Cracker Barrel Stock Is Tumbling Thursday: What's Going On?

Alex Perry

September 18, 2025

Cracker Barrel Old Country Store Inc. (NASDAQ:CBRL) shares are trading lower Thursday following the company’s quarterly results. Multiple analysts also cut price targets after the report. Here’s what you need to know.

What To Know: Cracker Barrel reported mixed results for the fourth quarter, with revenue of $868.09 million beating estimates of $855.30 million, but adjusted earnings per share of 74 cents missing analyst estimates of 80 cents.

Cracker Barrel guided for fiscal 2026 revenue in the range of $3.35 billion to $3.45 billion versus estimates of $3.47 billion, according to Benzinga Pro.

The company’s CEO, Julie Masino, said she expects marketing to be a higher percentage of sales this year as they dig back into the old-timey feel of the company’s brand. Cracker Barrel faced backlash from customers last month in response to a rebranding campaign and simplified logo.

Masino said while traffic overall took a hit, the company’s loyalty sign-ups program is actually ahead of schedule, with three-quarters of the sign-ups coming after the logo first changed over. For the upcoming fiscal year, the company expects annual traffic to drop between 4% and 7%.

Analysts React: Several analysts lowered price targets following the company’s quarterly results.

BofA Securities analyst Sara Senatore maintained an Underperform and lowered the price target from $48 to $42.

Piper Sandler analyst Brian Mullan maintained a Neutral and lowered the price target from $56 to $49.

Truist Securities analyst Jake Bartlett maintained a Buy and lowered the price target from $62 to $58.

Citigroup analyst Jon Tower maintained a Sell and lowered the price target from $47 to $42.

CBRL Price Action: Cracker Barrel’s stock was down 6.24% at $46.47 at publication time on Thursday, according to Benzinga Pro.

Read Next:

Expert Outlook: Cracker Barrel Old Through The Eyes Of 5 Analysts

Image: Ken Wolter / Shutterstock

Recommended

Gold Alert: Extraordinary Upside in One Stock (Not a Miner) - Ad

Elon's $25 Trillion Confession - Ad

Prepare for the "Mar-a-Lago Accord" Money Shock - Ad

FBI Director Kash Patel was asked about two stocks he bought earlier this year by a member of Congress on Wednesday and gave a surprising answer. The transactions come as members of Congress are working on legislation to ban lawmakers and cabinet members from buying and selling stocks.

Tucker Carlson Asks OpenAI CEO Sam Altman If He Ordered Employee's Murder

During an interview with OpenAI CEO Sam Altman, Tucker Carlson suggested Altman may have played a role in the death of former employee Suchir Balaji.

We've Seen This Before... and It Didn't End Well

We've Seen This Before... and It Didn't End Well - Ad

Strange events are unfolding in the global financial system. A monetary reset dubbed the "Mar-a-Lago Accord" is quietly in motion, and the financial elite are already taking protective action. If history is any guide, you could lose up to 40% of your wealth in the next two years. Move your money before it's too late.

Plunging Mortgage Rates Could Light Up These 9 Stocks

Mortgage rates are dropping at their fastest pace in nearly a year. Homebuilders, loan servicers and retailers could benefit.

Gen Z Is Rewriting Luxury — Can KLXY And FINE ETFs Keep Up?

Gen Z is redefining the luxury playbook. Logos are so last season, digital culture is on the rise, sustainability is a given, and affordable prestige is as strong as heritage, found Reuters in a survey.

Is Elon's Empire Crumbling?

Is Elon's Empire Crumbling? - Ad

Jeff Brown - the legend who called Tesla and Nvidia early - says Elon is about to launch a $25T AI revolution. This isn't another chatbot. It's real-world AI that could 14X the impact of ChatGPT. But after October 23rd, it may be too late.

What I’ve done right with my portfolio

There are definitely things I get wrong in my investment portfolio.

Senate approves White House economist Stephen Miran to serve on Federal Reserve board

WASHINGTON (AP) — The Senate has approved one of President Donald Trump’s top economic advisers for a seat on the Federal Reserve’s governing board, giving the White House greater influence over the central bank just two days before of reducing its key interest rate.

Revealed: Something Big Happening Behind White House Doors?

