Dave & Buster's runs 144 adult-friendly arcade-restaurant hybrids across 40 U.S. states, Puerto Rico, and one Canadian province, pairing food and drinks with video games and live sports.
Money comes from food, drinks, and game play at its venues; gross margins run 66.79% TTM, but net margin is -3.09%, with annual revenue around USD 2.10B.
Its brand and location network are hard to replicate quickly, but Main Event Entertainment and Round One Entertainment compete directly, and the moat is eroding as consumer spending shifts.
Key events, in time order
Post-earnings selloff; short interest 33.7%; multiple PT cuts
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