Q4 2025 Cracker Barrel Old Country Store Inc Earnings Call Transcript

Sep 17, 2025 / 09:00 PM GMT

Release Date Price: €43 (-0.46%)

Transcript 10-K8-K

Key Points

Positve

Cracker Barrel Old Country Store Inc (CBRL) reported a 4.4% increase in total revenue for Q4, excluding the benefit from the fifty-third week in the prior year.
The company achieved a 5.4% growth in comparable store restaurant sales, marking the fifth consecutive quarter of positive growth.
Adjusted EBIT grew by 9% for the full fiscal year 2025, demonstrating strong financial performance.
The loyalty program has seen significant growth, with membership increasing by 3 million people over the past year, now totaling over 9 million members.
Cracker Barrel Old Country Store Inc (CBRL) has implemented a new $100 million share repurchase program and declared a quarterly dividend of $0.25 per share.

Negative

Traffic for the first half of August was down approximately 1%, and since August 19th, traffic has declined by approximately 8%.
Comparable store retail sales decreased by 0.8% in Q4.
The company incurred a non-cash store impairment charge of $16.2 million related to low-performing Maple Street stores.
Cracker Barrel Old Country Store Inc (CBRL) anticipates a Q1 traffic decline of approximately 7% to 8%, impacting future earnings.
The company faces challenges with commodity inflation, particularly in beef, pork, and egg prices, affecting cost of goods sold.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CBRL.OQ - Cracker Barrel Old Country Store Inc
Q4 2025 Cracker Barrel Old Country Store Inc Earnings Call
Sep 17, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the Cracker Barrel 4th quarter fiscal 2025 conference call and webcast. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0.

After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then 1 on a touchtone phone. To withdraw your question, please press star, then 2.

Please note that this event is being recorded.

I would now like to turn the conference over to Adam Hanan, director of Investor relations. Please go ahead, sir.

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