LUCK

MKT CAP:$1B

Lucky Strike Entertainment Corporation

Market Cap

$1B

Consumer Cyclical·Leisure·🇺🇸 United States·NYSE

Consumer Cyc.·Leisure·🇺🇸·NYSE

Stock Price

$7.19-$1.30 (-15.31%)

Apr 24, 2026

Company Details

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 ente...

CEO

Thomas F. Shannon

IPO Date

Apr 23, 2021

Website

ir.luckystrikeent.com

Key Metrics TTM

Revenue

$1.2B

+3.9% YoY

Net Income

-$47M

EPS (Diluted)

-$0.41

Free Cash Flow

$16M

Revenue / Share

$8.90

Gross Margin

37.2%

Operating Margin

12.4%

Net Margin

-3.8%

FCF Margin

1.3%

P/S

0.8x

P/E

—

Earnings Reports

Q2 2026

May 14, 2026

PENDING

Q1 2026

Nov 4, 2025

$292M+12.3%EPS -$0.12

FY 2025

Aug 28, 2025

$1.2B+4.0%EPS -$0.13

Q4 2025

Aug 28, 2025

$301M+6.1%EPS -$0.52

Q3 2025

May 8, 2025

$340M+0.7%EPS $0.07

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q2 22	$205M	$64M	-$33M
Q3 22	$258M	$101M	$71M
Q4 22	$268M	$82M	$46M
Q1 23	$230M	$65M	$31M
Q2 23	$273M	$94M	$60M
Q3 23	$316M	$126M	$90M
Q4 23	$239M	$57M	$20M
Q1 24	$227M	$74M	$5M
Q2 24	$306M	$125M	$49M
Q3 24	$338M	$112M	$71M
Q4 24	$284M	$67M	-$34M
Q1 25	$260M	$86M	$13M
Q2 25	$300M	$123M	$47M
Q3 25	$340M	$144M	$62M
Q4 25	$301M	$94M	$15M
Q1 26	$292M	$97M	$28M

Valuation

Quarter	P/S	P/E
Q2 22	2.2x	—
Q3 22	2.2x	—
Q4 22	1.9x	—
Q1 23	2.1x	—
Q2 23	2.2x	—
Q3 23	2.6x	—
Q4 23	1.7x	22.2x
Q1 24	1.4x	11.1x
Q2 24	1.9x	29.4x
Q3 24	1.9x	17.1x
Q4 24	1.8x	—
Q1 25	1.4x	—
Q2 25	1.3x	113.4x
Q3 25	1.2x	558.1x
Q4 25	1.1x	—
Q1 26	1.2x	—

Operating Cash Flow

Quarter	Operating CF	Free CF
Q2 22	$28M	-$25M
Q3 22	$84M	$60M
Q4 22	$35M	$8M
Q1 23	$36M	-$9M
Q2 23	$80M	$47M
Q3 23	$93M	$59M
Q4 23	$9M	-$28M
Q1 24	$16M	-$35M
Q2 24	$55M	-$8M
Q3 24	$77M	$43M
Q4 24	$7M	-$41M
Q1 25	$29M	-$12M
Q2 25	$39M	-$12M
Q3 25	$87M	$61M
Q4 25	$22M	-$1M
Q1 26	-$6M	-$32M

