AI brief of an SEC Form 8-K · Cracker Barrel (CBRL)

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

Negative Impact 4 of 5 guidance Written later

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.

Key points

  • 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

The filing

CompanyCracker Barrel (CBRL)
Form8-K, current report
Filed with the SECSep 17, 2025, 4:21 PM ET
Accession number0001104659-25-090843

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 6:57 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 17, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.