Welcome to our dedicated page for CRACKER BARREL OLD COUNTRY STORE SEC filings (Ticker: CBRL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on CRACKER BARREL OLD COUNTRY STORE's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into CRACKER BARREL OLD COUNTRY STORE's regulatory disclosures and financial reporting.
GMT Capital Corp. and its control person Thomas E. Claugus report their holdings of Cracker Barrel Old Country Store, Inc. common stock in Amendment No. 5 to a beneficial ownership statement. They report beneficial ownership of 545,200 shares of common stock, representing 2.44% of the class, all held with shared voting and shared dispositive power through various managed funds and accounts. The percentage is calculated using 22,351,460 shares outstanding as of May 1, 2026, as reported by the issuer. The filing indicates that the reporting persons now hold 5 percent or less of the issuer’s common stock.
Chad Crawford, Senior Vice President of Culinary & Menu Strategy at Cracker Barrel Old Country Store, Inc., filed an initial statement of beneficial ownership (Form 3) as an officer of the company. The filing reports his status as an executive but does not list any specific equity transactions or holdings.
Cracker Barrel Old Country Store, Inc. reported equity awards to President and CEO David J. Deno on 2026-08-10. He received 3,565 shares of Common Stock as a time-based restricted stock unit award that will vest on 8/10/29, contingent on continued employment through that date, resulting in direct holdings of 3,565 shares. He also received 7,434 stock options with an exercise price of $56.10 per share, which will vest on 8/10/29 and expire on 8/10/36, giving him 7,434 options directly held after the award.
CRACKER BARREL OLD COUNTRY STORE, INC reported that David J. Deno, its President and CEO and a director, has filed an initial statement of beneficial ownership as an insider. This filing is a Form 3 and does not list any reportable transactions or holdings in the provided data.
CRACKER BARREL OLD COUNTRY STORE, INC reported an insider transaction by CEO and director Julie D. Masino. On 2026-08-07, Masino had 688 shares of common stock withheld at $57.79 per share to satisfy federal tax withholding obligations tied to the vesting of a previously disclosed equity award. After this tax-withholding disposition, she directly held 81,971 shares of common stock.
Hisel Doug reported acquisition or exercise transactions in this Form 4 filing.
Cracker Barrel Old Country Store, Inc. reported that SVP, Store Operations Doug Hisel received a grant of 17,519 shares of Common Stock as a Restricted Stock Award. The award vests over three years, with two-thirds vesting on July 30, 2028 and the remainder on July 30, 2029, contingent on continued employment, bringing his direct holdings to 21,960 shares.
Cracker Barrel Old Country Store, Inc. appointed David Deno as its next President and Chief Executive Officer and as a Board member, effective August 10, 2026, following a succession planning and search process. He succeeds Julie Masino, who will step down as CEO and director on that date.
Masino will remain employed in an advisory capacity through October 9, 2026, supported by a transition agreement that provides separation payments and equity treatment consistent with a termination without cause under her existing employment agreement. Deno’s employment agreement sets a $1,000,000 base salary, an annual bonus target of 125% of base salary (no bonus eligibility for fiscal 2026), and a long‑term equity incentive target of 360% of base salary.
Deno will receive a one‑time sign‑on package of $200,000 in time‑vesting restricted stock units and $200,000 in stock options, vesting after three years or earlier upon certain terminations. The agreement includes relocation and commuting reimbursements, standard confidentiality, non‑competition and non‑solicitation covenants, and specified severance protections, including enhanced treatment upon qualifying termination after a Change in Control.
Cracker Barrel Old Country Store completed a sale-leaseback of 26 company-owned stores to an institutional real estate investor, generating estimated net proceeds of about $77 million. The company plans to use the proceeds to repay borrowings under its revolving credit facility. The related absolute triple net leases have aggregate terms of up to 40 years, with initial annual rent of approximately $5.7 million and fixed yearly increases, and the structure allows use of capital loss carryforwards that otherwise would have expired.
The company also exited its Maple Street Biscuit Company concept, selling trademarks and assets for 35 locations to Biscuit Belly, LLC and closing the remaining 16 locations. For the fiscal fourth quarter ending July 31, 2026, it expects non-cash charges of $37–$39 million, including an impairment charge of $10–$11 million and a non-cash loss on sale of $27–$28 million, plus additional cash severance, lease termination and exit costs of $6–$8 million across fiscal 2026 and 2027. Maple Street contributed less than 2% of annual revenue, and the divestiture is expected to be accretive to adjusted EBITDA beginning in fiscal 2027.
Through the first eleven weeks of its fiscal fourth quarter, comparable store restaurant sales declined by about 2.5% while comparable store retail sales increased by about 0.5% year over year. The company now expects to achieve or exceed the high end of its prior fiscal 2026 revenue outlook of $3.27–$3.30 billion and to exceed its $120–$125 million adjusted EBITDA guidance.
D. E. Shaw & Co. and affiliates report significant ownership in Cracker Barrel Old Country Store, Inc. common stock. D. E. Shaw & Co., L.P. and David E. Shaw each report beneficial ownership of 1,631,772 shares, representing 7.3% of the outstanding common stock. D. E. Shaw & Co., L.L.C. reports beneficial ownership of 1,626,094 shares, or 7.3%, while D. E. Shaw Valence Portfolios, L.L.C. reports 1,117,863 shares, or 5.0%.
The positions include 53,000 shares that D. E. Shaw Valence Portfolios, L.L.C. has the right to acquire through the exercise of call options. All reporting persons state zero sole voting or dispositive power and only shared power over these shares. David E. Shaw is deemed a beneficial owner through control relationships but expressly disclaims beneficial ownership of the 1,631,772 shares.
Cracker Barrel Old Country Store, Inc. ownership disclosure: D. E. Shaw entities and David E. Shaw report shared beneficial ownership of 1,136,847 shares of Common Stock, representing 5.1% of the class. The positions reflect holdings across affiliated portfolio LLCs and call-option rights described in the filing.
The filing attributes shared voting and dispositive power to D. E. Shaw & Co., L.P., D. E. Shaw & Co., L.L.C., and David E. Shaw; the filing also contains powers of attorney and a joint filing agreement dated 06/22/2026.