Cracker Barrel Old Country Store, Inc. CBRL

Cracker Barrel topped Q4 2026 expectations with adjusted EPS of 99 cents and adjusted EBITDA of $62.1 million, as revenue reached $849.3 million, aided by a 4.2% rise in the average check despite a 6.1% drop in restaurant traffic. Improvements in guest satisfaction, employee retention, and a cleaner balance sheet—including a $77 million sale-leaseback that cut debt to $337.2 million—supported the results. For FY2027, management guided revenue of $3.325–$3.4 billion and 3%–5% comparable sales growth with about 3% pricing, but traffic must turn flat to positive to hit those targets. The stock has rallied over 12% post-earnings, yet valuation remains lofty and risks from traffic weakness persist, with high short interest adding to near-term uncertainty. Guidance hinges on traffic turning flat to positive, a pivotal variable that could drive earnings and sentiment, while operational gains and a cleaner balance sheet support upside.

Cracker Barrel Old Country Store (CBRL) appears as a value-turnaround: cash generation and balance-sheet deleveraging offset a sluggish top line. Seven-year revenue CAGR is 1.1%. In fiscal 2026, operating cash flow was $206.2 million with capex of $115.3 million, leaving $90.9 million of post-capex cash and a free-cash-flow conversion north of 74% of adjusted EBITDA ($147.7 million). Net debt was meaningfully reduced; liquidity stood at $541.3 million after repayment of maturing convertible notes and a sale-leaseback of 26 stores. Cracker Barrel Rewards surpassed 12.5 million members, driving more than 40% of tracked sales. Q4 showed two sides: revenue fell 2.2% to $849.3 million as traffic dropped 6.1%, but adjusted EBITDA rose 11.4% to $62.1 million under new CEO Dave Deno. Management guides fiscal 2027 adjusted EBITDA to $180–$200 million with no new store openings. Valuation remains rich (forward P/E ~48.5) amid high short interest. Management changes and stronger balance sheet create potential upside while ongoing traffic weakness and rich valuation limit potential gains.

Cracker Barrel posted Q2 CY2026 revenue of $849.3 million, ahead of estimates of $836.8 million but down 2.2% year over year. Non-GAAP EPS was $0.99, well above consensus of $0.17, and adjusted EBITDA reached $62.05 million vs $41.96 million expected. EBITDA guidance for 2027 at the midpoint is $190 million, above $177.7 million in consensus. Operating margin rose to 1.5% from 0.5% a year earlier. Locations declined to 655 from 725; same-store sales rose 2.1% (versus 5.4% a year ago). The Cracker Barrel Rewards program surpassed 12.5 million members, representing over 40% of tracked sales, supporting stronger loyalty-driven marketing and guest frequency. Retail sales rebounded on merchandising changes. Full-year revenue guidance is $3.36 billion at the midpoint, slightly below expectations. Stock jumped after the print as management cited dinner menu upgrades, loyalty monetization, and cost discipline as growth pillars amid inflation headwinds. Menu upgrades, loyalty program monetization, and cost discipline could meaningfully boost traffic and margins, supporting a stronger trajectory despite modest revenue guidance.

Cracker Barrel reported Q4 fiscal 2026 results: total revenue $849.3 million (Restaurant $698.5m; Retail $150.8m). Comparable store restaurant sales fell 2.1% on a 6.1% traffic decline; however, average check rose 4.2% (pricing 4.4%). Off-premise accounted for 19% of restaurant sales. Adjusted EBITDA was $62.1 million (7.3% of revenue), up 11.4% year over year. Total COGS improved to 28.8% of revenue; restaurant COGS 26% of restaurant sales; retail COGS 41.6% (tariff refund benefit approx. $15m; ex-benefit 51.6%). Commodity inflation about 3.1%; labor and related expenses 37.5% of revenue, up 100 basis points. Other operating expenses 23.7% (includes $10m legal settlement benefit; ex, 24.9%). Adjusted G&A 6.9% (ex $10m legal, 5.7%); net interest $3m. Inventories $163.9m; total debt $337.2m, down $147.4m YoY; liquidity $541.3m. Fiscal 2027 guidance: revenue $3.325–$3.4b; Adjusted EBITDA $180–$200m; capex $110–$125m (65% maintenance, 35% tech/other). Loyalty program over 12.5 million members, accounting for over 40% of tracked sales. Guidance signals a meaningful EBITDA uplift driven by traffic improvement, pricing, menu mix, and cost savings even with soft same-store sales.

