How Schwab Network’s view on $PLAY changed

Channel profile →This channel has 17 credited speakers: BFA and JP Morgan, Bank of America, Berenberg, Bird (analyst firm), CEO, Citigroup, Citizens, Goldman Sachs, JP Morgan Chase, JPMorgan, Jefferies, Morgan Stanley, Oppenheimer, Truist, UBS, Wall Street Journal, Wells Fargo1 entry
2026-09-15Bearish
“Tuesday's First Moves: LLY & ETSY Upgrades, PLAY Plunges After Earnings”
PLAY reported a miss on both top and bottom lines (adjusted loss of $0.27/share, revenue -2.4%) due to structural weakness in its core arcade segment, which has seen declining entertainment sales for 8 straight quarters.

Last but not least, Dave & Buster's. Dave & Buster's shares are down more than 7%. You got bleeding on the balance sheet happening here. Worse than expected quarter on both the bottom line and top line.

They reported a loss on an adjusted basis of 27 cents per share. The street was expecting for Dave & Buster's to be in the black. Revenue declined 2.4% to 544.1 million. That also missing estimates.