Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) Earnings Report Analysis

Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) is a well-known American chain of combined restaurant and gift stores with a Southern country theme. The company operates in the casual dining industry, competing with other chains like Denny's and IHOP. Over the past year, analysts have shown increased optimism about Cracker Barrel's stock, as reflected in the rising consensus price target.

Last month, the average price target for Cracker Barrel was $62, consistent with the previous quarter. However, this marks a significant increase from last year's average target of $51.64, indicating a 20% rise. This upward trend suggests that analysts are more confident in the company's future performance.

Cracker Barrel's recent earnings reports may have played a role in this optimism. Positive earnings surprises or strong financial performance often lead to upward revisions in price targets. The company has announced a webcast for its fiscal 2025 fourth quarter earnings conference call, scheduled for September 17, 2025, which could provide further insights into its financial health.

Market conditions also influence analysts' outlook on Cracker Barrel. Factors like consumer spending trends and economic recovery can impact the company's performance and, consequently, its stock price targets. As highlighted by Deutsche Bank's Brian Mullan, the price target for Cracker Barrel is set at $106, reflecting a positive view of the company's prospects.

Strategic initiatives and expansions announced by Cracker Barrel can also affect analysts' expectations. By engaging with investors and stakeholders through informative sessions, the company keeps them informed about its plans and performance. This transparency can lead to adjustments in price targets, as analysts gain a clearer understanding of Cracker Barrel's strategic direction.

Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) is gearing up for its quarterly earnings release on September 17, 2025. Founded in 1969 in Lebanon, Tennessee, Cracker Barrel operates around 660 locations and owns the fast-casual Maple Street Biscuit Company. The company is a well-known name in the restaurant industry, competing with other casual dining chains.

Analysts predict Cracker Barrel's earnings per share (EPS) to be $0.78, with revenue expected to reach approximately $855.3 million. These figures are crucial as they provide a snapshot of the company's financial performance. The price-to-earnings (P/E) ratio of 19.72 suggests that the market values Cracker Barrel's earnings moderately compared to its peers.

The company's price-to-sales ratio is 0.32, indicating a relatively low market valuation compared to its revenue. This could imply that investors see potential for growth in Cracker Barrel's sales. The enterprise value to sales ratio of 0.65 further reflects the company's total valuation in relation to its sales, providing a broader perspective on its market position.

Cracker Barrel's enterprise value to operating cash flow ratio stands at 12.20, offering insight into how the market values the company's cash flow from operations. The earnings yield of 5.07% gives investors an idea of the return on investment from its earnings. However, the debt-to-equity ratio of 2.43 highlights a higher level of debt compared to equity, which could be a concern for some investors.

The current ratio of 0.65 suggests potential liquidity challenges, as it indicates the company's ability to cover short-term liabilities with current assets. As Cracker Barrel prepares for its earnings release, these financial metrics will be closely watched by analysts and investors to assess the company's financial health and operational performance.

Cracker Barrel Old Country Store, Inc. (NASDAQ: CBRL) is a renowned American chain of combined restaurant and gift stores with a Southern country theme, operating within the Zacks Retail - Restaurants industry. On June 5, 2025, Cracker Barrel reported an earnings per share (EPS) of $0.58, significantly surpassing the estimated $0.17, marking an earnings surprise of 241.18%.

Despite the impressive EPS, Cracker Barrel's revenue for the quarter was approximately $821.1 million, slightly below the estimated $823.6 million. This revenue figure represents a 0.5% increase compared to the same period in fiscal 2024, as highlighted by Zacks. The company has exceeded consensus EPS estimates three times in the past four quarters, showcasing its ability to outperform expectations.

Cracker Barrel's financial metrics provide further insight into its market valuation. The company's price-to-earnings (P/E) ratio is approximately 34.65, indicating how the market values its earnings. Additionally, the price-to-sales ratio stands at about 0.36, reflecting investor willingness to pay per dollar of sales. The enterprise value to sales ratio is around 0.67, showing the company's total valuation relative to its sales.

The company's financial leverage is evident in its debt-to-equity ratio of about 2.45, suggesting a higher reliance on debt financing. The current ratio of approximately 0.62 may indicate potential liquidity challenges in meeting short-term obligations. Despite these challenges, Cracker Barrel's earnings yield of approximately 2.89% offers a perspective on the return on investment for shareholders.

Cracker Barrel's President and CEO, Julie Masino, expressed confidence in the company's performance, highlighting the fourth consecutive quarter of positive comparable store restaurant sales growth. The company has increased its expectation for fiscal 2025 adjusted EBITDA to a range between $215 million and $225 million, reflecting its focus on executing its transformation plan and delivering a strong finish to the fiscal year.

