View Future GrowthDave & Buster's Entertainment 과거 순이익 실적과거 기준 점검 0/6Dave & Buster's Entertainment은 연평균 12.9%의 비율로 수입이 증가해 온 반면, Hospitality 산업은 연평균 31.2%의 비율로 증가했습니다. 매출은 연평균 17.9%의 비율로 증가했습니다.핵심 정보12.92%순이익 성장률14.54%주당순이익(EPS) 성장률Hospitality 산업 성장률19.52%매출 성장률17.94%자기자본이익률-53.40%순이익률-2.32%최근 순이익 업데이트03 Feb 2026최근 과거 실적 업데이트Reported Earnings • Apr 01Full year 2026 earnings released: US$1.41 loss per share (vs US$1.49 profit in FY 2025)Full year 2026 results: US$1.41 loss per share (down from US$1.49 profit in FY 2025). Revenue: US$2.10b (down 1.4% from FY 2025). Net loss: US$48.7m (down 184% from profit in FY 2025). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.공시 • Mar 18Dave & Buster's Entertainment, Inc. to Report Q4, 2026 Results on Mar 31, 2026Dave & Buster's Entertainment, Inc. announced that they will report Q4, 2026 results After-Market on Mar 31, 2026Reported Earnings • Dec 11Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: US$1.22 loss per share (further deteriorated from US$0.84 loss in 3Q 2025). Revenue: US$448.2m (down 1.1% from 3Q 2025). Net loss: US$42.1m (loss widened 29% from 3Q 2025). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.공시 • Nov 29Dave & Buster's Entertainment, Inc. to Report Q3, 2026 Results on Dec 09, 2025Dave & Buster's Entertainment, Inc. announced that they will report Q3, 2026 results After-Market on Dec 09, 2025Reported Earnings • Sep 16Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: US$0.33 (down from US$1.02 in 2Q 2025). Revenue: US$557.4m (flat on 2Q 2025). Net income: US$11.4m (down 72% from 2Q 2025). Profit margin: 2.0% (down from 7.2% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 65%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.공시 • Sep 03Dave & Buster's Entertainment, Inc. to Report Q2, 2026 Results on Sep 15, 2025Dave & Buster's Entertainment, Inc. announced that they will report Q2, 2026 results After-Market on Sep 15, 2025모든 업데이트 보기Recent updates공시 • May 14Dave & Buster's Entertainment, Inc. Launches 10 All-New Games and Summer Season PassDave & Buster's Entertainment, Inc. released its first-ever 'State of Fun Report' and launched 10 all-new games plus the return of its Summer Season Pass, making it easier than ever to get out, play, and reconnect. Dave & Buster's 'State of Fun Report' revealed the following insights about Americans' thoughts on fun: Nearly half of Americans (48%) say their lives are currently lacking fun, despite widespread recognition of the positive role it plays in overall well-being. 89% believe that having fun with others leads to healthier, stronger relationships. 71% say it helps reduce stress. 57% say it increases motivation. 56% say it helps them feel closer to the people they love. The report also highlights what's holding people back: More than half of Americans (57%) say cost and budget prevent them from making fun plans. 41% say they wish there were more exciting things to do for fun as adults. More than half (55%) say they would be more motivated to prioritize fun if low-cost options were available. Together, the findings point to a clear gap: people want more fun in their lives but need experiences that are exciting, easy, and affordable. Dave & Buster's is building on that legacy with the launch of 10 new games designed to make it easier than ever to show up, play, and create meaningful moments together. The new lineup offers something for everyone, spanning high-energy competition, immersive gameplay, and hands-on skill challenges, including Hot Wheels Ultimate Speedway, a fast-paced puck battle where quick reflexes lead to big ticket wins; ICEE Slush Rush, a two-player timed game that rewards the perfect pour; and John Wick: Continental Pursuit, a cinematic, adrenaline-fueled driving experience that puts players in the middle of a high-stakes chase. Guests can test their strength with Odin's Hammer and master precision timing in Perfect Pump. Soccer fans can step onto the field with World Soccer for head-to-head gameplay or try their luck at Kick N Win for a chance to score exclusive prizes, while the Human Crane offers an interactive experience that reimagines the classic claw game by putting players inside the action for a chance to grab prizes mid-air. Guests can also expect to see a few additional surprise games in the new lineup mixed in with 130+ games that underscore Dave & Buster's ongoing commitment to invest in fresh, innovative entertainment experiences and ensuring there's always something new for guests to discover with every visit. Alongside the launch of 10 all-new games Dave & Buster's is bringing back its Summer Season Pass beginning May 19, offering unlimited gameplay all summer long for as little as $1 a day. Available in multiple tiers, the pass delivers hundreds of dollars in value, including unlimited play, food and beverage discounts, and exclusive perks, making it easier and more affordable than ever to get your group together and experience the new lineup of games all summer long.내러티브 업데이트 • May 09PLAY: Index Removals And Margin Reset Will Drive Bullish RepricingAnalyst price targets for Dave & Buster's Entertainment have moved lower by several dollars per share, with firms citing updated views on earnings power and valuation. These updates reflect a slightly higher discount rate, a modestly adjusted revenue growth outlook, and a revised future P/E assumption in the latest model update.공시 • May 07Dave & Buster's Entertainment, Inc., Annual General Meeting, Jun 18, 2026Dave & Buster's Entertainment, Inc., Annual General Meeting, Jun 18, 2026.Board Change • May 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Charles Protell was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • May 03Dave & Buster's Entertainment, Inc Announces Board and Committee ChangesDave & Buster's Entertainment, Inc. announced the appointment of Charles Protell to the Company’s Board of Directors and Audit Committee of the Board, effective April 27, 2026. On April 30, 2026, Atish Shah notified the Company of his decision to not stand for reelection to the Company’s Board of Directors at the Company’s 2026 annual meeting of shareholders, to be held on June 18, 2026. Mr. Shah is the Chair of the Audit Committee of the Board and is also a member of the Nominating and Corporate Governance Committee. Mr. Shah will continue to serve as a director until the Annual Meeting. Mr. Protell is currently the President and Chief Financial Officer of Golden Entertainment. He joined Golden as Executive Vice President, Chief Strategy Officer and Chief Financial Officer in November 2016 and was promoted to President in August 2019. Mr. Protell currently serves on Golden’s compliance committee and previously also served as Golden’s Treasurer. Prior to joining Golden, Mr. Protell served as managing director at Macquarie Capital’s investment banking group since May 2011, and as co-founder and a managing director at REGAL Capital Advisors from January 2009 until its acquisition by Macquarie Capital in May 2011. Prior to co-founding REGAL Capital Advisors, Mr. Protell held various investment banking roles at Credit Suisse, Deutsche Bank and CIBC World Markets. Mr. Protell received a Bachelor of Science degree in Commerce from the University of Virginia.내러티브 업데이트 • Apr 23PLAY: Index Removals And Margin Outlook Will Shape Future RepricingThe analyst price target for Dave & Buster's Entertainment has been reset from $19.00 to $13.00 as analysts factor in more conservative revenue growth assumptions, higher projected profit margins, and a lower future P/E multiple. Analyst Commentary Recent research updates point to a more cautious stance on Dave & Buster's Entertainment, with several bearish analysts resetting their price targets lower and aligning around a more conservative outlook on the shares.Recent Insider Transactions Derivative • Apr 20Chief Information Officer notifies of intention to sell stockSteven Klohn intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of April. If the sale is conducted around the recent share price of US$14.69, it would amount to US$103k. Since June 2025, Steven's direct individual holding has decreased from 22.13k shares to 20.62k. Company insiders have collectively bought US$142k more than they sold, via options and on-market transactions, in the last 12 months.내러티브 업데이트 • Apr 09PLAY: Expected Same Store Sales Inflection Will Support Traffic And Earnings RecoveryNarrative Update: Dave & Buster's Entertainment Analysts have reduced the price target for Dave & Buster's Entertainment by $7.35 to $18.88, reflecting updated assumptions for slower revenue growth, a slimmer profit margin, and a higher future P/E multiple. Analyst Commentary Recent research has focused on recalibrating expectations for Dave & Buster's Entertainment, with several firms adjusting price targets and one prior upgrade highlighting potential upside tied to same store sales trends.Price Target Changed • Apr 07Price target decreased by 29% to US$18.88Down from US$26.50, the current price target is an average from 8 analysts. New target price is 55% above last closing price of US$12.16. Stock is down 24% over the past year. The company is forecast to post a net loss per share of US$0.44 next year compared to a net loss per share of US$1.40 last year.Major Estimate Revision • Apr 07Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from US$2.23b to US$2.17b. Now expected to report a loss of US$0.44 per share instead of US$0.90 per share profit previously forecast. Hospitality industry in the US expected to see average net income growth of 25% next year. Consensus price target down from US$26.50 to US$18.88. Share price rose 12% to US$12.16 over the past week.New Risk • Apr 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).Reported Earnings • Apr 01Full year 2026 earnings released: US$1.41 loss per share (vs US$1.49 profit in FY 2025)Full year 2026 results: US$1.41 loss per share (down from US$1.49 profit in FY 2025). Revenue: US$2.10b (down 1.4% from FY 2025). Net loss: US$48.7m (down 184% from profit in FY 2025). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.내러티브 업데이트 • Mar 26PLAY: Expected Same Store Sales Inflection Will Drive Bullish RepricingAnalysts have lifted their fair value estimate for Dave & Buster's Entertainment from $18.00 to $19.00, citing expectations for an inflection in same store sales, as well as slightly stronger revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Even with a higher fair value estimate, not every analyst is leaning positive on Dave & Buster's Entertainment.공시 • Mar 18Dave & Buster's Entertainment, Inc. to Report Q4, 2026 Results on Mar 31, 2026Dave & Buster's Entertainment, Inc. announced that they will report Q4, 2026 results After-Market on Mar 31, 2026내러티브 업데이트 • Mar 08PLAY: Expected Same Store Sales Inflection Will Support Bullish RepricingAnalysts have nudged their price target for Dave & Buster's Entertainment from $18.00 to $18.00, reflecting slightly adjusted assumptions around revenue growth, profit margins, the discount rate, and future P/E. These adjustments are supported by recent research that points to a possible same store sales inflection.