Negative

From Yahoo Finance: 2025-06-25 18:18:00

Dominick D’Angelo presents a bearish thesis on Lucky Strike Entertainment Corporation (LUCK), citing operational struggles and declining same-store sales. The company’s Q3 results and trends indicate underlying issues, leading to a withdrawal of full-year guidance. Despite management cost-reduction efforts, challenges remain, potentially requiring external funding by 2026.

LUCK’s share price was $9.48 on June 24th, with trailing and forward P/E ratios of 24.12 and 63.29, respectively. Same-store sales fell 5.6% in Q3, impacted by various factors. Management is focusing on cost reductions and high-ROI projects, but challenges persist in key business areas. The company’s future may hinge on operational improvements and debt paydown.

Xponential Fitness, Inc. (XPOF) experienced a 2.68% stock price decline since a bullish thesis was presented in February 2025. Despite initial optimism about franchise-driven growth, the company faced challenges. Dominick D’Angelo’s bearish view on Lucky Strike Entertainment highlights ongoing struggles and the need for operational stabilization.

Read more: Lucky Strike Entertainment Corporation (LUCK): A Bear Case Theory