Core Insights - Cracker Barrel is expected to report a quarterly loss of $0.68 per share, marking a significant decline of 251.1% year-over-year [1] - Revenue projections are around $802 million, slightly above the anticipated $801 million, but still reflecting a 5.2% year-over-year decrease [2] Financial Metrics - The price-to-earnings (P/E) ratio is approximately 13.63, indicating a moderate valuation, while the price-to-sales ratio is about 0.18, suggesting the stock is undervalued [3] - The enterprise value to sales ratio is around 0.51, and the enterprise value to operating cash flow ratio is approximately 8.09, providing insights into valuation and cash flow efficiency [4] - The earnings yield stands at 7.34%, indicating a reasonable return on investment for shareholders [4] Liquidity and Financial Health - The current ratio of 0.50 suggests potential liquidity issues, indicating the company may struggle to cover its short-term liabilities [5] - Investors are expected to closely monitor the upcoming earnings release to assess the company's financial health and future prospects [5]

Core Insights - Cracker Barrel Old Country Store (CBRL) is expected to report a quarterly loss of -$0.68 per share, a decline of 251.1% year-over-year, with revenues forecasted at $801.06 million, down 5.2% from the previous year [1] Earnings Estimates - There has been no revision in the consensus EPS estimate for the quarter over the past 30 days, indicating that analysts have not changed their initial projections [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock price performance [3] Revenue Projections - Analysts predict 'Revenues- Retail' will reach $152.64 million, reflecting a year-over-year decrease of 5.7% [4] - The consensus for 'Revenues- Restaurant' is $648.49 million, indicating a decline of 5.1% year-over-year [5] Company Metrics - The estimated number of 'Company-Owned Units - Cracker Barrel' is projected to be 657, down from 660 in the same quarter last year [5] - Analysts project the 'Number of stores - Total (End of Period)' will reach 717, compared to 658 a year ago [5] Stock Performance - Cracker Barrel shares have decreased by 12.4% over the past month, contrasting with a slight increase of 0.1% in the Zacks S&P 500 composite [6] - The company holds a Zacks Rank 4 (Sell), suggesting it is expected to underperform the overall market in the near future [6]

Company Overview - Cracker Barrel Old Country Store, Inc. is a prominent American chain that combines restaurant and gift store experiences with a Southern country theme, operating across the United States [1] - The company competes with other casual dining chains such as Denny's and IHOP [1] Recent Trading Activity - On November 28, 2025, Tim Moore, a representative from North Carolina, sold shares of Cracker Barrel valued between $15,001 and $50,000, as part of broader trading activities that included other companies [2][6] - The current stock price of Cracker Barrel is $28.86, reflecting a slight increase of $0.22 or approximately 0.77% [3][6] Stock Performance - Over the past year, Cracker Barrel's stock has experienced significant volatility, with a high of $71.93 and a low of $25.62, indicating sensitivity to market changes and company performance [4][6] - The company's market capitalization is approximately $642.67 million, representing the total market value of its outstanding shares [4] - The trading volume on the NASDAQ exchange for Cracker Barrel is 996,729 shares, indicating the liquidity of the stock [5]

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sectors, emphasizing cash flow and the companies that generate it, which leads to value and growth prospects with real potential [1] Company and Industry Summary - Subscribers gain access to a model account with over 50 stocks, in-depth cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1]

Group 1 - Alamo Group Inc. (ALG) designs and manufactures high-quality agricultural equipment and provides infrastructure maintenance, with a nearly 10% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Alvotech (ALVO), a biosimilar medicines company, has seen its Zacks Consensus Estimate for current year earnings revised downward by 88.7% over the last 60 days [1] - Cracker Barrel Old Country Store, Inc. (CBRL) operates a restaurant and gift store chain, with a 17.3% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2]

