earnings
confidence high
sentiment positive
materiality 0.75
Cracker Barrel Q4 adj EPS $0.99 vs $0.74; FY27 comps guide +3-5%
CRACKER BARREL OLD COUNTRY STORE, INC
- Q4 revenue $849.3M (-2.2% YoY); comp restaurant sales -2.1%, retail +0.7%.
- Q4 adj EPS $0.99 vs $0.74; adj EBITDA $62.1M (incl. $9.1M tariff refund); GAAP EPS $0.54.
- Divested MSBC (July 20) and sale-leaseback of 26 stores for ~$77M net proceeds; debt down to $337.2M from $484.6M.
- David Deno named CEO effective Aug 10, 2026.
- FY27 outlook: rev $3.325-3.4B, comp +3-5%, adj EBITDA $180-200M; dividend $0.25 payable Nov 12.