Capital investment and capacitymixed · 5 filings
“Investing Activities — Cash flow used in investing decreased to $105.3 for the 2026 period from $154.6 for the 2025 period primarily due to a decrease in capital expenditures.”10-Q · Jun 15, 2026 ↗
Dave & Buster's Entertainment, Inc.
PLAY
Market read
Dave & Buster's Entertainment, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 8 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Company+1.4% todayVolume comparison unavailable
Market group0 of 8 activeEntertainment & Leisure · unavailable
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
Watch this read- PLAY's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if PLAY's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 8 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- PLAY's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations317
Usable filing statements80
Verified relationships0
Evidence supporting the case
No qualifying supportive evidence was identified.
Evidence challenging the case
- Latest annual revenue changed -1.4% year over year.
- Operating margin changed -6.2 percentage points in the latest annual period.
- Net margin changed -5.0 percentage points in the latest annual period.
- Capital investment and capacity has repeated adverse evidence across 5 filings.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 8, 2026
8.836m-41.1%12m-64.5%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2022-01-30$1.3B+198.7%$2.21+13.1%
2023-01-29$2.0B+50.6%$2.79-0.2%
2024-02-04$2.2B+12.3%$2.88-10.4%
2025-02-04$2.1B-3.3%$1.46-9.2%
2026-02-03$2.1B-1.4%$-1.40-13.3%
What management says matters
Persistent and emerging business drivers
Credit and interest ratesmixed · 4 filings
“Interest expense, net - Interest expense, net increased to $154.0 in fiscal 2025 compared to $135.3 in fiscal 2024 primarily due to incremental interest expense associated with sale-leaseback transactions and borrowings outstanding under our Credit Agreement,…”10-K · Mar 31, 2026 ↗
Pricing and mixmixed · 3 filings
“The decrease was due to food and beverage menu price increases, the mix of products sold with our new menu, and continued supply chain and ingredient optimization.”10-K · Mar 31, 2026 ↗
Supply chain and availabilitymixed · 3 filings
“The decrease was due to food and beverage menu price increases, the mix of products sold with our new menu, and continued supply chain and ingredient optimization.”10-K · Mar 31, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
8.83+1.4% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 8 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for PLAY. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for PLAY. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind PLAY
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
PLAY is currently a Follower in the organic co-movement group Entertainment & Leisure. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for PLAY; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.