Core Insights - Dave & Buster's reported revenue of $448.2 million for the quarter ended October 2025, reflecting a year-over-year decline of 1.1% and a surprise of -2.6% compared to the Zacks Consensus Estimate of $460.15 million [1] - The company posted an EPS of -$1.14, which is worse than the -$0.45 reported a year ago, but better than the consensus estimate of -$1.16, resulting in an EPS surprise of +1.72% [1] Financial Performance Metrics - Comparable Store Sales decreased by 4%, which is worse than the average estimate of -3.2% based on five analysts [4] - The total number of stores at the end of the period remained at 241, matching the average estimate [4] - Company-owned stores for Dave & Buster's totaled 177, slightly below the average estimate of 178 [4] - Entertainment revenues were reported at $279.4 million, which is lower than the average estimate of $291.82 million, representing a year-over-year decline of 5.2% [4] - Food and beverage revenues reached $168.8 million, exceeding the average estimate of $168.24 million, with a year-over-year increase of 6.6% [4] Stock Performance - Over the past month, shares of Dave & Buster's have returned +28.8%, significantly outperforming the Zacks S&P 500 composite's +1.9% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Pinstripes is facing significant financial challenges due to inflationary pressures, leading to a shift in consumer behavior towards cheaper alternatives [3][4] - The company has experienced tight liquidity and reduced consumer traffic, which has strained its finances despite efforts to offset rising costs through price hikes and improved purchasing practices [4] - Pinstripes has filed for Chapter 11 bankruptcy protection, marking a critical step in its restructuring efforts amid declining revenues and economic deterioration [7] Financial Performance - Approximately 80% of Pinstripes' revenue is derived from food and beverage sales, with total annual revenue reported at about $129 million for the fiscal year ending April 27, 2025 [5] - Each location generates an average of $7.4 million in annual revenue, with store footprints ranging from 26,000 to 38,000 square feet [5] Business Expansion and Strategy - Pinstripes went public at the end of 2023 through Banyan Acquisition Corp, with plans to expand to 23 venues by the end of 2024 and a long-term goal of 150 units [6] - The company had grown to 18 units but only operated eight at the time of its bankruptcy filing, indicating a significant contraction in its business operations [7]

Financial Performance - For the quarter ended April 2025, Dave & Buster's reported revenue of $567.7 million, a decrease of 3.5% year-over-year [1] - EPS for the quarter was $0.76, down from $1.12 in the same quarter last year, indicating a significant decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $563.52 million by 0.74%, while the EPS fell short of the consensus estimate of $0.96 by 20.83% [1] Key Metrics - Comparable Store Sales decreased by 8.3%, worse than the estimated decline of 7.4% by analysts [4] - The total number of stores at the end of the period was 236, slightly above the average estimate of 235 [4] - Company-owned stores numbered 175, exceeding the estimate of 173, while Main Event stores matched the estimate of 61 [4] - Entertainment revenues were reported at $366.60 million, below the average estimate of $370.27 million, reflecting a year-over-year decline of 5% [4] - Food and beverage revenues reached $201.10 million, surpassing the estimated $193.21 million, but showed a slight decline of 0.6% compared to the previous year [4] Stock Performance - Over the past month, shares of Dave & Buster's have returned 15.6%, outperforming the Zacks S&P 500 composite's return of 6.3% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), suggesting potential underperformance relative to the broader market in the near term [3]