Cracker Barrel Old Country Store, Inc.

NasdaqGS:CBRL Rapport sur les actions

Capitalisation boursière : US$710.5m

Cracker Barrel Old Country Store Gestion

Gestion contrôle des critères 1/4

Le PDG Cracker Barrel Old Country Store est Julie Masino, nommé en Nov2023, a un mandat de 2.5 ans. La rémunération annuelle totale est $ 6.36M, composée du salaire de 16.2% et des bonus 83.8%, y compris les actions et options de la société. détient directement 0.08% des actions de la société, d'une valeur de $ 570.63K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.5 ans et 2.5 ans.

Informations clés

Julie Masino

Directeur général

US$6.4m

Rémunération totale

Pourcentage du salaire du PDG16.19%
Durée du mandat du directeur général2.5yrs
Propriété du PDG0.08%
Durée moyenne d'occupation des postes de direction2.5yrs
Durée moyenne du mandat des membres du conseil d'administration2.5yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit May 21

CBRL: Execution On Menu And Operations Will Support Equity Repricing

Analysts cut the Cracker Barrel Old Country Store fair value estimate to $35 from $42.45 as they factor in higher perceived risk, softer profit margins and a higher assumed future P/E of about 29.6x, even as recent research cites improving sales trends and cost controls that support a balanced stance on the $35 street price target. Analyst Commentary Recent Street research on Cracker Barrel Old Country Store shows a mix of caution and optimism, with several bullish analysts lifting price targets as they respond to improving operating trends, updated guidance and progress on internal initiatives.
Mise à jour du récit May 02

CBRL: Menu And Cost Actions Will Shape Gradual Brand And Traffic Repair

Narrative update on Cracker Barrel Old Country Store The consensus analyst price target for Cracker Barrel Old Country Store has moved modestly, with recent target ranges clustering around $28 to $47 as analysts weigh cost efficiencies, early signs of traffic improvement, and ongoing traffic and brand recovery challenges. Analyst Commentary Recent research on Cracker Barrel Old Country Store reflects a wide range of opinions, with price targets spanning from the high $20s to the mid $40s and ratings stretching from Sell to Buy.
Mise à jour du récit Apr 18

CBRL: Menu And Operations Changes Will Gradually Support Cautious Traffic Recovery

Analysts now estimate Cracker Barrel Old Country Store's fair value at about $31.38 per share, a slight adjustment from roughly $31.57. The revision reflects a balance between higher revenue expectations, more conservative profit margins, and a higher assumed future P/E, following recent price target increases and differing views on how quickly traffic may recover.
Seeking Alpha Apr 05

Cracker Barrel: Sharp Traffic Declines And Severe Margin Erosion

Summary Cracker Barrel faces persistent ~10% traffic declines, with comp sales temporarily buoyed by menu price hikes. CBRL's brand image remains damaged post-logo scandal, alienating core customers and driving worsening sales trends. Heightened promotional activity and ongoing commodity and labor inflation threaten to erode CBRL's already thin EBITDA margins. With a strained balance sheet and >5x leverage, I reiterate a sell rating despite CBRL's superficially cheap valuation. Read the full article on Seeking Alpha
Mise à jour du récit Apr 04

CBRL: Menu And Cost Actions Will Gradually Support Cautious Post Rebranding Traffic Recovery

Analysts have trimmed the fair value estimate for Cracker Barrel Old Country Store to about $31.57 from $32.63, as higher discount rate assumptions and more conservative views on revenue growth and profitability offset recent price target increases across the Street, which are tied to cost controls, early signs of traffic improvement, and company initiatives around menu, operations, and loyalty. Analyst Commentary Street research around Cracker Barrel reflects a split view, with several firms lifting price targets while maintaining cautious ratings.
Mise à jour du récit Mar 20

CBRL: Cost Efficiencies And Menu Efforts Will Confront Protracted Traffic Recovery

Cracker Barrel Old Country Store's fair value estimate is updated from $20.00 to $28.00, reflecting higher analyst price targets that highlight cost efficiencies, early signs of traffic and sales improvement, and ongoing menu, operations, and loyalty efforts, even as views remain split on the pace of any recovery. Analyst Commentary Recent research highlights a split view on Cracker Barrel Old Country Store.
Mise à jour du récit Mar 06

CBRL: Menu And Operations Reset Will Steadily Support Post Rebranding Traffic Recovery

