Happening Soon | PLAY BLACK BOOK | The Hail Mary

07/22/22 09:45AM EDT

CALL DETAILS:

  • Date & Time:  Friday, July 22th @ 10AM ET (in 10-minutes)
  • Webcast & Slides: CLICK HERE

While many investors like the PLAY business models due to the high-margin games business, we have a different view. The gaming segment of the business model is highly capital intensive, cyclical and traffic trends are at the mercy of what is the current hot game. We continue to be bearish on PLAY and view the acquisition of Main Event as a distraction away from the fact that the core Dave & Busters concept was in a secular decline.  The deck next Friday will focus on the following themes: 

Happening Soon | PLAY BLACK BOOK | The Hail Mary - 2022 07 17 7 30 35

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