Cracker Barrel reported Q2 CY2026 results with revenue of $849.3 million, beating consensus by about $12.5 million but down 2.2% year over year. Adjusted EPS of $0.99 beat estimates by a wide margin, while adjusted EBITDA of $62.05 million exceeded expectations by roughly $20 million (about 47.9% beat). The company guided 2027 EBITDA to a midpoint of $190 million, above estimates of $178.9 million, and posted an operating margin of 1.5% (up from 0.5% a year ago). Free cash flow margin improved to 10.2% from 6.5%. The restaurant count declined to 655 locations from 725; same-store sales fell 2.1% YoY. Full-year revenue guidance is $3.36 billion at the midpoint, slightly below consensus by ~0.8%. The stock rose about 7.7% after results, while the CEO emphasized focus on food, experience, and people. Profitability improvements and higher 2027 EBITDA guidance are offset by declining same-store sales and fewer locations, signaling a mixed but modestly positive path.

Cracker Barrel reports fiscal 2026 fourth-quarter results on a call led by new CEO Dave Deno (six weeks in). Deno outlines priorities: food, guest experience, and people, with emphasis on higher-quality dinner (chicken, beef, steak) while breakfast remains the strongest area. The company cites a strong retail business and a growing Cracker Barrel Rewards program (12.5 million members, >40% of tracked sales). Q4 revenue was $849.3 million; restaurant revenue $698.5 million; comps declined 2.1% with traffic down 6.1%. Off-premise sales rose to 19%. Adjusted EBITDA was $62.1 million, up 11.4%; tariff refunds and legal settlements affected results. Debt was reduced to $337.2 million, with $541.3 million in liquidity. For fiscal 2027, the company guides $3.325–$3.4 billion revenue and $180–$200 million adjusted EBITDA, no new stores, capex $110–$125 million, about 3% marketing, and continued investment in food, guest experience and people. FY27 EBITDA guidance of $180–$200 million implies a large profitability uplift driven by traffic gains, menu-mix improvements, and cost efficiencies.

Cracker Barrel reported Q4 2026 highlights under new CEO Dave Deno: three strategic pillars—food quality, guest experience, and people—driving focus on dinner dayparts and menu upgrades (chicken, hamburger, steak) to boost craveability. The retail segment is treated as a competitive advantage with plans for simpler layouts and better sight lines. The guest metrics improved, including a 400-basis-point year-over-year lift in food taste and service scores. Cracker Barrel Rewards surpassed 12.5 million members, comprising over 40% of tracked sales and enabling personalized marketing. Employee engagement improved, with hourly turnover down 450 bps and manager turnover down 85 bps. For fiscal 2027, management targets 3%-5% comparable-store sales growth, ~3% price, and adjusted EBITDA of $180–$200 million, while capex runs $110–$125 million and new-unit openings are paused to emphasize existing-store performance. Structural changes included a $15 million tariff refund, a $77 million sale-leaseback, debt reduction, and select impairment charges. Strategic focus on menu upgrades, loyalty-driven traffic, and debt reduction with a pause on new unit openings could materially alter growth trajectory.

