Brief: Cracker Barrel Q4 Adjusted EPS USD 0.74 Vs. IBES Estimate USD 0.8

Cracker Barrel Old Country Store

17/09/2025 21:05

Overview

Cracker Barrel Old Country Store Inc 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/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$868 mln
$854.70 mln (8 Analysts)
Q4 Adjusted EPS
Miss
$0.74
$0.8 (7 Analysts)
Q4 EPS
$0.3
Q4 Net Income
$6.80 mln
Q4 Adjusted EBITDA
Beat
$55.70 mln
$53.30 mln (8 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 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: ID:nPn4xKQ16a

(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.)