Lucky Strike Entertainment (LUCK)
NYSE:LUCK
Want to see LUCK full AI Analyst Report?
Earnings Data
Report Date
Sep 16, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.06Last Year’s EPS
-0.52Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted meaningful operational progress (notably AI-driven efficiencies, labor reductions, brand conversions, CapEx discipline and a clear free cash flow per share target) and maintained positive guidance for revenue and adjusted EBITDA. These positives are tempered by significant near-term headwinds driven by extreme weather, regional gasoline shocks and geopolitical uncertainty that depressed March results (notably in West Coast markets) and temporarily softened corporate events and waterpark early contributions. Management emphasized that many negatives are transitory and that cost actions and AI initiatives should drive durable margin and cash flow improvement.Company Guidance
Positive Same-Store Sales Momentum
Second consecutive quarter of positive same-store sales comp at +0.2%, the first back-to-back positive comps since 2024; January comp was strong at +5.5% and company-wide ex-West Coast comp was +1.9% for the quarter.
Revenue Growth
Total revenue of $342.2 million versus $339.9 million prior year, an increase of approximately +0.7% year-over-year.
Material Labor and SG&A Savings
Saved approximately 97,000 in-center labor hours over the last 12 weeks (more than a 16% reduction from early-January peak); reduced corporate field and sales headcount producing over $6 million of annualized savings; SG&A trends show meaningful reductions quarter-to-date.
Orca AI Driving Operational Efficiency
Orca aggregates ~750 million rows of operational data and is live across 360+ locations; reduced excess post-close hours from ~2,000/week to ~300/week (≈85% reduction), generating >$2 million of annualized savings from that workflow and identifying a broader opportunity in the high-teens to mid-$20 millions of annual savings from optimizing clock-in times.
Brand Consolidation Progress
Approximately 115 Lucky Strike conversions completed out of a target 225 (~51% complete); each conversion averages ~$150,000, with rebranding expected to materially reduce future capital expenditures when complete (substantially complete by next year).
Free Cash Flow and Capital Discipline Targets
Trailing-12-month free cash flow per share (EBITDA less CapEx per share) at $1.53 with a target of at least $2.00 per share in the next 12 months (target = +33%); capital expenditures year-to-date down 20% YoY ($91M vs $114M).
Waterparks and Seasonal Upside
Waterpark portfolio expected to add approximately $18 million incremental EBITDA this summer (majority in the September quarter / fiscal 2027); several parks received upgrades and operational improvements that should drive incremental EBITDA and capacity upside.
Updated Fiscal 2026 Guidance
Company updated FY26 outlook to total revenue growth of +4% to +5%, adjusted EBITDA of ~$345M to $350M, and capital expenditures of approximately $120M (gross CapEx down ~ $30M YoY), reflecting confidence in cost actions and cash generation despite near-term macro softness.
LUCK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LUCK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $7.70 | $7.61 | -1.16% |
Feb 04, 2026 | $7.23 | $6.25 | -13.50% |
Nov 04, 2025 | $7.89 | $7.80 | -1.12% |
Aug 28, 2025 | $10.38 | $10.22 | -1.50% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lucky Strike Entertainment (LUCK) report earnings?
Lucky Strike Entertainment (LUCK) is schdueled to report earning on Sep 16, 2026, After Close (Confirmed).
What is Lucky Strike Entertainment (LUCK) earnings time?
Lucky Strike Entertainment (LUCK) earnings time is at Sep 16, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LUCK EPS forecast?
LUCK EPS forecast for the fiscal quarter 2026 (Q4) is -0.06.