Cracker Barrel's Q1 Results Affected by Rebranding Efforts, Company Lowers FY26 Forecast
Financial Performance: Cracker Barrel reported Q1 fiscal 2026 revenue of $797.19 million, missing estimates, with a loss of 74 cents per share, and a year-over-year revenue decline of 5.7%.
Customer Backlash and Rebranding: The company faced customer backlash over a rebranding campaign that included a new logo, which has since been abandoned, impacting financial results.
Adjusted Outlook: Cracker Barrel lowered its fiscal 2026 revenue guidance to a range of $3.2 billion to $3.3 billion, down from previous estimates, while planning to open two new stores next year.
Stock Performance: Following the earnings report, Cracker Barrel shares fell 11.22% in after-hours trading, reflecting a significant decline in stock value since the rebranding announcement.
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Consumer Stocks Show Weak Earnings Momentum, APEI and Others Rated F
- Earnings Momentum Assessment: As the earnings season approaches, analysis reveals that several mid to low cap consumer stocks exhibit weak earnings momentum, with American Public Education (APEI) receiving an F grade for EPS revisions, indicating significant downward pressure on analyst expectations for future earnings.
- Poor Industry Performance: Cracker Barrel Old Country Store (CBRL) and Caesars Entertainment (CZR) also received F ratings, suggesting these companies are under earnings pressure, which could negatively impact their stock performance and investor confidence.
- Market Trend Analysis: Fox Factory Holding (FOXF) and Six Flags Entertainment (FUN) also received F ratings for EPS revisions, indicating overall weak earnings momentum in the consumer sector, potentially prompting investors to reassess their portfolios.
- ETF Impact: Several consumer discretionary ETFs, such as XLY and VCR, are also affected due to the inclusion of multiple stocks with weak earnings momentum, which may influence overall market performance.
Top Congressional Traders of 2025: Moore Gains 52%, Pelosi Falls Short
- Congressional Trading Performance: According to Quiver Quantitative, Tim Moore topped the list of congressional traders in 2025 with a 52% gain, showcasing successful investment strategies in small caps and Cracker Barrel stock, which may attract more investor attention to his future trades.
- Pelosi's Earnings Situation: Despite Nancy Pelosi achieving an 18% gain in 2025, she failed to make the top ten, reflecting her underperformance relative to the market average, which could impact her reputation among investors.
- Transparency Issues in Trading: As members of Congress remain active in trading stocks, options, and cryptocurrencies, public scrutiny over their trading transparency is increasing, especially with high-profile figures like Greene and Pelosi no longer required to disclose their investments, potentially sparking greater controversy.
- Market Trend Observation: In 2025, the SPDR S&P 500 ETF Trust rose by 16.6%, while congressional members generally outperformed the market, indicating their advantages in investment decisions and possibly prompting calls for stricter trading regulations for legislators.
Stock Market Update: Dow Gains as Fed Lowers Rates, Powell's Remarks Awaited; Palantir Soars (Live Coverage)
- Market Reaction: The Dow Jones index experienced an increase on Wednesday following a rate cut by the Federal Reserve.
- Stock Performance: Microsoft shares saw a decline during the same trading session.
Significant Options Activity on Wednesday: SMR, CBRL, RIVN
Cracker Barrel Options Trading: Cracker Barrel Old Country Store Inc (CBRL) experienced options trading volume of 8,569 contracts, equating to about 44.9% of its average daily trading volume, with notable activity in the $22.50 strike put option expiring December 19, 2025.
Rivian Options Trading: Rivian Automotive Inc (RIVN) saw a significantly higher options trading volume of 192,044 contracts, representing approximately 41.9% of its average daily trading volume, with a focus on the $19 strike call option expiring December 19, 2025.
Trading Volume Insights: The trading volumes for both CBRL and RIVN indicate strong interest in specific options, highlighting investor sentiment and potential market movements.
Further Information: For additional details on available expirations for SMR, CBRL, or RIVN options, resources are available at StockOptionsChannel.com.
Cracker Barrel Reports Smaller-Than-Expected Q1 Loss, Year-Over-Year Revenue Decline
First-Quarter Results: Cracker Barrel reported a narrower adjusted loss per share of 74 cents, surpassing estimates, but revenues of $797.2 million fell short of expectations and decreased 5.7% year over year.
Operational Challenges: The company faced difficulties with traffic patterns and food consistency, leading to a revised fiscal 2026 outlook that anticipates slower recovery and more challenges than previously expected.
Financial Outlook: For fiscal 2026, Cracker Barrel adjusted its revenue forecast to $3.2-$3.3 billion, down from $3.35-$3.45 billion, and expects adjusted EBITDA to be between $70 million and $110 million, significantly lower than earlier projections.
Dividend and Debt: Cracker Barrel declared a cash dividend of 25 cents per share, with long-term debt reduced to $400.9 million from $527 million year-over-year, while cash and cash equivalents decreased to $8.9 million.
Cracker Barrel Offers Free Toy with Kids' Meals Valued at $5 for Holiday Season
- Holiday Promotion: From December 10 to 24, Cracker Barrel offers a free toy valued at $5 with every kids' meal, aiming to bring joy and convenience to families during the festive season while enhancing the dining experience for customers.
- Family Dining Deals: The newly introduced 'Meals for Two' special, available all day Monday through Friday starting at $19.99, includes a shareable starter or dessert and two full-sized entrées, designed to meet the demand for family gatherings during the holidays and boost customer spending.
