CBRL

What a time it’s been for Cracker Barrel. In the past six months alone, the company’s stock price has increased by a massive 49.5%, reaching $51.60 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move. Is there a buying opportunity in Cracker Barrel, or does it present a risk to your portfolio? Check out our in-depth research report to see what our analysts have to say, it’s free. We’re glad investors have benefited from the price increase, but we don’t have much confidence in Cracker Barrel. Here are three reasons we avoid CBRL, plus one stock we’d rather own. Same-store sales show the change in sales at restaurants open for at least a year. This is a key performance indicator because it measures organic growth. Cracker Barrel’s demand within its existing dining locations has barely increased over the last two years as its same-store sales were flat. Analyzing the long-term change in earnings per share (EPS) shows whether a company’s incremental sales were profitable — for example, revenue could be inflated through excessive spending on advertising and promotions. Sadly for Cracker Barrel, its EPS declined by 32.8% annually over the last seven years while its revenue grew by 1.1%. This tells us the company became less profitable on a per-share basis as it expanded. Debt is a tool that can boost company returns but presents risks if used irresponsibly. As long-term investors, we aim to avoid companies taking excessive advantage of this instrument because it could lead to insolvency. Cracker Barrel’s $998.3 million of debt exceeds the $26.05 million of cash on its balance sheet. Furthermore, its 7× net-debt-to-EBITDA ratio (based on its EBITDA of $141.4 million over the last 12 months) shows the company is overleveraged. At this level of debt, incremental borrowing becomes increasingly expensive and credit agencies could downgrade the company’s rating if profitability falls. Cracker Barrel could also be backed into a corner if the market turns unexpectedly – a situation we seek to avoid as investors in high-quality companies. We hope Cracker Barrel can improve its balance sheet and remain cautious until it increases its profitability or pays down its debt. Cracker Barrel doesn’t pass our quality test. Following the recent surge, the stock trades at 113.7× forward P/E (or $51.60 per...

A month has gone by since the last earnings report for Dave & Buster's (PLAY). Shares have lost about 17.4% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Dave & Buster's due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Dave & Buster's Entertainment, Inc. before we dive into how investors and analysts have reacted as of late. Dave & Buster's reported weak first-quarter fiscal 2026 results, with adjusted earnings and revenues missing the Zacks Consensus Estimate. Both metrics also declined on a year-over-year basis.The quarter was primarily weighed down by weaker customer demand at existing locations, as reflected in lower comparable-store sales. This softness, particularly in the company's core entertainment segment, contributed to an overall decline in revenues. At the same time, profitability came under pressure due to higher labor, administrative and depreciation-related expenses, which compressed operating margins.Despite a challenging quarter, Dave & Buster's highlighted several encouraging developments. Management noted that its back-to-basics strategy is gaining traction, with improvements across food and beverage offerings, marketing initiatives and the refreshed remodel program contributing to a stronger guest experience. The company continued to execute on its growth strategy through new store openings, remodel activities and international franchise expansion. For the fiscal first quarter, the company reported adjusted earnings per share (EPS) of 22 cents, which missed the consensus mark of 37 cents by 40.5%. In the year-ago quarter, it had reported an adjusted EPS of 76 cents.Quarterly revenues of $559.2 million missed the consensus estimate of $571 million by 2.1% and declined 1.5% year over year. The top line was pressured by a $29.2 million decline in comparable store revenues, partly offset by an $18.1 million increase in noncomparable store revenues. Food and Beverage revenues (38.3% of total revenues in the reported quarter) increased 6.5% year over year to $214.1 million. The company cited eat-and-play combo enhancements and menu changes made in the second half of fiscal 2025 as factors supporting higher food attach rates...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Cracker Barrel Old Country Store (CBRL) reported third quarter fiscal 2026 earnings and revenue above analyst estimates for a second straight quarter, then raised its full year outlook for revenue and adjusted EBITDA. Management also outlined corporate restructuring plans intended to lower general and administrative and advertising expenses in the second half of the fiscal year, a combination that puts recent operational changes and market perception of the stock under closer investor scrutiny. See our latest analysis for Cracker Barrel Old Country Store. Cracker Barrel Old Country Store’s share price has rebounded sharply, with a 30 day share price return of 36.39% and a 90 day share price return of 74.39%. However, the 1 year total shareholder return is down 25.69%, which shows that recent momentum following earnings surprises and index removals is building from a weaker long term base. If Cracker Barrel’s recent move has you thinking about what else could be setting up interesting trends, this is a good moment to scan 18 top founder-led companies Cracker Barrel Old Country Store has a well known, cash generating concept, yet the stock’s sharp rebound sits against weaker multi year returns and index removals. How does that mix actually stack up on valuation today? Cracker Barrel Old Country Store last closed at $49.51, while the most followed narrative pegs fair value at $35, which puts the current price well above that estimate. Read the complete narrative. Curious how Cracker Barrel’s fair value can sit well below today’s price while still banking on faster earnings and slimmer margins than today? The full narrative joins those moving parts into one tight valuation story. Result: Fair Value of $35 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Cracker Barrel Old Country Store still faces traffic and relevance risks. Weaker guest trends or a slower brand refresh could quickly challenge this optimistic narrative. Find out about the key risks to this Cracker Barrel Old Country Store narrative. While the popular narrative pegs Cracker Barrel Old Country Store as 41.5% overvalued at a fair value of $35, our DCF model paints a different...

