Core Insights - Dave & Buster's Entertainment, Inc. reported lower-than-expected second-quarter fiscal 2025 results, with earnings and revenues missing the Zacks Consensus Estimate, leading to a 16.6% drop in shares during after-hours trading [1][4][9] Financial Performance - Adjusted earnings per share (EPS) for the fiscal second quarter were 40 cents, missing the consensus estimate of 88 cents and down from $1.12 in the prior year [4][9] - Quarterly revenues totaled $557.4 million, slightly up 0.5% year-over-year but below the consensus mark of $562 million [4][9] - Operating income was $53 million, down from $84.5 million in the year-ago quarter, with adjusted EBITDA at $129.8 million compared to $151.6 million previously [7][9] Revenue Breakdown - Food and Beverage revenues, accounting for 34.6% of total revenues, increased 6.3% year-over-year to $192.9 million, exceeding estimates [5] - Entertainment revenues, making up 65.4% of total revenues, fell 3% year-over-year to $364.5 million, missing estimates [5] Comparable Store Sales - Comparable store sales, including Main Event-branded locations, declined 3% year-over-year, with sales trends in the third quarter following the same direction as the second quarter [6] Management Outlook - Management expressed confidence in the company's long-term potential despite the fiscal second-quarter results, highlighting profitable business models and expected high returns from new store openings [2][3] - Targeted initiatives such as menu innovation, new arcade titles, and remodel programs are showing early progress, with management cautiously optimistic about stabilizing performance and driving long-term shareholder value [3] Store Development - During the fiscal second quarter, the company opened three new domestic stores and one additional store post-quarter, along with two Main Event stores [10] - The company launched its second franchise store in India and plans to open at least five more international franchise stores within the next six months [11] Balance Sheet - As of August 5, 2025, cash and cash equivalents were $12 million, up from $6.9 million in February 2025, while net long-term debt increased to approximately $1.55 billion [8]

Group 1 - Warner Bros. Discovery shares fell after being downgraded by TD Cowan due to concerns that potential gains from a sale to Paramount Skydance could be lost if the deal does not materialize [1][2][5] - The S&P 500 and Nasdaq experienced declines from record highs as the Federal Reserve's two-day meeting commenced, with Warner Bros. Discovery being the worst-performing stock in the S&P 500 [2][5] - Dave & Buster's Entertainment shares plunged after missing profit and sales estimates, with comparable store sales declining and warnings about inflation and tariffs affecting business [3][5] Group 2 - Novo Nordisk shares rose following positive results from a Phase 3 trial of a new weight-loss drug that operates differently from traditional GLP-1 inhibitors [4] - Steel Dynamics shares advanced after providing a better-than-expected outlook on performance across its units [5] - Rocket Lab shares declined as the company announced agreements to sell $750 million in stock to raise cash [3]

Key Points The company missed estimates on the top and bottom lines in the quarter. The company named a new CEO in July, Tarun Lai, who's joining D&B from KFC. Weak discretionary spending is also causing a headwind for Dave & Buster's. 10 stocks we like better than Dave & Buster's Entertainment › Shares of Dave & Buster's Entertainment (NASDAQ: PLAY) were taking a dive today after the "eatertainment" chain missed estimates on the top and bottom lines. As of 10:08 a.m. ET, the stock was down 16.2 ...

Dave & Buster's Entertainment Inc PLAY posted weaker-than-expected results for the second quarter on Monday.Dave & Buster’s reported second-quarter revenue of $557.41 million, missing analyst estimates of $562.78 million, according to Benzinga Pro. The entertainment and dining company reported adjusted earnings of 40 cents per share, missing estimates of 92 cents per share."We operate strong brands, with an exceptional business model across a unique national footprint. In my first several weeks, I've visite ...

Dave & Buster's Entertainment, Inc. (NASDAQ: PLAY) saw its shares sink more than 16% on Tuesday after the entertainment and dining chain reported fiscal second-quarter 2025 earnings that missed analys... ...

Dave & Buster's Entertainment Inc PLAY posted weaker-than-expected results for the second quarter on Monday.Dave & Buster’s reported second-quarter revenue of $557.41 million, missing analyst estimates of $562.78 million, according to Benzinga Pro. The entertainment and dining company reported adjusted earnings of 40 cents per share, missing estimates of 92 cents per share."We operate strong brands, with an exceptional business model across a unique national footprint. In my first several weeks, I've visite ...

Group 1 - Shares of Dave and Buster's Entertainment Inc (NASDAQ:PLAY) fell 15.7% to $20.38 following disappointing second-quarter earnings of $0.40 per share on revenue of $557.4 million and lackluster same-store sales [1] - The stock is experiencing its lowest levels since May and is down 30% year to date, marking its fourth post-earnings loss in six quarters [2] - Major financial institutions such as Piper Sandler, Truist Securities, and UBS have lowered their price targets in response to the earnings report [1] Group 2 - Options traders have shown increased bearish sentiment, with the equity's 10- and 50-day put/call volume ratios ranking in the 85th and 99th percentiles of its annual range [3] - A significant number of puts have been traded today, with 16,000 puts compared to 9,513 calls, indicating six times the overall average daily options volume [4] - The stock has been placed on the short sell restricted (SSR) list amid the current volatility [4]

Core Insights - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors [1] Group 1 - The analysis occasionally includes large-cap companies to provide a broader perspective on the equity markets [1]

Alphabet Google - Alphabet Google has joined the exclusive club of companies with a market cap exceeding $3 trillion, alongside Nvidia, Microsoft, and Apple [2][4] - The company's shares have seen significant gains, up more than 30% in 2025, outperforming both the S&P 500 and NASDAQ [2][3] - A favorable ruling in an antitrust case regarding Chrome provided a major catalyst for the stock's rise [2][3] - Alphabet announced a £5 billion investment in the UK, translating to approximately $6.8 billion, aimed at establishing a data center to meet rising AI demand [4][5] - This investment is expected to create over 8,000 jobs and reflects strong confidence in Alphabet's growth prospects [5] Taiwan Semiconductor Manufacturing Company (Taiwan Semi) - Barclays has raised its price target for Taiwan Semi from $275 to $335, reaffirming an overweight rating, indicating confidence in the company's long-term growth [6][8] - AI demand is a key driver for Taiwan Semi, distinguishing it from other European tech hardware companies that may not benefit as directly from AI [7][8] - Despite some near-term market risks, long-term estimates through 2027 appear attractive, suggesting supportive valuations for the stock [8][9] - Taiwan Semi shares have increased by more than 30% year-to-date, reflecting strong market performance [9] Dave and Buster's - Dave and Buster's shares have experienced a significant decline following disappointing quarterly results, with adjusted EPS at 40 cents, missing forecasts [10][11] - Revenue was reported at $557.4 million, flat year-over-year and below expectations, with comparable sales down 3%, worse than analyst predictions [11][12] - Despite overall strength in retail sales, particularly in food and drinks, Dave and Buster's has struggled to resonate with consumers, particularly in the entertainment segment [12]

Bloomberg / Contributor / Getty Images Dave & Buster's warned it might not be able to cover the possible costs of inflation, tariffs, and other expenses Key Takeaways Dave & Buster's Entertainment missed profit and sales forecasts as comparable store sales fell. The game-themed restaurant also warned that it might not be able to cover the possible costs of inflation, tariffs, and other expenses. New CEO Tarun Lal said he will focus on boosting sales and cash flow. Shares of Dave & Buster’s Enterta ...