Cracker Barrel Q4 Outlook: Weak EPS Seen; Citi Maintains Sell with Higher Target
Sep 18, 2026, 9:30 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting
Expectations for a sharp YoY earnings decline (0.16 vs 0.74) plus a Sell rating with a $42 target create downside risk, especially if guidance undershoots. While the 2.29% dividend offers some floor, a miss or weak guidance historically pressures CBRL and can lead to multiple contraction.
AI summary
What happened, with direct paths to the underlying reporting
Cracker Barrel is set to report Q4 results with consensus EPS of $0.16 on about $845.6M revenue, a sharp drop from last year. Citi maintains a Sell rating and lifts the target to $42, implying downside risk even as the stock offers a 2.29% dividend and modest price strength ahead of the print. The earnings release could drive near-term volatility for CBRL.
Q4 earnings due Sept 23 before open; EPS expected 0.16 vs 0.74.
Revenue consensus $845.59M, down from $868.01M year ago.
Citi analyst Jon Tower maintains Sell; target raised to $42.
Transparent limits for an AI-generated research aid
StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.
Related signals
More source-backed signals connected by company or event
Cracker Barrel announced CEO Julie Masino is stepping down and appointing David Deno, former Bloomin’ Brands CEO, effective August 10. The leadership transition follows backlash t…
Cracker Barrel completed a sale-leaseback for 26 owned stores, netting about $77 million to reduce debt, and divested Maple Street Biscuit Company assets while closing the remaini…
Cracker Barrel posted a surprise Q3 profit and lifted its full-year outlook, signaling a meaningful turnaround after prior logo-change backlash. Improved store traffic and higher-…
Cracker Barrel reported Q3 2026 results and lifted full-year guidance, signaling margin expansion amid low inflation. The report includes a $47.4 million one-time settlement benef…