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Cracker Barrel Old Country Store, Inc. · NASDAQ · Consumer Cyclical
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Cracker Barrel posted Q4 revenue of $849.3M, down 2.2% YoY, with Maple Street Biscuit divested. Adjusted EBITDA rose to $62.1M aided by tariff refunds and debt repayment, supporting a stronger balance sheet. FY2027 guidance targets $3.325B-$3.4B revenue and $180-$200M adjusted EBITDA, with no new store openings.
View signal analysisCracker 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.
View signal analysisCracker Barrel announced CEO Julie Masino is stepping down and appointing David Deno, former Bloomin’ Brands CEO, effective August 10. The leadership transition follows backlash to the 'woke' rebrand that led to a rollback, and the stock has surged about 100% year-to-date on improved sentiment. The outcome hinges on Deno's ability to stabilize brand and execution.
View signal analysisCracker 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 remaining 16 MSBC locations. The company raised its fiscal 2026 outlook, guiding revenue of $3.27-3.30 billion and adjusted EBITDA of $120-125 million, with expected EBITDA accretion starting in 2027. Near term charges are anticipated, but the actions sharpen focus on core operations and strengthen leverage.
View signal analysisCracker 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-value add-ons supported stronger revenue and EBITDA targets, while Wells Fargo upgraded the stock to overweight, reinforcing near-term momentum and investor confidence.
View signal analysisCracker 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 benefit, boosting net income, while debt remains manageable with a plan to repay $149.9 million due 6/2026 using revolver capacity. With commodity and wage inflation expected to stay low, the company projects stronger EBITDA in 2026, potentially supporting a multiple re-rating.
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