내러티브 업데이트 • Feb 22PLAY: Expected Same Store Sales Inflection Will Gradually Improve Traffic And Earnings PowerAnalysts have adjusted their price target on Dave & Buster's Entertainment to about $26.22 from roughly $25.75, citing expectations for a same store sales inflection and modest tweaks to the discount rate, profit margin, and future P/E assumptions. Analyst Commentary Recent research suggests that bullish analysts see room for Dave & Buster's Entertainment to re-rate if the business can deliver on key operating and financial assumptions tied to same store sales and profitability.Seeking Alpha • Feb 17Dave & Buster's Entertainment Is An Exciting Turnaround That's In PlaySummary Dave & Buster's Entertainment remains a speculative "Buy" despite recent revenue and profit declines, driven by margin compression and rising leverage. PLAY's differentiated large-format venues and dual-brand strategy offer unique positioning, but entertainment revenue and cost pressures have weighed on results. Strategic initiatives—menu innovation, store remodels, and renewed TV advertising—are showing early signs of improved food sales and customer engagement. Valuation is compelling: PLAY trades at the lowest EV/EBITDA among peers and maintains a relatively strong balance sheet, supporting cautious optimism. Read the full article on Seeking Alpha내러티브 업데이트 • Feb 08PLAY: Same Store Sales Inflection Will Support Higher Future P/E MultipleAnalysts have trimmed their fair value estimate for Dave & Buster's Entertainment from $44.51 to $42.68, citing updated assumptions for slightly higher revenue growth, profit margins, and a higher future P/E multiple following recent upbeat research on potential same store sales improvement. Analyst Commentary Bullish analysts are leaning into a more upbeat view on Dave & Buster's Entertainment, pointing to potential improvement in same store sales as a key support for their updated work.내러티브 업데이트 • Jan 25PLAY: Softer Traffic And Margins Will Undermine Hoped For Sales InflectionAnalysts have trimmed their fair value estimate for Dave & Buster's Entertainment from $29.00 to $18.00, reflecting updated views on same store sales trends, traffic expectations, profit margins, and a higher assumed discount rate, even as some research points to a potential same store sales inflection. Analyst Commentary Recent research on Dave & Buster's Entertainment presents a mixed backdrop for investors, with some firms highlighting the prospect of a same store sales inflection while others are more guarded.분석 기사 • Jan 22Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Held Back By Insufficient Growth Even After Shares Climb 32%Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) shares have had a really impressive month, gaining 32% after a...내러티브 업데이트 • Jan 11PLAY: New Leadership Actions Will Gradually Improve Traffic Despite Near Term SoftnessAnalysts have trimmed their fair value estimate for Dave & Buster's Entertainment from $26.50 to $25.75, citing softer near term same store sales and traffic expectations, even as new leadership initiatives take shape. Analyst Commentary Recent research coverage frames Dave & Buster's as a name where execution over the next few quarters matters more than long term storylines.내러티브 업데이트 • Dec 26PLAY: New Leadership Initiatives Will Gradually Revive Traffic Despite Near Term WeaknessAnalysts have modestly raised their price target on Dave & Buster's Entertainment, reflecting cautious optimism that new leadership initiatives can eventually offset near term traffic and same store sales softness highlighted in recent research. Analyst Commentary Analyst reactions to the updated outlook on Dave & Buster's Entertainment reflect a mix of guarded optimism and ongoing concern about the pace of the turnaround, with views clustering around a neutral stance on valuation and near term execution risk.Recent Insider Transactions Derivative • Dec 19Independent Director notifies of intention to sell stockHamish Dodds intends to sell 22k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of December. If the sale is conducted around the recent share price of US$18.21, it would amount to US$399k. Since June 2025, Hamish has owned 44.22k shares directly. Company insiders have collectively sold US$119k more than they bought, via options and on-market transactions in the last 12 months.내러티브 업데이트 • Dec 12PLAY: New Leadership Will Drive Traffic Recovery Despite Ongoing Consumer HeadwindsAnalysts have trimmed their fair value estimate for Dave & Buster's Entertainment to $26.50 from $27.88, reflecting softer near term same store sales and traffic trends, despite modestly improving revenue growth and profit margin assumptions. Analyst Commentary Recent Street commentary reflects a cautious but engaged stance on Dave & Buster's, with valuation resets largely driven by concerns over near term execution and consumer demand rather than long term viability of the concept.Reported Earnings • Dec 11Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: US$1.22 loss per share (further deteriorated from US$0.84 loss in 3Q 2025). Revenue: US$448.2m (down 1.1% from 3Q 2025). Net loss: US$42.1m (loss widened 29% from 3Q 2025). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.공시 • Dec 09Dave & Buster's Launches Limited-Edition "Claw Purse," A Limited-Edition "Claws" A Limited-Edition "Purse"DAVE & BUSTER'S is leveling up holiday gifting with the debut of the Claw Purse, a limited-edition purse designed by Chain. The Claw Purse is inspired by one of the brand's most iconic games -- the claw machine -- and is the season's most unexpected fashion statement made for anyone who loves bold style, nostalgia, and a little bit of play. To mark a major milestone for the brand, the Claw Purse launches alongside the expansion of Dave & Buster's Human Crane, the viral, full-body game experience that turns guests into the claw, where they are lowered down into a bin of huge prizes to grab whatever they choose. Beginning this month, the Human Crane will appear in over 112 Dave & Buster's locations with additional stores rolling out nationwide throughout the season. The accessory serves as a playful nod to the fan-favorite attraction and reinforces Dave & Buster's commitment to unforgettable, next-level entertainment. The purse made its first appearance this past weekend at Chain's Holiday House, where it quickly became a crowd favorite among creators, stylists, and culture icons. The moment marks the first creative collaboration between Dave & Buster's and Chain, bringing together Dave & Buster's beloved gameplay with Chain's signature culture-forward point of view. Crafted in a signature bright orange colorway with clear paneling and a sculptural claw charm inside, the Claw Purse will be available for $80 while supplies last beginning on shop.daveandbusters.com andeatatchain.com. Just in time for the holidays, the collectible piece is poised to become the go-to gift for fashion lovers, trend-spotters, and anyone who appreciates a conversation-starting accessory with a wink.분석 기사 • Dec 05Improved Revenues Required Before Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Stock's 28% Jump Looks JustifiedThose holding Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) shares would be relieved that the share price has...공시 • Nov 29Dave & Buster's Entertainment, Inc. to Report Q3, 2026 Results on Dec 09, 2025Dave & Buster's Entertainment, Inc. announced that they will report Q3, 2026 results After-Market on Dec 09, 2025내러티브 업데이트 • Nov 28PLAY: New Leadership Will Drive Operational Improvements Despite Consumer HeadwindsAnalysts have lowered their average price target for Dave & Buster's Entertainment to approximately $27.88 from $29.57. They cite concerns about soft same-store sales and ongoing consumer pressures, even as new management initiatives are being introduced.Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$17.40, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Hospitality industry in the US. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$13.57 per share.분석 기사 • Nov 21Is Now The Time To Look At Buying Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY)?Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ), is not the largest company out there, but it saw significant share...Valuation Update With 7 Day Price Move • Oct 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$15.03, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Hospitality industry in the US. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$13.65 per share.분석 기사 • Oct 08Benign Growth For Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Underpins Stock's 25% PlummetUnfortunately for some shareholders, the Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) share price has dived 25...Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to US$19.61, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Hospitality industry in the US. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$13.65 per share.분석 기사 • Sep 18Dave & Buster's Entertainment, Inc. Just Missed EPS By 65%: Here's What Analysts Think Will Happen NextDave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) shareholders are probably feeling a little disappointed, since its...내러티브 업데이트 • Sep 17Returning To Basics And TV Advertising Will Transform OperationsAnalysts have lowered their price target for Dave & Buster’s Entertainment due to weaker-than-expected sales momentum and earnings, ongoing macroeconomic and consumer headwinds, and near-term uncertainty despite potential longer-term sales drivers, resulting in a reduced fair value from $32.71 to $29.57. Analyst Commentary Deceleration in same-store sales despite easier year-over-year comparisons, impacted by growing macroeconomic headwinds and mounting consumer pressures.Reported Earnings • Sep 16Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: US$0.33 (down from US$1.02 in 2Q 2025). Revenue: US$557.4m (flat on 2Q 2025). Net income: US$11.4m (down 72% from 2Q 2025). Profit margin: 2.0% (down from 7.2% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 65%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.공시 • Sep 10Dave & Buster's Launches Fall Season Pass with Unlimited Game Play and Exclusive Permits All Season LongDAVE & BUSTER''s is keeping the fun going this season with the launch of its Fall Season Pass, available now through November 30. Starting at less than $25 per month, guests can unlock unlimited daily game play plus exclusive food and beverage discounts, with three pass levels to choose from: Silver ($69.99), Gold ($99.99), and Platinum ($149.99). Fall is one of the best times to visit Dave & Buster's - from gathering with friends to watch football on the 40-foot screens, to celebrating fall birthdays and cozy indoor game nights as the weather cools down. The Fall Season Pass gives guests the flexibility to pair those seasonal moments with unlimited play and everyday value. The Fall Season Pass is designed to give every guest more ways to play, eat, and save at Dave & B locations nationwide: Silver Pass - $69.99 ($500 value): Enjoy unlimited video game play on weekdays, plus 10% off food & non-alcoholic drinks every day. (Excludes weekends and Fridays after 5PM; blackout dates apply.) Gold Pass - $99.99 ($700 value): unlock unlimited video game play every day, 20% off food & non- alcoholic drinks, and earn up to 1,000 tickets weekly. (Blackout dates apply.) Platinum Pass - $149.99 ($800 value): Get unlimited game play every day, 30% off food & non- Alcoholic drinks, and earn up To 2,000 tickets weekly. No blackout dates.분석 기사 • Sep 10Dave & Buster's Entertainment (NASDAQ:PLAY) Seems To Be Using A Lot Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...공시 • Sep 03Dave & Buster's Entertainment, Inc. to Report Q2, 2026 Results on Sep 15, 2025Dave & Buster's Entertainment, Inc. announced that they will report Q2, 2026 results After-Market on Sep 15, 2025분석 기사 • Aug 23What You Can Learn From Dave & Buster's Entertainment, Inc.'s (NASDAQ:PLAY) P/E After Its 26% Share Price CrashThe Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) share price has softened a substantial 26% over the previous 30...Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$25.16, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Hospitality industry in the US. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$35.54 per share.Recent Insider Transactions • Jul 25CEO & Director recently bought US$252k worth of stockOn the 22nd of July, Tarun Lal bought around 8k shares on-market at roughly US$31.26 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Tarun's only on-market trade for the last 12 months.