Welcome to our dedicated page for Cracker Barrel Old Ctry 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.
Cracker Barrel Old Country Store, Inc. filings document the formal disclosures of a Tennessee-incorporated, Nasdaq-listed restaurant and retail operator. Recent Form 8-K reports cover quarterly results and fiscal outlook, Regulation FD investor presentations, and material corporate events related to leadership, compensation arrangements, and governance.
The filing record also includes annual meeting matters, shareholder voting results, and amendments to the company’s 2020 Omnibus Incentive Plan. These disclosures frame CBRL’s public-company reporting around operating performance, comparable restaurant and retail sales, executive transitions, incentive compensation, and board-approved governance actions.
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.
Cracker Barrel Old Country Store reported fiscal 2026 third quarter revenue of $797.4M, down from $821.1M, as both restaurant and retail sales softened. Despite lower sales, GAAP net income rose to $42.8M from $12.6M, helped by about $47.4M of litigation settlement income.
Excluding this and other special items, adjusted net income fell to $6.5M from $13.1M, and adjusted EBITDA declined to $40.3M from $48.1M, with adjusted EBITDA margin easing to 5.1%. For the first nine months, revenue dropped to $2.47B from $2.62B and net income declined to $19.5M from $39.6M. The company nevertheless increased its fiscal 2026 revenue and adjusted EBITDA guidance, citing progress on operational and profitability initiatives.
Cracker Barrel Old Country Store reported softer results for the quarter and nine months ended May 1, 2026. Quarterly revenue was $797,367, down 2.9% year over year, while nine‑month revenue fell 5.6% to $2,469,372 as comparable restaurant and retail sales declined, driven mainly by lower guest traffic and negative reactions to recent brand initiatives.
Quarterly net income rose to $42,811 from $12,574, largely because of $47,422 in litigation settlement income, but year‑to‑date net income fell to $19,471 from $39,625 as operating income turned to a loss. The company ended the period with $26,050 in cash, no revolver borrowings, and two convertible note issues totaling $495,000 in principal outstanding.
GMT Capital Corp. and Thomas E. Claugus amend a Schedule 13G to report beneficial ownership in Cracker Barrel Old Country Store, Inc. The filing shows the Reporting Persons share voting and dispositive power over 1,590,700 shares, equal to 7.12% based on 22,351,023 shares outstanding as of February 26, 2026 per the company's Form 10-Q filed March 4, 2026. The report identifies GMT Capital as the investment adviser and Mr. Claugus as its control person; signature blocks show filings dated May 15, 2026.
FMR LLC reported beneficial ownership of 700,261.05 shares of CRACKER BARREL OLD CTRY ST INC common stock, representing 3.0% of the class as of 03/31/2026. The filing shows sole dispositive power for 700,261.05 shares and discloses Abigail P. Johnson in the cover-page responses. The amendment references an Exhibit 99 13d-1(k)(1) agreement and is signed on 05/05/2026.
CRACKER BARREL OLD COUNTRY STORE, INC filed a Form 3 identifying Heather Hager as an officer of the company with the title SVP, Retail. This initial insider report does not list any buy, sell, or other share transactions and shows no derivative positions in this filing.
CRACKER BARREL OLD COUNTRY STORE, INC executive Jennifer Lankford, the company’s SVP and General Counsel, has filed an initial Form 3 reporting her equity position. The filing shows direct ownership of 367 shares of Common Stock, with no reported purchases, sales, or derivative holdings in this statement.
Lankford Jennifer reported acquisition or exercise transactions in this Form 4 filing.
CRACKER BARREL OLD COUNTRY STORE, INC executive Jennifer Lankford, SVP and General Counsel, received a grant of 1,021 shares of common stock as a time-based RSU award valued at $29.08 per share. The award will cliff vest on September 30, 2028, and her direct holdings after this grant total 1,388 shares.