Report
John Zolidis
EUR 435.12 For Business Accounts Only

Following 4Q Miss, Are Analyst Expectations Achievable?

In this report, we analyze the trends in PLAY's business across its reportable segments including bar, food and amusement.  We discuss the factors behind the company's recent performance.  We suggest an alternative narrative to explain the recent weakness in the business and discuss the implications for future revisions to earnings.   We compare our forecasts to those built into Street consensus estimates.  Lastly, we evaluate unit-level ROIC trends and valuation for PLAY relative to its peer group.  

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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