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Lucky Strike Entertainment Corporation (LUCK) investor relations material
Lucky Strike Entertainment Corporation Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary4 Nov, 2025
Executive summary
Total revenue grew 12.3% year-over-year to $292.3 million in Q1 2026, driven by acquisitions and new locations, but net loss was $13.8 million compared to net income of $23.1 million a year ago.
Adjusted EBITDA increased to $72.7 million from $62.9 million, with a margin of 24.9%.
Major acquisitions included 58 properties from Carlyle for $306 million, several water parks and family entertainment centers, and three FECs and one water park, bringing total locations to 369 after one closure.
Continued progress on rebranding, with 74 locations under the Lucky Strike name and a target of 100 by year-end and 200 by end of 2026.
Strategic focus remains on free cash flow, disciplined cost management, and capital efficiency.
Financial highlights
Bowling revenue was $125.3 million (up 3%), food & beverage $96.1 million (up 9%), and amusement & other $70.9 million (up 42%) for the quarter.
Operating income rose to $28.2 million from $12.9 million year-over-year.
Adjusted EBITDA margin improved to 24.9% from 24.2%, driven by operating leverage despite higher marketing and insurance costs.
CapEx for the quarter was $26 million, down from $42 million year-over-year.
Net cash used in operating activities was $6.4 million, compared to $29.4 million provided last year.
Outlook and guidance
Fiscal 2026 guidance reaffirmed: total revenue expected between $1,260M and $1,310M, with 5% to 9% growth.
Adjusted EBITDA guidance set at $375M to $415M.
Same-store sales guidance for the year remains at 1%-5%, with Q2 and Q3 expected in this range and Q4 anticipated to be stronger.
Promotional activity is being managed tactically, with less discounting expected compared to last year.
Recent acquisitions expected to reach company-wide margins in 12–18 months.
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Next Lucky Strike Entertainment Corporation earnings date
Q2 20264 Feb, 2026
Next Lucky Strike Entertainment Corporation earnings date
Q2 20264 Feb, 2026
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Frequently asked questions
Bowlero Corp is a leisure and entertainment company that operates the largest network of bowling centers in the world. The company provides a modernized bowling experience with enhanced amenities such as dining, arcade games, and event spaces for group activities. Bowlero's portfolio includes various brands like Bowlero, AMF, and Bowlmor Lanes, catering to both casual and competitive bowlers. In addition to bowling, the company offers a range of entertainment options, positioning its centers as multi-faceted venues for social gatherings, parties, and corporate events. The company is headquartered in New York, New York, and its shares are listed on the NYSE.
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