Capital Expenditures

Quarter	CapEx
Q2 22	$53M
Q3 22	$24M
Q4 22	$27M
Q1 23	$45M
Q2 23	$33M
Q3 23	$34M
Q4 23	$37M
Q1 24	$51M
Q2 24	$63M
Q3 24	$33M
Q4 24	$47M
Q1 25	$42M
Q2 25	$50M
Q3 25	$25M
Q4 25	$24M
Q1 26	$26M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q2 22	+177.3%	+136.1%
Q3 22	+129.8%	+65.7%
Q4 22	+68.3%	+46.8%
Q1 23	+27.2%	+33.8%
Q2 23	+33.2%	-10.5%
Q3 23	+22.5%	+20.9%
Q4 23	-10.6%	-0.7%
Q1 24	-1.2%	+11.6%
Q2 24	+11.8%	+20.3%
Q3 24	+7.0%	+17.9%
Q4 24	+18.6%	+44.7%
Q1 25	+14.4%	+11.3%
Q2 25	-1.8%	-1.2%
Q3 25	+0.7%	+4.1%
Q4 25	+6.1%	-10.1%
Q1 26	+12.3%	+6.8%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q2 22	$43M	20.7%
Q3 22	$3M	1.2%
Q4 22	$4M	1.4%
Q1 23	$4M	1.6%
Q2 23	$4M	1.5%
Q3 23	$4M	1.3%
Q4 23	$4M	1.6%
Q1 24	$2M	0.8%
Q2 24	$4M	1.2%
Q3 24	$4M	1.2%
Q4 24	$4M	1.4%
Q1 25	$5M	1.7%
Q2 25	$5M	1.6%
Q3 25	$9M	2.6%
Q4 25	$4M	1.2%
Q1 26	$3M	1.2%

OpEx Breakdown

Quarter	SG&A
Q2 22	$93M
Q3 22	$30M
Q4 22	$36M
Q1 23	$32M
Q2 23	$34M
Q3 23	$36M
Q4 23	$35M
Q1 24	$38M
Q2 24	$36M
Q3 24	$39M
Q4 24	$40M
Q1 25	$35M
Q2 25	$34M
Q3 25	$41M
Q4 25	$33M
Q1 26	$35M

Revenue Segments

Quarter	Amuesment	Bowling	Food And Beverage Revenue Stream
Q1 26	$71M	$125M	$96M

War Chest

Quarter	Cash	Short-term Investments	Total
Q3 22	$173M	$0	$173M
Q4 22	$132M	$0	$132M
Q1 23	$110M	$3M	$113M
Q2 23	$79M	$12M	$92M
Q3 23	$151M	$0	$151M
Q4 23	$196M	$0	$196M
Q1 24	$40M	$0	$40M
Q2 24	$190M	$0	$190M
Q3 24	$212M	$0	$212M
Q4 24	$67M	$0	$67M
Q1 25	$38M	$0	$38M
Q2 25	$81M	$0	$81M
Q3 25	$79M	$0	$79M
Q4 25	$60M	$0	$60M
Q1 26	$79M	$0	$79M
Q2 26	$96M	$0	$96M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q2 22	149M	-10.1%	-10.1%
Q3 22	163M	+9.3%	-1.7%
Q4 22	159M	-2.0%	-3.6%
Q1 23	163M	+2.2%	-1.5%
Q2 23	162M	-0.2%	+9.2%
Q3 23	166M	+2.0%	+1.9%
Q4 23	173M	+4.7%	+8.9%
Q1 24	169M	-2.6%	+3.7%
Q2 24	150M	-11.3%	-7.8%
Q3 24	158M	+5.4%	-4.7%
Q4 24	155M	-2.1%	-10.9%
Q1 25	155M	+0.2%	-8.3%
Q2 25	153M	-1.3%	+2.1%
Q3 25	148M	-3.5%	-6.5%
Q4 25	140M	-5.0%	-9.3%
Q1 26	139M	-1.2%	-10.6%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q2 22	—	—
Q3 22	—	—
Q4 22	—	—
Q1 23	$24.5K	9K
Q2 23	$29.1K	9K
Q3 23	$33.6K	9K
Q4 23	$25.5K	9K
Q1 24	$22.6K	10K
Q2 24	$30.3K	10K
Q3 24	$33.5K	10K
Q4 24	$25.0K	11K
Q1 25	$22.9K	11K
Q2 25	$26.4K	11K
Q3 25	$29.9K	11K
Q4 25	$24.0K	13K
Q1 26	$23.3K	13K

Revenue / Employee