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CBCBRL

Cracker Barrel Old Country Store, Inc.

Trending onWhy it's trendingX chatter spiked vs its recent normPrice and volume picking upBullish-leaning chatter
$CBRL·$1.0B·Restaurants·Consumer Cyclical
$47.49+4.4%YTD+79.1%1Y-18.2%
Mentions · last 7 days
2026-06-05: 28 posts2026-06-06: 24 posts2026-06-07: 29 posts2026-06-08: 30 posts2026-06-09: 156 posts2026-06-10: 823 posts2026-06-11: 198 posts1,289+18%
Price updated 9m ago·X counts updated 21h ago
CBCBRL
Cracker Barrel Old Country Store, Inc.$CBRL
$47.49+4.37%1.3k posts+18%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CBRL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-06-12

The move is getting stronger, with heavier trading behind it.

Cracker Barrel surged 23% on a Q3 earnings beat + AI implementation + raised guide — Wells Fargo upgraded to Overweight at $50.

Cracker Barrel is the legacy Southern-themed restaurant and gift-shop chain — the brand that became a culture-war flashpoint over its logo rebranding. The stock just surged on a Q3 earnings beat that frames the operational turnaround as more than a one-quarter pop. Q3 revenue fell 2.9% YoY to $797M with operating margin essentially break-even at 0.8% — modest cyclical headwinds, but management raised FY EBITDA guidance from $85-100M to $120-125M, and adjusted EPS came in at $0.29 vs the expected -$0.42 loss. The AI implementation across four business areas the chatter cites — labor scheduling, menu engineering, supply chain — is the operational lever underneath. Wells Fargo upgraded to Overweight with PT raised to $50. The stock is +71.6% over the past six months, +45% above the 50-day MA today, with the breakout above the 200-day MA confirming the turnaround. Zero insider activity in the window.

Agrees with X sentimentAligned with the bullish turnaround framing — the Q3 earnings beat, raised FY EBITDA guide ($120-125M vs $85-100M), adjusted EPS $0.29 vs expected -$0.42 loss, and Wells Fargo PT raise to $50 are all real and material. The 'just announcing AI integration' skeptical read misses that this is the first quarter of clean operating leverage in a while. Short-squeeze dynamics reinforce the momentum.

What to watch: Sep 16 Q4 print — comp-sales-growth trajectory, AI-driven labor and menu efficiency metrics, and the FY guide reconciliation. A clean Q4 print extends the move; any AI-driven savings disappointment caps it.

On the calendar: 2026-09-16 — Q4 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment23 posts analyzed · as of 2026-06-11

Cracker Barrel surged 25-32% after announcing AI implementation across 4 key business areas, plus a surprise Q3 earnings triple play: revenue beat, raised guidance (FY EBITDA from $85-100M to $120-125M), and adjusted EPS $0.29 vs $0.42 loss expected. Wells Fargo upgraded to Overweight with PT raised to $50. Bulls call this the 'final Trump trade that worked.' The stock is now up 71.6% over the last six months, and bulls treat the breakout above the 200SMA as confirmation of the turnaround. Bears note the rally appears to be 'just announcing AI integration' but the fundamentals support the move. Conviction-buyer accumulation thesis dominates with short-squeeze dynamics reinforcing momentum.

Read the AI verdict + X sentiment for $CBRL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cracker Barrel Old Country Store, Inc. is responsible for creating and running its distinctive Cracker Barrel Old Country Store concept throughout the United States. Each location integrates a full-service restaurant with an adjacent retail gift shop. The restaurants provide breakfast, lunch, and dinner options, offering dine-in, carry-out, and delivery services. The connected gift shops showcase a wide variety of goods, including decorative and functional items like rocking chairs, seasonal decor, apparel, toys, and cookware, alongside a selection of candies, preserves, and other food items. As of September 15, 2021, the company oversaw 664 Cracker Barrel establishments operating in 45 states. Founded in 1969, its corporate headquarters are situated in Lebanon, Tennessee.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $CBRL.

Restaurants · Consumer Cyclical

Food input cost inflation is the margin pressure — restaurant chains face elevated protein and commodity costs, driving QSR operators toward AI-driven operational efficiency and menu pricing to defend margins. CAVA's Mediterranean expansion and CMG's digital loyalty are the high-growth execution stories above the macro.

See how Restaurants shapes $CBRL

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $CBRL's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Industry benchmark

10-name peer basket
-3.3%YTD
-20.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
38.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 9, 2026$0.29$-0.45+164.4%
Q4 2025Mar 4, 2026$0.25$-0.10+350.0%
Q3 2025Dec 9, 2025$-0.74$-0.78+5.1%
Q2 2025Sep 17, 2025$0.74$0.78-5.1%
Next earningsWed, Sep 16·consensus EPS $-0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$797.4M-2.9%69.8%0.8%$1.92$66.9M
Q2 FY26$874.8M-7.9%5.6%0.1%$0.06$24.5M
Q1 FY26$797.2M-5.7%31.0%-4.1%$-1.10$-88.9M
Q4 FY25$868.0M-2.9%33.0%0.5%$0.30$56.8M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.3B$3.3B – $3.3B-$0.76-$0.89 – -$0.585
FY27$3.4B$3.4B – $3.4B$0.67$0.52 – $0.777
FY28$3.5B$3.5B – $3.5B$1.14$0.91 – $1.375
FY29$3.6B$3.6B – $3.6B$1.20$1.19 – $1.212
FY30$3.7B$3.7B – $3.7B$1.55$1.54 – $1.562

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.44%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+44.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+35.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 20.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today11.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.305-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $CBRL is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJan 5Gmt Capital Corp10% owner42.4K sh$1.1MSellDec 29, 2025Gmt Capital Corp10% owner42.4K sh$1.1MSellDec 23, 2025Gmt Capital Corp10% owner42.4K sh$1.1MSellDec 19, 2025Gmt Capital Corp10% owner42.4K sh$1.1MSellDec 17, 2025Gmt Capital Corp10% owner42.4K sh$1.1MSellDec 16, 2025Gmt Capital Corp10% owner42.4K sh$1.1M
+ 3 other (2 awards · 1 inkind) in window

See when $CBRL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Cracker Barrel Comeback After Logo Controversy: Stock Hits 9-Month Highbenzinga.com·1d agoCracker Barrel Surges 23% as Earnings Beat Signals Turnaround Progressmarketbeat.com·1d agoCracker Barrel: One Good Quarter Doesn't Take This Company Out Of The Woodsseekingalpha.com·1d agoCracker Barrel: Why I Believe The Turnaround Is For Realseekingalpha.com·1d agoCracker Barrel stock just hit a 2026 high. Is the infamous logo discourse finally in the past?fastcompany.com·1d ago

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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