Cracker Barrel posted a fourth-quarter decline in restaurant comp sales of 2.1% and a 6.1% drop in traffic, though average guest checks rose about 4.2% due to pricing. New CEO David Deno, installed roughly six weeks before the earnings call, spent time in stores meeting employees and guests and outlined a plan to revive traffic by sharpening dinner offerings and improving taste, temperature, and quality. Menu changes include upgraded chicken, hamburger, and steak items, with guests able to upgrade entrees from two to three sides to lift margins. Deno also targets operational savings outside restaurants and investment in technology, and will redesign the retail shop for easier navigation to better connect merchandise with meals. Cracker Barrel expects fiscal 2027 comp restaurant sales to rise 3-5%, total revenue of $3.325-3.4 billion, and adjusted EBITDA of $180-200 million, with no new restaurants planned. New leadership with a detailed fiscal 2027 plan aimed at menu, pricing, and retail improvements could materially alter traffic and profitability.

Cracker Barrel stock jumped after fiscal 2026 Q4 results and FY2027 guidance. Q4 revenue was $849.3 million, down 2.2% year over year due to a smaller footprint (655 stores vs. 725). It beat estimates of $836.8 million, with same-store sales up 2.1%. Adjusted EPS reached $0.99, far above the $0.17 consensus. Margins improved to 1.5% (from 0.5%), free cash flow margin rose to 10.2%, and adjusted EBITDA was $62.05 million, about 48% above estimates. For FY2027, revenue guidance is $3.325–$3.40 billion, comp restaurant sales growth of 3–5%, and no new openings as the footprint is optimized; adjusted EBITDA is slated at $180–$200 million (midpoint $190 million vs. consensus $177.7 million). A quarterly dividend of $0.25 per share will be paid Nov 12, 2026. The stock traded around $47.07, up roughly 3–4% intraday, amid a volatile market backdrop. Strong beat on profitability and optimistic FY2027 guidance boost margins, cash flow, and investor sentiment, signaling a meaningful though not transformative impact on Cracker Barrel's trajectory.

Cracker Barrel reported a better-than-expected Q4: revenue $849.3 million (-2.2%) and same-store sales down 2.1% as traffic gradually improves under new CEO David Deno. Deno, six weeks in, pledges to do fewer things better, focusing on food quality, guest experience, and staffing while expanding breakfast and upgrading dinner offerings (chicken, burgers, steak) and merchandising. The company reported a 12.5 million-member loyalty program, now accounting for over 40% of sales, plus a new website, enhanced training, and improved turnover metrics. Profitability exceeded expectations, with adjusted EBITDA up 11.4% to $62.1 million aided by a net $9.1 million tariff benefit. For FY2027, Cracker Barrel guides $3.325-$3.4 billion in revenue with 3%-5% same-store sales growth and no new stores, signaling a patient, profitability-focused path. Strategic leadership shift combined with disciplined execution on core offerings and loyalty-driven demand could meaningfully improve profitability and long-term growth.

Cracker Barrel reported fourth-quarter adjusted diluted EPS of $0.99, up from $0.74, as revenue fell 2.2% to $849.3 million. GAAP EPS rose to $0.54 from $0.30, and net income was $12.2 million versus $6.8 million. Lower operating costs and better margins offset the sales decline; tariff refunds added about $9.1 million to adjusted EBITDA. Comparable store restaurant sales fell 2.1%; retail comps rose 0.7%. The Maple Street Biscuit Company was divested and a sale-leaseback of 26 stores generated about $77 million, used to reduce debt. Adjusted EBITDA rose to $62.1 million from $55.7 million. Total debt ended at $337.2 million, down from $484.6 million. A quarterly dividend of $0.25 was declared. For fiscal 2027, revenue guidance is $3.325–$3.4 billion with 3–5% comparable-restaurant growth and EBITDA of $180–$200 million. CEO David Deno cited improving traffic and margins. Shares rose about 3.8%. Debt reduction and higher EBITDA with positive guidance indicate a meaningful lift in financial leverage and long-term profitability.