Cracker Barrel Old Country Store (NASDAQ:CBRL) delivered a stronger-than-expected earnings report for its third quarter, but shares fell over 3% intra-day today.

The company posted adjusted earnings per share of $0.58, more than double Wall Street’s estimate of $0.26. Although revenue of $821.1 million came in just shy of the $827.6 million consensus, it still marked a slight year-over-year increase of 0.5%.

Comparable restaurant sales rose 1%, partially offsetting a 3.8% decline in retail sales. The chain’s core food service business helped drive the quarterly performance, with net income swinging to $12.6 million from a $9.2 million loss a year earlier.

Cracker Barrel raised its full-year adjusted EBITDA guidance to $215–$225 million, tightening the range and signaling greater confidence in cost control and operational execution. The company reaffirmed its fiscal 2025 revenue outlook of $3.45 billion to $3.50 billion.

• The consensus price target for Cracker Barrel (NASDAQ:CBRL) has increased from $49.82 a year ago to $63 last month, indicating growing optimism among analysts.
• Strategic initiatives like menu revamps and improvements in customer loyalty are expected to positively impact Cracker Barrel's performance despite challenges such as inflation and soft customer traffic.
• Deutsche Bank analyst Brian Mullan sets a notably higher price target of $106, highlighting the potential for Cracker Barrel to surpass earnings estimates and deliver value to shareholders.

Cracker Barrel Old Country Store, Inc. (NASDAQ: CBRL) is a well-known American chain of combined restaurant and gift stores with a Southern country theme. The company has been a staple in the casual dining sector, offering a unique dining experience that combines traditional Southern cuisine with a retail store selling nostalgic items. Cracker Barrel competes with other casual dining chains like Denny's and IHOP.

Over the past year, Cracker Barrel's consensus price target has seen a notable shift. Last month, analysts set an average price target of $63, indicating a positive sentiment and suggesting potential growth or stability in the stock price. This optimism is supported by the company's history of earnings surprises, as highlighted by Deutsche Bank analyst Brian Mullan, who has set a price target of $106 for CBRL.

Three months ago, the average price target was slightly lower at $59, reflecting a gradual increase in analysts' confidence. This confidence is bolstered by Cracker Barrel's strategic initiatives, such as menu revamps and gains in customer loyalty, which are expected to positively impact its performance. However, challenges like inflation and soft customer traffic remain concerns.

A year ago, the average price target was significantly lower at $49.82. The substantial increase over the year suggests growing optimism about Cracker Barrel's prospects. Despite the anticipation of a decline in third-quarter earnings, as noted by Zacks, the company's efforts to improve its offerings and customer experience have contributed to the positive outlook.

Overall, the upward trend in the consensus price target reflects growing confidence in Cracker Barrel's ability to deliver value to its shareholders. Investors should consider this positive analyst sentiment, along with the potential for the company to surpass earnings estimates, as they evaluate the stock.

Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) is a well-known name in the restaurant industry, offering a unique blend of dining and retail experiences. The company is set to release its quarterly earnings on June 5, 2025. Wall Street anticipates earnings per share (EPS) of $0.17 and revenue of approximately $823.6 million.

Cracker Barrel has a strong history of surpassing earnings expectations, as highlighted by Zacks Investment Research. In the last two quarters, the company delivered an average earnings surprise of 24.57%. In the most recent quarter, Cracker Barrel reported EPS of $1.38, significantly higher than the Zacks Consensus Estimate of $1.01, marking a surprise of 36.63%.

Despite challenges such as inflation and increased costs, Cracker Barrel's strategic initiatives, including menu revamps and loyalty program enhancements, are expected to drive demand. However, the Zacks Consensus Estimate predicts a decline in EPS to $0.23 for the third quarter, down 73.9% from the previous year's $0.88.

Cracker Barrel's financial metrics provide insight into its market position. The company has a price-to-earnings (P/E) ratio of approximately 34.81, indicating investor confidence. Its price-to-sales ratio is about 0.36, and the enterprise value to sales ratio is around 0.68, reflecting its valuation relative to sales.

The enterprise value to operating cash flow ratio stands at 11.80, offering a perspective on valuation compared to cash flow. Cracker Barrel's earnings yield is approximately 2.87%, and its debt-to-equity ratio is about 2.45, indicating reliance on debt. The current ratio of 0.62 suggests the company's ability to meet short-term liabilities.