Professional
Added to YB: 2025-05-23
Pitch date: 2025-05-22
LUCK [neutral]
Lucky Strike Entertainment Corporation
+0.33%
current return
Author Info
The Lion's Roar is searching for the next long/short idea. Primarily US, SMID cap focused, but looking for value everywhere. Sign up for the newsletter.
Company Info
Lucky Strike Entertainment Corporation operates location-based entertainment venues in North America.
Market Cap
$1.3B
Pitch Price
$8.52
Price Target
N/A
Dividend
2.68%
EV/EBITDA
11.78
P/E
-22.98
EV/Sales
3.67
Sector
Hotels, Restaurants and Leisure
Category
turnaround
Position Updates - $LUCK
LUCK (holding update): Bowling chain post-guidance pull, comp -5.6% Q3, corp events struggling. Traffic -8.5%, only +3 centers. F&B comp +HSD food/-HSD bev. Risks: high fixed costs, debt load may need 2026 raise. Positives: reduced labor costs -7.3%, shifting from buybacks to deleveraging, summer passes +200% ($4.5M). Potential catalysts: dividend cut, water parks opening.
Read full article (3 min)