Update shared on29 Jul 2025
Fair value Increased 22%Analysts have raised their outlook on Cracker Barrel due to early positive results from menu and marketing initiatives, efficiency-driven margin improvements, and reduced tariff risk, while still cautioning on ongoing traffic challenges; as a result, the consensus price target has increased from $45.08 to $55.14.
Analyst Commentary
- Improved menu and marketing strategies are showing positive early results, supporting more optimistic outlooks.
- Operational efficiency initiatives are beginning to yield measurable benefits, contributing to margin improvement.
- Quantified tariff risk reduces near-term uncertainty for earnings visibility.
- Despite some positive trends, significant traffic declines continue to lag behind full-service peers, warranting caution.
- The upcoming quarter is seen as a crucial test for the success of the company’s brand and operational transformation efforts.
What's in the News
- Cracker Barrel was dropped from the Russell 2000 Growth-Defensive, Defensive, and Value-Defensive indices.
- The Board amended and restated company bylaws, including introducing a majority vote standard in uncontested director elections, proxy access provisions, director nominee ineligibility restrictions, and reimbursement policies for shareholder nominations.
- Cracker Barrel relaunched its popular Campfire Meals with new menu items, including a Campfire Shrimp Skillet and S’mores Brownie Skillet, as seasonal limited-time offerings.
Valuation Changes
Summary of Valuation Changes for Cracker Barrel Old Country Store
- The Consensus Analyst Price Target has significantly risen from $45.08 to $55.14.
- The Future P/E for Cracker Barrel Old Country Store has significantly risen from 12.97x to 18.77x.
- The Consensus Revenue Growth forecasts for Cracker Barrel Old Country Store has significantly risen from 0.7% per annum to 0.8% per annum.
Disclaimer
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