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Dave & Buster’s pops as strong EBITDA in Q4 offset earnings, revenue miss

Published 04/02/2024, 04:24 PM
Updated 04/03/2024, 05:21 AM
© Reuters
PLAY
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Investing.com -- Dave & Buster’s Entertainment reported Tuesday fourth-quarter results that missed Wall Street estimates, though shares rose higher in the premarket on stronger-than-expected profitability metrics and a new stock buyback program. 

Dave & Buster’s Entertainment (NASDAQ:PLAY) shares jumped 6% in premarket trading Wednesday. 

The dining and restaurant chain reported adjusted earnings of $1.03 per share on revenue of $599.1 million, missing analyst estimates of $1.12 on revenue of $603.7M, respectively.

However, the company’s EBITDA came in at $151.8 million, topping the consensus estimates of $145 million. 

Moreover, the company announced an additional $100 million share buyback program, bringing the total available repurchase authorization to $200 million. 

Following the report, analysts at Truist Securities raised their estimates for PLAY and lifted the price target to $78 from $75. 

“After setting the stage for accelerating sales, PLAY has begun to launch meaningful sales drivers, which we expect will more than offset NT macro pressure, driving positive SSS by 2Q24,” analysts said.

“Additionally, we expect operating efficiencies to support margin expansion. We recognize risks to traffic from menu and game price increases, but believe they are more than priced in at a ~6x EV/EBITDA ('25E) multiple,” they added.

(Yasin Ebrahim contributed reporting)

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