Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at AMC Entertainment (NYSE:AMC) and the best and worst performers in the leisure facilities industry.
Let’s dig into the relative performance of Lucky Strike (NYSE:LUCK) and its peers as we unravel the now-completed Q1 leisure facilities earnings season.
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
Lucky Strike Entertainment (NYSE: LUCK), one of the world’s premier Owner/Operators of location-based entertainment, has taken a major step forward in its long-term growth strategy with the acquisition of the real estate underlying 58 locations. Lucky Strike is the current operator of each location and will remain so following the close of the transaction. The $306 million acquisition transforms the Company’s cost structure by reducing annual rent obligations and unlocking powerful financial and operational flexibility. Previously leased, these high-traffic locations generated approximately $80 million in annualized EBITDAR against $21 million in rent obligations (subject to 15% escalations every five years). By transitioning from renter to owner on existing Company venues, Lucky Strike captures immediate value, eliminates future lease inflation risk, and strengthens control over strategic assets in key markets.
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the leisure facilities industry, including Live Nation (NYSE:LYV) and its peers.
Lucky Strike Entertainment (NYSE: LUCK), one of the world’s premier Owner/ Operators of location-based entertainment, announced today the appointment of two esteemed executives to its Board of Directors: Richard Born, a pioneering force in hospitality-focused real estate, and Jason Harinstein, a recognized leader in finance, technology, and business strategy. Their appointments are effective June 23, 2025.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Topgolf Callaway (NYSE:MODG) and the best and worst performers in the leisure facilities industry.
Looking back on leisure facilities stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Xponential Fitness (NYSE:XPOF) and its peers.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at leisure facilities stocks, starting with United Parks & Resorts (NYSE:PRKS).
Lucky Strike Entertainment (NYSE: LUCK), one of the world’s premier Owner/Operators of location-based entertainment, announced that its 2025 Summer Season Pass has exceeded 200,000 members and over $10.3 million in sales through the second week of June—already surpassing the sales of the entire 2024 program, which brought in $8.5 million. This milestone signals a record-breaking start for the popular offering and underscores the early success of the company’s enhanced, guest-first approach behind the Summer Season Pass experience. In addition, Lucky Strike’s four waterparks have sold 32,000 passes for over $3.2 million to date for 2025, highlighting the all weather offerings of the portfolio.
The performance of consumer discretionary businesses is closely linked to economic cycles. Unfortunately, the industry’s recent performance suggests demand may be fading as
discretionary stocks have pulled back by 13.7% over the past six months. This drawdown was significantly worse than the S&P 500’s 2.4% loss.
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions.
While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on.
But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.
Lucky Strike Entertainment (NYSE: LUCK), one of the world’s premier operators of location-based entertainment, announced the return of their popular Summer Season Pass, offering guests two free games of bowling every day at hundreds of locations nationwide from May 13 through September 1, 2025. The program is available in two tiers, Basic and Premium, offering an unbeatable value for families and friends all summer long.
Expensive stocks often command premium valuations because the market thinks their business models are exceptional.
However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.
Shares of Lucky Strike Entertainment tumbled 14.1% on Thursday. The company reported disappointing third-quarter results and withheld forward guidance.
Entertainment venue operator Lucky Strike (NYSE:LUCK) fell short of the market’s revenue expectations in Q1 CY2025, with sales flat year on year at $339.9 million. Its GAAP profit of $0.07 per share was 69.6% below analysts’ consensus estimates.
Lucky Strike Entertainment (NYSE: LUCK), one of the world’s premier operators of location-based entertainment, today provided financial results for the third quarter of the 2025 Fiscal Year, which ended on March 30, 2025.
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the leisure facilities industry, including AMC Entertainment (NYSE:AMC) and its peers.
Looking back on leisure facilities stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Life Time (NYSE:LTH) and its peers.
