Cracker Barrel(US:CBRL) ZACKS·2025-09-15 17:35Core Insights - Cracker Barrel Old Country Store, Inc. (CBRL) is set to report its fourth-quarter fiscal 2025 results on September 17, with earnings per share (EPS) estimated at 78 cents and revenues projected at $856.9 million, reflecting a decline from the previous year [1][2][9] Estimate Revisions - The Zacks Consensus Estimate for CBRL's fourth-quarter EPS is 78 cents, down 20.4% from 98 cents in the same quarter last year [2] - Revenue expectations are pegged at $856.9 million, indicating a 4.2% decline from the prior year's figure [2] Factors Influencing Performance - The company's fourth-quarter performance is anticipated to be influenced by its transformation plan, including the reintroduction of Campfire meals and brand refinement initiatives aimed at boosting sales and customer traffic [3] - Menu innovation, particularly through the Campfire lineup, is expected to enhance demand, with new offerings like the shrimp and andouille sausage skillet likely appealing to customers [4] - Enhanced AI-driven personalization in the Rewards program and refined marketing strategies across digital channels are expected to positively impact performance [5] Challenges and Headwinds - Retail sales trends are under pressure, with discretionary spending softness and tariff-related cost impacts on imported goods likely affecting overall results [6] - Macroeconomic challenges, including tariff-related costs and elevated egg prices, are expected to create additional headwinds, with commodity inflation projected to be in the mid-2% range for fiscal 2025 [7] - The model predicts a 3.1% year-over-year decline in retail revenues to $157.9 million, with restaurant cost of goods sold expected to increase by 70 basis points to 31.1% of restaurant revenues [6][7] Earnings Prediction - The current model does not predict an earnings beat for CBRL, as the company has an Earnings ESP of 0.00% and a Zacks Rank of 4 (Sell) [8][10]