Cracker Barrel prices upsized $300 million convertible notes offering

Published 11/06/2025, 03:44
Cracker Barrel prices upsized $300 million convertible notes offering

LEBANON, Tenn. - Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), operating over 660 restaurants across 45 states with annual revenues exceeding $3.3 billion, has priced an upsized offering of $300 million in convertible senior notes due 2030, the restaurant chain announced Tuesday. The offering was increased from the previously announced $275 million. According to InvestingPro analysis, the company currently shows signs of being undervalued based on its Fair Value assessment.

The notes will carry a 1.75% annual interest rate, payable semi-annually beginning March 15, 2026, and will mature on September 15, 2030. Cracker Barrel also granted initial purchasers an option to buy up to an additional $45 million in notes. The company’s debt management strategy comes as it maintains a debt-to-equity ratio of 0.94, reflecting its balanced approach to leverage.

The convertible notes will have an initial conversion price of approximately $72.23 per share, representing a 32.5% premium over Cracker Barrel’s last reported share price of $54.51 on June 10. The company expects to receive approximately $290.1 million in net proceeds from the offering. Discover more detailed financial metrics and exclusive insights about CBRL with a InvestingPro subscription, including access to comprehensive Pro Research Reports covering 1,400+ top stocks.

Cracker Barrel plans to use about $14.3 million of the proceeds to enter into capped call transactions designed to reduce potential dilution from the notes conversion. Additionally, approximately $145.9 million will go toward repurchasing $150 million of the company’s outstanding 0.625% convertible senior notes due 2026. Any remaining funds will be used for general corporate purposes. The company’s financial health metrics and debt management strategies are extensively analyzed in the Pro Research Report available on InvestingPro.

The notes and any shares issuable upon conversion have not been registered under the Securities Act and may not be offered or sold in the United States without registration or an applicable exemption.

The transaction is expected to settle around June 13, subject to customary closing conditions. The information is based on a press release statement from the company.

In other recent news, Cracker Barrel Old Country Store announced plans to offer $275 million in convertible senior notes due 2030 to qualified institutional buyers. The proceeds from this offering are intended for general corporate purposes, including the potential redemption or repayment of existing debt. This move includes a capped call transaction to minimize dilution from the conversion of the new notes. In analyst updates, Truist Securities raised its price target for Cracker Barrel stock to $64, maintaining a Buy rating, following the company’s fiscal third-quarter earnings results, which exceeded expectations. Loop Capital also increased its price target to $55, citing a significant earnings per share beat. Meanwhile, Citi raised its price target to $45, while maintaining a Sell rating, acknowledging Cracker Barrel’s ongoing brand revitalization efforts. The company experienced a modest sales recovery, attributed mainly to check growth, although challenges remain in balancing pricing strategies with customer traffic. These developments reflect Cracker Barrel’s strategic financial maneuvers and analysts’ varied perspectives on its future prospects.

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