Overview

* Lucky Strike Q4 revenue grows 6.1%, beating analyst expectations, per LSEG data

* Adjusted EBITDA for Q4 beats estimates, reaching $88.7 mln, per LSEG data

* Company reports Q4 net loss of $74.7 mln, wider than last year

Outlook

* Company expects FY2026 revenue growth of 5% to 9%

* Lucky Strike forecasts FY2026 revenue between $1,260 mln and $1,310 mln

* Company anticipates FY2026 adjusted EBITDA of $375 mln to $415 mln

* Recent acquisitions expected to reach margins in 12-18 months

Result Drivers

* SEASON PASS PROGRAM - Revamped Summer Season Pass program generated $13.4 mln at bowling locations and $4.2 mln at water parks and family entertainment centers, per CEO Thomas Shannon

* ACQUISITIONS - Recent acquisitions of family entertainment centers and water parks contributed to revenue growth, according to the company

* SAME-STORE REVENUE DECLINE - Same-store revenue decreased by 4.1% compared to 4Q24, despite overall revenue growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $301.20 $294.20

Revenue mln mln (11

Analysts

)

Q4 Net -$74.70

Income mln

Q4 Beat $88.70 $85.10

Adjusted mln mln (10

EBITDA Analysts

)

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)