Cracker Barrel Old Country Store, Inc. (CBRL)

Cracker Barrel's stock price has declined significantly over the past six months. The company's Q1 fiscal year 2026 revenue decreased, with comparable restaurant sales and traffic also dropping. Adjusted EBITDA for the quarter also fell sharply. While full-year revenue guidance was maintained, embedded traffic assumptions were reduced, and adjusted EBITDA guidance was cut. Analyst recommendations for CBRL stock are mixed, with a consensus rating of "sell."

The full-service dining and retail industries are influenced by seasonal fluctuations in sales volumes. The second fiscal quarter is particularly important for Cracker Barrel due to seasonally higher volumes, and the company often introduces seasonal menu items and promotions to attract guests.

Cracker Barrel Old Country Store, Inc. operates a combination of a full-service restaurant and retail gift shop. The company operates within the Consumer Cyclical sector, specifically in the Restaurants industry. The restaurants offer home-style country cooking, and the gift shops sell a wide array of decorative and functional items. In addition to the Cracker Barrel concept, the company also operates Maple Street Biscuit Company stores.

Cracker Barrel operates approximately 656 to 664 Cracker Barrel stores across 43 to 45 states in the United States, and 68 Maple Street Biscuit Company stores in 10 states.

Cracker Barrel's brand reputation was significantly impacted by a controversial logo rebrand in August 2025. The new logo faced substantial social media backlash and calls for boycotts, leading the company to eventually revert to its old logo.

Cracker Barrel Old Country Store, Inc. is predominantly owned by institutional shareholders, who collectively control approximately 96.01% of the company's outstanding shares. Sardar Biglari is the largest individual shareholder, owning 15.71% of the company's shares.