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CBCBRL

Cracker Barrel Old Country Store

$CBRL·$1.2B·Restaurants·Consumer Cyclical
$52.99-1.3%YTD+111.4%1Y-19.7%
Mentions · last 7 days
2026-07-20: 29 posts2026-07-21: 22 posts2026-07-22: 12 posts2026-07-23: 3 posts2026-07-24: 3 posts2026-07-25: 3 posts2026-07-26: 51 posts124+4%
Price updated 13m ago·X counts updated 21h ago
CBCBRL
$CBRLCracker Barrel Old Country Store
$53.00-1.33%124 posts+4%
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 2026-07-25

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

Cracker Barrel is up 111% YTD after a $77M sale-leaseback and Maple Street divestiture — the strategic-restructuring is landing on the tape.

Cracker Barrel Old Country Store is a US-listed restaurant and retail chain with the specific rural-southern-Americana positioning and roadside-format model. Shares are up 111% year-to-date but down 20% over twelve months at the 63rd percentile of the 52-week range, and the specific July restructuring wave is the recent tape driver.

  • The sale-leaseback is a specific balance-sheet win: Cracker Barrel completed a sale-leaseback of 26 operating store properties to an institutional real estate investor effective July 17, generating approximately $77M in net proceeds — that's the specific capital-recycling move that unlocks real-estate value without operational disruption, and it's exactly the kind of strategic action that historically supports restaurant re-rates.
  • The Maple Street divestiture is a specific portfolio-focus move: divesting the remaining 16 Maple Street Biscuit locations at a $37-39M non-cash charge — that's the specific strategic simplification that lets management focus on the core Cracker Barrel brand, and it's the specific piece the sentiment is calling out as validating.
  • Revenue trajectory has been in decline but is stabilizing: Q3 fiscal 2026 (May) revenue declined 3% YoY to $797M — that's the specific pattern where the sale-leaseback and divestiture actions are meant to arrest, and management raised guidance as part of the July 20 announcement.
  • Technical setup is being rewarded: the stock reclaimed a multi-year Stage-2 breakout with technicians targeting $82-86 if the $58 level breaks and holds — that's the specific technical framing that supports the current tape momentum, and every news drop is triggering shorts to cover.

September 16 Q4 fiscal 2026 earnings is the next real hurdle — a beat with the raised guidance validated plus specific commentary on core-Cracker-Barrel same-store-sales stabilization is what could extend this leg toward $82+; a soft print or a repeat same-store-sales decline is what would stall the recovery.

Agrees with X sentimentX is bullish on the strategic-restructuring moves and the technical Stage-2 breakout framing, and I fully agree — the sale-leaseback ($77M), Maple Street divestiture (portfolio focus), and raised guidance are all quantitatively supportive strategic actions, and the specific technical framing has been validated by the recent price action.

What to watch: September 16 Q4 fiscal 2026 earnings — the deciding numbers are Q4 revenue trajectory, same-store-sales stabilization, and any franchise-expansion commentary; a repeat same-store-sales decline is the sell tell.

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

X sentiment

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

Bullish sentiment10 posts analyzed · as of 2026-07-25

Cracker Barrel is up 111% YTD and continues to rip: announced strategic actions including closing its 16 remaining Maple Street Biscuit locations and recording a $37-39M non-cash charge. CBRL also completed a sale-leaseback transaction for 26 stores generating ~$77M in proceeds. Guidance was raised following the Maple Street divestiture. CBRL +8% AH to ~$59 with bulls saying breaking well into $58 is 'just the beginning.' Owned by longs since $33. Direction is decisively long the transformation story.

Read the AI verdict + X sentiment for $CBRL

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • 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.

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

No material change from last week — Food input cost inflation is the margin headwind across the sector; Cracker Barrel's turnaround narrative and CAVA's Mediterranean expansion are the two..

What this means for $CBRL

Neutral — Operates full-service country-style restaurants paired with retail gift shops, primarily along US interstate highway corridors; limited read-through from restaurants macro dynamics to this specific revenue mix.

Industry benchmark

20-name peer basket
+8.5%YTD
-12.6%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 17, 2025$0.74$0.78-5.1%
Next earningsWed, Sep 16·consensus EPS $0.10

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-$0.29-$0.51 – -$0.074
FY27$3.4B$3.4B – $3.4B$0.86$0.64 – $1.147
FY28$3.5B$3.4B – $3.6B$1.34$1.33 – $1.366
FY29$3.6B$3.6B – $3.6B$1.20$1.19 – $1.223
FY30$3.7B$3.7B – $3.7B$1.55$1.53 – $1.575

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.0.5×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.63%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.+24.0%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.+58.9%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 today3.7% 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.β1.195-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.

+ 2 other (2 awards) 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

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.

+ 16 other (12 13Gs · 2 earnings 8-Ks · 2 10-Qs) in window

Recent news

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

Maple Street Biscuit Company store closures: 16 locations join doomed list as Cracker Barrel sells beloved brandfastcompany.com·3d agoThese 2 Retail and Wholesale Stocks Could Beat Earnings: Why They Should Be on Your Radarzacks.com·4d agoCracker Barrel closing remaining locations of sister restaurant as food chain restructuresnypost.com·5d agoCracker Barrel sells Maple Street Biscuit Company, closes 16 locationsfoxbusiness.com·6d agoCracker Barrel Strengthens Core Business With Strategic Moveszacks.com·6d ago

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Voices on X · top 10 · 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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