Lucky Strike Entertainment Corporation Class A (LUCK)

In July 2025, Lucky Strike Entertainment repurchased 0.8 million shares and declared a quarterly dividend of $0.055 per share. August 2025 results showed a revenue increase but a decline in same-store sales due to a drop in corporate events, though net loss reversed to net income due to cost management and strategic initiatives. In November 2025, Q1 2026 results showed a revenue increase but a net loss, with a strategic real estate investment and debt refinancing. In December 2025, a director purchased shares, analyst ratings were mixed, and the stock price experienced slight fluctuations, with Wall Street Zen upgrading the stock to a "hold" rating in January 2026.

Lucky Strike Entertainment experiences demand seasonality, with fluctuations around holidays like Thanksgiving and New Year's Eve. The Summer Season Pass program highlights strong summer demand, particularly for water park offerings. The company anticipates increased demand during the year-end holiday period, while the corporate events segment can be influenced by corporate budgeting cycles and economic conditions.

Lucky Strike Entertainment Corp. (LUCK), formerly Bowlero Corp., rebranded on December 12, 2024, to emphasize its broader experiential entertainment platform. It is the world's largest ten-pin bowling center operator with over 360 locations, primarily in the United States. The company operates in the Consumer Discretionary sector, offering traditional bowling, upscale entertainment concepts, and other location-based entertainment such as water parks and the Professional Bowlers Association (PBA).

Lucky Strike Entertainment Corp. has over 360 locations across North America, mainly in the United States, with its headquarters in Mechanicsville, Virginia. The acquisition of Lucky Strike Lanes in 2023 expanded its presence into major U.S. cities.

Lucky Strike Entertainment's rebranding from Bowlero Corp. aimed to broaden its image. An EEOC investigation concluding without a lawsuit but not clearing the company of wrongdoing could negatively impact its reputation. The successful Summer Season Pass program indicated strong customer engagement. A decline in same-store sales due to a drop in corporate events suggested vulnerability in that segment. However, healthy customer engagement and online booking momentum were noted, while analyst ratings were mixed.

Lucky Strike Entertainment is primarily owned by institutional shareholders (54.01%) and company insiders (64.84%), with retail investors holding 0.00%. The largest individual shareholder is Ab Parent LLC, owning 45.51% of the company's shares. Major institutional investors include Champlain Investment Partners LLC, Private Management Group Inc., Vanguard Group Inc. and many others. Key insiders also include George A. Barrios, Isos Acquisition Sponsor LLC, Thomas F. Shannon, and Michelle D. Wilson. Insiders collectively bought 32,401 shares valued at $262,149 in the last quarter of 2025.