$CBRL (Cracker Barrel Old Country Store) — investor discussion on X

Most active credible voices on $CBRL

@stevedjacobs (Steve Jacobs) — 12 mentions · 17.0K followers
@schaeffers (Schaeffer's Investment Research) — 12 mentions · 14.7K followers
@nextbigtrade (nextbigtrade) — 10 mentions · 47.7K followers

Recent headlines featuring $CBRL

2026-09-23: Cracker Barrel tops earnings estimates and raises sales-growth guidance

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$CBRL — what investors on X are saying · SpikePanel

$CBRLCracker Barrel Old Country Store · Restaurants · $1.5B

$66.22

+1.7%

Event thread

Key events, in time order

12 items

2026-10-14Analyst
CBRL Hits 52-Week High, Featured in Zacks Value Comparison
Two Zacks articles highlight CBRL's 52-week high and value comparison with SHAK, reflecting recent market attention
D1 +2.4% · +5d +4.8%
2026-10-05AnalystBull
CBRL Added to Zacks Rank #1 Strong Buy, Momentum List
Multiple Zacks reports confirm inclusion in Strong Buy and momentum lists, reflecting positive analyst attention
D1 +1.0% · +5d +4.3%

10 earlier events

2026-09-09 → 09-24EarningsBull
CBRL Q4 Beats, Raises FY Sales Guidance
Q4 rev $849.34M beat by 2.19%; EPS $0.99 vs $0.20 est; comp sales -2.1%
D1 -3.1% · +5d -15.5%
6 waves of this story
- 2026-09-09 Company confirms date; analysts expect earnings decline, market awaits results
- 2026-09-19 Multiple financial media and X accounts confirm earnings date; market awaits results
- 2026-09-22 Multiple sources confirm earnings timing; market awaits results
- 2026-09-22 Multiple sources confirm earnings timing; event reaches release day
- 2026-09-23 Quarterly profit up sharply, FY outlook raised, stock jumps
- 2026-09-24 Q4 rev $849.34M beat by 2.19%; EPS $0.99 vs $0.20 est; comp sales -2.1%
2026-09-238-K filing
8-K: Item 2.02, Item 9.01
D1 +4.5% · +5d +10.7%
2026-09-23Earnings
Earnings report
Q4 total revenue was $849.3 million, with comparable store restaurant sales down 2.1% and traffic down 6.1%.
D1 +4.5% · +5d +10.7%
2026-08-26CapitalBull
Biglari Sardar Acquires New Stake in CBRL in Q2
SEC filing reveals insider buying, signaling confidence
D1 +0.5% · +5d -6.4%
2026-07-29Company
Cracker Barrel Up 104% Yet CEO Steps Down
CEO departure amid failed rebrand despite 104% stock gain draws market attention.
D1 +5.1% · +5d +3.9%
2026-07-28 → 07-29Company
Cracker Barrel Announces CEO Succession: David Deno to Succeed Julie Masino
Company will pay outgoing CEO Julie Masino $4.63M severance plus security costs after failed rebrand angered customers.
D1 +2.6% · +5d +6.2%
3 waves of this story
- 2026-07-28 CEO change triggers stock drop; new CEO faces rebrand challenges
- 2026-07-29 Company discloses ~$4.6M exit fees and security costs for outgoing CEO Masino; Deno takes over
- 2026-07-29 Company will pay outgoing CEO Julie Masino $4.63M severance plus security costs after failed rebrand angered customers.
2026-07-28CapitalBear
Biglari Capital Cuts CBRL Stake by 93.9% in Q1
13F filing shows Biglari Capital slashed stake, coinciding with CEO change
D1 +2.6% · +5d +6.2%
2 waves of this story
- 2026-07-28 Major shareholder trims stake, reflecting shift in institutional confidence
- 2026-07-28 13F filing shows Biglari Capital slashed stake, coinciding with CEO change
2026-07-278-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 -2.4% · +5d +10.2%
2026-07-21CompanyBull
Cracker Barrel Completes Sale-Leaseback for 26 Stores, Divests Maple Street Biscuit
Strategic actions lead to raised FY26 outlook, shares jump after hours
D1 +0.9% · +5d -0.2%
2026-07-208-K filing
8-K: Item 2.03, Item 2.05, Item 2.06, Item 7.01
D1 -0.4% · +5d -1.8%

