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Category Archives: Dave & Buster’s

Update on the current surge and comfort going out

Is the current surge a temporary phenomenon? Are regulars more likely to return? Continue reading

The great location-based entertainment decimation event

The pandemic and its continuation into 2021 are a genuine existential threat to location-based entertainment and FECs. Continue reading

The post-Covid out-of-home entertainment competitive landscape

Pre-Covid LBE and FEC business models are all facing a true existential threat. Their existing business models will all suffer accelerated Darwinism if they don’t adapt and innovate for the new post-pandemic future with customers who are fundamentally different than the ones we knew before. Continue reading

When, if ever, will location-based entertainment become profitable again?

There are a number of factors that will determine when LBEs will be profitable again including the share of the population at high risk of Covid-19. Here’s the latest data and predictions. Continue reading

The economics of operating location-based entertainment in corona-time

As stay-in-place orders are lifted, reopening LBEs will face financial challenges. Continue reading

Dave & Buster’s continues its decline

Yesterday Dave & Buster’s reported record revenues in the third quarter, up 12.9%. Sounds all rosy, but it really isn’t when you drill down into the results. The revenue increase is attributable to an increase in the number of stores. … Continue reading