Every 8-K that Cracker Barrel Old Ctry Store (CBRL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CBRL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CBRL filings page.
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.
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, Inc. announced a leadership change in its legal department. Senior Vice President, General Counsel and Corporate Secretary Richard Wolfson, who had planned to retire on May 5, 2026, will instead take early retirement effective May 1, 2026 following a successful transition process under his Consulting Agreement.
Vice President and Deputy General Counsel Jennifer Lankford has been promoted to Senior Vice President, General Counsel and Corporate Secretary, effective upon Mr. Wolfson’s retirement. Mr. Wolfson will receive the previously disclosed benefits under his Consulting Agreement, now terminated, and his outstanding incentive compensation awards will settle under the applicable equity incentive plans, prorated to his actual retirement date.
Cracker Barrel Old Country Store reported much weaker results for its fiscal 2026 second quarter. Revenue for the quarter ended January 30, 2026 fell to $874.8M from $949.4M, an 8% decline, as both restaurant and retail sales decreased.
GAAP net income dropped to $1.3M from $22.2M, with diluted earnings per share sliding to $0.06 from $0.99. Adjusted net income was $5.6M versus $30.9M a year earlier, and adjusted diluted earnings per share fell to $0.25 from $1.38, showing sharply lower profitability even after excluding special items.
Adjusted EBITDA declined to $38.2M from $74.6M, and for the first six months the company moved from net income of $27.1M to a net loss of $23.3M. Operating cash flow for the first half of fiscal 2026 was a small outflow of $2.2M, compared with strong positive cash generation in the prior-year period.
Cracker Barrel Old Country Store, Inc. reported that its management will meet with members of the investment community during the 2026 ICR Conference from January 12–14, 2026. The company prepared an investor presentation, attached as Exhibit 99.1, which management will reference in those meetings.
The presentation includes information that may be of interest to investors, but it is being furnished under a Regulation FD disclosure item rather than filed, meaning it is not automatically subject to certain Exchange Act liabilities or incorporated into other securities filings unless specifically referenced. The company also highlights that the presentation contains forward-looking statements that are subject to risks and uncertainties, including those described in its fiscal 2025 Annual Report on Form 10-K and other SEC filings.
Cracker Barrel Old Country Store, Inc. reported the results of its 2025 annual shareholder meeting and a board change. Shareholders approved an amendment to the 2020 Omnibus Incentive Plan, following prior disclosure in the proxy statement. They also approved, on an advisory basis, executive compensation, ratified Deloitte & Touche LLP as auditor for the 2026 fiscal year, and supported several bylaw-related provisions, including proxy access, ineligibility, and mutual reimbursement provisions.
Out of 22,268,694 shares outstanding and entitled to vote as of September 26, 2025, 17,543,266 shares were represented at the meeting. Nine directors were elected, while director Gilbert Dávila resigned effective November 20, 2025, and the board size was reduced from ten to nine members.
Cracker Barrel Old Country Store, Inc. filed a Form 8-K disclosing pre-commencement communications under the Exchange Act and attaching a press release dated October 2, 2025 as Exhibit 99.1. The filing notes the company's Nasdaq listing on the Nasdaq Global Select Market and identifies a corporate title: Senior Vice President, General Counsel and Corporate Secretary. The submission includes an interactive data cover page file as Exhibit 104.
The filing contains no financial tables, earnings data, or transaction details; it appears focused on corporate communications and an executive title disclosure rather than financial performance or material transactions.
Cracker Barrel Old Country Store, Inc. filed a current report to share that it has released its fiscal 2025 fourth quarter results and outlook for certain items in fiscal year 2026. The company announced this information in a press release dated September 17, 2025.
The press release, furnished as Exhibit 99.1, contains the detailed financial results and forward-looking information for the upcoming fiscal year. This filing primarily serves to make that press release part of the company’s official disclosures for investors.