Jul 2026 (Q4 FY26) — Sep 23, 2026
Cracker Barrel Q4 FY26 - Strong Performance Exceeds Expectations, Focus on Food & Guest Experience
Read the full callCracker Barrel (CBRL) earnings
- Jul 2026
- Jul 2026 (Q4 FY26)
- Jul 2026
Cracker Barrel earnings: last reported Wed, 23 Sep 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 849 | −2.2% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 1.6 | +1.1 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 12.2 | +80.7% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
1 of 1 judged target kept · 12 open · verdicts reflect calls analysed to Jul 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Reinvestment of tariff refunds | nearly all of the $5 million received | Apr 2026 | The current year adjusted EBITDA results include a $15 million tariff refund benefit, $5.9 million of which was reinvested in the business for a net tariff refund benefit of $9.1 million. | Achieved |
| Adjusted EBITDA | $120 million to $125 million | Apr 2026 | We reported adjusted EBITDA of $62.1 million, which was up 11.4% versus the prior year. | Pending |
12 of CRACKER BARREL OLD COUNTRY STORE, INC's 13 targets are still open. See which are on track and which have gone quiet. The 2 above are the free sample; 11 more targets are in the full ledger.
Claimed
- Adjusted EBITDA increased 11.4% year-over-year to $62.1 million, exceeding expectations.
- Comparable store retail sales increased 0.7%, marking the strongest growth since Q2 FY23.
- Hourly employee turnover improved by 450 basis points year-over-year.
- The Cracker Barrel Rewards loyalty program boasts over 12.5 million members, accounting for over 40% of track sales.
Qualified
- Comparable store restaurant sales decreased 2.1%, driven by a 6.1% traffic decline.
- Commodity inflation was 3.1%, principally driven by higher beef, produce, and seafood prices.
- Labor and related expenses increased 100 basis points as a percentage of revenue, primarily due to sales deleverage and higher store bonuses.
Price
$69.02 +0.07% · +$0.05
Performance +74.2% 1Y
1Y: $39.62 on 17 Oct 2025 → $69.02. High $69.02 (19 Oct 2026), low $25.02 (30 Dec 2025).
- Previous close
- $68.97
- 52-week range
- $25.02 – $69.02
- One year
- +88.42%
Overview
- Symbol
- CBRL
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
1 of 1 judged target kept · 12 open · verdicts reflect calls analysed to Jul 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Reinvestment of tariff refunds | nearly all of the $5 million received | Apr 2026 | The current year adjusted EBITDA results include a $15 million tariff refund benefit, $5.9 million of which was reinvested in the business for a net tariff refund benefit of $9.1 million. | Achieved |
| Adjusted EBITDA | $120 million to $125 million | Apr 2026 | We reported adjusted EBITDA of $62.1 million, which was up 11.4% versus the prior year. | Pending |
Claimed
- Adjusted EBITDA increased 11.4% year-over-year to $62.1 million, exceeding expectations.
- Comparable store retail sales increased 0.7%, marking the strongest growth since Q2 FY23.
- Hourly employee turnover improved by 450 basis points year-over-year.
- The Cracker Barrel Rewards loyalty program boasts over 12.5 million members, accounting for over 40% of track sales.
Qualified
- Comparable store restaurant sales decreased 2.1%, driven by a 6.1% traffic decline.
- Commodity inflation was 3.1%, principally driven by higher beef, produce, and seafood prices.
- Labor and related expenses increased 100 basis points as a percentage of revenue, primarily due to sales deleverage and higher store bonuses.
The full ledger
Open CRACKER BARREL OLD COUNTRY STORE, INC’s full ledger
A free account opens 5 company ledgers a month. All 13 tracked commitments, with each call’s wording and source.
