Cracker Barrel shares tumble as weak guidance overshadows revenue beat

Published 17/09/2025, 21:16
Cracker Barrel shares tumble as weak guidance overshadows revenue beat

Investing.com -- Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) reported mixed fourth quarter results on Wednesday, with revenue exceeding expectations but earnings falling short, while disappointing guidance for the coming fiscal year sent shares tumbling.

The restaurant chain posted adjusted earnings per share of $0.74 for the fourth quarter, missing analyst estimates of $0.76. Revenue came in at $868 million, surpassing the consensus estimate of $853.96 million. Comparable store restaurant sales increased 5.4% YoY, while retail sales declined 0.8%.

Cracker Barrel shares fell 7.6% following the earnings release, primarily due to weak fiscal 2026 guidance. The company projected revenue between $3.35 billion and $3.45 billion, below analyst expectations of $3.52 billion, and forecast a comparable store traffic decline of 4% to 7%.

"We thank our guests for sharing their voices and their passion for Cracker Barrel in recent weeks, and we’ve listened, switching back to our ’Old Timer’ logo, hitting pause on remodels, and placing an even bigger emphasis in the kitchen," said CEO Julie Masino.

Despite the quarterly revenue beat, the company’s adjusted EBITDA decreased 2.9% to $55.7 million compared to the prior year quarter. However, when adjusting for the impact of the 53rd week in fiscal 2024, adjusted EBITDA increased 8.0%.

For the full fiscal 2025, Cracker Barrel reported total revenue of $3.48 billion, a 0.4% increase from the previous year. Adjusted earnings per share for the year were $3.16, down from $3.52 in fiscal 2024.

The company also announced a quarterly dividend of $0.25 per share and a new $100 million share repurchase program. Additionally, Cracker Barrel plans to close 14 Maple Street units while opening just two new Cracker Barrel stores in fiscal 2026.

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