Core Viewpoint - Cracker Barrel Old Country Store Inc. has experienced a decline in sales guidance, indicating ongoing challenges from a controversial logo change, with projected revenue for fiscal 2026 falling short of analyst expectations [1][2]. Sales and Revenue Outlook - Revenue for fiscal 2026 is projected to be between $3.35 billion and $3.45 billion, while analysts had anticipated $3.52 billion [1]. - The mid-point of the sales range suggests stagnation similar to the past two years, with an expected decline in foot traffic of 4% to 7% [2]. Impact of Logo Change - The company faced significant backlash after unveiling a new logo that removed the character Uncle Herschel, leading to accusations of erasing traditional American culture [3]. - Following the negative response, Cracker Barrel reversed the logo change and halted planned restaurant remodels [3]. Foot Traffic and Customer Response - Since the logo change on August 19, foot traffic to restaurants has declined by approximately 8%, with expectations of a further decline of 7% to 8% in the fiscal first quarter [4]. - The CEO acknowledged the impact of customer feedback on the decision to halt the rebranding efforts, indicating a shift in focus towards kitchen improvements and other areas [4]. Capital Expenditures - Cracker Barrel projects capital expenditures of up to $150 million, which is below Wall Street's expectation of $183 million, primarily allocated for maintenance rather than new remodels [4]. - The company spent around $20 million on remodels last year and plans to revert those stores back to their traditional style [5].

Core Insights - Cracker Barrel's recent rebranding has led to significant backlash, impacting customer traffic and financial forecasts [5][9][10] - The company reported $868 million in revenue for the quarter ending August 1, exceeding revenue estimates but falling short on earnings per share [7] - Following the controversy, Cracker Barrel plans to revert to its previous logo and implement a new customer feedback initiative [12][13] Financial Performance - Revenue for the quarter was $868 million, surpassing estimates of $855 million, while same-store restaurant sales increased by 5.4% year-over-year [7] - The company has revised its fiscal year 2026 revenue forecast from $3.5 billion to $3.45 billion, anticipating a 7% decline in store traffic [5] Customer Demographics - The over-55 customer base has remained stable, but there has been a decline in younger customer traffic, particularly in the Southeast [7] Market Reaction - Shares of Cracker Barrel fell approximately 7.6% in premarket trading following the earnings report [8] Rebranding Controversy - The rebranding effort, which included a $700 million marketing overhaul, faced criticism from traditionalists and was perceived as "woke" and "soulless" [9][10] - The backlash included public commentary from political figures, including former President Trump, who suggested the company revert to its old branding [11] Strategic Response - In response to customer feedback, Cracker Barrel has decided to restore its 1977 logo and focus on nostalgia-driven marketing initiatives [12][13]

U.S. stock futures were higher this morning, with the Dow futures gaining around 300 points on Thursday.Shares of Cracker Barrel Old Country Store, Inc. CBRL fell sharply in pre-market trading after the company reported downbeat fourth-quarter earnings and provided FY2026 sales guidance below analyst expectations.Cracker Barrel reported fourth-quarter revenue of $868.09 million, beating analyst estimates of $855.30 million, according to Benzinga Pro. The company reported fourth-quarter adjusted earnings of ...

Core Points - U.S. stock futures are up, with Dow futures increasing by approximately 300 points [1] - Cracker Barrel Old Country Store, Inc. reported fourth-quarter revenue of $868.09 million, exceeding analyst expectations of $855.30 million, but adjusted earnings of 74 cents per share fell short of the expected 80 cents per share [2] - Cracker Barrel shares dropped 9.3% to $45.00 in pre-market trading following the earnings report and below-expectation sales guidance for FY2026 [2] Company Movements - Red Cat Holdings, Inc. saw a decline of 8.7% to $10.29 in pre-market trading after announcing a proposed public offering [4] - Angel Studios, Inc. fell 5.8% to $8.30 in pre-market trading after a significant drop of 32% on the previous day [4] - Shineco Inc. declined 5% to $6.97 in pre-market trading after a drop of over 5% on Wednesday [4] - Woodside Energy Group Ltd – ADR decreased by 4.4% to $15.47 in pre-market trading [4] - Nucor Corp experienced a 3.6% drop to $137.61 in pre-market trading due to soft guidance for the third quarter [4] - Alexander & Baldwin Inc. fell 3.5% to $17.90 in pre-market trading [4] - Nio Inc – ADR declined 3.4% to $7.20 in pre-market trading after a 6% gain on Wednesday, following the completion of a $1.16 billion equity offering [4]

Core Insights - The company has experienced a total return decline of approximately -13% amid ongoing restructuring and logo changes [1] Company Overview - Goulart's Restaurant Stocks is a research firm specializing in the U.S. restaurant industry, covering various segments from quick-service to fine dining [1] - The firm employs advanced financial modeling and sector-specific KPIs to identify hidden value in public equities [1] Research Focus - The research scope includes consumer discretionary, food & beverage, casinos & gaming, and IPOs, with a particular emphasis on micro and small-cap companies often overlooked by mainstream analysts [1] - The founder has a strong academic background, holding an MBA in Controllership and Accounting Forensics, and a Bachelor's in Business Administration [1] Experience and Recognition - The founder has hands-on experience in finance and business management, along with specialized training in valuation, financial modeling, and restaurant operations [1] - Research contributions have been featured on platforms such as Seeking Alpha, Yahoo Finance, Mises Institute, and Investing.com [1]