Revealed: Something Big Happening Behind White House Doors? - Ad

A private sit-down at the Biltmore and inside the West Wing left me with a chilling prediction: Trump could make a radical move as soon asOct 15 that reshapes the global order, boosts U.S. power, and sparks the biggest American boom in 75 years. This rare opportunity may vanish once it hits the mainstream.

Ford is moving its world headquarters for the first time in 7 decades to a new campus 3 miles away

DEARBORN, Mich. (AP) — Ford Motor Co. is taking a drive down the road in a couple of months.

Charlie Kirk's Last Interview Highlighted Entrepreneurship and Musk — Elon Says 'Your Memory Lives Strong'

Charlie Kirk's final interview provided a glimpse into his thoughts on entrepreneurship, Gen Z, and Elon Musk.

The Fed Just Got Kneecapped - Here's What Happens Next

The Fed Just Got Kneecapped - Here's What Happens Next - Ad

A new law, S.1582, has just kneecapped the Federal Reserve - handing select companies the legal authority to mint a new form of American money. Investors who move now could see 40X gains by 2032... while the rest are left scrambling, wondering how they missed it.

Detailed findings from AP investigation into how US tech firms enabled China's digital police state

BEIJING (AP) — American tech companies to a large degree designed and built China’s surveillance state, playing a far greater role in enabling human rights abuses than previously known, . They sold billions of dollars of technology to the Chinese police, government and surveillance companies, despite and that such tools were being used to , and .

Trump's plan for a drug advertising crackdown faces many hurdles

WASHINGTON (AP) — Health Secretary Robert F. Kennedy Jr. and other administration officials are vowing a crackdown on deceptive drug ads, but the effort is likely to face multiple headwinds, including pushback from industry and layoffs among regulators tasked with leading the effort.

The "Mar-A-Lago Accord" Is Now Underway

The "Mar-A-Lago Accord" Is Now Underway - Ad

The global order is in chaos. And according to 40-year market veteran Dr. David Eifrig, the biggest controlled demolition of the old monetary order in history could now be here, too. That means if you don't take action today, your wealth could decline by 40%... (Yes, even your cash savings.)

Trump's Plan To Boost Fannie Mae, Freddie Mac Shares, S&P 500's Historical Performance After Fed Rate Cuts And More: This Week In Economy

Trump wants to boost shares of Fannie Mae and Freddie Mac before historic IPO. Fed rate cuts may not impact the S&P 500 as hoped.

Google Reveals $6.8 Billion UK AI Drive As Trump Lands For High-Stakes Talks

Google invests 5 billion pounds in U.K. data center to power AI and cloud services, creating jobs and boosting economy. Focus on sustainability and partnership with Shell.

Trump's Radical Plans for the Dollar

Trump's Radical Plans for the Dollar - Ad

The Fed just slashed rates... yet mortgages have already soared higher. Meanwhile, Trump has his own plan for the dollar - a radical upgrade to our currency, already moving more money than Visa and Mastercard combined. Tech investor Eric Wade calls it the "Smart Dollar."

Opendoor's New CEO Could Spark 'Bigger Pivot'—Analyst Sees Bottom-Line Boost

Opendoor stock is soaring after a new CEO was announced and two co-founders are rejoining the company. Here's what one analyst has to say.

Rupert Murdoch's family reaches deal on who will control media empire after his death

has reached a deal on control of the 94-year-old mogul’s media empire after his death, ensuring no change in direction at Fox News, the most popular network for President Donald Trump and conservatives.

[Revealed] Trump's Next AI Executive Orders?

[Revealed] Trump's Next AI Executive Orders? - Ad

A White House insider with direct ties to Trump's inner circle just revealed what he calls "Manhattan II" - a potential $2.2 trillion AI initiative set to launch as soon as Oct 15. He says this could mirror past U.S. projects that minted fortunes - with small firms soaring 5,000% to 10,000% over two decades. And now he's giving away his #1 stock pick for free before the deadline.

Elon Musk Snubs Trump Event, Google Hit With $425 Million Privacy Payout, Dan Ives Sees Apple-Gemini AI 'Dream Scenario' — This Week In Tech

The weekend brought major tech and political headlines, from Elon Musk missing a White House event and Trump threatening tariffs on foreign chipmakers to Google facing a $425 million privacy penalty and Apple and Google scoring a big antitrust win.

