Company Reports Q4 Revenue of $529.6M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 11 hours ago
0mins
Should l Buy PLAY?
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."
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy PLAY?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on PLAY
Wall Street analysts forecast PLAY stock price to rise
7 Analyst Rating
2 Buy
5 Hold
0 Sell
Moderate Buy
Current: 10.040
Low
16.00
Averages
22.20
High
30.00
Current: 10.040
Low
16.00
Averages
22.20
High
30.00
About PLAY
Dave & Buster's Entertainment, Inc. is an owner and operator of entertainment and dining venues. The Company owns and operates about 232 venues in North America that offer entertainment and dining experiences to guests through two distinct brands: Dave & Buster’s and Main Event. The Company has over 171 Dave & Buster's branded stores in 42 states, Puerto Rico, and Canada and offers guests the opportunity to Eat Drink Play and Watch, all in one location. Each store offers a full menu of entrees and appetizers, a complete selection of alcoholic and non-alcoholic beverages, and an assortment of entertainment attractions centered around playing games and watching live sports and other televised events. It also operates over 61 Main Event branded stores in 22 states across the country, and offers bowling, laser tag, hundreds of arcade games, and virtual reality. Each of its locations also offers full bar service, including a variety of beers, hand-crafted cocktails, and spirits.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Dave & Buster's Q4 Earnings Miss Expectations
- Earnings Performance: Dave & Buster's reported a Q4 non-GAAP EPS of -$0.35, missing expectations by $0.81, indicating significant challenges to the company's profitability.
- Revenue Decline: The revenue for Q4 was $529.6 million, a 0.9% year-over-year decrease, falling short of market expectations by $25.32 million, reflecting weak consumer spending and intensified market competition.
- Market Reaction: The disappointing earnings report may lead to downward pressure on the stock price, raising investor concerns about the company's future profitability and growth potential.
- Transformation Challenges: Despite potential for turnaround, the current financial performance highlights difficulties in restoring growth, suggesting a need for a reassessment of market strategies to adapt to changing consumer demands.
See More
Dave & Buster's Q4 Revenue Misses Expectations, Shares Drop
- Revenue Shortfall: Dave & Buster's (PLAY) reported Q4 revenue of $529.6 million, a 0.9% decline from the previous year, significantly missing analysts' expectations of $555.4 million, indicating competitive pressures in the market.
- Adjusted Net Loss: The company swung to an adjusted net loss of $12 million in Q4, compared to an adjusted net income of $25.3 million in the same quarter last year, reflecting a substantial decline in profitability that may impact investor confidence.
- Store Openings and Remodels: In fiscal 2025, PLAY opened 11 new stores and remodeled 16 locations, demonstrating ongoing efforts to expand and enhance customer experience despite financial challenges, which could help in long-term recovery.
- Positive Future Outlook: PLAY expects to achieve growth in same-store sales, revenue, and adjusted core profit, with plans to launch new games and refine marketing strategies in 2026, aiming to restore brand appeal and drive free cash flow above $100 million.
See More
Nike's Earnings Beat Expectations Despite Revenue Decline
- Nike Earnings Highlights: Nike reported fiscal third-quarter earnings of $0.35 per share and revenue of $11.28 billion, exceeding analyst expectations of $0.28 and $11.24 billion, indicating strong profitability despite revenue challenges.
- North America Revenue Decline: Despite the overall revenue beat, Nike's North America revenue came in at $5.03 billion, slightly below the expected $5.04 billion, reflecting pressure on sales in that region.
- Dave & Buster's Positive Outlook: Shares of Dave & Buster's rose about 1% as management projected increases in same-store sales, revenue, and adjusted EBITDA for 2026, showcasing confidence in future growth.
- PVH Surpasses Expectations: PVH reported fourth-quarter adjusted earnings of $3.82 per share and revenue of $2.51 billion, both exceeding analyst forecasts of $3.31 and $2.43 billion, indicating strong brand performance.