공시 • Jul 16+ 1 more updateDave & Buster's Entertainment, Inc. Announces Chief Executive Officer ChangesDave & Buster’s Entertainment, Inc. announced that the Board of Directors has appointed Tarun Lal as Chief Executive Officer effective July 14, 2025. Mr. Lal is a seasoned global executive with over 25 years of experience at Yum! Brands, where he most recently served as President of KFC U.S. In this role, he led all aspects of the brand’s operations across the U.S. Prior to that, he held several key leadership roles, including Global COO for KFC and Managing Director for KFC Middle East, Turkey, Africa, India and Pakistan, where he led major brand expansions, championed digital innovation, and delivered consistent growth across various complex markets. Kevin Sheehan is current Interim CEO of the company.Buy Or Sell Opportunity • Jul 15Now 22% undervaluedOver the last 90 days, the stock has risen 66% to US$30.42. The fair value is estimated to be US$38.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.분석 기사 • Jul 12A Look At The Fair Value Of Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY)Key Insights Dave & Buster's Entertainment's estimated fair value is US$38.75 based on 2 Stage Free Cash Flow to Equity...분석 기사 • Jun 24Earnings Tell The Story For Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) As Its Stock Soars 54%Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) shareholders have had their patience rewarded with a 54% share...분석 기사 • Jun 21We Think You Can Look Beyond Dave & Buster's Entertainment's (NASDAQ:PLAY) Lackluster EarningsDave & Buster's Entertainment, Inc.'s ( NASDAQ:PLAY ) recent soft profit numbers didn't appear to worry shareholders...공시 • Jun 21Dave & Buster's Entertainment, Inc. Approves the Election of DirectorsDave & Buster's Entertainment, Inc. held its AGM on June 18, 2025, approved the election of Nathaniel J. Lipman and Allen R. Weiss as Directors.Recent Insider Transactions • Jun 20Chief Development Officer recently sold US$194k worth of stockOn the 17th of June, John Mulleady sold around 6k shares on-market at roughly US$32.79 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$2.4m more than they sold in the last 12 months.Major Estimate Revision • Jun 17Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$1.91 to US$1.62 per share. Revenue forecast steady at US$2.17b. Net income forecast to grow 56% next year vs 19% growth forecast for Hospitality industry in the US. Consensus price target up from US$25.29 to US$33.00. Share price rose 26% to US$32.69 over the past week.공시 • Jun 14Dave & Buster’s Entertainment, Inc. Announces Executive ChangesDave & Buster's Entertainment, Inc. announced that it has promoted Les Lehner to the position of Chief Development Officer. Mr. Lehner most recently served as Chief Procurement Officer and Head of Main Event Development. In connection with this promotion, the Company announced that John Mulleady, current Chief Development Officer, will retire effective as of the close of business on October 23, 2025. Effective as of June 30, 2025, Mr. Mulleady will transition to an advisory role at the Company to ensure a smooth transition until the effective date of his retirement. The Company and Mr. Mulleady have further agreed that he will provide consulting services to the Company from the effective date of his retirement until January 31, 2026. About Les Lehner: Mr. Lehner served as Chief Procurement Officer and Head of Main Event Development since August 2022. Previously he was Executive Vice President, Chief Development and Procurement Officer at Main Event Entertainment from 2018 through July 2022, and Senior Vice President, Chief Development and Procurement Officer at Red Robin Gourmet Burgers, Inc. from 2015 through 2018. Prior to that he was with CEC Entertainment from 2000 through 2015 in various roles including Senior Vice President, Development and Procurement.Price Target Changed • Jun 11Price target increased by 34% to US$33.00Up from US$24.71, the current price target is an average from 7 analysts. New target price is 8.3% above last closing price of US$30.46. Stock is down 40% over the past year. The company is forecast to post earnings per share of US$1.62 for next year compared to US$1.49 last year.Reported Earnings • Jun 11First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$0.63 (down from US$1.03 in 1Q 2025). Revenue: US$567.7m (down 3.5% from 1Q 2025). Net income: US$21.7m (down 48% from 1Q 2025). Profit margin: 3.8% (down from 7.0% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.공시 • Jun 11Dave & Buster's Debuts Tech-Powered Leaderboard That Lets Players Compete Nationwide for Top Scores, Bragging Rights and Huge PrizesDave & Buster's is turning up the competition with the launch of its first-ever nationwide Leaderboard, a new tech-powered experience that lets guests go head-to-head with players across the country for epic prizes and even bigger bragging rights. Whether you're trying to top personal best or beat the best in the nation, Dave & Buster's Leaderboard transforms every visit into a high-stakes competition. Guests can now see how they rank not just in their local store, but across the nation. Built in collaboration with leading arcade innovator, Play Mechanix, inc., the new system uses proprietary custom-developed technology to track scores across select games and sync them to both in-store and national leaderboards. How it works: Each connected game is equipped with technology to track player scores and achievements; Leaderboards are displayed in-store on large format screens (with 18 locations featuring exclusive "Halo" casino display for an enhanced experience); Players can view rankings by store location and nationally. This summer's competition launches with a set of 5 racing games - Hot Wheels Victory Lap, NASCAR Pit Stop, Top Gun: Maverick, Cruisin' Blast, and Super Bikes 3 - and game rotations will evolve over time, expanding to include more fan favorites. While the Leaderboard will run year-round, Dave & Buster's is kicking things off this summer with the Summer Leaderboard Challenge - a limited-time competition featuring high-octane racing games and next-level prizes. At the end of the summer, the top national players across each game will be crowned - and the prizes get even more epic. Level up summer with unlimited play, daily savings, and nonstop thrills - only at Dave & Buster's. The Leaderboard is launching across nearly all Dave & Buster's locations, marking the latest in a series of innovations from the brand, which has already introduced 10 new games in 2025 alone.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$25.57, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Hospitality industry in the US. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$11.50 per share.분석 기사 • May 29These 4 Measures Indicate That Dave & Buster's Entertainment (NASDAQ:PLAY) Is Using Debt In A Risky WayLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • May 28Dave & Buster's Entertainment, Inc. to Report Q1, 2026 Results on Jun 10, 2025Dave & Buster's Entertainment, Inc. announced that they will report Q1, 2026 results After-Market on Jun 10, 2025공시 • May 20Dave & Buster's Launches First-Ever Summer Season Pass with Unlimited Game Play and Exclusive Perks All Season LongDave & Buster's is leveling up the fun with the launch of its first-ever Summer Season Pass, giving guests a new way to play all day, every day. Available starting May 19 through September 1, the Summer Season Pass unlocks unlimited video game play, daily food and beverage discounts, access to new exclusive games and exciting prizes up for grabs. The Summer Season Pass is your all-access ticket to unlimited game play on Dave & Buster's hottest new games, including 10 epic additions like Top Gun Maverick, UFC Challenge, Godzilla VR, NBA Superstars, Cyberpunk, and more. As summer break kicks off and temperatures rise, it's the ultimate, budget-friendly way to keep the whole family cool, entertained, and coming back for nonstop fun all season long. Three pass tiers are available to meet every guest's needs: Silver: Unlimited weekday game play + 10% off food and non-alcoholic drinks - all for $69.99 ($500+ Value); Gold: Unlimited daily game play + 20% off food and non- alcoholic drinks + earn up to 1,000 tickets each week - all for $99.99 ($700+ Value); Platinum: Unlimited daily game play (no blackout dates) + 30% off food and non- Alcoholic drinks + earn up to 2,000 tickets each week - All for $149.99 ($800+ Value); The pass also unlocks daily discounts on Dave & Buster's chef-crafted menu which includes delicious, craveable drinks perfect for refueling between games. Guests can also enjoy a variety of craft cocktails and ice-cold drinks, making it the ultimate destination for all-in-one summer fun for the whole family. The Summer Season Pass is available at participating Dave & Buster's locations across the U.S. and can be purchased online, through the D&B Rewards App, in-store at kiosks, or with a Team Member. Passes are valid until September 1, 2025.분석 기사 • May 09A Piece Of The Puzzle Missing From Dave & Buster's Entertainment, Inc.'s (NASDAQ:PLAY) 31% Share Price ClimbDave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) shareholders are no doubt pleased to see that the share price has...공시 • May 05Dave & Buster's Entertainment, Inc., Annual General Meeting, Jun 20, 2025Dave & Buster's Entertainment, Inc., Annual General Meeting, Jun 20, 2025.공시 • May 02Dave & Buster's Entertainment, Inc. Announces Directorate ResignationsDave & Buster's Entertainment, Inc. announced that it will nominate Allen R. Weiss and Nathaniel J. Lipman for election to its Board of Directors. Existing Board members, Michael Griffith, Gail Mandel, and Jennifer Storms have notified the Company that they will not stand for reelection at the Company’s 2025 annual meeting of shareholders, to be held on June 20, 2025.Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Director Scott Ross was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$19.98, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Hospitality industry in the US. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$11.59 per share.Major Estimate Revision • Apr 14Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$2.23b to US$2.15b. EPS estimate also fell from US$2.76 per share to US$2.06 per share. Net income forecast to grow 29% next year vs 24% growth forecast for Hospitality industry in the US. Consensus price target down from US$37.57 to US$24.71. Share price rose 5.6% to US$17.10 over the past week.New Risk • Apr 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 18% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.7% net profit margin).공시 • Apr 08Dave & Buster's Entertainment, Inc. Reports Impairment Charges for the Fourth Quarter Ended February 4, 2025Dave & Buster's Entertainment, Inc. reported impairment charges for the fourth quarter ended February 4, 2025. The amount related to the quarter ended February 4, 2025 primarily consisted of $3.9 million of impairment of long-lived asset and a $15.8 million loss on property and equipment transactions.Reported Earnings • Apr 08Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.49 (down from US$2.94 in FY 2024). Revenue: US$2.13b (down 3.3% from FY 2024). Net income: US$58.3m (down 54% from FY 2024). Profit margin: 2.7% (down from 5.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Seeking Alpha • Apr 08Dave & Buster's Q4 Earnings: Share Buybacks Gone Wrong (Rating Downgrade)Summary Despite strong EBITDA figures, Dave & Buster's has no free cash flow and an increasing debt load, making it a poor investment. Management's continued share repurchases amid high leverage and negative free cash flow depict poor capital allocation. PLAY stock's valuation at 1x EBITDA is misleading due to the lack of topline growth and a negative balance sheet. Until financial issues are resolved and earnings convert to real cash, I recommend avoiding PLAY. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$17.57, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 20x in the Hospitality industry in the US. Total loss to shareholders of 62% over the past three years.New Risk • Mar 19New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$176k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.9% net profit margin). Significant insider selling over the past 3 months (US$176k sold).공시 • Mar 19Dave & Buster's Entertainment, Inc. to Report Q4, 2025 Results on Apr 07, 2025Dave & Buster's Entertainment, Inc. announced that they will report Q4, 2025 results After-Market on Apr 07, 2025분석 기사 • Mar 05Market Cool On Dave & Buster's Entertainment, Inc.'s (NASDAQ:PLAY) Earnings Pushing Shares 29% LowerTo the annoyance of some shareholders, Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) shares are down a...공시 • Mar 05Dave & Buster's Entertainment, Inc. Announces Appointment of Cory Hatton to Head of Entertainment Finance, Investor Relations & TreasurerDave & Buster's Entertainment, Inc. announced that it has promoted Cory Hatton to the position of Head of Entertainment Finance, Investor Relations & Treasurer. Cory most recently served as Vice President, Investor Relations & Treasurer of the Company. Mr. Hatton joined Dave & Buster’s in October of 2022 as Vice President, Investor Relations & Treasurer. His career background includes finance and operational roles of increasing responsibility at Standard Chartered Bank, Mellon Capital Management, Pinnacle Entertainment, Scientific Games, and Maverick Gaming. Mr. Hatton holds a B.A. in Economics from the University of Wisconsin, Madison and is a CFA charterholder.Valuation Update With 7 Day Price Move • Mar 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$19.14, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 20x in the Hospitality industry in the US. Total loss to shareholders of 45% over the past three years.Seeking Alpha • Feb 24Dave & Buster's: A Polarizing, High-Risk Turnaround PlaySummary Dave & Buster's Entertainment, Inc.’s has continued to struggle with underperforming sales, caused by consumer weakness, location remodeling, and other transitory factors, but also seemingly by weak consumer interest in the brand. Earnings have continued to trail as Dave & Buster's profitability measures are more than offset by weak traffic. Dave & Buster's has continued to invest heavily, and insider buys also signal the management's remaining confidence after CEO Chris Morris left the company. Due to an uncertain earnings performance, continued investments, and high debt, PLAY stock is a very polarized bet on a turnaround with the potential for high upside or losses. Read the full article on Seeking Alpha분석 기사 • Feb 10Is Dave & Buster's Entertainment (NASDAQ:PLAY) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...공시 • Feb 03Dave & Buster's Entertainment, Inc. Announces Appointment of Scott Ross to Board of DirectorsDave & Buster's Entertainment, Inc. announced the appointment of Scott Ross, Managing Partner of Hill Path Capital, to the Company’s Board of Directors, effective January 30, 2025. Mr. Ross is the Founder and Managing Partner of Hill Path Capital. Mr. Ross was previously a Partner at Apollo Management where he focused on private equity and debt investments in the lodging, leisure, entertainment, consumer and business services sectors. Prior to Apollo, Mr. Ross worked at Goldman, Sachs & Co. and was a member of the Principal Investment Area in the Merchant Banking Division and of the Principal Finance Group in the Fixed Income, Currencies, and Commodities Division. Mr. Ross currently serves as the Chairman of the Board of Directors of United Parks & Resorts, Inc. (the parent company of SeaWorld, Busch Gardens, Discovery Cove, and Sesame Place) and as a Director on the Board of Directors of The ONE Group Hospitality, Inc. (the parent company of STK, Benihana, and other restaurant brands). Mr. Ross has previously served on the Board of Directors of Diamond Eagle Acquisition Corp., Great Wolf Resorts, Inc., EVERTEC, Inc. and CEC Entertainment, Inc. (the parent company of Chuck E. Cheese’s and Peter Piper Pizza). Mr. Ross graduated magna cum laude from Georgetown University with a B.A. degree in Economics and was elected to Phi Beta Kappa.Valuation Update With 7 Day Price Move • Jan 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$24.83, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Hospitality industry in the US. Total loss to shareholders of 28% over the past three years.분석 기사 • Dec 29Slammed 26% Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Screens Well Here But There Might Be A CatchDave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) shareholders won't be pleased to see that the share price has had a...공시 • Dec 19Dave & Buster's Entertainment, Inc. Appoints Steve Klohn as Chief Information OfficerDave & Buster's Entertainment, Inc. announced that it welcomed back Steve Klohn as Chief Information Officer, who will rejoin the Company after recent changes. Steve left the Company earlier this year after spending a combined 8 years with Main Event and Dave & Buster’s. Mr. Klohn was previously Chief Technology Officer for Legends, from September through December of 2024. He left Dave & Buster’s in September of 2024 after 8 years with the combined brand. Steve was integral in the acquisition by Dave & Buster's of Main Event in June 2022. He led both technology teams to ensure systems for both brands continued to run seamlessly, while simultaneously finding efficiencies through integrations. While at Main Event, the technology team under Steve’s leadership supported the Center expansion from 16 to 60 locations. Steve has held Technology leadership positions at Brinker, JCPenney and Real Page.분석 기사 • Dec 18Investors Can Find Comfort In Dave & Buster's Entertainment's (NASDAQ:PLAY) Earnings QualityInvestors were disappointed with the weak earnings posted by Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ). While...Board Change • Dec 17Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Gail Mandel was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Dec 17Dave & Buster's Introduces New Winter Season Pass Just in Time for the HolidaysDave & Buster's announced a new Winter Season Pass unlocking unlimited gameplay, exclusive food and beverage discounts and more to help one Eat, Drink & Play all season long. Beginning December 16, 2024, new and existing Dave & Buster's Rewards members can purchase the Winter Season Pass for as low as $69.99! Available for a limited time only at Dave & Buster's nationwide, the new pass is valid through February 28, 2025 and comes in three tiers, each offering exclusive perks with every visit - a great last minute holiday gift! With hundreds of dollars of savings available, purchase soon to maximize savings all winter long. Silver Pass ($69.99, a $500+ value): Enjoy unlimited gameplay and 10% discount on food and non-alcoholic beverages and non-alcoholic beverages. Valid every weekday with the exception of select holidays; Gold Pass ($99.99, a $700+ value): Even more savings and prizes! Gold Pass members enjoy unlimited gameplay every day (up to 1,000 tickets earned per week), daily 20% discount on food and Non-alcoholic beverages and a weekly $5 food and non-alcoholic beverage voucher; Valid everyday, including weekends, with the exception of select holidays. Platinum Pass ($149.99, a $900+ value): Best value for nonstop Eat, Drink & Play all winter, including holidays! The Platinum Pass holders will enjoy unlimited gameplay every day (up to 2,000 tickets earned perweek), daily 30% discount on food and non - non-alcoholic beverages and a monthly $5 food and non- alcoholic beverage voucher. Valid everyday, including weekends and all holidays - no exclusions! With more than 100+ games to play, a newly revamped menu, plus the chance to earn tickets to unlock fun prizes, these new seasonal savings are the perfect way to keep the whole family entertained throughout the holiday season. Winter Season Passes may be purchased at Dave & Buster's stores via the Dave & Buster's Rewards app, online, at in-store kiosks, or directly with a team member. Once purchased, guests will receive a QR code via email and their D&B Rewards app to scan in-store to redeem their benefits. Winter Passes are available for purchase until January 27, 2025 and are redeemable through February 28, 2025.분석 기사 • Dec 14US$39.71: That's What Analysts Think Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Is Worth After Its Latest ResultsThe analysts might have been a bit too bullish on Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ), given that the...Recent Insider Transactions • Dec 13Independent Chair of the Board recently bought US$961k worth of stockOn the 12th of December, Kevin Sheehan bought around 38k shares on-market at roughly US$25.48 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Kevin has been a net seller over the last 12 months, reducing personal holdings by US$4.0m.New Risk • Dec 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.9% net profit margin).Seeking Alpha • Dec 12Dave & Buster's: Look Out BelowSummary Dave & Buster's shares plummeted 20% due to weak Q3 results, CEO resignation, and lack of guidance, signaling potential further declines. The stock is at critical support levels, with poor momentum indicators suggesting no sustainable bottom. Fundamentals show declining revenue, negative comparable sales, and worsening margins, with no clear path to recovery. Despite a low forward P/E ratio, ongoing challenges and uncertainties make the stock a Strong Sell. Read the full article on Seeking AlphaNew Risk • Dec 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.9% Last year net profit margin: 6.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (3.9% net profit margin). Significant insider selling over the past 3 months (US$545k sold).매출 및 비용 세부 내역Dave & Buster's Entertainment가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NasdaqGS:PLAY 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비03 Feb 262,103-49431004 Nov 252,1080425005 Aug 252,11310418006 May 252,11239403004 Feb 252,13358394005 Nov 242,19785596006 Aug 242,211113527005 May 242,19698461004 Feb 242,205127404029 Oct 232,170130191030 Jul 232,184137193030 Apr 232,111140187029 Jan 231,964137377030 Oct 221,744124106031 Jul 221,58113299001 May 221,49015696030 Jan 221,304109116031 Oct 211,0782677001 Aug 21869-3267002 May 21542-14459031 Jan 21437-20758001 Nov 20667-12568002 Aug 20857-7774003 May 201,1511483002 Feb 201,35510088003 Nov 191,33910587004 Aug 191,32211686005 May 191,29711886003 Feb 191,26511785004 Nov 181,23812394005 Aug 181,20612493006 May 181,16812092004 Feb 181,14012181029 Oct 171,10511385030 Jul 171,08411184030 Apr 171,04710281029 Jan 171,0059178030 Oct 169698676031 Jul 169338073001 May 169067173031 Jan 168676073001 Nov 158405161002 Aug 1581142610양질의 수익: PLAY 은(는) 현재 수익성이 없습니다.이익 마진 증가: PLAY는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: PLAY는 수익성이 없지만 지난 5년 동안 연평균 12.9%의 속도로 손실을 줄였습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 PLAY의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: PLAY은 수익성이 없어 지난 해 수익 성장률을 Hospitality 업계(24.3%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: PLAY는 현재 수익성이 없으므로 자본 수익률이 음수(-53.4%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YConsumer-services 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 07:13종가2026/05/22 00:00수익2026/02/03연간 수익2026/02/03데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Dave & Buster's Entertainment, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Michael HickeyBenchmark CompanyAndrew StrelzikBMO Capital Markets Equity ResearchLynne CollierCanaccord Genuity13명의 분석가 더 보기
Reported Earnings • Apr 01Full year 2026 earnings released: US$1.41 loss per share (vs US$1.49 profit in FY 2025)Full year 2026 results: US$1.41 loss per share (down from US$1.49 profit in FY 2025). Revenue: US$2.10b (down 1.4% from FY 2025). Net loss: US$48.7m (down 184% from profit in FY 2025). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.
