$PLAY

Sphere Entertainment (SPHR) reported Q2 revenue of $313.6M, up 11% YoY, beating estimates. Xponential Fitness (XPOF) saw revenue decline 13.4% YoY to $65.97M, missing EPS and guidance expectations. Dave & Buster's (PLAY) revenue fell 2.4% YoY to $544.1M, missing estimates. Vail Resorts (MTN) reported $278.1M revenue, up 2.5% YoY, beating expectations. Stocks reacted accordingly post-earnings.

Xponential Fitness (XPOF) reported the slowest revenue growth and weakest guidance, with shares down 25.1% to $4.77. Sphere Entertainment (SPHR) beat revenue and EPS estimates but fell 26.4% to $103.21. Dave & Buster's (PLAY) missed expectations, dropping 15.3% to $7.18. Callaway Golf (CALY) topped revenue and EBITDA guidance but fell 31.1% to $13.49. Lucky Strike (LUCK) missed revenue and EPS estimates, down 23.4% to $5.16.

Key insider trades reported: Howard Jonas bought 2.2M Zedge shares; Nippon Life bought 178K Corebridge shares; Philip Smith sold 56K StoneX shares; J W Jr Marriott and David S. Marriott each sold 3.5K Marriott shares; Jayshree Ullal sold 62K Arista shares. Transactions occurred in late September 2026, with varying share prices and volumes.

Hatton Cory (Interim CFO) purchased 4,000 shares of Dave & Buster's Entertainment, Inc. (PLAY) at $6.50 on 2026-09-28.

Moody's changed Dave & Buster's (PLAY) outlook to negative, citing operational challenges and consumer spending pressures. The company is implementing cost cuts and strategic initiatives to address the issues. Moody's affirmed PLAY's B3 rating but warned of further downgrades if financial metrics deteriorate.

Dave & Buster’s (PLAY) reported Q2 2026 revenue of $544.1M, down 2.4%, and a net loss of $12.5M. Comparable store sales improved sequentially. BMO maintained an Outperform rating with a $13 target, citing improving trends. UBS and Freedom Capital cut targets to $9, citing weak margins and economic pressures. Hedge funds increased stakes, with short interest at 32.03%.

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 Strengthens Executive Leadership Team to Support Growth, Operational Excellence and Innovation DALLAS, August 24, 2026 (GLOBE NEWSWIRE) -- Dave & Buster's Entertainment, Inc. (NASDAQ: PLAY) (“Dave & Buster's” or “the Company”), an owner, operator, and

Dave & Buster’s (PLAY) Q2 2026 revenue was $544.1M, missing estimates, with an adjusted loss of $0.27 per share. Entertainment revenue fell 8.8%, while food-and-beverage revenue rose 9.6%. Shares dropped 12.53% in after-hours trading. Management highlighted cost-saving initiatives and a 'Back-to-Basics' strategy.

Dave & Buster’s (PLAY) Q2 revenue fell 2.4% to $544.1M, with food-and-beverage sales up 9.6% but entertainment revenue down. Operating income dropped to $19.4M. Management sees dining growth as a potential driver for entertainment sales, but profitability remains challenged due to higher costs and margin compression.

Lipman Nathaniel purchased 12,000 shares of Dave & Buster's Entertainment, Inc. (PLAY) at $6.78 on 2026-09-17.