Arcade company Dave & Buster’s (NASDAQ: PLAY) will be announcing earnings results this Tuesday after market hours. Here’s what you need to know.
Dave & Buster's missed analysts’ revenue expectations last quarter, reporting revenues of $448.2 million, down 1.1% year on year. It was a softer quarter for the company, with a significant miss of analysts’ adjusted operating income estimates and a significant miss of analysts’ EPS estimates.
Is Dave & Buster's a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Dave & Buster’s revenue to grow 3.5% year on year, a reversal from the 10.8% decrease it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings.
Looking at Dave & Buster’s peers in the consumer discretionary - leisure facilities segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Live Nation delivered year-on-year revenue growth of 11.1%, beating analysts’ expectations by 3.5%, and Planet Fitness reported revenues up 10.5%, topping estimates by 2.4%. Live Nation traded up 3.3% following the results while Planet Fitness was down 11.8%.
Read our full analysis of Live Nation’s results here and Planet Fitness’s results here.
The market narrative shifted from AI-driven sector rotation in late 2025 to geopolitical shock as the US-Iran conflict dominated early 2026. While some of the consumer discretionary - leisure facilities stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 7.5% on average over the last month. Dave & Buster's is down 31.5% during the same time and is heading into earnings with an average analyst price target of $26.50 (compared to the current share price of $9.76).
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