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Yan Gao

Research Analyst at BMO Capital Markets

Yan Gao is an Equity Research Analyst at BMO Capital Markets, focusing on consumer and entertainment-related companies within the broader consumer sector. Publicly available data shows participation in at least one earnings call question for Dave & Buster's Entertainment, though detailed third-party performance metrics, rankings, or return statistics are not yet broadly reported. Limited disclosed history suggests Yan Gao is relatively early in their sell-side research career at BMO Capital Markets, with prior roles and exact start dates not comprehensively documented in accessible public records. FINRA’s BrokerCheck lists Yan Gao as a registered representative with BMO Nesbitt Burns Inc., holding the necessary securities registrations for research and capital markets activities in Canada, with no reported disclosures.

Yan Gao's questions to Dave & Buster's Entertainment (PLAY) leadership

Question · Q3 2026

Yan Gao asked if refinements to the marketing media mix are sufficient to change consumer perception, or if increased investment is needed. She also inquired about the biggest learnings from the refined remodel prototype and if the 700 basis point outperformance is still holding.

Answer

CEO Tarun Lal stated that while brand awareness is strong, the focus is on data-driven media planning and placement to optimize reach and conversion, moving away from guesswork. Regarding remodels, he confirmed the 700 basis point positive impact still holds. The key learning was to focus capital investment on areas directly impacting guest experience, eliminating ineffective spend and saving significant capital.

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Fintool can predict Dave & Buster's Entertainment logo PLAY's earnings beat/miss a week before the call