<p>Dave &amp; Busters Entertainment Inc ((PLAY)) 举行了第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>最近的 Dave &amp; Buster’s Entertainment Inc. 财报电话会议在利益相关者中传达了复杂的情绪。积极的一面包括同店销售的环比增长、新菜单的成功推出以及强劲的自由现金流生成。然而，这些积极因素被同店销售下降和季度净亏损等挑战所抵消。整体情绪在对未来增长的乐观与对当前财务挫折的担忧之间取得了平衡。</p>
<h2>同店销售的环比改善</h2>
<p>同店销售展现出良好的趋势，在第三季度每个月都显示出环比改善。到最后一个月，销售仅下降约 1%，这表明消费者参与和支出的潜在回暖。</p>
<h2>新菜单的成功推出</h2>
<p>十月标志着新菜单成功推出的重要里程碑，这导致食品和饮料的同店销售表现积极。今年同店食品销售的最佳月份就是这个月，突显了菜单对顾客的吸引力。</p>
<h2>强劲的自由现金流生成</h2>
<p>公司在第三季度展示了强大的财务管理，产生了 5800 万美元的经营现金流，最终流动性总额为 4.42 亿美元。这一稳健的现金流状况为应对当前经济挑战提供了缓冲。</p>
<h2>店内销售经理的扩展</h2>
<p>Dave &amp; Buster’s 有效完成了店内销售经理的推广，这为季度特殊活动的中个位数增长做出了贡献。这一战略举措预计将提升客户服务并推动销售。</p>
<h2>客户消费的改善</h2>
<p>客户消费明显改善，顾客在 Midway 花费的时间和金钱增多。这一趋势表明每位顾客的消费更健康，这对收入增长至关重要。</p>
<h2>可比店销售的下降</h2>
<p>尽管有一些积极趋势，但可比店销售与去年相比下降了 4%，在两年期间观察到轻微的减速。这一下降突显了维持销售势头的持续挑战。</p>
<h2>本季度净亏损</h2>
<p>公司报告第三季度净亏损 4200 万美元，或每股稀释后 1.22 美元。这一财务亏损凸显了需要进行战略调整以恢复盈利能力。</p>
<h2>单位水平利润率的压力</h2>
<p>单位水平利润率持续承压，迫切需要同店销售的增长以实现利润率扩张。这仍然是管理层关注的关键领域。</p>
<h2>前瞻性指导</h2>
<p>展望未来，Dave &amp; Buster’s 提供的指导反映了业务指标的逐步改善。公司预计同店销售将继续环比改善，推动因素包括新菜单和吃玩组合促销。公司预计收入为 4.48 亿美元，调整后的 EBITDA 为 5900 万美元，专注于优化成本和提升顾客体验，以支持利润率扩张和长期股东价值。</p>
<p>总之，Dave &amp; Buster’s 的财报电话会议揭示了公司正处于十字路口，平衡着有希望的发展和重大挑战。尽管对未来增长持乐观态度，特别是在新举措和顾客消费改善的背景下，但当前的财务亏损和销售下降仍然是需要解决的障碍。利益相关者将密切关注公司在未来几个季度如何应对这些挑战。</p>

Dave & Buster’娱乐

<p>Dave & Buster's 第三季度财报电话会议透露了混合的情绪。积极方面包括同店销售的环比改善、新菜单的成功推出以及强劲的自由现金流生成。然而，也注意到了一些挑战，如可比店销售下降 4% 和净亏损 4200 万美元。公司预计业务指标将持续改善，重点在于成本优化和提升顾客体验，以支持利润扩张和股东价值</p>