Cracker Barrel reported Q4 earnings of $0.99 per share, topping the Zacks consensus of $0.20 by 395% after adjusting for non-recurring items; a year earlier, EPS was $0.74. In the last four quarters, it beat estimates each time. Revenue reached $849.34 million, slightly above the consensus and down from $868.01 million a year ago. The stock has jumped about 79% year-to-date, far outperforming the S&P 500. Management commentary will determine if the price move is sustainable. Zacks assigns a #1 Strong Buy due to favorable estimate revisions. For the coming quarter, the consensus EPS is -$0.35 on $826.65 million in revenue; for the current fiscal year, consensus is $1.28 on $3.43 billion. Massive earnings surprise and revenue beat with upward revisions and a Strong Buy stance point to meaningful near-term upside.

Cracker Barrel reported Q4 FY2026 revenue of $849.3 million, GAAP net income of $12.2 million, and adjusted EBITDA of $62.1 million (including a $9.1 million tariff refund). For the year, revenue was $3.319 billion with GAAP net income $31.7 million and adjusted EBITDA $147.7 million. The company divested Maple Street Biscuit Company, completed a sale-leaseback for 26 stores (net proceeds ~ $77 million), repaid debt, and named David Deno CEO effective Aug 10, 2026. Debt declined to $337.2 million; leverage about 1.7x. A quarterly dividend of $0.25 was declared. For fiscal 2027, Cracker Barrel guided revenue of $3.325-$3.4 billion, adjusted EBITDA of $180-$200 million, 3%-5% comparable-store restaurant sales growth, 3% wage inflation, 3% commodity inflation, capex of $110-$125 million, and no new store openings. Divestiture, debt reduction, and strong FY2027 guidance suggest meaningful upside and improved leverage.

Cracker Barrel reported fourth-quarter and full-year 2026 results and issued fiscal 2027 revenue guidance of $3.325-3.4 billion. The stock rose about 4.5% today and ~10% over the past week, yet remains down roughly 18% in 30 days and 59% over five years, indicating momentum coming off a weak base. The piece contrasts Cracker Barrel's rebound with other consumer stocks and questions whether upside remains for new buyers or if most reward has already occurred. The narrative pegs fair value at about $45.00, versus a close near $47.52, suggesting a premium multiple around 33-34x vs a 15.7x fair ratio and 23.7x industry average. A 2029 PE near 32.4x would be needed to justify current levels. Risks include easing traffic pressure and supply-chain execution; valuation risk exists if sentiment cools. Content from Simply Wall St; not financial advice. Earnings guidance and valuation gap imply a moderate re-rating risk and investor scrutiny.

Cracker Barrel's fiscal fourth-quarter earnings rose year over year, aided by tariff refunds and improving traffic trends, signaling healthier demand and potential margin support despite limited detail on revenue or margins in the provided excerpt. Tariff refunds and improving traffic likely boosted Q4 earnings.

Cracker Barrel Old Country Store reported fiscal Q4 earnings above estimates, driven by improving underlying traffic trends, better customer experience and loyalty, and an 11.4% year-over-year rise in adjusted EBITDA. The results sent shares up about 2.6% to $46.64. Improved traffic and loyalty point to modest near-term upside without signaling a major long-term strategic shift.

Cracker Barrel reported Q4 fiscal 2026 revenue of $849.3 million and adjusted EBITDA of $62.1 million, up 11.4% year over year (7.3% margin). Restaurant comps fell 2.1% as traffic declined 6.1%, offset by a 4.4% price lift; off-premise sales rose to 19%. Retail revenue was $150.8 million with 0.7% comps, led by toys and housewares. CEO Dave Deno framed progress as a turnaround, targeting stronger dinner offerings, retail improvements and personalized loyalty; guest metrics and turnover improved. For fiscal 2027, guidance calls for revenue of $3.325–$3.4 billion and adjusted EBITDA of $180–$200 million, with 3–5% comparable-restaurant sales growth, about 3% pricing, 3% commodity inflation, and 2–3% wage inflation; capex $110–$125 million and no new units. Debt ended at $337.2 million, down $147.4 million YoY, aided by a $77 million net sale-leaseback. One-time items included tariff refunds, legal settlements, and impairment charges. Guidance indicates gradual improvement and debt reduction, but sustained traffic softness and costs cap upside.