Core Insights - The CEO of Cracker Barrel, Julie Masino, acknowledged her missteps in attempting to modernize the brand, stating she felt "fired by America" [1] - The decision to simplify the logo led to significant backlash from customers, who felt the changes abandoned the brand's traditional values [2][3] Brand Modernization Efforts - Masino aimed to attract younger diners by updating the menu and remodeling the restaurant interiors [1] - The new logo design removed the longstanding mascot and the phrase "Old Country Store," which upset loyal customers [3][4] Customer Backlash - The redesign was met with immediate and severe criticism on social media, with customers expressing that the changes were bland and a departure from the brand's roots [3][4] - The backlash was so intense that even public figures, including President Donald Trump, commented on the controversy [3] Company Response - Following the backlash, Cracker Barrel quickly reverted to the old logo, which resulted in a significant drop in stock value, losing $94 million in a single day [5] - The company announced a suspension of all restaurant remodels and issued a message affirming their commitment to the traditional brand identity [5] Financial Impact - Cracker Barrel projected a decline in store traffic of 7% to 8% for the fiscal first quarter and an overall decline of 4% to 7% for the full 2026 fiscal year [6]

Accessibility StatementSkip Navigation LEBANON, Tenn., Nov. 25, 2025 /PRNewswire/ -- Cracker Barrel Old Country Store, Inc. ("Cracker Barrel" or the "Company") (Nasdaq: CBRL) plans to release its fiscal 2026 first quarter financial results after the market closes on Tuesday, December 9, 2025 with a conference call to follow at 5:00 p.m. Eastern Time. Company management will discuss financial results for the fiscal first quarter ended October 31, 2025. The live broadcast of Cracker Barrel's quarterly confere ...

Core Viewpoint - Cracker Barrel is facing challenges due to a recent branding crisis but is preparing for its upcoming quarterly earnings announcement with mixed financial metrics indicating both potential and risks [2][5]. Financial Performance - The company is expected to report an EPS of -$0.68 and projected revenue of $805.2 million for the upcoming quarter [5]. - Cracker Barrel has a price-to-earnings (P/E) ratio of 12.56, suggesting investor expectations for future earnings growth [3]. - The price-to-sales ratio is 0.17, indicating a low market valuation relative to sales [3]. - The enterprise value to sales ratio is 0.49, and the enterprise value to operating cash flow ratio is 7.87, reflecting the company's financial health [3]. Debt and Liquidity - The earnings yield stands at 7.96%, indicating a reasonable return on investment [4]. - The company has a high debt-to-equity ratio of 2.55, signaling a significant level of debt compared to equity [4]. - A current ratio of 0.50 raises concerns about the company's ability to meet short-term obligations, highlighting potential liquidity issues [4].

This story was originally published on Restaurant Dive. To receive daily news and insights, subscribe to our free daily Restaurant Dive newsletter. Dive Brief: Cracker Barrel is shrinking its board from 10 seats to nine after Sardar Biglari failed to oust CEO Julie Masino. Biglari contributed to the successful unseating of board member Gilbert Dávila during voting for the chain’s board, according to a filing with the Securities and Exchange Commission. The remaining nine directors were all endorsed by th ...

Core Viewpoint - The majority of retail investors at Cracker Barrel Old Country Store, Inc. expressed their disapproval of CEO Julie Felss-Masino, indicating a lack of confidence in her leadership and calling for her removal [1]. Group 1: Shareholder Sentiment - Retail shareholders overwhelmingly voted against the reelection of CEO Julie Felss-Masino, reflecting their dissatisfaction with her performance and the company's direction [1]. - Biglari Capital argues that the current CEO has not been effective, leading to negative customer traffic, which is expected to continue unless there is a leadership change [1]. Group 2: Index Fund Voting Dynamics - The voting behavior of index funds diverged from that of retail investors, as index funds often delegate voting power to governance departments, which may not align with the economic interests of their clients [1]. - There is a call for index funds to align their voting practices with the interests of non-passive investors, ensuring that the question of leadership effectiveness is adequately addressed [1]. Group 3: Recommendations from Proxy Advisory Firms - Independent proxy advisory firms, including ISS, Glass Lewis, and Egan-Jones, have concluded that a change in leadership is warranted at Cracker Barrel and have recommended voting against the company's nominees [4].