Call summaries
May 2026 (Q3 FY26) — Jun 9, 2026
Cracker Barrel Q3 FY26 — Cost discipline and check growth drive EBITDA beat despite negative traffic
Read the full callEvery analysed call
Cracker Barrel earnings calls (CBRL)
Financials
What the filings say
Net profit, year on year: +81% (quarter to jul 2026 against aug 2025).
| Line item | Nov 2024 | Jan 2025 | May 2025 | Aug 2025 | Oct 2025 | Jan 2026 | May 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 845 | 949 | 821 | 868 | 797 | 875 | 797 | 849 |
| Operating profit | 7 | 29 | 15 | 4 | -33 | 0 | 7 | 13 |
| Operating margin | 0.8% | 3.1% | 1.8% | 0.5% | −4.1% | 0.1% | 0.8% | 1.6% |
| Profit before tax | 1 | 24 | 10 | 2 | -37 | -4 | 50 | 10 |
| Tax rate | −287.8% | 8.0% | −27.4% | −174.7% | 32.6% | 135.9% | 15.2% | −19.8% |
| Net profit | 5 | 22 | 13 | 7 | -25 | 1 | 43 | 12 |
| EPS ($ per share) | 0.22 | 1 | 0.56 | — | -1.10 | 0.06 | 1.92 | — |
| Line item | Aug 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Aug 2024 | Aug 2025 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 562 | 438 | 663 | 511 | 480 | 427 | 451 | 460 |
| Total liabilities | 977 | 2,126 | 1,728 | 1,783 | 1,734 | 1,721 | 1,700 | 1,544 |
| Fixed assets | 1,169 | 1,130 | 980 | 970 | 972 | 960 | 967 | 886 |
| Total assets | 1,581 | 2,544 | 2,392 | 2,295 | 2,218 | 2,161 | 2,162 | 2,022 |
| Line item | Aug 2019 | Jul 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Aug 2024 | Aug 2025 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 363 | 161 | 302 | 205 | 250 | 169 | 219 | 206 |
| Cash from investing | -242 | -157 | 78 | -98 | -124 | -124 | -157 | -34 |
| Cash from financing | -199 | 396 | -673 | -206 | -146 | -58 | -35 | -175 |
| Capital expenditure | -138 | -297 | -71 | -98 | -127 | -128 | -159 | -118 |
| Free cash flow | 225 | -136 | 230 | 107 | 123 | 41 | 60 | 88 |
CBRL operating KPIs by quarter
| KPI | May 2026 Q3 FY26 | Jul 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|
| Loyalty program members | <12MThe program has grown to nearly 12 million members with continued strong engagement.Source: earnings call transcript | 12.5M+The strength of the program is remarkable we have over 12.5 million members that account for over 40% of track sales.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
61 filings between Nov 20, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$17.50M
15 sales by 2 insiders
Compensation
not trading decisions- 25
- Award — granted as compensation
- 6
- Option exercise — converted options into shares
- 15
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| GMT CAPITAL CORP | — | $17.31M | Jan 5, 2026 |
| Roberts Donna | — | $182.3K | Oct 1, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Roberts Donna SVP, Chief HR Officer | Sale | 3,500 | $182.3K |
| Sep 30, 2026 | Roberts Donna SVP, Chief HR Officer | Tax withheld | 334 | $17.6K |
| Sep 30, 2026 | Masino Julie D. CEO | Option exercise | 6,922 | $0 |
| Sep 30, 2026 | Pommells Craig SVP & CFO | Tax withheld | 6,787 | $357.1K |
| Sep 30, 2026 | Pommells Craig SVP & CFO | Tax withheld | 831 | $43.7K |
| Sep 30, 2026 | Moore Sarah O. SVP & Chief Marketing Officer | Tax withheld | 597 | $31.4K |
| Sep 30, 2026 | Hisel Doug SVP, Store Operations | Option exercise | 154 | $0 |
| Sep 30, 2026 | Masino Julie D. CEO | Tax withheld | 16,980 | $893.5K |
| Sep 30, 2026 | Spurgin Jim Mark SVP Chief Supply Chain Officer | Tax withheld | 201 | $10.6K |
