$PLAY

On Tuesday, U.S. indices declined, with the S&P 500 and Nasdaq down 0.71% and 1.03% respectively. Deere (DE) hit a new 52-week high of $677.89, up 43% in a year, with Baird upgrading it to Outperform and raising the target to $800. The Chef's Warehouse (CHEF) also hit a new high, up 79% in a year, but faces valuation concerns. Builders Firstsource (BLDR) and Dave & Buster's (PLAY) hit new lows, down 54% and 65% respectively in a year.

Dave & Buster’s Inc. appointed Amanda Busby as Chief Operating Officer, according to the company. Busby has 30+ years in restaurant, hospitality and entertainment operations, most recently at SSP America, where she led operational excellence and a $1.2 billion North American hospitality business. She previously held COO and Red Robin leadership roles.

McDonald’s named Skye Anderson president of McDonald’s USA, replacing Joe Erlinger, as U.S. traffic and same-store sales lag. Q2 same-store sales rose 0.8% while executives cited “execution” issues and said the $3 and under menu underperformed. Dave & Buster’s CEO Tarun Lal retired; CFO Darin Harper became CEO. Chipotle is cooperating with a Minnesota Salmonella investigation after removing jalapeños.

Dave & Buster’s (NASDAQ: PLAY) shares fell 6.9% after CEO Tarun Lal announced he will retire effective Aug. 3, 2026. The board appointed CFO Darin Harper as CEO. Lal will advise through at least FY2027. The article also cites prior weak Q2 results: adjusted EPS 40 cents vs 92 cents expected, revenue $557.4M vs ~$562.7M, and same-store sales down 3%.

Dave & Buster's Entertainment, Inc. (PLAY) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Exhibit 99.1 Dave & Buster’s Announces Chief Executive Officer Transition Tarun Lal to Retire; Chief Financial Officer Darin Harper Appointed Chief Executive Officer DALLAS, August 4, 2026 (GLOBE NEWSWIRE) -- Dave & Buster's Entertainment, Inc. (NASDAQ: PLAY) (“Dave & Buster's” o

Dave & Buster’s said CEO Tarun Lal will retire after a little over a year. CFO Darin Harper was named CEO, with Lal advising through at least fiscal 2027. Lal joined in July 2024 to reverse same-store sales declines; the latest quarter saw a 5.4% same-store sales drop blamed on the economy. The stock fell about 8% after the news.

Investing.com reports Dave & Buster’s (PLAY) shares fell 8.34% to $10.61 after CEO Tarun Lal retired effective immediately on Aug 3, 2026. The company promoted CFO Darin Harper to CEO and named an interim CFO while searching for a permanent replacement. Investors cited governance and execution concerns amid consumer-discretionary pressure.

A leisure and consumer-discretionary peer roundup cites Q1 results for Planet Fitness (PLNT), Live Nation (LYV), Dave & Buster’s (PLAY), Vail Resorts (MTN), and Xponential Fitness (XPOF). PLNT stock is down 19% to $51.82 after an analyst estimate beat. LYV revenue was $3.79B (+12.1%) with a beat; shares up 15.8% to $182.19. PLAY revenue was $559.2M (-1.5%) and shares fell 22.9% to $10.16. MTN revenue was $1.21B (-7%) and shares up 4.7% to $143.70. XPOF revenue was $60.71M (-21%) and shares up 3.

Dave & Buster's Entertainment, Inc. (PLAY) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. play-20260625 false 0001525769 0001525769 2026-06-22 2026-06-22 0001525769 2024-04-02 2024-04-02 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earlie

BMO Capital cut its Dave & Buster’s Entertainment (PLAY) price target to $22 from $24 after the company’s Q1 EBITDA missed consensus by $14 million, citing muted comps and sales de-leverage. BMO kept an Outperform rating, noting QTD trends modestly improved and management expects positive comps for the rest of 2024. UBS also lowered its target to $12 from $13, maintaining Neutral.