Credit and interest ratesnegative · 6 filings
“Many other operating expenses have normal trade terms and certain expenses such as certain taxes and some benefits are deferred for longer periods of time.”10-K · Sep 25, 2026 ↗
Cracker Barrel Old Country Store, Inc.
CBRL
Market read
No connected market move is active around Cracker Barrel Old Country Store, Inc..
No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
P/E25.1xlatest annual facts
Revenue YoY+0.4%2025-08-01
Operating margin1.6%+0.3 pts YoY
Company+7.9% todayVolume comparison unavailable
Market groupNo active group readNo durable group available
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Tariff refunds reduced retail cost of goods sold, but markdowns, discounts, and lower initial margin offset part of the benefit.
- The MSBC divestiture produced a loss on sale plus impairment and store-closing costs. Compare the next report for additional or removed charges.
Invalidation: The isolated read changes if CBRL's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Tariff refunds reduced retail cost of goods sold, but markdowns, discounts, and lower initial margin offset part of the benefit.
- The MSBC divestiture produced a loss on sale plus impairment and store-closing costs. Compare the next report for additional or removed charges.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations335
Usable filing statements98
Verified relationships4
Evidence supporting the case
- Operating cash flow covered net income at 6.51x in the latest annual period.
Evidence challenging the case
- Latest annual revenue changed -4.7% year over year.
- Operating margin changed -2.0 percentage points in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 6 filings.
Questions before a position
- P/E is 34% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 72% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Oct 2, 2026
55.806m+107.1%12m+28.3%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2022-07-29$3.3B+15.8%$5.67-2.2%
2023-07-28$3.4B+5.4%$4.45-4.2%
2024-08-02$3.5B+0.8%$1.83+0.2%
2025-08-01$3.5B+0.4%$2.06+0.6%
2026-07-31$3.3B-4.7%$1.40+0.4%
What management says matters
Persistent and emerging business drivers
Restructuring and cost reductionsnegative · 6 filings
“In 2026, we recorded impairment charges of $5,944 which primarily related to the right-of-use assets due to the divestiture of the MSBC business.”10-K · Sep 25, 2026 ↗
Macroeconomic conditionsmixed · 3 filings
“The increase in restaurant cost of goods sold as a percentage of restaurant revenue for the first nine months of 2026 as compared to the same period in the prior year was primarily driven by higher food waste, commodity inflation, increased discounts and a sh…”10-Q · Jun 9, 2026 ↗
Capital investment and capacitynegative · 2 filings
“The following table highlights other store operating expenses as a percentage of total revenue for the past two years: 2025 2024 Other store operating expenses 24.6 % 24.0 % The year-to-year percentage change in 2025 as…”10-K · Sep 26, 2025 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.4× · EV/sales 0.5×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
55.80+7.9% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 2 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for CBRL. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for CBRL. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind CBRL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
UBERUber Technologies, Inc.distributorSep 26, 2025 ▾
“Third-Party Delivery are orders placed through aggregators such DoorDash® and Uber Eats, and delivered by their drivers.”
UBERUber Technologies, Inc.partnerSep 26, 2025 ▾
“We maintain relationships with various third-party delivery apps and services such as DoorDash® and Uber Eats.”
Depended on by
DINDine Brands Global, Inc.competitorFeb 25, 2026 ▾
“IHOP competes in the family dining category against national restaurant chains such as Denny's, Cracker Barrel Old Country Store, Waffle House and Bob Evans Restaurants.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
CBRL is currently a Follower in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for CBRL; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.