LUCK Stock Forecast & Price Target

Lucky Strike Entertainment Corp has demonstrated a positive financial trajectory, evidenced by a 2.5% year-over-year increase in same-store food sales for F4Q25, signaling successful investments in food and beverage quality. The company is on track to achieve its goal of operating 100 Lucky Strike-branded bowling centers by year-end, with ongoing conversions yielding higher visitation and pricing power, particularly in California. Furthermore, the notable increase in season pass sales, which rose by 37% in FY25, is expected to drive additional revenue growth in non-bowling categories such as food and beverages and amusements.

Lucky Strike Entertainment Corp's stock outlook is negatively impacted by declining same-store sales, which fell by 4.1% year-over-year, highlighting potential challenges in consumer demand and competition in the location-based entertainment industry. The company's heavy reliance on tech corporates in the Events business, which experienced a decline, further exacerbates its financial vulnerability, particularly in the California market that contributed significantly to EBITDA headwinds. Additionally, projected increases in marketing expenses from historically low spending levels may strain profitability as the company attempts to enhance brand visibility amid these ongoing financial pressures.