| Sep 30, 2026 | Spurgin Jim Mark SVP Chief Supply Chain Officer | Tax withheld | 736 | $38.7K |
| Sep 30, 2026 | Hoffmeister Bruce SVP, Chief Information Officer | Tax withheld | 1,012 | $53.3K |
| Sep 30, 2026 | Roberts Donna SVP, Chief HR Officer | Option exercise | 788 | $0 |
| Sep 30, 2026 | Hoffmeister Bruce SVP, Chief Information Officer | Option exercise | 663 | $0 |
| Sep 30, 2026 | Masino Julie D. CEO | Tax withheld | 2,932 | $154.3K |
| Sep 30, 2026 | Pommells Craig SVP & CFO | Option exercise | 1,961 | $0 |
| Sep 30, 2026 | Hisel Doug SVP, Store Operations | Tax withheld | 64 | $3.4K |
| Sep 30, 2026 | Roberts Donna SVP, Chief HR Officer | Tax withheld | 4,193 | $220.6K |
| Sep 30, 2026 | Hoffmeister Bruce SVP, Chief Information Officer | Tax withheld | 275 | $14.5K |
| Sep 30, 2026 | Hisel Doug SVP, Store Operations | Tax withheld | 321 | $16.9K |
| Sep 30, 2026 | Spurgin Jim Mark SVP Chief Supply Chain Officer | Option exercise | 484 | $0 |
| Sep 18, 2026 | Hoffmeister Bruce SVP, Chief Information Officer | Award | 11,096 | $0 |
| Sep 18, 2026 | Hager Heather SVP, Retail | Award | 3,728 | $0 |
| Sep 18, 2026 | Lankford Jennifer SVP and General Counsel | Award | 3,728 | $0 |
| Sep 18, 2026 | Hoffmeister Bruce SVP, Chief Information Officer | Award | 5,165 | $0 |
| Sep 18, 2026 | Crawford Chad SVP, Culinary & Menu Strategy | Award | 3,577 | $0 |
| Sep 18, 2026 | Crawford Chad SVP, Culinary & Menu Strategy | Award | 4,438 | $0 |
| Sep 18, 2026 | Moore Sarah O. SVP & Chief Marketing Officer | Award | 3,772 | $0 |
| Sep 18, 2026 | Hisel Doug SVP, Store Operations | Award | 3,883 | $0 |
| Sep 18, 2026 | Spurgin Jim Mark SVP Chief Supply Chain Officer | Award | 4,244 | $0 |
| Sep 18, 2026 | Pommells Craig SVP & CFO | Award | 12,261 | $0 |
| Sep 18, 2026 | Deno David J. President and CEO | Award | 39,946 | $0 |
| Sep 18, 2026 | Roberts Donna SVP, Chief HR Officer | Award | 6,125 | $0 |
| Sep 18, 2026 | Roberts Donna SVP, Chief HR Officer | Award | 22,192 | $0 |
| Aug 10, 2026 | Deno David J. President and CEO | Award | 3,565 | $0 |
| Aug 7, 2026 | Masino Julie D. CEO | Tax withheld | 688 | $39.8K |
| Jul 30, 2026 | Hisel Doug SVP, Store Operations | Award | 17,519 | $0 |
| May 4, 2026 | Lankford Jennifer SVP and General Counsel | Award | 1,021 | $29.7K |
| Mar 9, 2026 | Hisel Doug SVP, Store Operations | Award | 1,084 | $31.5K |
| Jan 17, 2026 | Spurgin Jim Mark SVP Chief Supply Chain Officer | Tax withheld | 318 | $10.4K |
| Jan 5, 2026 | GMT CAPITAL CORP 10% owner | Sale | 42,400 | $1.15M |
| Dec 29, 2025 | GMT CAPITAL CORP 10% owner | Sale | 42,400 | $1.08M |
| Dec 23, 2025 | GMT CAPITAL CORP 10% owner | Sale | 42,400 | $1.10M |
| Dec 19, 2025 | GMT CAPITAL CORP 10% owner | Sale | 42,400 | $1.12M |
| Dec 17, 2025 | GMT CAPITAL CORP 10% owner | Sale | 42,400 | $1.14M |
| Dec 16, 2025 | GMT CAPITAL CORP 10% owner | Sale | 42,400 | $1.11M |
| Dec 11, 2025 | GMT CAPITAL CORP 10% owner | Sale | 42,400 | $1.22M |
| Dec 10, 2025 | GMT CAPITAL CORP 10% owner | Sale | 42,400 | $1.11M |
| Dec 9, 2025 | GMT CAPITAL CORP 10% owner | Sale | 42,400 | $1.17M |
| Dec 8, 2025 | GMT CAPITAL CORP 10% owner | Sale | 42,400 | $1.14M |
| Dec 5, 2025 | GMT CAPITAL CORP 10% owner | Sale | 42,400 | $1.18M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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