See More
Multiple Companies Set to Report Earnings
- Nike Earnings Forecast: Nike (NKE) is expected to report an earnings per share of $0.29 for the quarter ending February 28, 2026, representing a 46.30% decrease compared to the same quarter last year, indicating increased competitive pressure despite beating expectations consistently over the past year.
- PVH Earnings Outlook: PVH is forecasting an earnings per share of $3.30 for the quarter ending January 31, 2026, reflecting a modest 0.92% increase year-over-year, demonstrating its stable market position as it has consistently exceeded market expectations in the past year.
- RH Earnings Growth: RH anticipates an earnings per share of $2.21 for the quarter ending January 31, 2026, marking a significant 39.87% year-over-year increase, showcasing strong business growth potential that may attract more investor interest.
- nCino Earnings Prediction: nCino expects an earnings per share of $0.06 for the quarter ending January 31, 2026, representing a remarkable 250.00% increase compared to the same quarter last year, which could help restore market confidence after previous underperformance.
See More
Major Earnings Reports Expected After Tuesday's Close
- Earnings Release Preview: Major companies including Nike (NKE), Beyond Meat (BYND), Workhorse Group (WKHS), and Nano Dimension Ltd. (NNDM) are set to report earnings after Tuesday's close, with market participants keenly awaiting insights into their performance and future market guidance.
- Market Reaction Expectations: Investors are particularly focused on Nike's earnings due to its leadership position in the global athletic apparel market, which could significantly influence overall industry sentiment and the short-term performance of related stocks.
- Additional Earnings Reports: In addition to the major players, several other companies such as AGPU, AQMS, and BIRD will also release earnings, which may impact the small-cap market, prompting investors to stay alert for potential shifts.
- Earnings Season Schedule: As the earnings season progresses, market participants should closely monitor the specific data released by each company to adjust their investment strategies and capitalize on opportunities in a volatile market environment.
See More
Dave & Buster's to Announce Q4 Earnings on March 31
- Earnings Announcement Date: Dave & Buster's (PLAY) is set to release its Q4 2023 earnings report on March 31 after market close, with a consensus EPS estimate of $0.46, reflecting a significant year-over-year decline of 33.3%, indicating potential profitability challenges.
- Revenue Expectations: The anticipated revenue for Q4 is $554.92 million, representing a modest year-over-year growth of 3.8%, suggesting some level of market demand despite overall sluggish growth in the entertainment sector.
- Historical Performance Review: Over the past two years, PLAY has only beaten EPS estimates 25% of the time and revenue estimates 13% of the time, highlighting ongoing challenges in profitability and revenue growth for the company.
- Estimate Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates and one downward revision, while revenue estimates saw one upward and one downward revision, reflecting analyst uncertainty and divergence regarding the company's future performance.
See More
Dave & Buster's Q4 Earnings Miss Expectations
- Earnings Performance: Dave & Buster's reported a Q4 non-GAAP EPS of -$0.35, missing expectations by $0.81, indicating significant challenges to the company's profitability.
- Revenue Decline: The revenue for Q4 was $529.6 million, a 0.9% year-over-year decrease, falling short of market expectations by $25.32 million, reflecting weak consumer spending and intensified market competition.
- Market Reaction: The disappointing earnings report may lead to downward pressure on the stock price, raising investor concerns about the company's future profitability and growth potential.
- Transformation Challenges: Despite potential for turnaround, the current financial performance highlights difficulties in restoring growth, suggesting a need for a reassessment of market strategies to adapt to changing consumer demands.
See More
Dave & Buster's Q4 Revenue Misses Expectations, Shares Drop
- Revenue Shortfall: Dave & Buster's (PLAY) reported Q4 revenue of $529.6 million, a 0.9% decline from the previous year, significantly missing analysts' expectations of $555.4 million, indicating competitive pressures in the market.
- Adjusted Net Loss: The company swung to an adjusted net loss of $12 million in Q4, compared to an adjusted net income of $25.3 million in the same quarter last year, reflecting a substantial decline in profitability that may impact investor confidence.