공시 • Mar 18Dave & Buster's Entertainment, Inc. to Report Q4, 2026 Results on Mar 31, 2026Dave & Buster's Entertainment, Inc. announced that they will report Q4, 2026 results After-Market on Mar 31, 2026
Reported Earnings • Dec 11Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: US$1.22 loss per share (further deteriorated from US$0.84 loss in 3Q 2025). Revenue: US$448.2m (down 1.1% from 3Q 2025). Net loss: US$42.1m (loss widened 29% from 3Q 2025). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
공시 • Nov 29Dave & Buster's Entertainment, Inc. to Report Q3, 2026 Results on Dec 09, 2025Dave & Buster's Entertainment, Inc. announced that they will report Q3, 2026 results After-Market on Dec 09, 2025
Reported Earnings • Sep 16Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: US$0.33 (down from US$1.02 in 2Q 2025). Revenue: US$557.4m (flat on 2Q 2025). Net income: US$11.4m (down 72% from 2Q 2025). Profit margin: 2.0% (down from 7.2% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 65%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
공시 • Sep 03Dave & Buster's Entertainment, Inc. to Report Q2, 2026 Results on Sep 15, 2025Dave & Buster's Entertainment, Inc. announced that they will report Q2, 2026 results After-Market on Sep 15, 2025
공시 • May 14Dave & Buster's Entertainment, Inc. Launches 10 All-New Games and Summer Season PassDave & Buster's Entertainment, Inc. released its first-ever 'State of Fun Report' and launched 10 all-new games plus the return of its Summer Season Pass, making it easier than ever to get out, play, and reconnect. Dave & Buster's 'State of Fun Report' revealed the following insights about Americans' thoughts on fun: Nearly half of Americans (48%) say their lives are currently lacking fun, despite widespread recognition of the positive role it plays in overall well-being. 89% believe that having fun with others leads to healthier, stronger relationships. 71% say it helps reduce stress. 57% say it increases motivation. 56% say it helps them feel closer to the people they love. The report also highlights what's holding people back: More than half of Americans (57%) say cost and budget prevent them from making fun plans. 41% say they wish there were more exciting things to do for fun as adults. More than half (55%) say they would be more motivated to prioritize fun if low-cost options were available. Together, the findings point to a clear gap: people want more fun in their lives but need experiences that are exciting, easy, and affordable. Dave & Buster's is building on that legacy with the launch of 10 new games designed to make it easier than ever to show up, play, and create meaningful moments together. The new lineup offers something for everyone, spanning high-energy competition, immersive gameplay, and hands-on skill challenges, including Hot Wheels Ultimate Speedway, a fast-paced puck battle where quick reflexes lead to big ticket wins; ICEE Slush Rush, a two-player timed game that rewards the perfect pour; and John Wick: Continental Pursuit, a cinematic, adrenaline-fueled driving experience that puts players in the middle of a high-stakes chase. Guests can test their strength with Odin's Hammer and master precision timing in Perfect Pump. Soccer fans can step onto the field with World Soccer for head-to-head gameplay or try their luck at Kick N Win for a chance to score exclusive prizes, while the Human Crane offers an interactive experience that reimagines the classic claw game by putting players inside the action for a chance to grab prizes mid-air. Guests can also expect to see a few additional surprise games in the new lineup mixed in with 130+ games that underscore Dave & Buster's ongoing commitment to invest in fresh, innovative entertainment experiences and ensuring there's always something new for guests to discover with every visit. Alongside the launch of 10 all-new games Dave & Buster's is bringing back its Summer Season Pass beginning May 19, offering unlimited gameplay all summer long for as little as $1 a day. Available in multiple tiers, the pass delivers hundreds of dollars in value, including unlimited play, food and beverage discounts, and exclusive perks, making it easier and more affordable than ever to get your group together and experience the new lineup of games all summer long.
내러티브 업데이트 • May 09PLAY: Index Removals And Margin Reset Will Drive Bullish RepricingAnalyst price targets for Dave & Buster's Entertainment have moved lower by several dollars per share, with firms citing updated views on earnings power and valuation. These updates reflect a slightly higher discount rate, a modestly adjusted revenue growth outlook, and a revised future P/E assumption in the latest model update.
공시 • May 07Dave & Buster's Entertainment, Inc., Annual General Meeting, Jun 18, 2026Dave & Buster's Entertainment, Inc., Annual General Meeting, Jun 18, 2026.
Board Change • May 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Charles Protell was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • May 03Dave & Buster's Entertainment, Inc Announces Board and Committee ChangesDave & Buster's Entertainment, Inc. announced the appointment of Charles Protell to the Company’s Board of Directors and Audit Committee of the Board, effective April 27, 2026. On April 30, 2026, Atish Shah notified the Company of his decision to not stand for reelection to the Company’s Board of Directors at the Company’s 2026 annual meeting of shareholders, to be held on June 18, 2026. Mr. Shah is the Chair of the Audit Committee of the Board and is also a member of the Nominating and Corporate Governance Committee. Mr. Shah will continue to serve as a director until the Annual Meeting. Mr. Protell is currently the President and Chief Financial Officer of Golden Entertainment. He joined Golden as Executive Vice President, Chief Strategy Officer and Chief Financial Officer in November 2016 and was promoted to President in August 2019. Mr. Protell currently serves on Golden’s compliance committee and previously also served as Golden’s Treasurer. Prior to joining Golden, Mr. Protell served as managing director at Macquarie Capital’s investment banking group since May 2011, and as co-founder and a managing director at REGAL Capital Advisors from January 2009 until its acquisition by Macquarie Capital in May 2011. Prior to co-founding REGAL Capital Advisors, Mr. Protell held various investment banking roles at Credit Suisse, Deutsche Bank and CIBC World Markets. Mr. Protell received a Bachelor of Science degree in Commerce from the University of Virginia.
내러티브 업데이트 • Apr 23PLAY: Index Removals And Margin Outlook Will Shape Future RepricingThe analyst price target for Dave & Buster's Entertainment has been reset from $19.00 to $13.00 as analysts factor in more conservative revenue growth assumptions, higher projected profit margins, and a lower future P/E multiple. Analyst Commentary Recent research updates point to a more cautious stance on Dave & Buster's Entertainment, with several bearish analysts resetting their price targets lower and aligning around a more conservative outlook on the shares.
Recent Insider Transactions Derivative • Apr 20Chief Information Officer notifies of intention to sell stockSteven Klohn intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of April. If the sale is conducted around the recent share price of US$14.69, it would amount to US$103k. Since June 2025, Steven's direct individual holding has decreased from 22.13k shares to 20.62k. Company insiders have collectively bought US$142k more than they sold, via options and on-market transactions, in the last 12 months.
내러티브 업데이트 • Apr 09PLAY: Expected Same Store Sales Inflection Will Support Traffic And Earnings RecoveryNarrative Update: Dave & Buster's Entertainment Analysts have reduced the price target for Dave & Buster's Entertainment by $7.35 to $18.88, reflecting updated assumptions for slower revenue growth, a slimmer profit margin, and a higher future P/E multiple. Analyst Commentary Recent research has focused on recalibrating expectations for Dave & Buster's Entertainment, with several firms adjusting price targets and one prior upgrade highlighting potential upside tied to same store sales trends.
Price Target Changed • Apr 07Price target decreased by 29% to US$18.88Down from US$26.50, the current price target is an average from 8 analysts. New target price is 55% above last closing price of US$12.16. Stock is down 24% over the past year. The company is forecast to post a net loss per share of US$0.44 next year compared to a net loss per share of US$1.40 last year.
Major Estimate Revision • Apr 07Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2027 has deteriorated. 2027 revenue forecast decreased from US$2.23b to US$2.17b. Now expected to report a loss of US$0.44 per share instead of US$0.90 per share profit previously forecast. Hospitality industry in the US expected to see average net income growth of 25% next year. Consensus price target down from US$26.50 to US$18.88. Share price rose 12% to US$12.16 over the past week.
New Risk • Apr 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).
Reported Earnings • Apr 01Full year 2026 earnings released: US$1.41 loss per share (vs US$1.49 profit in FY 2025)Full year 2026 results: US$1.41 loss per share (down from US$1.49 profit in FY 2025). Revenue: US$2.10b (down 1.4% from FY 2025). Net loss: US$48.7m (down 184% from profit in FY 2025). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.
내러티브 업데이트 • Mar 26PLAY: Expected Same Store Sales Inflection Will Drive Bullish RepricingAnalysts have lifted their fair value estimate for Dave & Buster's Entertainment from $18.00 to $19.00, citing expectations for an inflection in same store sales, as well as slightly stronger revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Even with a higher fair value estimate, not every analyst is leaning positive on Dave & Buster's Entertainment.
