Thanks for Visiting!

Register for free to get the full story.

Sign Up
Already have a account? Log In

Placer Bytes: Dave & Buster's and GameStop

Shira Petrack
May 31, 2022
Placer Bytes: Dave & Buster's and GameStop

In this Placer Bytes, we dive into two brands in the gaming and entertainment space – GameStop and Dave & Buster’s. 

Dave & Buster’s Expansion Brings Foot Traffic Growth 

Like most other businesses that rely on crowds congregating indoors, Dave & Buster’s took a hit over COVID. But foot traffic began picking already in July 2021, and recent data shows that the brand’s growth streak is continuing in 2022. Year-over-year (YoY) visits have increased dramatically since the height of the pandemic, and year-over-three-year (Yo3Y) foot traffic has exceeded pre-pandemic levels for the past three months. 

Some of the visit increase can be attributed to the brand’s disciplined expansion over the past couple of years. At the end of fiscal 2021, Dave & Buster’s was operating 144 stores in the United States and Canada, and the company believes its total store potential in North America exceeds 230. 

But April 2022 visits per venue were also up 12.5% Yo3Y, which indicates that Dave & Buster’s current success is also due to the increased demand for the company’s offering. As consumers continue to venture out into the almost post-COVID world, many are seeking out experiences or social activities they can’t get at home – and an afternoon at Dave & Buster’s fits the bill perfectly. 

!function(e,i,n,s){var t="InfogramEmbeds",d=e.getElementsByTagName("script")[0];if(window[t]&&window[t].initialized)window[t].process&&window[t].process();else if(!e.getElementById(n)){var o=e.createElement("script");o.async=1,,o.src="",d.parentNode.insertBefore(o,d)}}(document,0,"infogram-async");

Dave & Buster’s Continued Strength  

Despite the increase in inflation causing some consumers to cut non-essential spending, Yo3Y and YoY visits to Dave & Buster’s continued showing strength in May. Foot traffic for the week of May 16th to 22nd was up by 30.6% YoY and 4.2% Yo3Y. This may indicate that, despite (or maybe because of) the ongoing economic uncertainty, many are still looking for a place where they can get together with friends, have fun, and blow off some steam. 

More and more retailers are experimenting with experiential concepts, and consumers seem to be responding. As brands emphasize experiential marketing, they may well be driving up consumer demand for experiences for the sake of experiences. And companies like Dave & Buster’s – whose primary offer is experiential – stand to benefit. 

!function(e,i,n,s){var t="InfogramEmbeds",d=e.getElementsByTagName("script")[0];if(window[t]&&window[t].initialized)window[t].process&&window[t].process();else if(!e.getElementById(n)){var o=e.createElement("script");o.async=1,,o.src="",d.parentNode.insertBefore(o,d)}}(document,0,"infogram-async");

GameStop’s Long-Term Boost

Meme investors drove GameStop’s stock price way up last year. But while the share price has tumbled down since its record high in early 2021, the company’s stock has seen some long-term gains from the meme stock craze – GameStop shares are still trading at a significantly higher price point than they were in November 2020. And the buzz around GameStop also appeared to give the retailer a foot traffic boost, with visits during much of summer and fall 2021 quite close to 2019 levels. 

Still, due to the brand’s storefleet consolidation efforts, overall visit numbers have largely remained below 2019 levels for most of 2021 and 2022: GameStop has been on a massive store closing spree in recent years as part of the company’s “de-densification” strategy – in 2019, many of the company’s stores were within 5 miles of another GameStop store which led to high levels of cannibalization. 

But recent data indicates that the right-sizing is bringing the retailer’s brick and mortar operations back to health. The company’s visits-per-venue have stayed close to pre-pandemic visits-per-venue numbers for most of the past seven months, with April 2022 numbers only 0.5% lower than they were in April 2019. 

!function(e,i,n,s){var t="InfogramEmbeds",d=e.getElementsByTagName("script")[0];if(window[t]&&window[t].initialized)window[t].process&&window[t].process();else if(!e.getElementById(n)){var o=e.createElement("script");o.async=1,,o.src="",d.parentNode.insertBefore(o,d)}}(document,0,"infogram-async");

Visits-per-Venue Remain Close to Pre-Pandemic Levels

Diving into May 2022 data indicates that GameStop’s right-sizing is setting the company up for long-term health – weekly visits-per-venue throughout May remained close to 2019 levels. 

The company is also building out its digital ecosystem. GameStop recently launched a crypto and NFT wallet that will allow users to send, receive, and store in-game digital assets without leaving their browser, ahead of the company’s plans to start an NFT marketplace by the end of July 2022. So although the meme stock trend may be over – it looks like GameStop’s second wind is just beginning. 

!function(e,i,n,s){var t="InfogramEmbeds",d=e.getElementsByTagName("script")[0];if(window[t]&&window[t].initialized)window[t].process&&window[t].process();else if(!e.getElementById(n)){var o=e.createElement("script");o.async=1,,o.src="",d.parentNode.insertBefore(o,d)}}(document,0,"infogram-async");

For more data-driven retail insights, visit

Get 3 brand & industry
breakdowns every week

Subscribe to the newsletter

Great! Prepare your inbox for data-driven insights...
Oops! Something went wrong while submitting the form.

