Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) Q1 2020 Earnings Conference Call November 26, 2019 11:00 AM ET Company Participants Adam Hanan - Manager, IR Sandy Cochran - President and CEO Jill Golder - SVP and CFO Jeff Wilson - VP and Principal Accounting Officer Conference Call Participants Jake Bartlett - SunTrust Alton Stump - Longbow Research Gregory Francfort - Bank of America Jeff Farmer - Gordon Haskett Stephen Anderson - Maxim Group Robert Derrington - Telsey Advisory Group Brett Levy - MKM ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended November 1, 2019 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from___________ to ___________ Commission file number: 001-25225 Cracker Barrel Old Country Store, Inc. (Exact name of registrant as specified in its charter) Te ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 CBRL The Nasdaq Stock Market LLC (Nasdaq Global Select Market) FORM 10‑K (Mark One) ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended August 2, 2019 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from__________to__________ Commission file number: 000‑25225 Cracker Barrel Old Country Store, Inc. (Exact n ...

Financial Data and Key Metrics Changes - The company reported third quarter net income of $50.4 million or $2.09 per diluted share, compared to $2.03 in the prior year [20] - Total revenue for the quarter was $739.6 million, an increase of 2.5% from $721.4 million in the prior year [20] - Operating income increased by 2.8% to $65.1 million, maintaining an operating income margin of 8.8% [27] Business Line Data and Key Metrics Changes - Restaurant revenue increased by 2.9% to $610.1 million, while retail revenue increased by 0.6% to $129.5 million [21] - Comparable store restaurant sales rose by 1.3%, driven by a 3.1% increase in average check, despite a 1.8% decrease in traffic [22] - Comparable store retail sales decreased by 2.6%, primarily due to declines in women's apparel, accessories, and décor categories [23] Market Data and Key Metrics Changes - The off-premise business grew over 15% compared to the prior year, contributing positively to comparable store sales [23] - The company expanded third-party delivery coverage to nearly 350 locations, with plans to add over 100 additional stores by the end of the fiscal year [14] Company Strategy and Development Direction - The company is focused on enhancing the guest experience and employee engagement, with ongoing improvements to the PAR program [18] - A new Southern Fried Chicken platform was introduced, supported by a national marketing campaign and training initiatives [12][11] - The company plans to strengthen its retail position by optimizing assortments targeted at traveling guests [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year operating income margin in the range of 9% to 9.3% despite potential headwinds from food commodity and wage inflation [32] - The company remains cautious regarding visit frequency from lighter users, particularly in the fourth quarter [32] - Management anticipates total revenue of approximately $3.05 billion and comparable store restaurant sales growth of about 2% for the full fiscal year [30] Other Important Information - The company announced an increase in the regular quarterly dividend to $1.30 per share and declared a special dividend of $3 [9] - A new share repurchase program for up to $50 million of the company's outstanding shares was authorized [9] Q&A Session Summary Question: What is your commodity basket exposure to pork and outlook for pork prices? - Management indicated that approximately 10% of the commodity basket is pork, with expectations of increased volatility in pork prices for the next fiscal year [34] Question: What percent of retail inventory could be impacted by tariffs on Chinese imports? - Approximately one-third of retail inventory is imported, with efforts to mitigate tariff impacts through alternative sourcing and vendor partnerships [35] Question: Can you comment on the strength of new unit openings? - Initial sales from new units opened in the West Coast have been strong, contributing positively to overall performance [36] Question: Can you elaborate on the special dividend and share buyback program? - The Board remains committed to a balanced approach to capital allocation, prioritizing reinvestment in the business while returning excess capital to shareholders [39] Question: How do you plan to mitigate cost pressures from labor and commodity inflation? - Strategies include diversifying sourcing, adjusting pricing, and leveraging technology to improve efficiency [43][46] Question: What is the current status of the third-party delivery program? - The company is pleased with early results from third-party delivery and plans to expand vendor partnerships to enhance coverage [80]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10‑Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended May 3, 2019 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from___________ to ___________ Commission file number: 001‑25225 Cracker Barrel Old Country Store, Inc. (Exact name of registrant as specified in its charter) Tenness ...

Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) Q2 2019 Results Earnings Conference Call February 26, 2019 11:00 AM ET Company Participants Adam Hanan - Manager-IR Sandy Cochran - President and CEO Jill Golder - SVP and CFO Don Hoffman - SVP, Marketing Jeff Wilson - VP and Principal Accounting Officer Conference Call Participants Alton Stump - Longbow Research Jake Bartlett - SunTrust Bob Derrington - Telsey Advisory Gregory Francfort - Bank of America Stephen Anderson - Maxim Group Jeff Farmer - Gordo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10‑Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended February 1, 2019 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from_________ to__________ Commission file number: 001‑25225 Cracker Barrel Old Country Store, Inc. (Exact name of registrant as specified in its charter) Tennes ...