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The economics of bowling kingpin Lucky Strike are pretty solid

Food and drinks make up 37% of Lucky Strike’s revenue. Premium options like birria and bao buns could bolster it even further.

Tom Jones

2/19/25 10:52AM

Lucky Strike Entertainment, which is the world’s largest operator of bowling alleys and changed its name from Bowlero in December, wants you to know that there’s a lot more to the business than people paying to knock down pins. Judging by its latest quarterly report, it’s got a point: the company’s basically a fast-casual restaurant, too.

Bowling for... buns?

According to the company’s CFO, Bobby Lavan, who spoke to The Wall Street Journal, its focus on premium gastronomy offerings (think bao buns and beef birria tacos) means that food now brings in more money than alcohol at Lucky Strike.

When discussing how its winter rebrand repositions the company as “a versatile entertainment platform” in the December announcement, recent acquisitions like the Raging Waves waterpark and other family parks stole a lot of focus. However, there’s no denying that the simple task of keeping people fed and watered while they bowl has become a big contributor to the company’s top and bottom lines.

Lucky Strike revenue chart — Sherwood News

In the most recent quarter, Lucky Strike Entertainment took ~$111 million in food and beverage sales, as first dates downed mid-game cocktails and gaggles of work friends tucked into office party finger food like Buffalo wings and Bavarian pretzels. The markups — maybe predictably, if you’re not a huge fan of the lane-based fare — are also not to be sniffed at, with direct food and beverage costs coming in at just $23.2 million. Those are cinema-level margins.

Despite its burgeoning culinary prowess, the company’s revenue in Q2 of its 2025 fiscal year fell 1.8% overall, though shares are still up almost 10% so far this year.

Tom Jones4h

Domino’s just announced its first rebrand in 13 years — maybe a new, “doughier” font will help sales pick up

Shaboozey! Domino’s Sans! Hotter colors as a nod to the melty heat of a pizza pulled fresh from the oven!

In a buzzword-laden justification of its rebrand yesterday, Domino’s laid plain its new aesthetic direction, coined the term “cravemark,” and announced it would be bringing the focus back to its food, having (at least in its executive vice president’s words) become known as “a technology company that happens to sell pizza” over the last decade.

It can’t go any worse than Cracker Barrel’s refresh efforts, at least...

The raft of changes, which will roll out across the US and other international markets in the coming months, includes a new “audio and visual expression” of the brand’s name (throwing a few extra M’s on the boxes and getting country/hip-hop artist Shaboozey to elongate the letter in a jingle); brighter packaging and hotter colors; “more youthful” team uniforms (company-color Salomons and an apron with “pizza is brat” on it, maybe?); and a new “Domino’s Sans” font, which is “thicker and doughier” and has circles and semicircles “in nod [sic] to pizza, with personality baked right in.”

Domino’s is down about 2% so far this year.

Domino's® New Craveable Brand Refresh Makes You Say "Mmm" | Domino's Pizza

Domino’s is down about 2% so far this year.

Claire Yubin Oh7h

Ferrari sinks after unveiling first electric car; 2030 strategic plan and guidance underwhelms investors after halving its EV target

Ferrari is 14% in the red in premarket trading after unveiling its first electric car, while simultaneously scaling back its electrification plans to focus on its petrol and hybrid lineup until 2030.

In an event at its headquarters in northern Italy, the company lifted the hood on its new, production-ready “Elettrica” model, finally offering a glimpse into the iconic carmaker’s progress on its EV plan, which was announced back in 2022. The Elettrica is due to be delivered from late 2026, per the company’s 2030 strategic plan.

Still, as Ferrari CEO Benedetto Vigna was keen to emphasize, “The EV is an addition, not a transition,” suggesting that the new electric model will complement, not replace, the company’s existing lineup.

In the carmaker’s 2030 plan, released later in the day, Ferrari disclosed that it aims for a lineup made up of 40% internal combustion engine models, 40% hybrids, and 20% fully electric cars by 2030 — dialing down its 2022 ambitions for electrification, when the targets for EVs and ICE models were flipped.

Though Ferrari has ramped up its hybrid production since 2022, shipments have plateaued in recent quarters.

Ferrari hybrid vs petrol engine — Sherwood News

Delta Airlines Withdraws 2025 Guidance Citing Tariff Disruptions

Delta climbs after beating on both sales and profit, forecasts a strong end to 2025

It’s been a turbulent ride for Delta this year, but shares are rising in early trading on Thursday.

Max Knoblauch8h

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After upsetting GOP senators, GM scraps its EV tax credit extension plan

Roughly a week after it was first reported, GM’s plan to extend the now expired $7,500 US federal EV tax credit to customers through a leasing program is no more.

Last week, Republican Senators Bernie Moreno (Ohio) and John Barrasso (Wyoming) wrote a letter to Treasury Secretary Scott Bessent urging him to change the IRS rule that they said allowed automakers to game the law that ended the tax credit, “bilking” taxpayers.

Automakers GM and Ford, which each saw juiced-up EV sales ahead of the tax credit’s expiration, sought to extend the subsidy by using their financial arms to put down payments on electric vehicles already on their dealers’ lots. Those payments would qualify for the credit prior to its expiration, and the automakers would pass the savings along to lessees for several more months.

GM will now instead fund the incentive through the end of October without claiming the tax credit, Reuters reports.

Ford did not respond to a request for comment on whether it will similarly scrap its plans.

Exclusive: GM backtracks on plan to claim last-minute EV tax credits

GM will now instead fund the incentive through the end of October without claiming the tax credit, Reuters reports.

Ford did not respond to a request for comment on whether it will similarly scrap its plans.

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