①

Bull vs bear

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

12 items

2026-10-14Analyst
CBRL Hits 52-Week High, Featured in Zacks Value Comparison
Two Zacks articles highlight CBRL's 52-week high and value comparison with SHAK, reflecting recent market attention
D1 +2.4% · +5d +4.8%
2026-10-05AnalystBull
CBRL Added to Zacks Rank #1 Strong Buy, Momentum List
Multiple Zacks reports confirm inclusion in Strong Buy and momentum lists, reflecting positive analyst attention
D1 +1.0% · +5d +4.3%
2026-09-09 → 09-24EarningsBull
CBRL Q4 Beats, Raises FY Sales Guidance
Q4 rev $849.34M beat by 2.19%; EPS $0.99 vs $0.20 est; comp sales -2.1%
D1 -3.1% · +5d -15.5%
6 waves of this story
- 2026-09-09 Company confirms date; analysts expect earnings decline, market awaits results
- 2026-09-19 Multiple financial media and X accounts confirm earnings date; market awaits results
- 2026-09-22 Multiple sources confirm earnings timing; market awaits results
- 2026-09-22 Multiple sources confirm earnings timing; event reaches release day
- 2026-09-23 Quarterly profit up sharply, FY outlook raised, stock jumps
- 2026-09-24 Q4 rev $849.34M beat by 2.19%; EPS $0.99 vs $0.20 est; comp sales -2.1%
2026-09-238-K filing
8-K: Item 2.02, Item 9.01
D1 +4.5% · +5d +10.7%
2026-09-23Earnings
Earnings report
Q4 total revenue was $849.3 million, with comparable store restaurant sales down 2.1% and traffic down 6.1%.
D1 +4.5% · +5d +10.7%

7 earlier events

2026-08-26CapitalBull
Biglari Sardar Acquires New Stake in CBRL in Q2
SEC filing reveals insider buying, signaling confidence
D1 +0.5% · +5d -6.4%
2026-07-29Company
Cracker Barrel Up 104% Yet CEO Steps Down
CEO departure amid failed rebrand despite 104% stock gain draws market attention.
D1 +5.1% · +5d +3.9%
2026-07-28 → 07-29Company
Cracker Barrel Announces CEO Succession: David Deno to Succeed Julie Masino
Company will pay outgoing CEO Julie Masino $4.63M severance plus security costs after failed rebrand angered customers.
D1 +2.6% · +5d +6.2%
3 waves of this story
- 2026-07-28 CEO change triggers stock drop; new CEO faces rebrand challenges
- 2026-07-29 Company discloses ~$4.6M exit fees and security costs for outgoing CEO Masino; Deno takes over
- 2026-07-29 Company will pay outgoing CEO Julie Masino $4.63M severance plus security costs after failed rebrand angered customers.
2026-07-28CapitalBear
Biglari Capital Cuts CBRL Stake by 93.9% in Q1
13F filing shows Biglari Capital slashed stake, coinciding with CEO change
D1 +2.6% · +5d +6.2%
2 waves of this story
- 2026-07-28 Major shareholder trims stake, reflecting shift in institutional confidence
- 2026-07-28 13F filing shows Biglari Capital slashed stake, coinciding with CEO change
2026-07-278-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 -2.4% · +5d +10.2%
2026-07-21CompanyBull
Cracker Barrel Completes Sale-Leaseback for 26 Stores, Divests Maple Street Biscuit
Strategic actions lead to raised FY26 outlook, shares jump after hours
D1 +0.9% · +5d -0.2%
2026-07-208-K filing
8-K: Item 2.03, Item 2.05, Item 2.06, Item 7.01
D1 -0.4% · +5d -1.8%

$CBRL (Cracker Barrel Old Country Store) — investor discussion on X

Most active credible voices on $CBRL

Recent headlines featuring $CBRL

$CBRL (Cracker Barrel Old Country Store) — investor discussion on X

Most active credible voices on $CBRL

Recent headlines featuring $CBRL

CBRL Hits 52-Week High, Featured in Zacks Value Comparison

CBRL Added to Zacks Rank #1 Strong Buy, Momentum List

CBRL Q4 Beats, Raises FY Sales Guidance

8-K: Item 2.02, Item 9.01

Earnings report

Biglari Sardar Acquires New Stake in CBRL in Q2

Cracker Barrel Up 104% Yet CEO Steps Down

Cracker Barrel Announces CEO Succession: David Deno to Succeed Julie Masino

Biglari Capital Cuts CBRL Stake by 93.9% in Q1

8-K: Item 5.02, Item 7.01, Item 9.01

Cracker Barrel Completes Sale-Leaseback for 26 Stores, Divests Maple Street Biscuit

8-K: Item 2.03, Item 2.05, Item 2.06, Item 7.01

Bull vs bear

Discussion

CBRL Hits 52-Week High, Featured in Zacks Value Comparison

CBRL Added to Zacks Rank #1 Strong Buy, Momentum List

CBRL Q4 Beats, Raises FY Sales Guidance

8-K: Item 2.02, Item 9.01

Earnings report

Biglari Sardar Acquires New Stake in CBRL in Q2

Cracker Barrel Up 104% Yet CEO Steps Down

Cracker Barrel Announces CEO Succession: David Deno to Succeed Julie Masino

Biglari Capital Cuts CBRL Stake by 93.9% in Q1

8-K: Item 5.02, Item 7.01, Item 9.01

Cracker Barrel Completes Sale-Leaseback for 26 Stores, Divests Maple Street Biscuit

8-K: Item 2.03, Item 2.05, Item 2.06, Item 7.01