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Dave Inc (DAVE) Q4 2025 Earnings Call Transcript

Dave & Buster's reported Q4 2025 revenue of $448 million, while comparable store sales fell 4% year‑over‑year but showed sequential improvement toward the quarter’s end. Adjusted EBITDA held at $59 million, delivering a 13% margin despite the sales dip, and operating cash flow remained positive at $58 million. Management highlighted progress on its "Back to Basics" plan, citing a new menu, Eat‑Play combo, and a pipeline of over ten IP‑driven games, including the near‑full rollout of the Human Crane attraction. Capital discipline and a cost‑optimization initiative support ongoing remodels and international franchise expansion.