Cracker Barrel's stock rose after its adjusted earnings beat analysts' estimates, signaling positive near-term momentum as the company operates under a new CEO. The earnings beat is the focal point, with market participants watching for any guidance or cost-control actions that could sustain gains. In a Yahoo Finance segment, 8:30 hosts break down the numbers and discuss what the results might mean for the restaurant chain's trajectory and investor sentiment. Near-term optimism due to an earnings beat under new leadership, but lack of detailed guidance limits long-term impact.

Cracker Barrel reported for the quarter ended July 2026 revenue of $849.34 million, down 2.2% year over year, with EPS of $0.99, up from $0.74 a year ago. Revenue beat Wall Street expectations at $831.12 million (Zacks), a +2.19% surprise, and EPS beat by a wide margin: $0.99 vs consensus $0.20 (about 395%). Comparable-store performance was mixed: restaurant comps fell 2.1% YoY (versus a -3.4% average estimate), retail comps grew 0.7% (vs -2.8% expected). Total stores ended at 655, slightly below analysts’ range. Retail revenues were $150.8 million (up 0.7% YoY); restaurant revenues were $686.2 million (down about 2%). Shares are down roughly 22% in the last month, and the stock carries a Zacks Rank of 1 (Strong Buy). Massive EPS surprise combined with modest revenue beat amid YoY declines signals mixed fundamentals, yielding a moderate near-term impact on sentiment and valuation.

Shares rose about 10% in pre-market trading after Cracker Barrel beat Q4 estimates with adjusted EPS of $0.99 and revenue of $849.3 million. Adjusted EPS beat the consensus of $0.10; revenue beat the estimate of $828.8 million, though sales declined 2.2% year over year. Comparable restaurant sales fell 2.1%; comparable retail sales rose 0.7%. Adjusted EBITDA was $62.1 million, aided by a roughly $9.1 million tariff-refund benefit. The company completed a sale-leaseback of 26 stores for about $77 million in net proceeds to reduce debt and exited Maple Street Biscuit Company in July 2026. For fiscal 2027, revenue is guided to $3.325-$3.4 billion (midpoint around $3.36b vs consensus $3.39b); expects 3-5% comps growth and no new store openings; EBITDA guidance is $180-$200 million. A quarterly dividend of $0.25 per share was declared. Near-term positives from earnings beat and debt reduction are weighed down by below-consensus revenue guidance and no new-store expansion.

Cracker Barrel reported fiscal Q4 2026 results that beat Wall Street estimates: adjusted earnings of $0.99 per diluted share on $849.3 million revenue, vs estimates of $0.26 and $845 million. GAAP net income was $12.2 million. Adjusted EBITDA reached $62.1 million, aided by a roughly $9.1 million tariff-refund benefit. Comparable-store sales declined 2.1% for restaurants and rose 0.7% at retail. Earnings mark the first report under CEO David Deno. For fiscal 2027, the company guided revenue of $3.325-$3.40 billion, comps growth of 3-5% for restaurants, and adjusted EBITDA of $180-$200 million, with no new store openings. Cracker Barrel reduced debt to $337.2 million after repaying $150 million of convertible notes and selling 26 stores via a sale-leaseback for about $77 million net. The Maple Street Biscuit Company divestiture left 655 company-owned locations; a quarterly dividend of $0.25 was declared; stock rose 8.3% to $49.25. Beat and guidance plus debt reduction signal a moderate upside, though growth remains tempered.