It has been about a month since the last earnings report for Cracker Barrel Old Country Store (CBRL). Shares have added about 9.2% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Cracker Barrel due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers. Cracker Barrel posted third-quarter fiscal 2026 results, with earnings and revenues beating the Zacks Consensus Estimate for the second straight quarter. The top and bottom lines declined from the prior-year quarter figure. Adjusted earnings were 29 cents per share, beating the Zacks Consensus Estimate of a loss of 45 cents. In the prior-year quarter, the company reported adjusted EPS of 58 cents.Revenues were $797.4 million, down 2.9% year over year, but surpassed the consensus mark of $775.0 million. Comparable store restaurant sales declined 2.6% and comparable store retail sales fell 1.8% in the quarter, with comparable restaurant guest traffic down 6.7%. CBRL generated total revenues of $797.4 million, driven primarily by restaurant sales. Restaurant revenues were $658.4 million, down 3.1% year over year, while retail revenues were $139.0 million, down 2.0%.The revenue mix was stable. Restaurants represented 82.6% of quarterly revenues versus 82.7% a year ago, while retail accounted for 17.4% versus 17.3%. Average store volumes eased year over year, with restaurant average store volume of $980.7 thousand and retail average store volume of $211.4 thousand for the quarter. CBRL’s cost of goods sold (excluding depreciation and rent) was $241.0 million, down 2.6% year over year. Labor and other related expenses were $302.1 million, down 0.9%, while other store operating expenses fell 4.5% to $198.2 million. General and administrative expense moved higher, rising 7.3% to $49.4 million.On the margin side, management pointed to mixed inflation dynamics. Total cost of goods sold was 30.2% of revenues versus 30.1% a year ago. Restaurant cost of goods sold was 26.1% of restaurant sales versus 26.2%, aided by pricing and partially offset by commodity inflation of about 2.5%. Retail cost of goods sold rose to 49.8% of retail sales from 48.9%, with higher tariffs a key driver. Cracker Barrel...

Interested in Cracker Barrel Old Country Store, Inc.? Here are five stocks we like better. Cracker Barrel delivered a surprise earnings beat and raised its fiscal 2026 guidance, sending shares up roughly 23% following the report. The results suggest the company's turnaround efforts may be gaining traction after a difficult 2025 marked by customer backlash over a logo redesign, which sparked a sharp decline in the stock. Despite improving momentum and a stock rally of more than 75% year to date, analysts remain cautious, with the consensus price target 10% below the current share price. Cracker Barrel Old Country Store Inc. (NASDAQ: CBRL) reported fiscal third-quarter earnings after the bell on June 9, and investors clearly liked what they heard. The country-themed restaurant and retail chain delivered a sizable earnings beat and raised its full-year guidance, sending shares up nearly 23%. The report provided some much-needed good news for a company in the midst of a turnaround following a series of missteps that have weighed on both its business and stock price. → Uranium Energy Corp Melts Down—Nuclear Opportunity at Hand Cracker Barrel reported Q3 earnings of 29 cents per share, down from 56 cents per share a year earlier but well ahead of Wall Street's expectation for a loss of 45 cents per share. Net income included a $47.4 million benefit related to a settlement agreement regarding interchange fee litigation. Revenue of approximately $797 million was down 2.9% year over year but nearly $21 million above analyst estimates. Comparable-store sales declined for both the restaurant and retail businesses. During the earnings call, Chief Executive Julie Masino said the better-than-expected performance was driven by strong cost management, improved traffic, and higher checks. → Everpure: AI Storage Uncertainty Overshadows Breakneck Growth Guest satisfaction also improved, with the chain's Google star rating reaching its highest quarterly score since 2018. The company raised its fiscal 2026 outlook, now expecting total revenue of $3.27 billion to $3.3 billion, up from its previous forecast of $3.24 billion to $3.27 billion. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) is now expected to be between $120 million and $125 million, up from the previous forecast of $85 million to $100 million. → An Analyst Just Raised Tesla's Price...

