PLAY — what changed in the latest 10-Q
A section-by-section comparison of PLAY's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-09-14 vs the prior 10-Q · 2026-06-15
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +40 | −8 | ~49 | 33 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~3 | 0 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 0 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Other information | Text added/removed | +1 | −3 | 0 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Risk factors
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-09-14
Three Months Ended August 4, 2026 (the “second quarter of 2026”) Compared to the Three Months Ended August 5, 2025 (the “second quarter of 2025”)
The following table sets forth selected data for the periods indicated. All information, other than Company-owned stores at the end of the period, was derived from the accompanying unaudited Consolidated Statements of Comprehensive Income (Loss).
(5)Loss on property and equipment transactions primarily represents the net book value of assets retired and certain costs associated with the retirement of those assets.
(6)The amount for the 2026 period primarily consisted of $2.0 of severance and restructuring charges, $1.1 of one-time third-party consulting fees, $0.5 related to a discrete legal settlement outside of the normal course of business, and $0.4 related to various individually immaterial adjustments. T…
The following table reconciles Operating income to Store Operating Income Before Depreciation and Amortization for the periods indicated:
Text removed vs the prior filing · source: 10-Q · 2026-06-15
The following table sets forth selected data for the periods indicated. All information, except for Company-owned stores at the end of the period, is derived from the accompanying Consolidated Statements of Comprehensive Income.
(5)The amount related to the 2026 first-quarter period ended May 5, 2026 consisted primarily of $1.9 loss on property and equipment transactions and $0.8 of severance costs. The amount for the 2025 period primarily consisted of a $3.8 loss on property and equipment transaction, $0.9 of discretionary…
(1)Includes changes in deferred entertainment revenues, gift card deferrals and certain other revenues not associated with stores.
In December 2025, D&B Inc., Dave & Buster’s Holdings, Inc. (“D&B Holdings”), the lenders party thereto and Deutsche Bank AG New York Branch, as administrative agent, entered into the Fifth Amendment to the Credit Agreement (the “Fifth Amendment”),
•provides for an increase in the maximum permitted net total leverage ratio of D&B Inc. and its restricted subsidiaries from 3.50:1.00 to 4.00:1.00 as of the end of each fiscal quarter when applicable to test the net total leverage ratio and
Other information
Text added vs the prior filing · source: 10-Q · 2026-09-14
None of our directors or officers (as defined in Rule 16a-1(f) of the Exchange Act) adopted, modified, or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” as defined in Item 408 of Regulation S-K, during the three months ended August 4, 2026.
Text removed vs the prior filing · source: 10-Q · 2026-06-15
On April 30, 2026, Atish Shah notified the Company of his decision to not stand for reelection to the Board of Directors at the Annual Meeting. Mr. Shah’s resignation was not due to any disagreement with the Company or its management with respect to any matter relating to the Company’s operations, p…
On April 27, 2026, the Board of Directors appointed Charles Protell to the Board and nominated Mr. Protell for election by the shareholders at the Annual Meeting to continue his service as a director.
None of our officers or directors, as defined in Rule 16a-1(f) of the Securities Exchange Act of 1934, adopted, modified, or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” as defined in Item 408 of Regulation S-K, during the three months ended May 5, 2026.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice