Dave & Buster’s (NASDAQ: PLAY) is showing signs of renewed focus under new leadership, but 3Q data suggests a mixed backdrop heading into earnings. Foot traffic remains the biggest challenge, even as spend per visit helps offset softness and certain regions – like New England and parts of the South – show meaningful traction. NFL gamedays also continue to shape performance, pushing management to reimagine in-store experiences.
Explore the full report for a deeper look at customer trends, competitive positioning, and where D&B’s turnaround is gaining momentum.