PLAY News & Events

A month-long Middle East standoff which disrupted the flow of oil through the Strait of Hormuz and roiled investor sentiment for over a month appears to have finally found a path toward anofframp.  Reports citing the Islamic Republic News Agency that Iranian officials are prepared to discuss the terms of the end to the conflict sent U.S. equities sharply higher, with S&P 500 ending the day up nearly 3% and the Nasdaq up nearly 4%.  Beaten down Tech, Communication Services, and Materials sectors were the best performing areas of the market while Energy - the only sector to finish the month of March in the positive - retreated, with Oil prices falling sharply.In the opening hour of the evening session, S&P e-minis and Nasdaq 100 futures are little changed with consolidation of today's gains in spite of more macro headlines on the wires citing President Trump indicate that the conflict could rage another 2-3 weeks.Afterhours earnings session saw results from some notable names in the Consumer space - Nikewas down sharply despite topping Q3 estimates as the management's guidance for Q4 revenue was well short of consensus, while PVH Corp .and Dave and Bustersrallied after their Q4 results.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -nCinoup 18.6%Dave & Buster's Entertainmentup 4.9%Omerosup 4.6%PVH Corp.up 1.9%DOWN AFTER EARNINGS -RHdown 17.6%NIKEdown 9.2%Sportsman's Warehousedown 6.4%POET Technologiesdown 1.5%TruBridgedown 1.0%ALSO LOWER -ORIC Pharmaceuticalsdown 26.6% after ORIC-944 program update

Dave & Buster's down 3% at $10.47 after Q4 results and guidance

The company said, "In 2026, we will make meaningful improvements to the business, sharpening our marketing to drive brand consideration, refining our pricing and menu architecture, launching a powerful lineup of culturally relevant new games, and implementing our refreshed remodel program. We have also significantly strengthened our leadership team and are prioritizing our field operations and culture, because we know that exceptional execution and guest experience will ultimately drive traffic and sales. We believe we have the right strategy, the right team, and the right momentum to create meaningful value for our guests and shareholders. To that end, during fiscal 2026, we fully expect to deliver an increase in same store sales, revenue, Adjusted EBITDA and to generate more than $100 million in free cash flow."

Reports Q4 revenue $529.6M, consensus $554.92M. Q4 comparable store sales decreased 3.3%. "I am pleased to report that our back-to-basics strategy continues to gain meaningful traction, with same-store sales trends improving throughout the prior year," said Tarun Lal, CEO. "Since joining the company nine months ago, I have become even more confident in our ability to dramatically improve operating results, driven by standout progress in our food and beverage offering, disciplined marketing, and a sharper value proposition for our guests."