Cracker Barrel Old Country Store stock reports fiscal Q4 results

Published on 10/07/2026 at 02:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Cracker Barrel Old Country Store stock posted adjusted EPS of USD 0.99 in fiscal fourth-quarter 2026. Revenue fell 2.2 percent, while fiscal 2027 EBITDA guidance rose.

CBRL, US22410J1060, Illustration mit AI erstellt.

Cracker Barrel Old Country Store (ISIN US22410J1060) generated USD 849.3 million in fiscal fourth-quarter 2026 revenue, while adjusted earnings per share reached USD 0.99. The result gives the turnaround story a stronger profit signal, but the sales mix still shows pressure on restaurant traffic.

Profit improved despite weaker traffic

According to PR Newswire on September 23, 2026, quarterly revenue declined 2.2 percent from the prior-year period, while GAAP net income rose to USD 12.2 million from USD 6.8 million. Adjusted EBITDA increased 11.4 percent to USD 62.1 million, although comparable restaurant sales fell 2.1 percent and restaurant traffic declined 6.1 percent.

The earnings mix matters because the adjusted EPS result was supported by operating improvements and a USD 9.1 million net benefit from tariff refunds, according to the company release. Debt also fell to USD 337.2 million at the end of fiscal 2026 from USD 484.6 million at the end of fiscal 2025.

Fiscal 2027 depends on existing stores

Cracker Barrel's fiscal 2027 outlook calls for revenue of USD 3.325 billion to USD 3.4 billion, comparable restaurant sales growth of 3 percent to 5 percent and adjusted EBITDA of USD 180 million to USD 200 million, according to PR Newswire.

The plan includes no new restaurant openings, so the forecast rests on better performance from the existing footprint. The board also declared a USD 0.25 quarterly dividend payable on November 12, 2026, to shareholders of record on October 16, 2026.

Analyst target stays below the stock

Investing.com lists a Neutral consensus based on 7 analysts, with 2 Buy, 4 Hold and 3 Sell ratings. The average 12-month target is USD 50.71, with a high of USD 60 and a low of USD 44, implying 9.95 percent downside from the quoted reference price.

UBS kept a Hold rating while raising its target from USD 46 to USD 53 on September 29, 2026, according to Moomoo. That cautious stance contrasts with the latest earnings improvement and keeps traffic recovery as the central test for the fiscal 2027 plan.

Stock stays below its yearly high

Cracker Barrel stock was last at USD 56.32 on Nasdaq on October 5, 2026, or 6.5 percent below its 52-week high of USD 60.26; market capitalization stood at USD 1.3 billion as of October 6, 2026.