Get a Demo

Please enter your first name
Please enter your last name
Please provide a valid email
Please enter your email
Please enter company name

Thanks for reaching out!

One of our experts will be in touch soon

Try Free
Oops! Something went wrong while submitting the form.
Coffee Chains: Q1 2024 Update and What’s Changed Since COVID
Checking in with RBI and YUM!
Chipotle & McDonald's Serving Up Success
Wingstop & Shake Shack Continue Growing Their Reach 
Strong Start for Sprouts in 2024
Crocs’ Footwear Fairytale
Who Attends NCAA Final Four Events?
Eclipse Fever: How Did the (Retail and Hospitality) Stars Align?
Exploring Albertsons Companies’ Grocery Growth Mall Index: March 2024 Recap – Malls Rise Again Office Index: March 2024 Recap
Florida Spring Break Break-Up? Travelers Still Love Florida!
Provo-Orem and Ogden-Clearfield Emerging As Utah Hotspots 
Three Formulas for Experiential Retail in 2024
Aldi & Lidl Making The Cut
Texas Suburbs on the Rise
Exploring Luxury Hotel Brands’ Guest Segmentation
The St. Patrick’s Day Effect
How Can JOANN Make a Comeback?
Panera Bread Well Positioned for Possible IPO
Who Will Benefit From Family Dollar’s Downsizing?
Dave & Buster’s and Main Event Entertainment: Food and Fun for Everyone
Darden Brands: Location Analytics and Consumer Behavior
Nike and lululemon: a Strong 2023, Sprinting into 2024
Where Is Retail and Dining Foot Traffic Thriving in Early 2024? White Paper Recap – February 2024
Three Retail & Dining Chains That May Surprise in 2024
Specialty Discount Chains Rock Retail Therapy Mall Index: February 2024 Office Index: February 2024 Recap
Ulta Beauty Continues To Shine
First Watch Sails Into 2024
Hibbett Sports and DICK’S Sporting Goods: A Psychographic Analysis
Checking in With Discount & Dollar Stores
Peeking Behind The Curtain: Movie Theaters in 2023 and Beyond
Diving Into Brick-and-Mortar Eyewear
Getting Into Gear: Exploring The Auto Part Industry
Recapping Valentine’s Day 2024 Foot Traffic Trends
Fitness: A Strong Start to 2024
Dutch Bros. Continues To Percolate Visits
Super Bowl 2024:’s Postgame Foot Traffic Analysis
CAVA & sweetgreen Are On the Rise
Hats Off For Off-Price
Who Is Shopping at Malls?
Drilling Down Into Home Improvement
Walmart, Target, Costco & Superstore Space 2023 Recap
Catching Up With Shake Shack and Wingstop
Something To Chew On: Demographic Shifts at Steakhouse Chains Office Index: Looking Back at 2023
Recapping RBI & Yum! Brands’ 2023 Foot Traffic Performance White Paper Recap – January 2024
Who Shops at Anthropologie and Urban Outfitters?
Three Taco Chains to Watch in 2024
Starbucks and Dunkin’: 2023 in Four Data Points
Who Visits CVS and Walgreens?
Fashionably Frugal: Apparel in 2023
Catching Up With Fast Food
The Grocery Sector in 2023: An End-of-Year Recap
3 Mall & Shopping Center Trends for 2024
Bakery Chains Rising To The Top and Esri Partner to Deliver Geospatial Analytics
Tampa Tourism Trends
Going For The Green: The Changing Dynamics Of Country Clubs
Christmas Day Dining Recap
Major Urban Shopping Districts – Holiday Season Recap Office Index: December 2023 Recap
Recapping the 2023 Holiday Shopping Season White Paper Recap – December 2023
7 Retail & Dining Segments to Watch in 2024
Diving Into Holiday Season Favorites
Super Saturday and Christmas Eve Eve: A Winning Combination
3 Budget Grocery Chains Finishing 2023 On a High Note
Making It In America: International Chicken Chains Bring The Heat
Domestic Tourism at a Glance: A Q3 2023 Roundup
Five Pizza Chains On The Rise
Jewelry Brands Taking Advantage of the DTC Opportunity
Secondhand News: Kids' Thrift Shops
Recapping 2023’s Dining M&As
MetLife Stadium Kicks Off Football Season Office Index: November 2023 Recap
Small Coffee Chains Brewing Big Success White Paper Recap – November 2023
Thanksgiving Travel 2023 Recap
Checking in With Nike and Lululemon
Black Friday 2023 Retail Recap
Starbucks’ 2023 Holiday Menu & Red Cup Day Performance
Turkey Wednesday 2023
Who Attended the 2023 Pickleball Championship? 
Three Surprising Holiday Shopping Trends
What’s in Store for Ulta Beauty This Holiday Season?
Best Buy and Department Stores: A Holiday Deep Dive
Discount & Dollar Stores: Strength Toward The End of the Year
The State of Off-Price Retail: Discounts Seal The Deal
Placer Mall Index Recap: October 2023 Office Index: October 2023 Recap
Retail Corridors Ahead of the 2023 Holiday Season
California, Here Gap Comes
Checking in With Home Improvement
Getting Into the Glasses Game: Warby Parker Takes Over
Fitness Positioned for a Strong 2023 Finish