Report
John Zolidis

Is VR Content Sufficient to Turn PLAY Trends?

In this report we analyze recent results and update our longer-term charts and trend analysis.  We look at revenue performance by reported segement and evaluate recent performance and trends.  We also address margin performance and break out by component the drivers of restaurant level margins.  We also examine ROIC at existing stores, new stores and at the coporate level.  Lastly, we compare valuation and fundamental metrics to a peer group.  We also provide an opinion on the equity. 

Underlying
Dave & Buster's Entertainment Inc.

Dave & Buster's Entertainment is an owner and operator of entertainment and dining venues (stores) that operate under the name Dave & Buster's. The company's concept is to provide its customers the opportunity to Eat Drink Play and Watch all in one location for adults and families, while serving food and beverages. The company's Eat and Drink is provided through a menu of entrees and appetizers and a selection of non-alcoholic and alcoholic beverages. The company's Play and Watch offerings provide an assortment of entertainment attractions centered around playing games and watching live sports and other televised events.

Provider
Quo Vadis Capital
Quo Vadis Capital

Quo Vadis Capital, Inc. is a Registered Investment Advisor, independent equity research boutique and financial and strategic consultancy.  Our focus is on the U.S. consumer market with a specialization in the retail and restaurant sectors.  Quo Vadis provides an investment edge for professional investors using a proprietary forecasting tool that identifies and quantifies near- and long-term upside or downside potential to consensus estimates.  Quo Vadis is based in Paris, France. 

Analysts
John Zolidis

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