<p>Dave &amp; Busters Entertainment Inc ((PLAY)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Dave &amp; Busters Entertainment Inc ((PLAY)) 举行了第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<div class="lb-trans"><h3>TipRanks 网络星期一促销</h3>
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<li>Subscribe to TipRanks' Smart Investor Picks and see our data in action through our high-performing model portfolio -  now also 60% off</li>
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<div class="lb-trans"><ul>
<li>申请 TipRanks Premium 享受 60% 的折扣，获取数据支持的洞察和研究工具，让您自信投资。</li>
<li>订阅 TipRanks 的智能投资者精选，通过我们高表现的模型投资组合查看我们的数据 - 现在也享受 60% 的折扣。</li>
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</div><p>The recent earnings call for Dave &amp; Buster’s Entertainment Inc. painted a mixed sentiment among stakeholders. On the positive side, there were notable improvements such as sequential gains in same-store sales, a successful new menu launch, and robust free cash flow generation. However, these were tempered by challenges like a decline in comparable store sales and a net loss for the quarter. The overall sentiment balanced optimism for future growth with concerns over current financial setbacks.</p>
<div class="lb-trans"><p>最近的 Dave &amp; Buster’s Entertainment Inc. 财报电话会议在利益相关者中传达了复杂的情绪。积极的一面包括同店销售的环比增长、新菜单的成功推出以及强劲的自由现金流生成。然而，这些积极因素被同店销售下降和季度净亏损等挑战所抵消。整体情绪在对未来增长的乐观与对当前财务挫折的担忧之间取得了平衡。</p>
</div><h2>Sequential Improvement in Same-Store Sales</h2>
<div class="lb-trans"><h2>同店销售的环比改善</h2>
</div><p>Same-store sales exhibited a promising trend, showing sequential improvement each month during the third quarter. By the final month, sales were down only about 1%, indicating a potential turnaround in consumer engagement and spending.</p>
<div class="lb-trans"><p>同店销售展现出良好的趋势，在第三季度每个月都显示出环比改善。到最后一个月，销售仅下降约 1%，这表明消费者参与和支出的潜在回暖。</p>
</div><h2>Successful New Menu Launch</h2>
<div class="lb-trans"><h2>新菜单的成功推出</h2>
</div><p>October marked a significant milestone with the successful launch of a new menu, which led to positive same-store sales for food and beverage. This month turned out to be the best for same-store food sales this year, underscoring the menu’s appeal to customers.</p>
<div class="lb-trans"><p>十月标志着新菜单成功推出的重要里程碑，这导致食品和饮料的同店销售表现积极。今年同店食品销售的最佳月份就是这个月，突显了菜单对顾客的吸引力。</p>
</div><h2>Strong Free Cash Flow Generation</h2>
<div class="lb-trans"><h2>强劲的自由现金流生成</h2>
</div><p>The company demonstrated strong financial management by generating $58 million in operating cash flow during the third quarter, concluding with a total liquidity of $442 million. This solid cash flow position provides a buffer against current economic challenges.</p>
<div class="lb-trans"><p>公司在第三季度展示了强大的财务管理，产生了 5800 万美元的经营现金流，最终流动性总额为 4.42 亿美元。这一稳健的现金流状况为应对当前经济挑战提供了缓冲。</p>
</div><h2>Expansion of In-Store Sales Managers</h2>
<div class="lb-trans"><h2>店内销售经理的扩展</h2>
</div><p>Dave &amp; Buster’s effectively completed the rollout of in-store sales managers, which contributed to mid-single-digit growth in special events for the quarter. This strategic move is expected to enhance customer service and drive sales.</p>
<div class="lb-trans"><p>Dave &amp; Buster’s 有效完成了店内销售经理的推广，这为季度特殊活动的中个位数增长做出了贡献。这一战略举措预计将提升客户服务并推动销售。</p>
</div><h2>Improvement in Guest Spending</h2>
<div class="lb-trans"><h2>客户消费的改善</h2>
</div><p>There has been a noticeable improvement in guest spending, with customers spending more time and money in the Midway. This trend indicates a healthier spend per guest, which is crucial for revenue growth.</p>
<div class="lb-trans"><p>客户消费明显改善，顾客在 Midway 花费的时间和金钱增多。这一趋势表明每位顾客的消费更健康，这对收入增长至关重要。</p>
</div><h2>Decline in Comparable Store Sales</h2>
<div class="lb-trans"><h2>可比店销售的下降</h2>
</div><p>Despite some positive trends, comparable store sales decreased by 4% compared to the previous year, with a slight deceleration observed over a two-year period. This decline highlights ongoing challenges in maintaining sales momentum.</p>
<div class="lb-trans"><p>尽管有一些积极趋势，但可比店销售与去年相比下降了 4%，在两年期间观察到轻微的减速。这一下降突显了维持销售势头的持续挑战。</p>
</div><h2>Net Loss for the Quarter</h2>
<div class="lb-trans"><h2>本季度净亏损</h2>
</div><p>The company reported a net loss of $42 million, or $1.22 per diluted share for the third quarter. This financial loss underscores the need for strategic adjustments to return to profitability.</p>
<div class="lb-trans"><p>公司报告第三季度净亏损 4200 万美元，或每股稀释后 1.22 美元。这一财务亏损凸显了需要进行战略调整以恢复盈利能力。</p>
</div><h2>Pressure on Unit Level Margins</h2>
<div class="lb-trans"><h2>单位水平利润率的压力</h2>
</div><p>There is continued pressure on unit level margins, necessitating growth in same-store sales to achieve margin expansion. This remains a critical area for management focus.</p>
<div class="lb-trans"><p>单位水平利润率持续承压，迫切需要同店销售的增长以实现利润率扩张。这仍然是管理层关注的关键领域。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, Dave &amp; Buster’s provided guidance that reflects a progressive improvement in business metrics. The company anticipates continued sequential improvement in same-store sales, driven by initiatives like the new menu and the Eat &amp; Play combo promotion. With a revenue of $448 million and an adjusted EBITDA of $59 million, the company is focusing on optimizing costs and enhancing guest experiences to support margin expansion and long-term shareholder value.</p>
<div class="lb-trans"><p>展望未来，Dave &amp; Buster’s 提供的指导反映了业务指标的逐步改善。公司预计同店销售将继续环比改善，推动因素包括新菜单和吃玩组合促销。公司预计收入为 4.48 亿美元，调整后的 EBITDA 为 5900 万美元，专注于优化成本和提升顾客体验，以支持利润率扩张和长期股东价值。</p>
</div><p>In summary, Dave &amp; Buster’s earnings call reveals a company at a crossroads, balancing between promising developments and significant challenges. While there is optimism for future growth, particularly with new initiatives and improved guest spending, the current financial losses and sales declines present hurdles that need to be addressed. Stakeholders will be watching closely to see how the company navigates these challenges in the coming quarters.</p>
<div class="lb-trans"><p>总之，Dave &amp; Buster’s 的财报电话会议揭示了公司正处于十字路口，平衡着有希望的发展和重大挑战。尽管对未来增长持乐观态度，特别是在新举措和顾客消费改善的背景下，但当前的财务亏损和销售下降仍然是需要解决的障碍。利益相关者将密切关注公司在未来几个季度如何应对这些挑战。</p>
</div>

Dave & Buster ENT 的财报电话会议：情绪复杂及未来展望