earnings
confidence high
sentiment negative
materiality 0.80
Dave & Buster's Q4 revenue $534.5M (-10.8%), EPS $0.24 vs $0.88; $111M sale-leaseback
Dave & Buster's Entertainment, Inc.
- Q4 revenue $534.5M (-10.8%), comparable store sales -9.4%; net income $9.3M ($0.24 diluted) vs $36.2M ($0.88).
- Adjusted EBITDA $127.2M (23.8% of revenue), down 16.2% YoY; full-year adjusted EBITDA $506.2M.
- FY2024 share repurchases $172M (12.4% of outstanding); remaining authorization ~$104M as of April 7, 2025.
- Closed sale-leaseback of five properties for $111.4M; opened 14 new stores in FY2024 and first franchise in India.
- Fiscal 2025 outlook: capex <$220M, pre-opening ~$20M, cash interest $130-140M.