Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Q1 2022 Results Earnings Conference Call June 7, 2022 8:30 AM ET Company Participants Michael Quartieri - Chief Financial Officer Kevin Sheehan - Chairman and Interim Chief Executive Officer Margo Manning - Senior Vice President and Chief Operating Officer Conference Call Participants Jake Bartlett - Truist Securities Nicole Miller Regan - Piper Sandler Andrew Barish - Jefferies Patrick Johnson - Stifel Jeff Farmer - Gordon Haskett Research Advisors Andrew S ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED May 1, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File No. 001-35664 Dave & Buster's Entertainment, Inc. (Exact name of registrant as specified in its charter) (State of Incorpora ...

Dave & Buster's Reports Fourth Quarter 2021 and Full-Year Financial Results; Company Provides First Quarter FY 2022 Business Update and Outlook March 28, 2022 DALLAS, March 28, 2022 (GLOBE NEWSWIRE) -- Dave & Buster's Entertainment, Inc., (NASDAQ:PLAY), ("Dave & Buster's" or "the Company"), an owner and operator of entertainment and dining venues, today announced financial results for its fourth quarter and fiscal year ended January 30, 2022. As of January 30, 2022, all of the Company's 142 stores in the Un ...

Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Q4 2021 Earnings Conference Call March 29, 2022 8:30 AM ET Company Participants Michael Quartieri - Chief Financial Officer Kevin Sheehan - Chairman and Interim Chief Executive Officer Margo Manning - Senior Vice President and Chief Operating Officer Conference Call Participants Andrew Barish - Jefferies LLC Jeffrey Farmer - Gordon Haskett Jake Bartlett - Truist Securities, Inc. Brian Mullan - Deutsche Bank AG Andrew Strelzik - BMO Capital Markets Brian Vacc ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED January 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File No. 001-35664 Dave & Buster's Entertainment, Inc. (Exact name of registrant as specified in its charter) Delaware 35-2382255 (S ...

Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Q3 2021 Earnings Conference Call December 7, 2021 5:00 PM ET Â Company Participants Scott Bowman - Chief Financial Officer Kevin Sheehan - Interim CEO Margo Manning - Chief Operating Officer Brian Jenkins - Chief Executive Officer Conference Call Participants Andrew Barish - Jefferies Jake Bartlett - Truist Securities Nicole Miller - Piper Sandler Brian Mullan - Deutsche Bank Jeffrey Farmer - Gordon Haskett Andrew Strelzik - BMO Capital Markets Alex Vasti - ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED October 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File No. 001-35664 Dave & Buster's Entertainment, Inc. (Exact name of registrant as specified in its charter) Delaware 35-23 ...

Financial Data and Key Metrics Changes - The second quarter revenue reached $378 million, an all-time quarterly high, surpassing 2019 by $33 million [9][16] - EBITDA for the quarter was $114 million, up $36 million or 44% from Q2 of 2019, with an EBITDA margin of 30.2%, exceeding 2019's Q2 by over 700 basis points [9][17] - Net income increased 63% from 2019 to $53 million, resulting in a 19% increase in EPS to $1.07 per diluted share [18] Business Line Data and Key Metrics Changes - Comparable store sales increased by 3.6% compared to Q2 2019, with Amusements up 17% and Food & Beverage down 17% compared to 2019 [16][18] - Average weekly sales were $208,000 per week for the quarter, compared to $206,000 for Q2 2019 [16] Market Data and Key Metrics Changes - Strong demand was observed in California stores, contributing to rapid sales growth during the quarter [15] - The company reported a significant improvement in traffic trends, with comp sales showing acceleration during the quarter [16] Company Strategy and Development Direction - The company aims to emerge as a stronger, more competitive entity post-COVID, with a focus on enhancing the guest experience through new menu items and entertainment offerings [7][11] - Plans to open four new stores in 2021 and between six to eight stores in 2022, indicating a meaningful acceleration in growth [12][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's recovery and resilience, despite challenges such as labor market pressures and COVID resurgence [51][66] - The company expects third quarter comparable store sales to be approximately in line with trends observed in Q2 2019, with EBITDA significantly higher than Q3 2019 [22][85] Other Important Information - The company plans to redeem $55 million of its senior secured notes, saving $4.2 million in annualized interest [18] - A new D&B rewards program is set to launch in early Q4, aimed at increasing guest frequency and spend [35][36] Q&A Session Summary Question: Expectations for Food and Beverage sales shift with new menu rollout - Management noted that while Amusement traffic improved, Food traffic was slightly down, indicating a gradual recovery process [43] Question: Impact of rewards program on customer frequency and spend - The rewards program is designed to drive both frequency and spend, with an estimated cost of about 8% on total loyalty spend [45] Question: Drivers of same-store sales trends and recent deceleration - Management attributed recent deceleration to factors such as school calendar shifts and regional COVID impacts, but remains optimistic about recovery [50][51] Question: Updates on sports betting partnerships - The company is actively pursuing a sports betting partnership to enhance its appeal as a sports-watching destination [55] Question: Menu pricing actions and wage rate inflation - A mid-single-digit price increase was implemented for the Food segment, while Amusement pricing benefited from reduced discounting [60][66]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED August 1, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File No. 001-35664 Dave & Buster's Entertainment, Inc. (Exact name of registrant as specified in its charter) (State of Incorp ...

Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Q1 2021 Earnings Conference Call June 10, 2021 5:00 PM ET | --- | |---------------------------------------| | | | Company Participants | | Scott Bowman - CFO | | Brian Jenkins - CEO | | Margo Manning - COO | | Conference Call Participants | | Chris O'Cull - Stifel | | Jake Bartlett - Truist Securities | | Jeff Farmer - Gordon Haskett | | Andrew Strelzik - BMO Capital Markets | | Nicole Miller - Piper Sandler | | Andy Barish - Jefferies | | Sharon Zackfia - W ...