Shareholders will be ecstatic, with their stake up 34% over the past week following Cracker Barrel Old Country Store, Inc.'s (NASDAQ:CBRL) latest third-quarter results. It was overall a positive result, with revenues beating expectations by 2.7% to hit US$797m. Cracker Barrel Old Country Store also reported a statutory profit of US$1.90, which was a nice improvement from the loss that the analysts were predicting. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Following last week's earnings report, Cracker Barrel Old Country Store's nine analysts are forecasting 2027 revenues to be US$3.39b, approximately in line with the last 12 months. Statutory earnings per share are forecast to plummet 51% to US$0.57 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$3.37b and earnings per share (EPS) of US$0.56 in 2027. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates. Check out our latest analysis for Cracker Barrel Old Country Store The consensus price target rose 15% to US$36.00despite there being no meaningful change to earnings estimates. It could be that the analystsare reflecting the predictability of Cracker Barrel Old Country Store's earnings by assigning a price premium. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values Cracker Barrel Old Country Store at US$50.00 per share, while the most bearish prices it at US$30.00. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation. Taking a look at the bigger picture now, one of th...

For the quarter ended April 2026, Cracker Barrel Old Country Store (CBRL) reported revenue of $797.37 million, down 2.9% over the same period last year. EPS came in at $0.29, compared to $0.58 in the year-ago quarter. The reported revenue represents a surprise of +2.84% over the Zacks Consensus Estimate of $775.33 million. With the consensus EPS estimate being -$0.45, the EPS surprise was +165.17%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Cracker Barrel performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Comparable-store sales - Restaurant - YoY change: -2.6% versus -4.3% estimated by two analysts on average. Comparable-store sales - Retail - YoY change: -1.8% versus -5.5% estimated by two analysts on average. Number of stores - Total (End of Period): 709 versus the two-analyst average estimate of 711. Company-Owned Units - Cracker Barrel: 657 versus the two-analyst average estimate of 657. Revenues- Retail: $138.9 million versus the two-analyst average estimate of $133.49 million. The reported number represents a year-over-year change of -2%. Revenues- Restaurant: $644.3 million compared to the $631.63 million average estimate based on two analysts. The reported number represents a change of -2.7% year over year. View all Key Company Metrics for Cracker Barrel here>>> Shares of Cracker Barrel have returned +9.1% over the past month versus the Zacks S&P 500 composite's +0.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cracker Barrel Old Country Store, Inc. (CBRL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

LEBANON, Tenn. (AP) — LEBANON, Tenn. (AP) — Cracker Barrel Old Country Store Inc. (CBRL) on Tuesday reported fiscal third-quarter profit of $42.8 million. The Lebanon, Tennessee-based company said it had net income of $1.90 per share. Earnings, adjusted for non-recurring gains, were 29 cents per share. The results exceeded Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was for a loss of 45 cents per share. The restaurant operator posted revenue of $797.4 million in the period, also topping Street forecasts. Three analysts surveyed by Zacks expected $775.3 million. Cracker Barrel expects full-year revenue in the range of $3.27 billion to $3.3 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on CBRL at https://www.zacks.com/ap/CBRL