- Convenient Holiday Meals: Cracker Barrel's 'Holiday Heat & Serve' meals are fully prepared and ready in three hours or less, aimed at alleviating the stress of hosting while allowing customers to enjoy precious time with loved ones, thereby enhancing the brand's market appeal.
- Tradition Continuation: Since its inception in 1969, Cracker Barrel has been committed to providing warm country hospitality, with approximately 660 locations, continuing to strengthen emotional connections with customers through holiday activities and driving brand loyalty.
Consumer Stocks Show Weak Earnings Momentum, APEI and Others Rated F
- Earnings Momentum Assessment: As the earnings season approaches, analysis reveals that several mid to low cap consumer stocks exhibit weak earnings momentum, with American Public Education (APEI) receiving an F grade for EPS revisions, indicating significant downward pressure on analyst expectations for future earnings.
- Poor Industry Performance: Cracker Barrel Old Country Store (CBRL) and Caesars Entertainment (CZR) also received F ratings, suggesting these companies are under earnings pressure, which could negatively impact their stock performance and investor confidence.
- Market Trend Analysis: Fox Factory Holding (FOXF) and Six Flags Entertainment (FUN) also received F ratings for EPS revisions, indicating overall weak earnings momentum in the consumer sector, potentially prompting investors to reassess their portfolios.
- ETF Impact: Several consumer discretionary ETFs, such as XLY and VCR, are also affected due to the inclusion of multiple stocks with weak earnings momentum, which may influence overall market performance.
Top Congressional Traders of 2025: Moore Gains 52%, Pelosi Falls Short
- Congressional Trading Performance: According to Quiver Quantitative, Tim Moore topped the list of congressional traders in 2025 with a 52% gain, showcasing successful investment strategies in small caps and Cracker Barrel stock, which may attract more investor attention to his future trades.
- Pelosi's Earnings Situation: Despite Nancy Pelosi achieving an 18% gain in 2025, she failed to make the top ten, reflecting her underperformance relative to the market average, which could impact her reputation among investors.
- Transparency Issues in Trading: As members of Congress remain active in trading stocks, options, and cryptocurrencies, public scrutiny over their trading transparency is increasing, especially with high-profile figures like Greene and Pelosi no longer required to disclose their investments, potentially sparking greater controversy.
- Market Trend Observation: In 2025, the SPDR S&P 500 ETF Trust rose by 16.6%, while congressional members generally outperformed the market, indicating their advantages in investment decisions and possibly prompting calls for stricter trading regulations for legislators.
Stock Market Update: Dow Gains as Fed Lowers Rates, Powell's Remarks Awaited; Palantir Soars (Live Coverage)
- Market Reaction: The Dow Jones index experienced an increase on Wednesday following a rate cut by the Federal Reserve.
- Stock Performance: Microsoft shares saw a decline during the same trading session.
Significant Options Activity on Wednesday: SMR, CBRL, RIVN
Cracker Barrel Options Trading: Cracker Barrel Old Country Store Inc (CBRL) experienced options trading volume of 8,569 contracts, equating to about 44.9% of its average daily trading volume, with notable activity in the $22.50 strike put option expiring December 19, 2025.
Rivian Options Trading: Rivian Automotive Inc (RIVN) saw a significantly higher options trading volume of 192,044 contracts, representing approximately 41.9% of its average daily trading volume, with a focus on the $19 strike call option expiring December 19, 2025.
Trading Volume Insights: The trading volumes for both CBRL and RIVN indicate strong interest in specific options, highlighting investor sentiment and potential market movements.
Further Information: For additional details on available expirations for SMR, CBRL, or RIVN options, resources are available at StockOptionsChannel.com.
Cracker Barrel Reports Smaller-Than-Expected Q1 Loss, Year-Over-Year Revenue Decline
First-Quarter Results: Cracker Barrel reported a narrower adjusted loss per share of 74 cents, surpassing estimates, but revenues of $797.2 million fell short of expectations and decreased 5.7% year over year.
Operational Challenges: The company faced difficulties with traffic patterns and food consistency, leading to a revised fiscal 2026 outlook that anticipates slower recovery and more challenges than previously expected.
Financial Outlook: For fiscal 2026, Cracker Barrel adjusted its revenue forecast to $3.2-$3.3 billion, down from $3.35-$3.45 billion, and expects adjusted EBITDA to be between $70 million and $110 million, significantly lower than earlier projections.
Dividend and Debt: Cracker Barrel declared a cash dividend of 25 cents per share, with long-term debt reduced to $400.9 million from $527 million year-over-year, while cash and cash equivalents decreased to $8.9 million.
Cracker Barrel Offers Free Toy with Kids' Meals Valued at $5 for Holiday Season
- Holiday Promotion: From December 10 to 24, Cracker Barrel offers a free toy valued at $5 with every kids' meal, aiming to bring joy and convenience to families during the festive season while enhancing the dining experience for customers.
- Family Dining Deals: The newly introduced 'Meals for Two' special, available all day Monday through Friday starting at $19.99, includes a shareable starter or dessert and two full-sized entrées, designed to meet the demand for family gatherings during the holidays and boost customer spending.
- Convenient Holiday Meals: Cracker Barrel's 'Holiday Heat & Serve' meals are fully prepared and ready in three hours or less, aimed at alleviating the stress of hosting while allowing customers to enjoy precious time with loved ones, thereby enhancing the brand's market appeal.
- Tradition Continuation: Since its inception in 1969, Cracker Barrel has been committed to providing warm country hospitality, with approximately 660 locations, continuing to strengthen emotional connections with customers through holiday activities and driving brand loyalty.
