Core Insights - Dave & Buster's Entertainment, Inc. (PLAY) is set to release its second-quarter fiscal 2025 results on September 15, with an expected earnings per share (EPS) of 88 cents, reflecting a 21.4% decline from $1.12 in the same quarter last year [1] - The consensus estimate for fiscal second-quarter revenues is $562 million, indicating a growth of 0.9% year-over-year [3] Earnings Estimate Trend - The EPS estimate for the current quarter has remained stable at 88 cents over the past week, but has decreased from 90 cents 30 days ago [3] - The projected EPS for the current year is $1.53, while the next year's estimate is $2.07 [3] Earnings Surprise History - Dave & Buster's has a modest earnings surprise history, having outperformed the Zacks Consensus Estimate in two of the last four quarters, with an average surprise of 2.2% [4] Revenue Drivers - The fiscal second-quarter performance is expected to benefit from improved traffic trends, promotional offerings, and new entertainment initiatives [10] - The relaunch of the Eat & Play combo and the introduction of the Summer Pass program are anticipated to enhance customer engagement and drive sales [11] - New games and attractions, along with the "Summer of Games" campaign, are likely to have contributed positively to guest activity [12] Margin Expectations - Fiscal second-quarter adjusted EBITDA is predicted to decline 18.6% year-over-year to $123.4 million, influenced by elevated pre-opening and marketing costs [14] - Total operating expenses are expected to rise 2.6% year-over-year to $484.7 million, constrained by labor inflation and macroeconomic factors [16] Stock Performance & Valuation - Over the past three months, PLAY shares have declined 13.8%, underperforming the Zacks Retail - Restaurants industry and the S&P 500 [17] - The stock is currently trading at a forward P/E multiple of 11.98, below the industry average of 24.14 [19] Investment Considerations - The company is focusing on a "back-to-basics" strategy to strengthen its position in the experiential dining and entertainment market [21] - Challenges such as inflationary pressures, competitive promotional activity, and uneven demand may limit near-term margin expansion [22]

Core Insights - The upcoming earnings report for Dave & Buster's (PLAY) is anticipated to show quarterly earnings of $0.88 per share, reflecting a decline of 21.4% year-over-year, while revenues are forecasted to be $561.95 million, indicating a slight increase of 0.9% compared to the previous year [1] - Over the last 30 days, the consensus EPS estimate has been revised downward by 4.6%, highlighting a collective reassessment by analysts [1][2] Revenue Estimates - Analysts project 'Entertainment revenues' to reach $376.80 million, representing a year-over-year change of +0.3% [4] - The consensus estimate for 'Food and beverage revenues' is $185.10 million, indicating a +2% change from the same quarter last year [4] Store Count and Market Performance - The estimated 'Stores Count - End of Period' is expected to be 237, up from 224 in the previous year [4] - Dave & Buster's shares have decreased by 13.9% over the past month, contrasting with the Zacks S&P 500 composite's increase of 1.9% [4]

Core Insights - PLAY experienced a significant decrease in passenger numbers, carrying 124,286 passengers in August 2025 compared to 187,960 in August 2024, primarily due to a strategic shift in fleet deployment and ACMI leasing agreements [1] - Despite the reduced capacity, the load factor was 89.6%, slightly down from 91.6% in August 2024, reflecting the transition from a VIA-focused network to a leisure-focused model, which typically has lower load factors but higher yields [2] - The unit revenue for August reached its highest level ever for the month, indicating the success of the strategic shift towards leisure routes [2] - Operational performance remained strong with an on-time performance of 89.0%, compared to 91.5% in August 2024, showcasing the company's commitment to operational efficiency [3] Financing and Growth - In August, Fly Play hf. completed the issuance of a two-year convertible bond amounting to approximately USD 23 million (over ISK 2.8 billion), with initial commitments of USD 20 million [4] - The increased demand for the bond offering reflects investor confidence in the company and strengthens its operational foundation, allowing for a focus on profitable projects and growth [5] Leadership Perspective - The CEO of PLAY highlighted the strong operational results and the successful adaptation of operations, emphasizing the focus on point-to-point leisure destinations and the achievement of the highest unit revenue for August [6]

Core Insights - Dave & Buster's Entertainment, Inc. will report its financial results for the second quarter ended August 5, 2025, after market close on September 15, 2025 [1] - A conference call to discuss these results is scheduled for September 15, 2025, at 4:00 p.m. Central Time [2] Company Overview - Founded in 1982 and headquartered in Coppell, Texas, Dave & Buster's operates 240 venues in North America under two brands: Dave & Buster's and Main Event [3] - The company has 177 Dave & Buster's locations across 43 states, Puerto Rico, and Canada, offering a combination of dining and entertainment experiences [3] - Main Event operates 63 locations in 22 states, providing activities such as bowling, laser tag, and arcade games, aimed at family engagement [3]

