Q2 2026 Lucky Strike Entertainment Corp Earnings Call Transcript
Key Points
- Lucky Strike Entertainment Corp (LUCK) reported a positive same-store sales comp of 0.3% and total revenue growth of 2.3% for the December quarter.
- The company's retail and league businesses performed well, providing a stable foundation for growth.
- The acquisition of Raging Waters, the largest water park in California, is expected to contribute meaningful EBITDA in the upcoming quarters.
- Lucky Strike Entertainment Corp (LUCK) successfully opened a new location in Aliso Viejo, California, with encouraging early results.
- The company is on track to complete the rebranding of its locations to Lucky Strike and AMF, which is expected to drive marketing efficiencies and brand awareness.
- Incremental labor investments did not generate the expected return on investment, impacting profitability.
- The events business, although showing improvement, has been a drag on same-store sales over the past several quarters.
- Marketing and payroll investments increased significantly, weighing on margins.
- The company faced a $5 million revenue impact from snowstorms in January, affecting overall performance.
- Alcohol sales were down 4.7% in the retail segment, indicating a shift in consumer preferences.
Good afternoon, ladies and gentlemen, and thank you for standing by. My name is Kelvin, and I will be a conference operator today. At this time, I would like to welcome everyone to the Lucky Strike Entertainment Q2 2026 earnings conference call. (Operator Instructions)
Thank you. I would now like to turn the call over to Bobby Lavan, Chief Financial Officer. Please go ahead.
Good afternoon. This is Bobby Lavan, Lucky Strike's Chief Financial Officer. Welcome to our conference call to discuss Lucky Strike's second quarter of 2026 earnings.
Today, we issued a press release announcing our financial results for the period ending December 28, 2025. A copy of the press release is available in the Investor Relations section of our website. Joining me on the call today are Thomas Shannon, our Founder and Chief Executive; and Lev Ekster, our President.
I'd like to remind you that during today's conference call, we may make certain forward-looking statements
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