공시 • Mar 18Dave & Buster's Entertainment, Inc. to Report Q4, 2026 Results on Mar 31, 2026Dave & Buster's Entertainment, Inc. announced that they will report Q4, 2026 results After-Market on Mar 31, 2026
내러티브 업데이트 • Mar 08PLAY: Expected Same Store Sales Inflection Will Support Bullish RepricingAnalysts have nudged their price target for Dave & Buster's Entertainment from $18.00 to $18.00, reflecting slightly adjusted assumptions around revenue growth, profit margins, the discount rate, and future P/E. These adjustments are supported by recent research that points to a possible same store sales inflection.
내러티브 업데이트 • Feb 22PLAY: Expected Same Store Sales Inflection Will Gradually Improve Traffic And Earnings PowerAnalysts have adjusted their price target on Dave & Buster's Entertainment to about $26.22 from roughly $25.75, citing expectations for a same store sales inflection and modest tweaks to the discount rate, profit margin, and future P/E assumptions. Analyst Commentary Recent research suggests that bullish analysts see room for Dave & Buster's Entertainment to re-rate if the business can deliver on key operating and financial assumptions tied to same store sales and profitability.
Seeking Alpha • Feb 17Dave & Buster's Entertainment Is An Exciting Turnaround That's In PlaySummary Dave & Buster's Entertainment remains a speculative "Buy" despite recent revenue and profit declines, driven by margin compression and rising leverage. PLAY's differentiated large-format venues and dual-brand strategy offer unique positioning, but entertainment revenue and cost pressures have weighed on results. Strategic initiatives—menu innovation, store remodels, and renewed TV advertising—are showing early signs of improved food sales and customer engagement. Valuation is compelling: PLAY trades at the lowest EV/EBITDA among peers and maintains a relatively strong balance sheet, supporting cautious optimism. Read the full article on Seeking Alpha
내러티브 업데이트 • Feb 08PLAY: Same Store Sales Inflection Will Support Higher Future P/E MultipleAnalysts have trimmed their fair value estimate for Dave & Buster's Entertainment from $44.51 to $42.68, citing updated assumptions for slightly higher revenue growth, profit margins, and a higher future P/E multiple following recent upbeat research on potential same store sales improvement. Analyst Commentary Bullish analysts are leaning into a more upbeat view on Dave & Buster's Entertainment, pointing to potential improvement in same store sales as a key support for their updated work.
내러티브 업데이트 • Jan 25PLAY: Softer Traffic And Margins Will Undermine Hoped For Sales InflectionAnalysts have trimmed their fair value estimate for Dave & Buster's Entertainment from $29.00 to $18.00, reflecting updated views on same store sales trends, traffic expectations, profit margins, and a higher assumed discount rate, even as some research points to a potential same store sales inflection. Analyst Commentary Recent research on Dave & Buster's Entertainment presents a mixed backdrop for investors, with some firms highlighting the prospect of a same store sales inflection while others are more guarded.
분석 기사 • Jan 22Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Held Back By Insufficient Growth Even After Shares Climb 32%Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) shares have had a really impressive month, gaining 32% after a...
내러티브 업데이트 • Jan 11PLAY: New Leadership Actions Will Gradually Improve Traffic Despite Near Term SoftnessAnalysts have trimmed their fair value estimate for Dave & Buster's Entertainment from $26.50 to $25.75, citing softer near term same store sales and traffic expectations, even as new leadership initiatives take shape. Analyst Commentary Recent research coverage frames Dave & Buster's as a name where execution over the next few quarters matters more than long term storylines.
내러티브 업데이트 • Dec 26PLAY: New Leadership Initiatives Will Gradually Revive Traffic Despite Near Term WeaknessAnalysts have modestly raised their price target on Dave & Buster's Entertainment, reflecting cautious optimism that new leadership initiatives can eventually offset near term traffic and same store sales softness highlighted in recent research. Analyst Commentary Analyst reactions to the updated outlook on Dave & Buster's Entertainment reflect a mix of guarded optimism and ongoing concern about the pace of the turnaround, with views clustering around a neutral stance on valuation and near term execution risk.
Recent Insider Transactions Derivative • Dec 19Independent Director notifies of intention to sell stockHamish Dodds intends to sell 22k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of December. If the sale is conducted around the recent share price of US$18.21, it would amount to US$399k. Since June 2025, Hamish has owned 44.22k shares directly. Company insiders have collectively sold US$119k more than they bought, via options and on-market transactions in the last 12 months.
내러티브 업데이트 • Dec 12PLAY: New Leadership Will Drive Traffic Recovery Despite Ongoing Consumer HeadwindsAnalysts have trimmed their fair value estimate for Dave & Buster's Entertainment to $26.50 from $27.88, reflecting softer near term same store sales and traffic trends, despite modestly improving revenue growth and profit margin assumptions. Analyst Commentary Recent Street commentary reflects a cautious but engaged stance on Dave & Buster's, with valuation resets largely driven by concerns over near term execution and consumer demand rather than long term viability of the concept.
Reported Earnings • Dec 11Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: US$1.22 loss per share (further deteriorated from US$0.84 loss in 3Q 2025). Revenue: US$448.2m (down 1.1% from 3Q 2025). Net loss: US$42.1m (loss widened 29% from 3Q 2025). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
공시 • Dec 09Dave & Buster's Launches Limited-Edition "Claw Purse," A Limited-Edition "Claws" A Limited-Edition "Purse"DAVE & BUSTER'S is leveling up holiday gifting with the debut of the Claw Purse, a limited-edition purse designed by Chain. The Claw Purse is inspired by one of the brand's most iconic games -- the claw machine -- and is the season's most unexpected fashion statement made for anyone who loves bold style, nostalgia, and a little bit of play. To mark a major milestone for the brand, the Claw Purse launches alongside the expansion of Dave & Buster's Human Crane, the viral, full-body game experience that turns guests into the claw, where they are lowered down into a bin of huge prizes to grab whatever they choose. Beginning this month, the Human Crane will appear in over 112 Dave & Buster's locations with additional stores rolling out nationwide throughout the season. The accessory serves as a playful nod to the fan-favorite attraction and reinforces Dave & Buster's commitment to unforgettable, next-level entertainment. The purse made its first appearance this past weekend at Chain's Holiday House, where it quickly became a crowd favorite among creators, stylists, and culture icons. The moment marks the first creative collaboration between Dave & Buster's and Chain, bringing together Dave & Buster's beloved gameplay with Chain's signature culture-forward point of view. Crafted in a signature bright orange colorway with clear paneling and a sculptural claw charm inside, the Claw Purse will be available for $80 while supplies last beginning on shop.daveandbusters.com andeatatchain.com. Just in time for the holidays, the collectible piece is poised to become the go-to gift for fashion lovers, trend-spotters, and anyone who appreciates a conversation-starting accessory with a wink.
분석 기사 • Dec 05Improved Revenues Required Before Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Stock's 28% Jump Looks JustifiedThose holding Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) shares would be relieved that the share price has...
공시 • Nov 29Dave & Buster's Entertainment, Inc. to Report Q3, 2026 Results on Dec 09, 2025Dave & Buster's Entertainment, Inc. announced that they will report Q3, 2026 results After-Market on Dec 09, 2025
내러티브 업데이트 • Nov 28PLAY: New Leadership Will Drive Operational Improvements Despite Consumer HeadwindsAnalysts have lowered their average price target for Dave & Buster's Entertainment to approximately $27.88 from $29.57. They cite concerns about soft same-store sales and ongoing consumer pressures, even as new management initiatives are being introduced.
Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$17.40, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Hospitality industry in the US. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$13.57 per share.
분석 기사 • Nov 21Is Now The Time To Look At Buying Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY)?Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ), is not the largest company out there, but it saw significant share...
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$15.03, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Hospitality industry in the US. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$13.65 per share.
분석 기사 • Oct 08Benign Growth For Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Underpins Stock's 25% PlummetUnfortunately for some shareholders, the Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) share price has dived 25...
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to US$19.61, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 18x in the Hospitality industry in the US. Total loss to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$13.65 per share.
분석 기사 • Sep 18Dave & Buster's Entertainment, Inc. Just Missed EPS By 65%: Here's What Analysts Think Will Happen NextDave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) shareholders are probably feeling a little disappointed, since its...
내러티브 업데이트 • Sep 17Returning To Basics And TV Advertising Will Transform OperationsAnalysts have lowered their price target for Dave & Buster’s Entertainment due to weaker-than-expected sales momentum and earnings, ongoing macroeconomic and consumer headwinds, and near-term uncertainty despite potential longer-term sales drivers, resulting in a reduced fair value from $32.71 to $29.57. Analyst Commentary Deceleration in same-store sales despite easier year-over-year comparisons, impacted by growing macroeconomic headwinds and mounting consumer pressures.
Reported Earnings • Sep 16Second quarter 2026 earnings: EPS misses analyst expectationsSecond quarter 2026 results: EPS: US$0.33 (down from US$1.02 in 2Q 2025). Revenue: US$557.4m (flat on 2Q 2025). Net income: US$11.4m (down 72% from 2Q 2025). Profit margin: 2.0% (down from 7.2% in 2Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 65%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
공시 • Sep 10Dave & Buster's Launches Fall Season Pass with Unlimited Game Play and Exclusive Permits All Season LongDAVE & BUSTER''s is keeping the fun going this season with the launch of its Fall Season Pass, available now through November 30. Starting at less than $25 per month, guests can unlock unlimited daily game play plus exclusive food and beverage discounts, with three pass levels to choose from: Silver ($69.99), Gold ($99.99), and Platinum ($149.99). Fall is one of the best times to visit Dave & Buster's - from gathering with friends to watch football on the 40-foot screens, to celebrating fall birthdays and cozy indoor game nights as the weather cools down. The Fall Season Pass gives guests the flexibility to pair those seasonal moments with unlimited play and everyday value. The Fall Season Pass is designed to give every guest more ways to play, eat, and save at Dave & B locations nationwide: Silver Pass - $69.99 ($500 value): Enjoy unlimited video game play on weekdays, plus 10% off food & non-alcoholic drinks every day. (Excludes weekends and Fridays after 5PM; blackout dates apply.) Gold Pass - $99.99 ($700 value): unlock unlimited video game play every day, 20% off food & non- alcoholic drinks, and earn up to 1,000 tickets weekly. (Blackout dates apply.) Platinum Pass - $149.99 ($800 value): Get unlimited game play every day, 30% off food & non- Alcoholic drinks, and earn up To 2,000 tickets weekly. No blackout dates.
