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LUCK News
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Noble Capital Lowers Lucky Strike Q1 Revenue Forecast
Noble Capital is lowering the firm's fiscal Q1 revenue and adjusted EBITDA forecasts for Lucky Strike to reflect softer-than-expected water-park results as well as lingering disruption from the World Cup, but views the Q1 weakness as largely timing-related and is maintaining its FY27 outlook. The firm, which points out that shares have declined roughly 35% since the beginning of the year, sees the pullback creating an opportunity and keeps an Outperform rating on Lucky Strike.
Sees F27 Adjusted EBITDA at $340M-$360M
Sees F27 adjusted EBTIDA $340M-$360M
Same-Store Revenue Decreased 2.5%, CEO Claims Strong Performance in FY2026
Same-Store Revenue decreased 2.5% versus 4Q25. "Fiscal 2026 marked a meaningful step forward for our business, with our strongest same-store sales performance in years and clear momentum across many of our key revenue streams," said Thomas Shannon, Founder and CEO. "Importantly, that momentum is broadening. Cumulative organic growth was positive through the first eleven months of the fiscal year, with June driving the full-year decline. Leagues grew and accelerated through the spring, food remained strongly positive, retail bowling continued to grow, and Events turned positive in late spring for the first time in years and remained positive throughout the summer. It is the strongest sustained performance we have seen from that business in a long time."
Lucky Strike Entertainment Launches New AMF Brand Identity
Lucky Strike Entertainment announced the launch of a refreshed identity for AMF. The rebrand positions the brand for the future and reflects its evolution into a modern bowling destination where families and communities come together. The AMF rebrand reflects Lucky Strike Entertainment's vision to reintroduce AMF as a welcoming "house" with a refreshed identity that still honors the sport. "This is more than a brand refresh. It's an investment in the future of AMF," said Thomas Shannon, Founder and CEO of Lucky Strike Entertainment. "We are building on the strength of an iconic brand and positioning it for long-term growth. As we expand the AMF brand across the country, our focus remains the same: delivering great bowling experiences, supporting league play, and providing an affordable destination for families and communities."
Company Adjusts EBITDA Outlook to $345M-$350M
Sees adjusted EBITDA $345M-$350M. The company said, "Third quarter performance was impacted by two major winter storms during the quarter as well as a decline in consumer confidence and discretionary spending following the escalation of military conflict in the Middle East. In addition, the Company experienced elevated payroll expense early in the quarter, which was substantially addressed through labor optimization actions implemented by mid-February. The Company expects the benefits of these actions to become more visible beginning in the fourth quarter and into Fiscal Year 2027. Our strategy to deliver profitable growth by driving revenues and expanding operating cash flow, including FCF/share, remains unchanged. Additionally, recent acquisitions typically take 12-18 months to achieve our company-wide margins, with a vast majority of the acquisition of two waterparks results to occur in the September 2026 quarter."
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