Core Viewpoint - The market anticipates a year-over-year decline in earnings for Dave & Buster's despite an increase in revenues, with actual results being crucial for stock price movement [1][3]. Earnings Expectations - Dave & Buster's is expected to report quarterly earnings of $0.88 per share, reflecting a decline of 21.4% year-over-year, while revenues are projected to be $564.4 million, an increase of 1.3% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 4.62% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Dave & Buster's is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +3.41%, suggesting a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Dave & Buster's had an expected EPS of $0.96 but reported $0.76, resulting in a surprise of -20.83%. Over the last four quarters, the company has beaten consensus EPS estimates twice [13][14]. Investment Considerations - While a potential earnings beat may influence stock movement, other factors can also affect investor sentiment, making it essential to consider the broader context [15][17].

Please find attached announcements Attachments Einir ehf. - PDMR notification - 27.08.2025 Fea ehf. - PDMR notification - 27.08.2025 Gnitanes ehf. - PDMR notification - 27.08.2025 Rea ehf. - PDMR notification - 27.08.2025 ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors rely on traditional forms of analysis on key valuation metrics to ...

Group 1 - The Shareholder Meeting of Fly Play hf. was held on August 15, 2025, at 16:00 GMT [1] - The meeting took place at the Company's offices located at Suðurlandsbraut 14, 108 Reykjavík [1] - Proposals from the Board of Directors were approved during the shareholders meeting [2]

Group 1 - The final agenda and proposals for the shareholders' meeting of Fly Play hf. are set to take place on August 15 [1][2]

Financial Data and Key Metrics Changes - Revenue decreased by $6 million, an 8% decline compared to the second quarter of the previous year, primarily due to changes in the schedule [7][8] - EBIT worsened from a loss of $6 million last year to a loss of $9 million this year, reflecting a decrease of approximately $3 million [8][15] - Cash position remains solid with $12 million reported at the end of the last quarter, expected to be enhanced by a $20 million bond issuance [8][26] Business Line Data and Key Metrics Changes - The company operated two aircraft during the quarter, with a focus on ACMI operations, which showed impressive on-time performance [2][3] - Yield per passenger increased by 4.1%, while load factor decreased by 2.7%, indicating a shift towards leisure destinations [10][19] - The leisure capacity increased by 15% in Q2 compared to the same quarter last year, despite operating fewer aircraft [17] Market Data and Key Metrics Changes - The share of Via passengers is decreasing, while front passengers are gaining a larger share [2] - The company is focusing on profitable leisure routes, with a shift away from transatlantic flights [17][22] Company Strategy and Development Direction - The company is transitioning to focus on leisure markets and ACMI leasing, which is expected to provide more stable financial income [16][20] - Plans to eliminate dual costs by moving all operations to Malta by the end of the year, which is anticipated to lower operational costs [22] - The business model is evolving to prioritize profitable routes and discontinue loss-making ones [16][24] Management's Comments on Operating Environment and Future Outlook - Management expects a significant improvement in financial performance in Q4 2025 and Q1 2026, projecting an increase of over $25 million [23][24] - The company is confident in achieving profitability in 2026, with a focus on growing the leisure segment [24][26] - Forward unit revenue is trending positively for upcoming quarters, indicating a strong outlook [22][26] Other Important Information - The company celebrated its fourth anniversary and two inaugural flights during the quarter [3] - A convertible bond worth $20 million was issued to strengthen the cash position [4][26] - The Net Promoter Score (NPS) improved significantly to 54, up from 31% last year, indicating high customer satisfaction [5] Q&A Session Summary Question: Is Play planning to launch any new destinations from Iceland in the coming quarters and what regions are you targeting? - The company plans to announce new destinations soon, including two in Morocco and Antalya in Turkey, which competitors do not offer [27][28] Question: How do the forward bookings for Q3 and Q4 look for the Icelandic market? - Forward bookings are looking good, with expectations that two-thirds of passengers will be flying from Iceland, indicating a healthy tourism market [29][30] Question: How much revenue are you expecting annually from ACMI in 2026 and do you anticipate further fleet reallocation toward ACMI? - The company expects annual revenue from ACMI to be slightly above $100 million, with no plans to allocate more than six of the ten aircraft currently to this business [31][32]