분석 기사 • Sep 10Dave & Buster's Entertainment (NASDAQ:PLAY) Seems To Be Using A Lot Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
공시 • Sep 03Dave & Buster's Entertainment, Inc. to Report Q2, 2026 Results on Sep 15, 2025Dave & Buster's Entertainment, Inc. announced that they will report Q2, 2026 results After-Market on Sep 15, 2025
분석 기사 • Aug 23What You Can Learn From Dave & Buster's Entertainment, Inc.'s (NASDAQ:PLAY) P/E After Its 26% Share Price CrashThe Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) share price has softened a substantial 26% over the previous 30...
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$25.16, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Hospitality industry in the US. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$35.54 per share.
Recent Insider Transactions • Jul 25CEO & Director recently bought US$252k worth of stockOn the 22nd of July, Tarun Lal bought around 8k shares on-market at roughly US$31.26 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Tarun's only on-market trade for the last 12 months.
공시 • Jul 16+ 1 more updateDave & Buster's Entertainment, Inc. Announces Chief Executive Officer ChangesDave & Buster’s Entertainment, Inc. announced that the Board of Directors has appointed Tarun Lal as Chief Executive Officer effective July 14, 2025. Mr. Lal is a seasoned global executive with over 25 years of experience at Yum! Brands, where he most recently served as President of KFC U.S. In this role, he led all aspects of the brand’s operations across the U.S. Prior to that, he held several key leadership roles, including Global COO for KFC and Managing Director for KFC Middle East, Turkey, Africa, India and Pakistan, where he led major brand expansions, championed digital innovation, and delivered consistent growth across various complex markets. Kevin Sheehan is current Interim CEO of the company.
Buy Or Sell Opportunity • Jul 15Now 22% undervaluedOver the last 90 days, the stock has risen 66% to US$30.42. The fair value is estimated to be US$38.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 120% in the next 2 years.
분석 기사 • Jul 12A Look At The Fair Value Of Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY)Key Insights Dave & Buster's Entertainment's estimated fair value is US$38.75 based on 2 Stage Free Cash Flow to Equity...
분석 기사 • Jun 24Earnings Tell The Story For Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) As Its Stock Soars 54%Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) shareholders have had their patience rewarded with a 54% share...
분석 기사 • Jun 21We Think You Can Look Beyond Dave & Buster's Entertainment's (NASDAQ:PLAY) Lackluster EarningsDave & Buster's Entertainment, Inc.'s ( NASDAQ:PLAY ) recent soft profit numbers didn't appear to worry shareholders...
공시 • Jun 21Dave & Buster's Entertainment, Inc. Approves the Election of DirectorsDave & Buster's Entertainment, Inc. held its AGM on June 18, 2025, approved the election of Nathaniel J. Lipman and Allen R. Weiss as Directors.
Recent Insider Transactions • Jun 20Chief Development Officer recently sold US$194k worth of stockOn the 17th of June, John Mulleady sold around 6k shares on-market at roughly US$32.79 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$2.4m more than they sold in the last 12 months.
Major Estimate Revision • Jun 17Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$1.91 to US$1.62 per share. Revenue forecast steady at US$2.17b. Net income forecast to grow 56% next year vs 19% growth forecast for Hospitality industry in the US. Consensus price target up from US$25.29 to US$33.00. Share price rose 26% to US$32.69 over the past week.
공시 • Jun 14Dave & Buster’s Entertainment, Inc. Announces Executive ChangesDave & Buster's Entertainment, Inc. announced that it has promoted Les Lehner to the position of Chief Development Officer. Mr. Lehner most recently served as Chief Procurement Officer and Head of Main Event Development. In connection with this promotion, the Company announced that John Mulleady, current Chief Development Officer, will retire effective as of the close of business on October 23, 2025. Effective as of June 30, 2025, Mr. Mulleady will transition to an advisory role at the Company to ensure a smooth transition until the effective date of his retirement. The Company and Mr. Mulleady have further agreed that he will provide consulting services to the Company from the effective date of his retirement until January 31, 2026. About Les Lehner: Mr. Lehner served as Chief Procurement Officer and Head of Main Event Development since August 2022. Previously he was Executive Vice President, Chief Development and Procurement Officer at Main Event Entertainment from 2018 through July 2022, and Senior Vice President, Chief Development and Procurement Officer at Red Robin Gourmet Burgers, Inc. from 2015 through 2018. Prior to that he was with CEC Entertainment from 2000 through 2015 in various roles including Senior Vice President, Development and Procurement.
Price Target Changed • Jun 11Price target increased by 34% to US$33.00Up from US$24.71, the current price target is an average from 7 analysts. New target price is 8.3% above last closing price of US$30.46. Stock is down 40% over the past year. The company is forecast to post earnings per share of US$1.62 for next year compared to US$1.49 last year.
Reported Earnings • Jun 11First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$0.63 (down from US$1.03 in 1Q 2025). Revenue: US$567.7m (down 3.5% from 1Q 2025). Net income: US$21.7m (down 48% from 1Q 2025). Profit margin: 3.8% (down from 7.0% in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
공시 • Jun 11Dave & Buster's Debuts Tech-Powered Leaderboard That Lets Players Compete Nationwide for Top Scores, Bragging Rights and Huge PrizesDave & Buster's is turning up the competition with the launch of its first-ever nationwide Leaderboard, a new tech-powered experience that lets guests go head-to-head with players across the country for epic prizes and even bigger bragging rights. Whether you're trying to top personal best or beat the best in the nation, Dave & Buster's Leaderboard transforms every visit into a high-stakes competition. Guests can now see how they rank not just in their local store, but across the nation. Built in collaboration with leading arcade innovator, Play Mechanix, inc., the new system uses proprietary custom-developed technology to track scores across select games and sync them to both in-store and national leaderboards. How it works: Each connected game is equipped with technology to track player scores and achievements; Leaderboards are displayed in-store on large format screens (with 18 locations featuring exclusive "Halo" casino display for an enhanced experience); Players can view rankings by store location and nationally. This summer's competition launches with a set of 5 racing games - Hot Wheels Victory Lap, NASCAR Pit Stop, Top Gun: Maverick, Cruisin' Blast, and Super Bikes 3 - and game rotations will evolve over time, expanding to include more fan favorites. While the Leaderboard will run year-round, Dave & Buster's is kicking things off this summer with the Summer Leaderboard Challenge - a limited-time competition featuring high-octane racing games and next-level prizes. At the end of the summer, the top national players across each game will be crowned - and the prizes get even more epic. Level up summer with unlimited play, daily savings, and nonstop thrills - only at Dave & Buster's. The Leaderboard is launching across nearly all Dave & Buster's locations, marking the latest in a series of innovations from the brand, which has already introduced 10 new games in 2025 alone.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$25.57, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 18x in the Hospitality industry in the US. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$11.50 per share.
분석 기사 • May 29These 4 Measures Indicate That Dave & Buster's Entertainment (NASDAQ:PLAY) Is Using Debt In A Risky WayLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • May 28Dave & Buster's Entertainment, Inc. to Report Q1, 2026 Results on Jun 10, 2025Dave & Buster's Entertainment, Inc. announced that they will report Q1, 2026 results After-Market on Jun 10, 2025
공시 • May 20Dave & Buster's Launches First-Ever Summer Season Pass with Unlimited Game Play and Exclusive Perks All Season LongDave & Buster's is leveling up the fun with the launch of its first-ever Summer Season Pass, giving guests a new way to play all day, every day. Available starting May 19 through September 1, the Summer Season Pass unlocks unlimited video game play, daily food and beverage discounts, access to new exclusive games and exciting prizes up for grabs. The Summer Season Pass is your all-access ticket to unlimited game play on Dave & Buster's hottest new games, including 10 epic additions like Top Gun Maverick, UFC Challenge, Godzilla VR, NBA Superstars, Cyberpunk, and more. As summer break kicks off and temperatures rise, it's the ultimate, budget-friendly way to keep the whole family cool, entertained, and coming back for nonstop fun all season long. Three pass tiers are available to meet every guest's needs: Silver: Unlimited weekday game play + 10% off food and non-alcoholic drinks - all for $69.99 ($500+ Value); Gold: Unlimited daily game play + 20% off food and non- alcoholic drinks + earn up to 1,000 tickets each week - all for $99.99 ($700+ Value); Platinum: Unlimited daily game play (no blackout dates) + 30% off food and non- Alcoholic drinks + earn up to 2,000 tickets each week - All for $149.99 ($800+ Value); The pass also unlocks daily discounts on Dave & Buster's chef-crafted menu which includes delicious, craveable drinks perfect for refueling between games. Guests can also enjoy a variety of craft cocktails and ice-cold drinks, making it the ultimate destination for all-in-one summer fun for the whole family. The Summer Season Pass is available at participating Dave & Buster's locations across the U.S. and can be purchased online, through the D&B Rewards App, in-store at kiosks, or with a Team Member. Passes are valid until September 1, 2025.
분석 기사 • May 09A Piece Of The Puzzle Missing From Dave & Buster's Entertainment, Inc.'s (NASDAQ:PLAY) 31% Share Price ClimbDave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) shareholders are no doubt pleased to see that the share price has...
공시 • May 05Dave & Buster's Entertainment, Inc., Annual General Meeting, Jun 20, 2025Dave & Buster's Entertainment, Inc., Annual General Meeting, Jun 20, 2025.
공시 • May 02Dave & Buster's Entertainment, Inc. Announces Directorate ResignationsDave & Buster's Entertainment, Inc. announced that it will nominate Allen R. Weiss and Nathaniel J. Lipman for election to its Board of Directors. Existing Board members, Michael Griffith, Gail Mandel, and Jennifer Storms have notified the Company that they will not stand for reelection at the Company’s 2025 annual meeting of shareholders, to be held on June 20, 2025.
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Director Scott Ross was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$19.98, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Hospitality industry in the US. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$11.59 per share.
