Overview

* Cracker Barrel Old Country Store Inc ( CBRL ) Q4 revenue $868 mln beats analyst expectations, per LSEG data

* The Southern-themed restaurant chain's adjusted EPS for fiscal Q4 misses estimates, per LSEG data

* Adjusted EBITDA of $55.7 mln beats estimates, driven by strategic pricing

* Company announces new $100 mln share repurchase program

Outlook

* Cracker Barrel forecasts fiscal 2026 revenue of $3.35 bln to $3.45 bln

* Company expects fiscal 2026 adjusted EBITDA of $150 mln to $190 mln

* Cracker Barrel anticipates 4% to 7% decline in store traffic

* Company projects 2.5% to 3.5% commodity inflation in fiscal 2026

Result Drivers

* STRATEGIC PRICING - Higher sales driven by strategic pricing increases and favorable menu mix

* LABOR PRODUCTIVITY - Improved labor productivity contributed to lower labor expenses

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $868 mln $854.70

Revenue mln (8

Analysts

)

Q4 Miss $0.74 $0.8 (7

Adjusted Analysts

EPS )

Q4 EPS $0.3

Q4 Net $6.80

Income mln

Q4 Beat $55.70 $53.30

Adjusted mln mln (8

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 5 "hold" and 3 "sell" or "strong sell"

* The average consensus recommendation for the restaurants & bars peer group is "buy."

* Wall Street's median 12-month price target for Cracker Barrel Old Country Store Inc ( CBRL ) is $55.00, about 6.9% above its September 16 closing price of $51.21

* The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)