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Jun 29
Lucky Strike Entertainment Q4 2025 Earnings Report
Lucky Strike Entertainment reported a larger quarterly loss despite revenue growth driven by its revamped Summer Season Pass program.
Key Takeaways
Lucky Strike Entertainment posted a net loss of $74.7 million for Q4 2025, with revenue rising to $301.2 million. Growth was fueled by new acquisitions and increased customer engagement, especially through its Summer Season Pass. However, higher expenses and impairments weighed on profitability.
Total revenue rose to $301.2 million, up from $283.9 million in Q4 2024
Net loss widened to $74.7 million due to impairment charges and higher interest expense
Adjusted EBITDA increased to $88.7 million, reflecting stronger underlying operational performance
Strong momentum from Season Pass program helped drive double-digit growth in June and July
Lucky Strike Entertainment
Lucky Strike Entertainment
Lucky Strike Entertainment Revenue by Segment
Revenue by Segment
Bowling Revenue
CapyFin.comFood & Beverage Revenue
CapyFin.comAmusement & Other Revenue
CapyFin.com Forward Guidance
The company expects continued revenue growth and profitability improvements in FY2026, driven by expansion and operational efficiencies.
Positive Outlook
- Total revenue projected to grow 5% to 9% YoY
- FY2026 revenue guidance range: $1.26B to $1.31B
- Adjusted EBITDA guidance range: $375M to $415M
- Increased focus on profitable growth and FCF/share
- Recent acquisitions expected to contribute significantly after integration
Challenges Ahead
- Recent acquisitions may take 12–18 months to reach target margins
- Same-store revenue declined in Q4 2025
- Higher debt levels and interest expenses remain a drag
- Impairment and non-cash adjustments affected GAAP profitability
- Macroeconomic volatility could still impact discretionary spending