Major Estimate Revision • Apr 14Consensus EPS estimates fall by 25%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$2.23b to US$2.15b. EPS estimate also fell from US$2.76 per share to US$2.06 per share. Net income forecast to grow 29% next year vs 24% growth forecast for Hospitality industry in the US. Consensus price target down from US$37.57 to US$24.71. Share price rose 5.6% to US$17.10 over the past week.
New Risk • Apr 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 18% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.7% net profit margin).
공시 • Apr 08Dave & Buster's Entertainment, Inc. Reports Impairment Charges for the Fourth Quarter Ended February 4, 2025Dave & Buster's Entertainment, Inc. reported impairment charges for the fourth quarter ended February 4, 2025. The amount related to the quarter ended February 4, 2025 primarily consisted of $3.9 million of impairment of long-lived asset and a $15.8 million loss on property and equipment transactions.
Reported Earnings • Apr 08Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$1.49 (down from US$2.94 in FY 2024). Revenue: US$2.13b (down 3.3% from FY 2024). Net income: US$58.3m (down 54% from FY 2024). Profit margin: 2.7% (down from 5.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Hospitality industry in the US. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Seeking Alpha • Apr 08Dave & Buster's Q4 Earnings: Share Buybacks Gone Wrong (Rating Downgrade)Summary Despite strong EBITDA figures, Dave & Buster's has no free cash flow and an increasing debt load, making it a poor investment. Management's continued share repurchases amid high leverage and negative free cash flow depict poor capital allocation. PLAY stock's valuation at 1x EBITDA is misleading due to the lack of topline growth and a negative balance sheet. Until financial issues are resolved and earnings convert to real cash, I recommend avoiding PLAY. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$17.57, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 20x in the Hospitality industry in the US. Total loss to shareholders of 62% over the past three years.
New Risk • Mar 19New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$176k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.9% net profit margin). Significant insider selling over the past 3 months (US$176k sold).
공시 • Mar 19Dave & Buster's Entertainment, Inc. to Report Q4, 2025 Results on Apr 07, 2025Dave & Buster's Entertainment, Inc. announced that they will report Q4, 2025 results After-Market on Apr 07, 2025
분석 기사 • Mar 05Market Cool On Dave & Buster's Entertainment, Inc.'s (NASDAQ:PLAY) Earnings Pushing Shares 29% LowerTo the annoyance of some shareholders, Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) shares are down a...
공시 • Mar 05Dave & Buster's Entertainment, Inc. Announces Appointment of Cory Hatton to Head of Entertainment Finance, Investor Relations & TreasurerDave & Buster's Entertainment, Inc. announced that it has promoted Cory Hatton to the position of Head of Entertainment Finance, Investor Relations & Treasurer. Cory most recently served as Vice President, Investor Relations & Treasurer of the Company. Mr. Hatton joined Dave & Buster’s in October of 2022 as Vice President, Investor Relations & Treasurer. His career background includes finance and operational roles of increasing responsibility at Standard Chartered Bank, Mellon Capital Management, Pinnacle Entertainment, Scientific Games, and Maverick Gaming. Mr. Hatton holds a B.A. in Economics from the University of Wisconsin, Madison and is a CFA charterholder.
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$19.14, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 20x in the Hospitality industry in the US. Total loss to shareholders of 45% over the past three years.
Seeking Alpha • Feb 24Dave & Buster's: A Polarizing, High-Risk Turnaround PlaySummary Dave & Buster's Entertainment, Inc.’s has continued to struggle with underperforming sales, caused by consumer weakness, location remodeling, and other transitory factors, but also seemingly by weak consumer interest in the brand. Earnings have continued to trail as Dave & Buster's profitability measures are more than offset by weak traffic. Dave & Buster's has continued to invest heavily, and insider buys also signal the management's remaining confidence after CEO Chris Morris left the company. Due to an uncertain earnings performance, continued investments, and high debt, PLAY stock is a very polarized bet on a turnaround with the potential for high upside or losses. Read the full article on Seeking Alpha
분석 기사 • Feb 10Is Dave & Buster's Entertainment (NASDAQ:PLAY) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
공시 • Feb 03Dave & Buster's Entertainment, Inc. Announces Appointment of Scott Ross to Board of DirectorsDave & Buster's Entertainment, Inc. announced the appointment of Scott Ross, Managing Partner of Hill Path Capital, to the Company’s Board of Directors, effective January 30, 2025. Mr. Ross is the Founder and Managing Partner of Hill Path Capital. Mr. Ross was previously a Partner at Apollo Management where he focused on private equity and debt investments in the lodging, leisure, entertainment, consumer and business services sectors. Prior to Apollo, Mr. Ross worked at Goldman, Sachs & Co. and was a member of the Principal Investment Area in the Merchant Banking Division and of the Principal Finance Group in the Fixed Income, Currencies, and Commodities Division. Mr. Ross currently serves as the Chairman of the Board of Directors of United Parks & Resorts, Inc. (the parent company of SeaWorld, Busch Gardens, Discovery Cove, and Sesame Place) and as a Director on the Board of Directors of The ONE Group Hospitality, Inc. (the parent company of STK, Benihana, and other restaurant brands). Mr. Ross has previously served on the Board of Directors of Diamond Eagle Acquisition Corp., Great Wolf Resorts, Inc., EVERTEC, Inc. and CEC Entertainment, Inc. (the parent company of Chuck E. Cheese’s and Peter Piper Pizza). Mr. Ross graduated magna cum laude from Georgetown University with a B.A. degree in Economics and was elected to Phi Beta Kappa.
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$24.83, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 19x in the Hospitality industry in the US. Total loss to shareholders of 28% over the past three years.
분석 기사 • Dec 29Slammed 26% Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Screens Well Here But There Might Be A CatchDave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ) shareholders won't be pleased to see that the share price has had a...
공시 • Dec 19Dave & Buster's Entertainment, Inc. Appoints Steve Klohn as Chief Information OfficerDave & Buster's Entertainment, Inc. announced that it welcomed back Steve Klohn as Chief Information Officer, who will rejoin the Company after recent changes. Steve left the Company earlier this year after spending a combined 8 years with Main Event and Dave & Buster’s. Mr. Klohn was previously Chief Technology Officer for Legends, from September through December of 2024. He left Dave & Buster’s in September of 2024 after 8 years with the combined brand. Steve was integral in the acquisition by Dave & Buster's of Main Event in June 2022. He led both technology teams to ensure systems for both brands continued to run seamlessly, while simultaneously finding efficiencies through integrations. While at Main Event, the technology team under Steve’s leadership supported the Center expansion from 16 to 60 locations. Steve has held Technology leadership positions at Brinker, JCPenney and Real Page.
분석 기사 • Dec 18Investors Can Find Comfort In Dave & Buster's Entertainment's (NASDAQ:PLAY) Earnings QualityInvestors were disappointed with the weak earnings posted by Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ). While...
Board Change • Dec 17Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Gail Mandel was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Dec 17Dave & Buster's Introduces New Winter Season Pass Just in Time for the HolidaysDave & Buster's announced a new Winter Season Pass unlocking unlimited gameplay, exclusive food and beverage discounts and more to help one Eat, Drink & Play all season long. Beginning December 16, 2024, new and existing Dave & Buster's Rewards members can purchase the Winter Season Pass for as low as $69.99! Available for a limited time only at Dave & Buster's nationwide, the new pass is valid through February 28, 2025 and comes in three tiers, each offering exclusive perks with every visit - a great last minute holiday gift! With hundreds of dollars of savings available, purchase soon to maximize savings all winter long. Silver Pass ($69.99, a $500+ value): Enjoy unlimited gameplay and 10% discount on food and non-alcoholic beverages and non-alcoholic beverages. Valid every weekday with the exception of select holidays; Gold Pass ($99.99, a $700+ value): Even more savings and prizes! Gold Pass members enjoy unlimited gameplay every day (up to 1,000 tickets earned per week), daily 20% discount on food and Non-alcoholic beverages and a weekly $5 food and non-alcoholic beverage voucher; Valid everyday, including weekends, with the exception of select holidays. Platinum Pass ($149.99, a $900+ value): Best value for nonstop Eat, Drink & Play all winter, including holidays! The Platinum Pass holders will enjoy unlimited gameplay every day (up to 2,000 tickets earned perweek), daily 30% discount on food and non - non-alcoholic beverages and a monthly $5 food and non- alcoholic beverage voucher. Valid everyday, including weekends and all holidays - no exclusions! With more than 100+ games to play, a newly revamped menu, plus the chance to earn tickets to unlock fun prizes, these new seasonal savings are the perfect way to keep the whole family entertained throughout the holiday season. Winter Season Passes may be purchased at Dave & Buster's stores via the Dave & Buster's Rewards app, online, at in-store kiosks, or directly with a team member. Once purchased, guests will receive a QR code via email and their D&B Rewards app to scan in-store to redeem their benefits. Winter Passes are available for purchase until January 27, 2025 and are redeemable through February 28, 2025.
분석 기사 • Dec 14US$39.71: That's What Analysts Think Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Is Worth After Its Latest ResultsThe analysts might have been a bit too bullish on Dave & Buster's Entertainment, Inc. ( NASDAQ:PLAY ), given that the...
Recent Insider Transactions • Dec 13Independent Chair of the Board recently bought US$961k worth of stockOn the 12th of December, Kevin Sheehan bought around 38k shares on-market at roughly US$25.48 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Kevin has been a net seller over the last 12 months, reducing personal holdings by US$4.0m.
New Risk • Dec 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.9% net profit margin).
Seeking Alpha • Dec 12Dave & Buster's: Look Out BelowSummary Dave & Buster's shares plummeted 20% due to weak Q3 results, CEO resignation, and lack of guidance, signaling potential further declines. The stock is at critical support levels, with poor momentum indicators suggesting no sustainable bottom. Fundamentals show declining revenue, negative comparable sales, and worsening margins, with no clear path to recovery. Despite a low forward P/E ratio, ongoing challenges and uncertainties make the stock a Strong Sell. Read the full article on Seeking Alpha
New Risk • Dec 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.9% Last year net profit margin: 6.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (3.9% net profit margin). Significant insider selling over the past 3 months (US$545k sold).
