Restaurant company Cracker Barrel (NASDAQ: CBRL) will be reporting earnings this Tuesday after market hours. Here’s what you need to know.
Cracker Barrel beat analysts’ revenue expectations last quarter, reporting revenues of $874.8 million, down 7.9% year on year. It was a very strong quarter for the company, with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.
Is Cracker Barrel a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Cracker Barrel’s revenue to decline 5.4% year on year, a deceleration from its flat revenue in the same quarter last year.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. Cracker Barrel has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Cracker Barrel’s peers in the sit-down dining segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Bloomin' Brands posted flat year-on-year revenue, beating analysts’ expectations by 1.6%, and First Watch reported revenues up 17.3%, in line with consensus estimates. Bloomin' Brands traded up 38% following the results while First Watch’s stock price was unchanged.
Read our full analysis of Bloomin' Brands’s results here and First Watch’s results here.
The market narrative shifted from AI-driven sector rotation in late 2025 to geopolitical shock as the US-Iran conflict dominated early 2026. While some of the sit-down dining stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3% on average over the last month. Cracker Barrel is up 6.6% during the same time and is heading into earnings with an average analyst price target of $31.75 (compared to the current share price of $33.43).
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