The analyst price target for Cracker Barrel Old Country Store has been reset from $44.13 to $32.63 as analysts balance higher Street targets in the $28 to $47 range with mixed views on the pace and durability of the company’s menu, operations, and traffic recovery efforts following its recent rebranding issues. Analyst Commentary Street research on Cracker Barrel Old Country Store reflects a wide range of views, with price targets clustered between $28 and $47 and ratings spanning Buy, Neutral and Sell.
Mise à jour du récit Feb 20

CBRL: Refreshed Earnings Outlook Will Support Renewed Confidence In Equity Repricing

Analysts have lifted their price target on Cracker Barrel Old Country Store to $24, up $4 from $20, citing refreshed views on its earnings outlook and valuation multiples. Analyst Commentary Recent Street research has centered on the updated US$24 price target for Cracker Barrel Old Country Store, which reflects refreshed views on how its earnings potential lines up with the current share price.
Mise à jour du récit Feb 06

CBRL: Future Board Changes Will Support Renewed Confidence In Earnings Outlook

Analysts have revised their price target for Cracker Barrel Old Country Store from about US$69 to roughly US$42, citing updated fair value estimates, a lower discount rate, modest adjustments to revenue growth and profit margin assumptions, and a different view on the appropriate future P/E multiple. What's in the News Cracker Barrel opened a new restaurant and country store in Annapolis, Maryland, its 10th location in the state, employing about 160 team members and offering dine in, pickup, curbside, and delivery options.
Mise à jour du récit Jan 23

CBRL: Governance Upheaval Will Pressure Weaker 2026 Earnings Outlook

Analysts have modestly adjusted their price targets on Cracker Barrel Old Country Store, reflecting updated assumptions around discount rates, revenue trends, profit margins and future P/E expectations, rather than a change to the current fair value estimate of US$20.00. What's in the News Cracker Barrel updated its fiscal 2026 earnings guidance, now expecting total revenue of US$3.2b to US$3.3b, compared with its prior outlook of US$3.35b to US$3.45b (company guidance).
Article d’analyse Jan 15

Cracker Barrel Old Country Store, Inc.'s (NASDAQ:CBRL) P/E Is Still On The Mark Following 27% Share Price Bounce

Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) shareholders are no doubt pleased to see that the share price...
Mise à jour du récit Jan 08

CBRL: Governance Turmoil And Weaker 2026 Outlook Will Pressure Earnings

Analysts have revised their price targets for Cracker Barrel Old Country Store, keeping fair value steady at US$20.00 while adjusting assumptions around the discount rate, revenue growth, profit margin and future P/E to reflect updated views on the company’s risk profile and earnings potential. What's in the News Cracker Barrel updated its fiscal 2026 outlook, now guiding to total revenue of US$3.2b to US$3.3b, compared with a previous outlook of US$3.35b to US$3.45b (company guidance).
Article d’analyse Jan 07

Cracker Barrel Old Country Store (NASDAQ:CBRL) Might Have The Makings Of A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Mise à jour du récit Dec 14

CBRL: Logo Backlash And Traffic Declines Will Pressure Earnings Outlook

Analysts have cut their fair value estimate for Cracker Barrel Old Country Store nearly in half, from about $45 to roughly $20 per share. This reflects lowered long term revenue growth and margin expectations, even as they acknowledge ongoing brand turnaround efforts and elevated investment in marketing and labor to support a potential sales recovery.
Article d’analyse Dec 13

Cracker Barrel Old Country Store (NASDAQ:CBRL) Will Pay A Dividend Of $0.25

Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) will pay a dividend of $0.25 on the 11th of February. The...
Mise à jour du récit Nov 30

CBRL: Sales Momentum Will Improve Following Step-Down In Traffic And Brand Backlash

Cracker Barrel’s analyst price target has moved down from $46.38 to $44.13, as analysts cite a lower revenue outlook and cautious guidance related to traffic declines following recent brand and marketing challenges. Analyst Commentary Recent analyst commentary highlights a divided outlook for Cracker Barrel Old Country Store, with both cautious and optimistic perspectives emerging in the wake of the company's fourth-quarter results, brand repositioning, and updated 2026 guidance.
Article d’analyse Nov 20

When Should You Buy Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL)?

While Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) might not have the largest market cap around , it received...
Mise à jour du récit Nov 16

CBRL: Sales Recovery Will Accelerate As Brand Turnaround Remains On Track

Analysts have reduced their average price target for Cracker Barrel Old Country Store, Inc. by several dollars in response to weaker-than-expected quarterly results and ongoing concerns about the impact of brand updates on sales recovery.
Article d’analyse Nov 04

Lacklustre Performance Is Driving Cracker Barrel Old Country Store, Inc.'s (NASDAQ:CBRL) 27% Price Drop

Unfortunately for some shareholders, the Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) share price has dived...
Mise à jour du récit Nov 01

CBRL: Marketing Spend And Rebranding Recovery Efforts Will Restore Guest Traffic

Analysts have lowered their average price target for Cracker Barrel Old Country Store by several dollars. This adjustment reflects ongoing concerns over weaker sales trends and the impact of recent brand changes.
Article d’analyse Oct 31

Cracker Barrel Old Country Store (NASDAQ:CBRL) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Mise à jour du récit Oct 18

Menu Simplification And Guest Journey Mapping Will Elevate Future Dining Experiences

The analyst price target for Cracker Barrel Old Country Store was lowered from $47 to $46.38. Analysts cited weaker traffic trends and cautious fiscal 2026 guidance following ongoing brand-related challenges.
Article d’analyse Oct 05

Cracker Barrel Old Country Store (NASDAQ:CBRL) Will Pay A Dividend Of $0.25

Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) will pay a dividend of $0.25 on the 12th of November. This means...
Mise à jour du récit Oct 04

Menu Simplification And Guest Journey Mapping Will Elevate Future Dining Experiences

The consensus analyst price target for Cracker Barrel Old Country Store has been revised downward from $51.14 to $47.00. This reflects cautious views from analysts following weaker revenue growth projections and recent challenges impacting sales momentum.
Article d’analyse Sep 21

Cracker Barrel Old Country Store (NASDAQ:CBRL) Has Affirmed Its Dividend Of $0.25

The board of Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) has announced that it will pay a dividend on the...
Article d’analyse Sep 20

Some Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) Shareholders Look For Exit As Shares Take 26% Pounding

Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) shareholders that were waiting for something to happen have been...
Mise à jour du récit Sep 19

Menu Simplification And Guest Journey Mapping Will Elevate Future Dining Experiences

Cracker Barrel's analyst price target was lowered to $51.14 as backlash over its rebranding and falling store traffic led to a reset in forward guidance and profitability expectations, with interim recovery efforts expected to further pressure near-term earnings. Analyst Commentary Rebranding backlash and negative attention around the company's new logo led to a sharp drop in store traffic and significantly lowered FY2026 revenue guidance.
Article d’analyse Sep 11

Returns On Capital At Cracker Barrel Old Country Store (NASDAQ:CBRL) Paint A Concerning Picture

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Article d’analyse Jul 16

Cracker Barrel Old Country Store (NASDAQ:CBRL) Will Pay A Dividend Of $0.25

The board of Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) has announced that it will pay a dividend on the...
Article d’analyse Jul 13

Investors Appear Satisfied With Cracker Barrel Old Country Store, Inc.'s (NASDAQ:CBRL) Prospects As Shares Rocket 29%

Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) shares have continued their recent momentum with a 29% gain in...
Article d’analyse Jun 30

Cracker Barrel Old Country Store (NASDAQ:CBRL) Is Due To Pay A Dividend Of $0.25

The board of Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) has announced that it will pay a dividend of $0.25...
Article d’analyse Jun 27

When Should You Buy Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL)?

Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ), is not the largest company out there, but it led the NASDAQGS...
Article d’analyse Jun 12

Cracker Barrel Old Country Store's (NASDAQ:CBRL) Problems Go Beyond Weak Profit

Cracker Barrel Old Country Store, Inc.'s ( NASDAQ:CBRL ) stock showed strength, with investors undeterred by its weak...
Article d’analyse May 13

Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) Stocks Shoot Up 26% But Its P/E Still Looks Reasonable

Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) shareholders are no doubt pleased to see that the share price...
Article d’analyse May 09

Cracker Barrel Old Country Store's (NASDAQ:CBRL) Returns On Capital Tell Us There Is Reason To Feel Uneasy

When researching a stock for investment, what can tell us that the company is in decline? More often than not, we'll...
Article d’analyse Apr 19

Cracker Barrel Old Country Store (NASDAQ:CBRL) Seems To Be Using A Lot Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Article d’analyse Mar 09

Earnings Release: Here's Why Analysts Cut Their Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) Price Target To US$46.71

Shareholders might have noticed that Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) filed its quarterly result...
Article d’analyse Mar 03

Cracker Barrel Old Country Store, Inc.'s (NASDAQ:CBRL) Share Price Is Still Matching Investor Opinion Despite 30% Slump

Cracker Barrel Old Country Store, Inc. ( NASDAQ:CBRL ) shareholders won't be pleased to see that the share price has...
Seeking Alpha Feb 14