Cracker Barrel reported Q2 CY2026 results beating revenue estimates but with a 2.2% year-over-year decline to $849.3 million. Adjusted EPS of $0.99 surpassed consensus of $0.17, and adjusted EBITDA of $62.05 million topped expectations of $41.96 million, delivering a 7.3% EBITDA margin and a 47.9% beat to estimates. The company guided 2027 EBITDA at a midpoint of $190 million, above analyst expectations of $177.7 million, while operating margin rose to 1.5% from 0.5% a year ago. Free cash flow margin improved to 10.2% from 6.5%. Cracker Barrel reduced its restaurant count to 655 locations from 725 a year earlier, though same-store sales rose 2.1% YoY. Revenue for the full year is guided at about $3.36 billion, roughly 0.8% below consensus. The stock jumped about 7.7% after the report, as management cited improving traffic and EBITDA momentum. EPS and EBITDA beat support near-term momentum, but revenue guidance under consensus and ongoing closures limit upside.

UBS expects Cracker Barrel's Q4 trends to confirm a bottoming process and sees a fiscal 2027 recovery trajectory, with the turnaround gaining traction and early sales trends turning positive. The note implies a path back to growth driven by improving demand and execution, potentially boosting profitability and investor sentiment if the trend persists. UBS's recovery outlook suggests meaningful upside and sentiment-improving catalyst.

Cracker Barrel (CBRL) is set to report Q2 results before the bell. Last quarter, revenue was $797.4 million, down 2.9% YoY, but it beat estimates on EPS and EBITDA. For Q2, revenue is expected to decline about 3.6% YoY, similar to last year’s drop. Analysts have largely kept estimates steady, though Cracker Barrel has a history of missing revenue estimates. Peers Brinker International and CAVA posted mixed results—Brinker up 5.1% YoY; CAVA up 31.3% and beating estimates—highlighting divergent sector trends. Cracker Barrel’s shares have fallen about 22.6% over the past month, trading near $44.89 with an average target of $46.13. The broader news environment and AI focus are backdrop factors, not core drivers of this quarter’s earnings trajectory. Revenue is expected to decline about 3.6% YoY this quarter after last year's drop, signaling moderate near-term earnings risk.

Cracker Barrel Old Country Store is highlighted as the bull of the day by Zacks, noting improving earnings momentum despite ongoing revenue and comps declines. Ahead of its fiscal Q4 report, consensus estimates call for roughly 0.20 per share on about 831 million in revenue. Wall Street expects a year over year revenue drop of about 4 percent and restaurant comps down about 3.4 percent. However, recent quarterly results showed improvement: Q3 revenue of 797.4 million, adjusted EBITDA of 40.3 million, and management lifting full year guidance to 3.27 to 3.30 billion in revenue and 120 to 125 million in EBITDA. Four analysts increased estimates for both the current year and next, leading to a Zacks Rank 1 Strong Buy and a shift in sentiment. Analysts have raised earnings estimates and guidance, signaling improving near-term momentum for Cracker Barrel despite ongoing revenue and comps declines.

Cracker Barrel Old Country Store, Inc. is abandoning its popular breakfast chain as part of a strategic decision. Abandoning a popular breakfast chain signals major strategic retreat likely to cut revenue and shift market position.

Cracker Barrel Old Country Store stock fell 15.5% after customer traffic weakened due to GLP-1 medication shifts and higher gas prices. Weakened traffic tied to GLP-1 shifts and gas prices signals sustained pressure on Cracker Barrel sales and stock performance.

Cracker Barrel Old Country Store, Inc. held its fiscal 2026 fourth quarter conference call to review earnings results, operational updates, and business outlook. Quarterly earnings conference calls deliver financial results and guidance that directly move stock valuation and investor sentiment.

Cracker Barrel Old Country Store (CBRL) Q4 earnings are expected to decline. Expected Q4 earnings decline may pressure CBRL stock and near-term sentiment.

Cracker Barrel refreshes value menu and improves earnings outlook, shaping investor responses. Value menu refresh and brighter earnings outlook moderately influence Cracker Barrel operations and market performance.