Judge dismisses Indigenous Amazon tribe's lawsuit against the New York Times and TMZ

LOS ANGELES (AP) — A California judge has dismissed a in the Brazilian Amazon against and TMZ that claimed the newspaper’s reporting on the tribe’s first exposure to the internet led to its members being widely portrayed as technology-addled and addicted to pornography.

Gold Alert: Extraordinary Upside in One Stock (Not a Miner)

Gold Alert: Extraordinary Upside in One Stock (Not a Miner) - Ad

Gold has hit all-time highs, breaking $3,600 an ounce - but history shows it could be on the verge of its biggest bull run in over half a century... triggered by a likely major event, eerily similar to what happened in the 1970s. (It's NOT inflation or anything you're likely expecting.) Now, a top analyst says you can capture ALL of the upside without touching a risky miner or a boring exchange-traded fund. He sees extraordinary potential gains long term with very little risk.

Mexico proposes new import taxes on 1,400 products to boost national production

MEXICO CITY (AP) — Mexico’s government submitted a budget proposal Tuesday that would impose new import taxes on more than 1,400 products — many from Asian nations — to strengthen national production at a time when the United States is pressuring its North American trade partner to .

Huang Breaks Silence On Beijing Move Targeting Nvidia AI Chips

Nvidia (NASDAQ: NVDA) shares rebounded as CEO Jensen Huang addressed reports of China banning its AI chips.

Elon's $25 Trillion Confession

Elon's $25 Trillion Confession - Ad

Elon Musk: "Tesla will become a $25 trillion company." That would make Tesla 8x bigger than Apple today. How is that possible? He admits it's all thanks to this one AI breakthrough that will take AI out of our computer screens and manifest a 250x boom here in the real world.

Microsoft Warns Azure Users Of Latency From Red Sea Cable Damage

Microsoft warned that Azure users may face slower speeds due to undersea cable cuts in the Red Sea, but services remain online through rerouted traffic.

Elon Musk's Two-Word Response, Trump Administration's Patent Share, Palantir CEO's China Warning And More: This Week In Politics

Elon Musk clashed with the U.S. Department of Energy over its remarks on renewable energy, emphasizing the need for large-scale batteries.

Prepare for the "Mar-a-Lago Accord" Money Shock

Prepare for the "Mar-a-Lago Accord" Money Shock - Ad

Labor Dispute Eases As UAW, GE Aerospace Agree On Tentative Pact

UAW members at GE Aerospace plants in Ohio and Kentucky reached a tentative deal, with a ratification vote set for Sept. 19.

UREVO Pushes Into US Wellness Market With New Ecosystem, Expects 50% Sales Surge in 2025

UREVO, the home fitness and wellness company, is making a strong bet on the U.S. market with its new wellness ecosystem, forecasting about 50% sales growth in 2025.

We've Seen This Before... and It Didn't End Well

We've Seen This Before... and It Didn't End Well - Ad

Trump's $350 Billion Investment Demand Could Trigger 1997-Style Financial Crisis, Says South Korea's President

South Korean President Lee Jae Myung said that President Donald Trump's demands for a $350 billion investment in the U.S. could trigger a 1997-style Asian financial meltdown, without the necessary safeguards.

EU lays out new tariffs and sanctions on Israel over war in Gaza

BRUSSELS (AP) — The European Union laid out Wednesday its toughest plan yet to pressure Israel to end the war in Gaza as from Israeli tanks, drones and troops pushing deeper into the coastal enclave ravaged by 23 months of war.

Is Elon's Empire Crumbling?

Is Elon's Empire Crumbling? - Ad

Many sports fans are unhappy with how much it costs to watch their games, an AP-NORC poll finds

WASHINGTON (AP) — For many dedicated sports fans, keeping up with their favorite teams has become a juggling act.

Apple has unveiled its iPhone 17 lineup, including the first iPhone Air. Here's what's new

NEW YORK (AP) — Apple's lineup is here. The tech giant on Tuesday that mark the latest editions to its marquee product.

Revealed: Something Big Happening Behind White House Doors?

Revealed: Something Big Happening Behind White House Doors? - Ad

Trump files $15 billion defamation lawsuit against The New York Times

NEW YORK (AP) — President Donald Trump filed a $15 billion defamation lawsuit against The New York Times and four of its journalists on Monday, according to court documents.

Trending Now