Cracker Barrel: A Deep Value Play In Transition

Summary Cracker Barrel's rural-first strategy and low competition provide a strong moat, with pricing flexibility to capture market share amid consumer debt concerns. CEO Julie Masino's focus on menu innovation, store remodels, and technology upgrades aims to modernize the brand and attract younger demographics via "Date Night". The stock is a deep value play with significant upside potential if the turnaround is executed well, despite high short float and execution risks. While the consumer base is fragile, the brand's equity and strategic changes offer a realistic chance for substantial growth by late 2025 or beyond. Read the full article on Seeking Alpha
Article d’analyse Feb 01

Here's What's Concerning About Cracker Barrel Old Country Store's (NASDAQ:CBRL) Returns On Capital

What financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...

Analyse de la rémunération des PDG

Comment la rémunération de Julie Masino a-t-elle évolué par rapport aux bénéfices de Cracker Barrel Old Country Store?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jan 30 2026n/an/a

-US$4m

Oct 31 2025n/an/a

US$17m

Aug 01 2025US$6mUS$1m

US$46m

May 02 2025n/an/a

US$58m

Jan 31 2025n/an/a

US$36m

Nov 01 2024n/an/a

US$40m

Aug 02 2024US$7mUS$971k

US$41m

Rémunération vs marché: La rémunération totale de Julie ($USD 6.36M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 3.71M ).

Rémunération et revenus: Données insuffisantes pour comparer la rémunération de Julie avec les performances de l'entreprise.


PDG

Julie Masino (53 yo)

2.5yrs
Titularisation
US$6,362,615
Compensation

Ms. Julie Felss Masino is President, CEO & Director of Cracker Barrel Old Country Store, Inc. since November 01, 2023. She is Independent Director at Vivid Seats Inc. She was Director of Vivid Seats Inc. f...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Julie Masino
President2.5yrsUS$6.36m0.080%
$ 570.6k
Craig Pommells
Senior VP & CFO4.4yrsUS$2.31m0.11%
$ 802.3k
Brian Vaclavik
VP, Controller & Principal Accounting Officer2.6yrspas de donnéespas de données
Bruce Hoffmeister
Senior VP & Chief Information Officer5.3yrspas de données0.025%
$ 180.3k
Kaleb Johannes
Vice President of Investor Relationsno datapas de donnéespas de données
Jennifer Lankford
Senior VPno datapas de données0.0062%
$ 44.1k
Sherri Moore
Vice President of Sales & Retail Servicesno datapas de donnéespas de données
Sarah Moore
Senior VP & Chief Marketing Officer1.8yrspas de données0.0012%
$ 8.5k
Donna Roberts
Senior VP & Chief Human Resources Officer8.3yrsUS$2.17m0.077%
$ 547.3k
Douglas Hisel
Senior Vice President of Store Operationsless than a yearpas de données0.0095%
$ 67.6k
Jim Spurgin
Senior VP of Sourcing & Supply Chain and Chief Restaurant Supply Chain Officer3.3yrspas de données0.012%
$ 82.1k
Heather Hager
Senior Vice President of Retailless than a yearpas de donnéespas de données
2.5yrs
Durée moyenne de l'emploi
53yo
Âge moyen

Gestion expérimentée: L'équipe de direction de CBRL est considérée comme expérimentée (ancienneté moyenne 2.5 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Julie Masino
President2.5yrsUS$6.36m0.080%
$ 570.6k
Jody Bilney
Independent Director3.7yrsUS$248.06k0.015%
$ 103.7k
Carl Berquist
Independent Chairman7.3yrsUS$380.96k0.043%
$ 307.4k
Stephen Bramlage
Director1yrUS$70.84k0.0058%
$ 40.9k
Gisel Ruiz
Independent Director5.7yrsUS$246.17k0.022%
$ 155.3k
Cheryl Henry
Director2yrsUS$241.51k0.0067%
$ 47.3k
Darryl Wade
Directorno dataUS$256.15k0.019%
$ 137.9k
Michael Goodwin
Independent Director1.5yrsUS$199.82kpas de données
John Garratt
Director2.4yrsUS$264.67k0.0072%
$ 51.0k
2.5yrs
Durée moyenne de l'emploi
56yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la CBRL n'est pas considéré comme expérimenté ( 2.5 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 21:27
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/01/30
Revenus annuels2025/08/01

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Cracker Barrel Old Country Store, Inc. est couverte par 23 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
John StaszakArgus Research Company
Todd BrooksBenchmark Company
Sara SenatoreBofA Global Research