- Store Openings and Remodels: In fiscal 2025, PLAY opened 11 new stores and remodeled 16 locations, demonstrating ongoing efforts to expand and enhance customer experience despite financial challenges, which could help in long-term recovery.
- Positive Future Outlook: PLAY expects to achieve growth in same-store sales, revenue, and adjusted core profit, with plans to launch new games and refine marketing strategies in 2026, aiming to restore brand appeal and drive free cash flow above $100 million.
See More
Nike's Earnings Beat Expectations Despite Revenue Decline
- Nike Earnings Highlights: Nike reported fiscal third-quarter earnings of $0.35 per share and revenue of $11.28 billion, exceeding analyst expectations of $0.28 and $11.24 billion, indicating strong profitability despite revenue challenges.
- North America Revenue Decline: Despite the overall revenue beat, Nike's North America revenue came in at $5.03 billion, slightly below the expected $5.04 billion, reflecting pressure on sales in that region.
- Dave & Buster's Positive Outlook: Shares of Dave & Buster's rose about 1% as management projected increases in same-store sales, revenue, and adjusted EBITDA for 2026, showcasing confidence in future growth.
- PVH Surpasses Expectations: PVH reported fourth-quarter adjusted earnings of $3.82 per share and revenue of $2.51 billion, both exceeding analyst forecasts of $3.31 and $2.43 billion, indicating strong brand performance.
See More
Multiple Companies Set to Report Earnings
- Nike Earnings Forecast: Nike (NKE) is expected to report an earnings per share of $0.29 for the quarter ending February 28, 2026, representing a 46.30% decrease compared to the same quarter last year, indicating increased competitive pressure despite beating expectations consistently over the past year.
- PVH Earnings Outlook: PVH is forecasting an earnings per share of $3.30 for the quarter ending January 31, 2026, reflecting a modest 0.92% increase year-over-year, demonstrating its stable market position as it has consistently exceeded market expectations in the past year.
- RH Earnings Growth: RH anticipates an earnings per share of $2.21 for the quarter ending January 31, 2026, marking a significant 39.87% year-over-year increase, showcasing strong business growth potential that may attract more investor interest.
- nCino Earnings Prediction: nCino expects an earnings per share of $0.06 for the quarter ending January 31, 2026, representing a remarkable 250.00% increase compared to the same quarter last year, which could help restore market confidence after previous underperformance.
See More
Major Earnings Reports Expected After Tuesday's Close
- Earnings Release Preview: Major companies including Nike (NKE), Beyond Meat (BYND), Workhorse Group (WKHS), and Nano Dimension Ltd. (NNDM) are set to report earnings after Tuesday's close, with market participants keenly awaiting insights into their performance and future market guidance.
- Market Reaction Expectations: Investors are particularly focused on Nike's earnings due to its leadership position in the global athletic apparel market, which could significantly influence overall industry sentiment and the short-term performance of related stocks.
- Additional Earnings Reports: In addition to the major players, several other companies such as AGPU, AQMS, and BIRD will also release earnings, which may impact the small-cap market, prompting investors to stay alert for potential shifts.
- Earnings Season Schedule: As the earnings season progresses, market participants should closely monitor the specific data released by each company to adjust their investment strategies and capitalize on opportunities in a volatile market environment.
See More
Dave & Buster's to Announce Q4 Earnings on March 31
- Earnings Announcement Date: Dave & Buster's (PLAY) is set to release its Q4 2023 earnings report on March 31 after market close, with a consensus EPS estimate of $0.46, reflecting a significant year-over-year decline of 33.3%, indicating potential profitability challenges.
- Revenue Expectations: The anticipated revenue for Q4 is $554.92 million, representing a modest year-over-year growth of 3.8%, suggesting some level of market demand despite overall sluggish growth in the entertainment sector.
- Historical Performance Review: Over the past two years, PLAY has only beaten EPS estimates 25% of the time and revenue estimates 13% of the time, highlighting ongoing challenges in profitability and revenue growth for the company.
- Estimate Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates and one downward revision, while revenue estimates saw one upward and one downward revision, reflecting analyst uncertainty and divergence regarding the company's future performance.
See More
