Cracker Barrel (CBRL)
Serves Southern-style meals with attached retail shops and a smaller biscuit concept.
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Runs US roadside restaurants with attached country-store retail shops and Maple Street Biscuit Company. Food service and retail are managed together, so the business reports one operating segment.
Operates full-service Cracker Barrel restaurants serving breakfast, lunch, and dinner, with attached country-store shops selling decor, rocking chairs, apparel, toys, gifts, and food. Maple Street Biscuit Company adds a smaller fast-casual breakfast-and-lunch format centered on biscuits and coffee.
The footprint is concentrated in the United States and built for highway travelers as well as local guests. Restaurant and retail economics are managed together, so the company reports one operating and reportable segment rather than separating food service from store merchandise.
Execution depends on traffic in a full-service dining model, conversion of restaurant visits into retail sales, and keeping brand updates close to guest expectations. Recent management work has shifted back toward food, kitchen operations, and guest experience after a paused remodel and logo reset.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 21, 2026 | UBS | Reiterate | Rating: —Target: $37 | Target: $46 |
| Jul 22, 2026 | Piper Sandler | Reiterate | Rating: —Target: $27 | Target: $51 |
| Jul 22, 2026 | Wells Fargo | Reiterate | Rating: —Target: $50 | Target: $60 |
| Jun 12, 2026 | Argus Research | Target | Target: $52 | Target: $60 |
| Jun 10, 2026 | UBS | Reiterate | Rating: —Target: $26 | Target: $37 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, May 1, 2026Cash & short-term investments $26.1M · Total debt $1.09B · Total assets $2.09B · Shareholders' equity $465.5M
- Revenue
- $797.4M
- Operating income
- $6.7M
- Net income
- $42.8M
HistoryDividendAnnual yield
| Institutions | ≈ 103.70% | 23.18M shares | |
|---|---|---|---|
| 295 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 5.99% | 1.34M shares | |
| 26 holders · as of Sep 22, 2026 | |||
| Adds to | 109.69% | ||
22.35M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 109.69%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.90% | 3.55M | as of Jun 30, 2026 |
D. E. Shaw & Co., L.P.Institution | 7.30% | 1.63M | filed Jul 13, 2026 |
D. E. Shaw & Co., Inc.Institution | 6.43% | 1.44M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 4.71% | 1.05M | as of Jun 30, 2026 |
Allianz Asset Management GmbHInstitution | 4.66% | 1.04M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jan 5, 2026 | GMT Capital Corp | 10 percent owner | −42,400 | $27.10 |
| Dec 29, 2025 | GMT Capital Corp | 10 percent owner | −42,400 | $25.56 |
| Dec 23, 2025 | GMT Capital Corp | 10 percent owner | −42,400 | $26.03 |
| Dec 19, 2025 | GMT Capital Corp | 10 percent owner | −42,400 | $26.37 |
| Dec 17, 2025 | GMT Capital Corp | 10 percent owner | −42,400 | $26.85 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Cracker Barrel | $47.85 | +5.20% | $1.02B | 39.3 | 43.5 | 0.3 | −2.2% |
| Darden Restaurants | $212.82 | −0.34% | $24.44B | 20.6 | 18.8 | 1.8 | +13.7% |
| Dine Brands | $29.28 | +2.45% | $362.5M | 58.3 | 6.7 | 0.4 | +4.4% |
| Brinker International | $207.91 | +0.53% | $8.87B | 19.0 | 15.6 | 1.5 | +5.1% |
| Texas Roadhouse | $164.26 | −1.12% | $10.92B | 26.6 | 22.8 | 1.8 | +11.1% |
| First Watch Restaurant Group | $9.89 | −4.12% | $636.9M | 36.4 | 40.0 | 0.5 | +15.2% |
| Bloomin' Brands | $8.60 | +0.64% | $732.0M | 27.6 | 9.3 | 0.2 | +1.3% |
| Median | 27.1 | 17.2 | 1.0 | +8.1% |