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TickerTalks›$CBRL
CBCBRL

Cracker Barrel Old Country Store

Buzzing onWhy it's trendingX chatter picking upMoving on elevated volumeBullish-leaning chatter
$CBRL·$1.2B·Restaurants·Consumer Cyclical
$49.44-3.3%YTD+94.6%1Y+0.5%
Price updated 1h ago·X counts updated 1h ago
CBCBRL
$CBRLCracker Barrel Old Country Store
$49.44-3.33%40 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CBRL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

40X posts · last 7 days
Aug 27Sep 9
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $CBRL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-05

Cracker Barrel sentiment is bullish and technical. Traders flag CBRL 'serving fresh higher highs' as restaurants quietly stage a comeback alongside CMG and TXRH, with a flat base and pocket-pivot candle. A skeptical Forbes piece argues the bigger issue was capital allocation (dividend cut, real estate sales, exited acquisition, CEO replacement) and that rebuilding investor trust will take longer than reversing the logo redesign. Overall the trader voices skew constructive on the price action.

Read what X is saying about $CBRL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CBRL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-09

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Cracker Barrel up 108% YTD on a real operational turnaround — fresh higher highs, but capital-allocation trust needs rebuilding.

Cracker Barrel Old Country Store operates rustic-themed restaurant/retail locations across the US. Up 108% YTD on a genuine operational reset — new CEO, revised strategy, and improving execution against a very low bar.

  • Q4 revenue fell 2.9% YoY to $797M but returned to modestly positive operating margins — the topline is still declining, but the operating story has stabilized enough to unwind the 2024-25 crisis-era multiple.
  • The Forbes piece framing captures the real issue: dividend cut, real estate sales, exited acquisition, CEO replacement — 'rebuilding investor trust will take longer than reversing the logo redesign.' That's the honest counter to the 108% YTD run.
  • Position at 79% of the 52-week range and 42% above the 200-day — a coiled setup where the operational recovery is real and the tape confirms it, but the 108% run has already priced meaningful improvement.

The Sept 16 Q4 print at $0.16 estimated EPS is the near-term test — a beat with reaccelerating same-store-sales and firm menu-price commentary sustains the coil; another topline decline or a specific real-estate monetization delay is what turns coiled into cooling. The Deno director A-Award confirms fresh leadership incentive alignment.

Agrees with X sentimentAgree with the constructive-but-cautious framing — CBRL 'serving fresh higher highs' alongside CMG and TXRH as restaurants stage a comeback is real, and the flat base plus pocket-pivot candle is legitimate technical setup. The Forbes capital-allocation-trust concern (dividend cut, real estate sales, CEO replacement) is the honest counter.

What to watch: The Sept 16 Q4 print at $0.16 estimated EPS — specifically same-store-sales and any menu-price or real-estate monetization commentary. A beat plus reaccelerating SSS sustains the coil; another topline decline confirms cooling.

On the calendar: 2026-09-16 — Q4 FY26 earnings

governance reset

Read the AI verdict on $CBRL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Operates full-service country-style restaurants paired with retail gift shops, primarily along US interstate highway corridors.

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

Fast-casual and QSR are gaining share from casual dining as value-conscious consumers trade down; AI-driven dynamic pricing and digital ordering are the operational efficiency levers. Same-store-sales deceleration is the key near-term risk as consumer wallet tightens.

What this means for $CBRL

Headwind — Cracker Barrel; casual dining/retail hybrid, value-consumer trade-down from sit-down limits recovery.

Industry benchmark

17-name peer basket
-2.8%YTD
-11.6%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 18, 2025$0.74$0.78-5.1%
Next earningsWed, Sep 16·consensus EPS $0.16

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-$0.04-$0.17 – $0.114
FY27$3.4B$3.4B – $3.4B$1.10$0.77 – $1.397
FY28$3.5B$3.4B – $3.6B$1.57$1.27 – $2.137
FY29$3.6B$3.5B – $3.7B$1.20$1.16 – $1.236
FY30$3.7B$3.6B – $3.8B$1.55$1.50 – $1.593

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.1.5×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.74%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.-6.7%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.+37.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 21.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.3% 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.β1.185-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.

Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 4 other (3 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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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 133
AI summary

Chad Crawford, SVP of Culinary & Menu Strategy at Cracker Barrel Old Country Store, Inc., filed an initial Form 3 on August 13, 2026 (event date August 12, 2026). The filing discloses no beneficially owned securities — neither common stock nor derivative positions are listed. Routine Section 16(a) initial ownership disclosure for a newly appointed officer; no market impact.

3New insider — initial holdingsAug 113
AI summary

David J. Deno filed an initial Form 3 as a reporting person at Cracker Barrel Old Country Store (CBRL), indicating no securities are beneficially owned — no common stock, options, or other derivative securities were reported. The form was signed by attorney-in-fact Jennifer Lankford on August 11, 2026.

8-KOfficer or director changeJul 278-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Cracker Barrel Old Country Store, Inc. (Tennessee; Lebanon, TN) filed an 8-K on July 26, 2026 under Items 5.02 (departure or appointment of officers/directors) and 7.01 (Reg FD disclosure). The body excerpt contains only the standard cover page. This filing indicates a leadership change at the casual dining and retail chain accompanied by investor-facing materials; the executive identity, role, and effective date are in the attached exhibit.

8-KMaterial impairmentJul 208-K — Item 2.03: Material debt obligation · Item 2.05: Restructuring / exit costs · Item 2.06: Material impairment · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Cracker Barrel Old Country Store, Inc. (CBRL) completed a sale-leaseback of 26 operating store properties to an institutional real estate investor effective July 17, 2026, generating approximately $77 million in net proceeds earmarked to repay revolving credit facility debt. Concurrently, the Company is recording an impairment charge and exit costs related to its MSBC (Maple Street Biscuit Company) operations. The filing triggers Items 2.03 (new lease obligations), 2.05 (exit costs), and 2.06 (material impairment). This is a significant balance sheet restructuring — converting owned real estate to lease obligations to deleverage, alongside a MSBC write-down.

3New insider — initial holdingsMay 53
AI summary

Heather Hager, SVP Retail at Cracker Barrel Old Country Store, Inc., filed a Form 3 on May 5, 2026, reporting her initial statement of beneficial ownership with an event date of April 30, 2026. The filing discloses no securities beneficially owned. This is a routine Section 16 initial ownership report required upon becoming a reporting officer — administrative in nature.

3New insider — initial holdingsMay 53
AI summary

Jennifer Lankford, SVP and General Counsel of Cracker Barrel Old Country Store, Inc., filed a Form 3 on May 5, 2026, reporting her initial beneficial ownership with an event date of April 30, 2026. She directly owns 367 shares of common stock. This filing coincides with her May 1, 2026 appointment as SVP, General Counsel and Corporate Secretary — a routine Section 16 initial report for a newly appointed reporting officer with a nominal share position.

8-KOfficer or director changeMay 18-K — Item 5.02: Officer or director change
AI summary

Cracker Barrel Old Country Store, Inc. announced the retirement of SVP, General Counsel and Corporate Secretary Richard Wolfson effective May 1, 2026 — four days ahead of his planned May 5 date — in recognition of a successful succession process. Jennifer Lankford, previously VP and Deputy General Counsel, was promoted to SVP, General Counsel and Corporate Secretary effective the same date. Wolfson will receive prorated benefits under his previously disclosed Consulting Agreement. This is a planned and orderly officer succession — routine and non-disruptive.

+ 10 other (8 13Gs · 1 earnings 8-K · 1 10-Q) in window

Recent news

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

5 Broker-Loved Stocks to Bet on Amid the Current Chaotic Scenariozacks.com·2d agoEarnings Preview: Cracker Barrel Old Country Store (CBRL) Q4 Earnings Expected to Declinezacks.com·2d agoCRACKER BARREL FISCAL 2026 FOURTH QUARTER CONFERENCE CALLprnewswire.com·2d agoBest Momentum Stocks to Buy for September 4thzacks.com·7d agoNew Strong Buy Stocks for September 4thzacks.com·7d ago

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Voices on X · last 7 days

No standout posts about $CBRL on X in the 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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