1145 ET - Dave & Buster's credibility issues haven't faded as the entertainment company continues to post negative same-store sales through the third quarter without clear signs of improvement or any quantitative guidance, Benchmark's Mike Hickey and Todd Brooks write. "Although management highlighted sequential improvement late in the quarter and into November, the core challenge remains unchanged: the company has not demonstrated sustained positive comps or margin expansion despite several iterations of strategic repositioning." Despite CEO Tarun Lal touting his "Back-to-Basics" turnaround plan, "tangible evidence of durable progress is limited," they write, adding that "the disconnect between messaging and measurable results continues to weigh on management credibility." (elias.schisgall@wsj.com)
(END) Dow Jones Newswires
December 10, 2025 11:45 ET (16:45 GMT)
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