CBRL

The past six months (April 2026 - October 2026) saw Cracker Barrel report strong Q4 fiscal 2026 results on September 23, 2026, with adjusted EPS of $0.99 and revenue of $849.3 million, both exceeding estimates, and adjusted EBITDA rising 11.4% to $62.1 million, aided by a tariff refund and legal settlements. The company completed the divestiture of Maple Street Biscuit Company, incurring a $27 million non-cash loss and an $8.5 million impairment charge, while a sale-leaseback generated a $47.4 million net gain. A $13 million impairment charge led to three store closures, yet comparable retail sales increased by 0.7%, marking its strongest growth since Q2 fiscal 2023, and traffic trends showed gradual improvement. CBRL's stock price increased by 28.72% between October 6, 2025, and October 2, 2026, and surged 6.39% in the week of September 28 – October 2, 2026, driven by the positive earnings report. On October 6, 2026, Cracker Barrel filed a definitive proxy statement. Analyst ratings were adjusted, with Zacks Research upgrading CBRL to a "strong-buy" and Wall Street Zen raising its rating to "hold." A quarterly dividend of $0.25 per share was announced with an ex-dividend date of October 16, 2026.