Earnings Data
Report Date
Sep 22, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.03Last Year’s EPS
0.59Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a mix of encouraging operational progress and notable near‑term headwinds. Management highlighted improved guest metrics (Google rating, taste, service, value), loyalty growth (~12M members), retail momentum and strong cost actions that helped Q3 results and supported raising FY adjusted EBITDA guidance. However, comparable restaurant sales and traffic remain negative (sales down 2.6%, traffic down 6.7%), adjusted EBITDA and margins contracted YoY, and cost pressures (labor, retail COGS from tariffs) and one‑time G&A items were material. Liquidity and a one‑time litigation settlement bolstered the balance sheet, and management is investing in tech and AI to sustain momentum. Overall, the positives around execution and guidance offset, but do not yet fully eliminate, the meaningful operating headwinds — producing a balanced outlook.Company Guidance
Quarterly Revenue and Guidance Raise
Total revenue of $797.4 million in Q3; company raised full‑year revenue guide to $3.27B–$3.30B and increased full‑year adjusted EBITDA guidance to $120M–$125M.
Adjusted EBITDA and EPS (GAAP vs Adjusted)
Adjusted EBITDA was $40.3 million (5.1% of revenue). GAAP EPS was $1.90 (including a $47.4M litigation settlement), adjusted diluted EPS was $0.29.
Improving Guest Metrics and Operational Execution
Google star rating +4% YoY (highest quarterly score since 2018); food taste and service scores +5% YoY; food temperature +7% YoY; managerial turnover improved 6% YoY; positive trends in hourly turnover — all cited as leading indicators for traffic recovery.
Check Growth, Value Proposition and Pricing
Average restaurant check $15.85, up 4.3% YoY (pricing ~4.4%); Q3 value scores +5% YoY and management emphasizes lower absolute check vs peers (company check vs casual dining >$27 and family dining >$19).
Loyalty and Off‑Premise Momentum
Cracker Barrel Rewards ~12 million members; member‑tracked sales remained above 40% and loyalty member visits increased YoY. Off‑premise sales ~19.6% of restaurant sales, up ~50 basis points YoY (catering and third‑party delivery growth).
Retail Performance and Merchandise Wins
Retail revenue $139M; retail comps outperformed restaurant comps for the first time in >4 years; improvements in units per transaction and average unit retail; standout categories include toys, collectible salt & pepper shakers and American Heritage seasonal merchandise.
Cost Actions, Liquidity and Technology Investments
Corporate restructuring expected to deliver $20M–$25M in annualized G&A savings; advertising and other expense reductions contributed to margin improvement; company ended the quarter with ~$541.3M available liquidity and total debt $486.6M; deploying AI & upgraded website to improve forecasting, labor deployment and off‑premise functionality.
CH:OLD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FAQ
When does Cracker Barrel Old Country Store (CH:OLD) report earnings?
Cracker Barrel Old Country Store (CH:OLD) is schdueled to report earning on Sep 22, 2026, Before Open (Confirmed).
What is Cracker Barrel Old Country Store (CH:OLD) earnings time?
Cracker Barrel Old Country Store (CH:OLD) earnings time is at Sep 22, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Cracker Barrel Old Country Store stock?
The P/E ratio of Cracker Barrel is N/A.
What is CH:OLD EPS forecast?
CH:OLD EPS forecast for the fiscal quarter 2026 (Q4) is -0.03.
