$CBRL

Cracker Barrel Q4 fiscal 2026 earnings beat Wall Street estimates

Cracker Barrel (CBRL) reported Q4 fiscal 2026 earnings of 99 cents per share, beating estimates of 26 cents. Revenue was $849.3M, down 2.2% YoY but above consensus. The company projected fiscal 2027 revenue of $3.325B-$3.4B and adjusted EBITDA of $180M-$200M. CBRL stock rose 8.3% to $49.25.

Original reporting
Published Sep 23, 2026, 1:00 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 23, 2026, 1:23 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Cracker Barrel Q4 fiscal 2026 earnings beat Wall Street estimates — source image
Decision brief

The 30-second read

$CBRLBullishHigh
01

Why it matters

Earnings beat and raised guidance are likely to drive short-term buying pressure.

02

Market read

Strong earnings and guidance make CBRL a near-term trade candidate.

03

What to watch

Tariff refund benefit and debt reduction may mask underlying operational challenges.

Relevance 8/10Novelty 9/10Timing: after-hours release

Background

Cracker Barrel reported Q4 results, beat estimates, and provided FY2027 outlook with higher revenue and EBITDA guidance.

Company-level read

Ticker impact

$CBRLBullishHigh confidence
Context

Q4 fiscal 2026 earnings beat estimates, stock up 8.3% and guidance raised for FY2027.

Expected impact

upward momentum in the short term

Evidence & confidence

Beat on EPS and revenue, dividend declaration, debt reduction, and strong guidance create a clear bullish catalyst.

Market effects

Restaurant sector may see modest uplift as Cracker Barrel outperforms peers.

U.S. consumer discretionary stocks could benefit from the earnings beat.

Limited to U.S. markets; no direct global impact.

Counterpoint

Guidance may be optimistic given modest same-store sales decline; investors could be cautious.

Key entities

  • Cracker Barrel Old Country Store

    U.S. restaurant chain reporting earnings.

  • David Deno

    New President and CEO who led the earnings call.

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CBRL Stock Inches Higher As UBS Backs Turnaround Plan

Cracker Barrel Old Country Store Inc. (CBRL) shares rose 5.54% on September 23, 2026, driven by optimism around consumer demand and earnings. UBS raised its price target to $46 from $37, citing potential improvements in same-store sales and margins. The company reported $3.48B in revenue, a 31.6% gross margin, and $94.7M in quarterly operating cash flow, but faces challenges with thin net profit margins and high debt.

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Cracker Barrel adjusted profit rises despite revenue decline

Cracker Barrel (CBRL) reported Q4 adjusted EPS of $0.99, up from $0.74 YoY, despite a 2.2% revenue decline to $849.3M. GAAP EPS rose to $0.54 from $0.30. Net income increased to $12.2M from $6.8M, driven by lower costs and improved margins. The company completed divestitures and reduced debt. CBRL forecasted FY2027 revenue of $3.325B-$3.4B and adjusted EBITDA of $180M-$200M. Shares rose 3.8% on the news.

$CBRLHighAI 8/10

Cracker Barrel: Fiscal Q4 Earnings Snapshot

Cracker Barrel (CBRL) reported fiscal Q4 earnings of $12.2M, or 54 cents per share, exceeding expectations of 20 cents per share. Revenue was $849.3M, surpassing forecasts of $831.1M. Annual profit was $31.7M, with revenue at $3.32B. The company projects full-year 2024 revenue between $3.33B and $3.4B.