Company increases revenue and adjusted EBITDA1,2 guidance LEBANON, Tenn., June 9, 2026 /PRNewswire/ -- Cracker Barrel Old Country Store, Inc. ("Cracker Barrel" or the "Company") (Nasdaq: CBRL) today reported its financial results for the third quarter of fiscal 2026 ended May 1, 2026. Cracker Barrel President and Chief Executive Officer Julie Masino said, "Our initiatives to improve operations, deepen guest connection, and enhance profitability continue to gain traction, with strong execution from our teams driving third quarter results that exceeded expectations. We remain focused on serving delicious food and delivering experiences guests love and believe we are well-positioned to sustain this new momentum." Third Quarter Fiscal 2026 Highlights Total revenue was $797.4 million. Compared to the prior year quarter, total revenue decreased 2.9%. GAAP earnings per diluted share were $1.90, and adjusted1 earnings per diluted share were $0.29. GAAP net income was $42.8 million compared to the prior year quarter GAAP net income of $12.6 million. The current year GAAP net income results include a $47.4 million benefit related to a settlement agreement regarding interchange fee litigation. Adjusted EBITDA1 was $40.3 million compared to the prior year quarter adjusted EBITDA1 of $48.1 million. Balance Sheet & Capital Allocation During the third quarter, the Company received $47.4 million, net of legal fees, pursuant to a settlement agreement resolving interchange fee litigation. This amount is recorded in the litigation settlement income line on the Consolidated Income Statement. The Company ended the third quarter with total debt of $486.6 million, comprised of $149.9 million of short-term debt related to its 0.625% Convertible Senior Notes due June 2026 and $336.8 million of long-term debt related to its 1.75% Convertible Senior Notes due 2030, with no outstanding borrowings on its credit facility. The Company intends to pay the $149.9 million of short-term debt related to its 0.625% Convertible Senior Notes by its maturity in June 2026 by drawing on its existing revolving credit facility. At the end of the third quarter, the Company had approximately $541.3 million in available capacity under its credit facility. The Company announced that its Board of Directors declared a quarterly dividend of $0.25 per share of the Company's common stock. The quarterly dividend...

Interested in Cracker Barrel Old Country Store, Inc.? Here are five stocks we like better. Cracker Barrel beat expectations in Q3, with sales of about $797 million and adjusted EBITDA of $40.3 million. Management also raised full-year adjusted EBITDA guidance to $120 million-$125 million on better execution and cost controls. Restaurant traffic is still down, but trends are improving. Comparable restaurant sales fell 2.6% and traffic declined 6.7%, though management said underlying traffic has improved for a third straight quarter and average checks rose 4.3%. Retail outperformed restaurant comps for the first time in over four years, helped by merchandising changes, SKU rationalization and stronger product categories like toys and collectibles. Cracker Barrel Rewards also grew to nearly 12 million members, supporting loyalty-driven sales and traffic. Does Cheesecake Factory Stock Have Any Upside Left on the Menu? Cracker Barrel Old Country Store (NASDAQ:CBRL) reported fiscal third-quarter results that exceeded management’s expectations, with executives pointing to cost controls, improved guest metrics and stronger retail execution as key contributors to the quarter. President and CEO Julie Masino said Cracker Barrel generated sales of $797 million and adjusted EBITDA of $40 million in the quarter. CFO Craig Pommells later specified total revenue of $797.4 million, including restaurant revenue of $658.4 million and retail revenue of $139 million. → Meta Unveils Subscriptions: A New Offering With Real Growth Potential Members of Congress Bought These 5 Stocks—Should You? “Q3 results exceeded our expectations,” Masino said, adding that performance was driven by “strong cost management across the P&L, as well as improved traffic and check.” Pommells said comparable store restaurant sales fell 2.6% in the quarter, including a 6.7% traffic decline. However, he said management was encouraged by “gradual improvements in the underlying traffic trend.” → Planet Labs: Coming Back Down to Earth Cracker Barrel Is at the Bottom of the Barrel: Time to Buy? The average restaurant check rose 4.3%, including 4.4% pricing. Menu mix remained slightly negative but improved from the first half of the year, which Pommells attributed to recent menu changes. Off-premise sales represented 19.6% of restaurant sales, up about 50 basis points from the prior year, driven by catering and...

Cracker Barrel Old Country Store (CBRL) reported fiscal Q3 adjusted earnings late Tuesday of $0.29 p

Cracker Barrel Old Country Store (CBRL) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of a loss of $0.45 per share. This compares to earnings of $0.58 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +165.17%. A quarter ago, it was expected that this restaurant operator would post a loss of $0.1 per share when it actually produced earnings of $0.25, delivering a surprise of +350%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Cracker Barrel, which belongs to the Zacks Retail - Restaurants industry, posted revenues of $797.37 million for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 2.84%. This compares to year-ago revenues of $821.15 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Cracker Barrel shares have added about 34.7% since the beginning of the year versus the S&P 500's gain of 8.2%. While Cracker Barrel has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Cracker Barrel was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the co...