertainment (NYSE: LUCK) has appointed Richard Born and Jason Harinstein to its Board of Directors, effective June 23, 2025. Born, co-founder of BD Hotels with over 35 years in hospitality real estate, will serve on the Nominating and Corporate Governance Committee. His portfolio includes interests in over 25 hotels and 20 real estate holdings, including iconic properties like Hotel Chelsea and the Bowery Hotel. Harinstein, currently CFO of Collectors Holdings Inc., brings 20+ years of executive leadership experience from companies like Flatiron Health, Google, and Groupon. He will join the Audit and Compensation Committees. Both appointments strengthen Lucky Strike's board with expertise in hospitality, real estate, finance, and technology as the company focuses on expansion and innovation.

Lucky Strike Entertainment (NYSE: LUCK) reports exceptional success with its 2025 Summer Season Pass program, surpassing $10.3 million in sales with over 200,000 members by mid-June, already exceeding 2024's total sales of $8.5 million. The program offers daily bowling benefits at 350+ locations across Lucky Strike, Bowlero, and AMF brands. Additionally, waterpark passes have generated $3.2 million from 32,000 passes. The enhanced program features Basic and Premium tiers, with Premium members receiving arcade credits, food discounts, and exclusive perks like free Craft Lemonade promotions. The company attributes this success to strategic optimizations in accessibility and guest experience, resulting in improved same-store sales performance.

Lucky Strike Entertainment (NYSE: LUCK) has announced the launch of its 2025 Summer Season Pass program, running from May 13 through September 1, 2025. The program offers two tiers: Basic and Premium. The Basic pass includes 2 daily bowling games and shoe rental at the purchased location. The Premium pass offers additional perks including a $5 arcade card reload per visit, 15% off food and non-alcoholic beverages, and access to all participating Lucky Strike, Bowlero, and AMF locations nationwide.

Lucky Strike Entertainment (NYSE: LUCK) reported its Q3 FY2025 results with mixed performance. Total revenue showed a modest increase of 0.7% to $339.9 million, while same-store revenue declined 5.6%. Net income decreased to $13.3 million from $23.8 million year-over-year, and Adjusted EBITDA fell to $117.3 million from $122.8 million.

The company experienced weakness in Corporate Events, particularly in tech-aligned markets, while Retail, Leagues, and Food businesses showed resilience. Lucky Strike expanded its portfolio to 367 locations, including recent acquisitions of a family entertainment center and a water park. The company's Summer Season Pass program shows promising growth, with sales 200% higher than last year.

The company maintains a cautious financial approach, reducing capital expenditures by 20% year-to-date. Lucky Strike repurchased 4.5 million shares for $47 million and declared a quarterly dividend of $0.055 per share. Due to economic uncertainty, the company has suspended providing forward guidance.