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8-K filings in September 2025, explained

427 material Form 8-K filings that 376 companies we cover made with the SEC in September 2025, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).

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Cracker Barrel Q4 revenue fell 2.9%; 2026 adjusted EBITDA guided to $150 million-$190 million

Negative guidance Written later 2.02

Cracker Barrel reported fourth quarter fiscal 2025 revenue of $868.0 million, down 2.9% from the prior year, and GAAP earnings of $0.30 per diluted share versus $0.81 a year earlier. Its fiscal 2026 outlook calls for revenue of $3.35 billion to $3.45 billion and adjusted EBITDA of $150 million to $190 million, compared with fiscal 2025 revenue of $3.48 billion and adjusted EBITDA of $224.3 million, and the board authorized a $100 million share repurchase program.

  • Q4 fiscal 2025 revenue was $868.0 million, down 2.9%; excluding the 53rd week in the prior year, revenue rose 4.4%
  • Q4 GAAP net income was $6.8 million and GAAP diluted EPS was $0.30, versus $0.81 a year earlier; adjusted diluted EPS was $0.74 versus $0.98
  • Fiscal 2026 outlook: revenue of $3.35 billion to $3.45 billion, assuming comparable store traffic decline of 4% to 7%, and adjusted EBITDA of $150 million to $190 million
  • Board authorized up to $100 million in share repurchases and declared a $0.25 quarterly dividend payable November 12, 2025
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Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.