PLAY 营收与利润双双不及预期（调整后每股亏损 0.27 美元，营收下降 2.4%），原因是其核心街机业务存在结构性疲软，娱乐销售已连续 8 个季度下滑。
逐段跳播
最后但同样重要的是，Dave & Buster's。Dave & Buster's 股价下跌超过 7%。这里的资产负债表正在失血。本季度在利润和营收两方面都差于预期。他们报告调整后每股亏损 27 美分。
市场原本预计 Dave & Buster's 会实现盈利。营收下降 2.4% 至 5.441 亿美元。这也低于预期。
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.
所以，他们在营收上不及预期。他们在利润上也不及预期。有一个数字好于预期，那就是同店销售。它确实下降了 2.9%，但好于分析师此前预期的降幅。
So, they missed on the top line. They missed on the bottom line. There was one you know, better than expected number. That was same store sales. They did decline by 2.9%, but it was better than the drop the analysts were expecting here.
问题在于它的街机业务。你看看就知道了。没人再像以前那样玩街机了。那里的娱乐销售额已经连续八个季度同比下滑，而且没有改善。
The problem is it's arcade business. You're looking at it. You know, no one's using the arcades like they used to. Entertainment sales have been declining there year-over-year for eight quarters in a row and it hasn't improved.
现在，食品和饮料销售有一些改善，但这不足以改变局面，也无法抵消其核心街机业务中所看到的情况。
Now, there was some improvement in food and beverage sales, but it's not enough to move the needle and offset that you see in its core arcade business.
所以，这就是问题所在。新任 CEO 说过：“好吧，我们多年来对街机业务投资不足，这让它变得薄弱，而且相关性的问题就摆在那里。比如，为什么没有更多孩子来这里过生日等等。”所以，他们会继续努力解决这个问题。
So, that's the question. The new CEO has said, "Okay, we have done years of underinvestment in the arcade that leaves it weak and, you know, the relevance question is there. Like, why aren't more kids coming there for their birthdays, etc." So, they're going to keep trying to work on it.
这个频道对 $PLAY 的历次判断
Schwab Network 在这只股票上只有这一条判断。