LUCK

The leisure industry is expected to benefit from sustained travel and entertainment demand this earnings season, supported by premium pricing strategies and strong ancillary revenues. Three leisure companies—Planet Fitness, Red Rock Resorts, and Lucky Strike Entertainment—are highlighted as potential earnings surprises based on positive Earnings ESP and favorable Zacks Rank ratings, though margin pressures from labor and operating costs remain a concern.

Lucky Strike Entertainment is expected to report a quarterly loss of $0.11 per share with revenues of $300.13 million for Q3 2026. The company has a positive Earnings ESP of +43.40% combined with a Zacks Rank #3, suggesting it will likely beat consensus EPS estimates. However, the company has a poor earnings surprise history, beating estimates only once in the last four quarters.

Lindblad Expeditions reported Q3 2026 earnings of $0.36 per share, missing the consensus estimate of $0.41, representing a -12.20% surprise. However, the company exceeded revenue expectations with $269.15 million versus the estimated $265.70 million. Despite the earnings miss, the stock has surged 154.2% year-to-date and maintains a Zacks Rank #1 (Strong Buy) rating based on favorable estimate revision trends, though the broader Leisure and Recreation Services industry ranks in the bottom 40% of sectors.