Group 1 - The Daily Drilling Report is an investment group focused on providing analysis for the oil and gas industry, featuring a model portfolio that encompasses all segments of upstream oilfield activity with weekly updates [1] - The group offers investment ideas for both U.S. and international energy companies, covering a range from shale to deepwater drillers [1] - Technical analysis is utilized to identify catalysts within the oil and gas sector [1] Group 2 - Fluidsdoc is an industry veteran with 40 years of experience in the oil sector, having worked across six continents and over twenty countries, specializing in the upstream oilpatch [2]

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential trading opportunities before the market opens [1] Premarket Gainers - 89bio, Inc. (ETNB) increased by 83% to $14.84 [3] - Aptevo Therapeutics Inc. (APVO) rose by 75% to $2.47 [3] - Psyence Biomedical Ltd. (PBM) saw a 29% increase to $4.82 [3] - Beam Global (BEEM) gained 27% reaching $3.23 [3] - MicroAlgo Inc. (MLGO) was up 14% at $13.06 [3] - Akero Therapeutics, Inc. (AKRO) increased by 12% to $47.50 [3] - Hyperion DeFi, Inc. (HYPD) rose by 11% to $13.69 [3] - Sonnet BioTherapeutics Holdings, Inc. (SONN) increased by 11% to $7.85 [3] - FuelCell Energy, Inc. (FCEL) was up 9% at $8.34 [3] - Robo.ai Inc. (AIIO) gained 6% to $2.05 [3] Premarket Losers - Presidio Property Trust, Inc. (SQFT) decreased by 14% to $7.58 [4] - Aeluma, Inc. (ALMU) fell by 10% to $15.18 [4] - FGI Industries Ltd. (FGI) dropped 10% to $7.65 [4] - Lazydays Holdings, Inc. (GORV) was down 9% at $2.26 [4] - StableX Technologies, Inc. (SBLX) decreased by 8% to $5.40 [4] - Artelo Biosciences, Inc. (ARTL) fell by 8% to $4.48 [4] - SciSparc Ltd. (SPRC) decreased by 8% to $4.10 [4] - Cracker Barrel Old Country Store, Inc. (CBRL) was down 7% at $45.75 [4] - Columbus Circle Capital Corp I (BRR) fell by 7% to $9.42 [4] - Visionary Holdings Inc. (GV) decreased by 7% to $2.58 [4]

Cracker Barrel Old Country Store Inc. CBRL is bracing for a $25 million financial impact from the Donald Trump administration’s tariffs in the coming fiscal year, forcing the company to significantly reduce the number of products in its famous gift shops and aggressively renegotiate deals with its suppliers.Cracker Barrel fell in after-hours. Check out the stock price here.CBRL To Reduce Store Products By 10% To Fight TariffsThe strategy was detailed by executives during the company's fourth-quarter earning ...

Core Insights - Cracker Barrel reported mixed Q4 earnings, missing analyst expectations on earnings but beating on revenue, leading to a nearly 10% drop in shares during after-hours trading [1] - Despite challenges, the company has seen a positive response from its loyal customer base, with same-store sales up 5.4% for the fiscal fourth quarter [3][4] Financial Performance - Q4 earnings missed expectations while revenue exceeded them, resulting in a significant share price decline [1] - Same-store sales increased by 5.4% despite a projected decline in traffic for fiscal year 2026, estimated to be between 4% to 7% [3] Customer Engagement - Loyalty program sign-ups increased by 3 million over the past year, with a notable spike following the rebranding backlash [4][5] - The loyalty program now has over 9 million registered members, accounting for over 35% of tracked sales [5] Market Position - Cracker Barrel has been recognized for having the second-most loyal fans in the casual restaurant sector, with a fidelity index score of 174 [10] - Analysts suggest that while the company faces challenges, it remains profitable and has potential for recovery with improved menu innovation and service [9]

Market Overview - U.S. stocks closed mixed with the Dow Jones Industrial Average increasing by 0.6% to 46,018.32, while the S&P 500 decreased by 0.1% to 6,600.35 and the Nasdaq fell by 0.3% to 22,261.33 [1] Federal Reserve Actions - The Federal Reserve cut its benchmark rate by 25 basis points to a range of 4.00%-4.25%, ending a nine-month pause and marking the fourth reduction in the current easing cycle [2] - Policymakers projected faster rate cuts ahead, lowering their 2025 outlook to 3.6% from 3.9%, while upgrading GDP forecasts and acknowledging persistent inflation pressures [2] Company Stock Performances - **Cracker Barrel Old Country Store Inc. (CBRL)**: Stock fell by 3.16% to $49.59, with a significant after-hours decline of 9.28% to $44.99 following a mixed fourth-quarter earnings report that missed earnings per share estimates [3] - **D-Wave Quantum Inc. (QBTS)**: Stock surged by 18.98% to $22.54, reaching a new 52-week high of $22.85 during the Qubits Japan 2025 conference [4] - **IonQ Inc. (IONQ)**: Stock rose by 5.11% to $65.44, hitting an all-time high of $66.39, with a notable after-hours spike of nearly 7.2% to $70.13 after a deal with the U.S. Department of Energy [5] - **Krispy Kreme Inc. (DNUT)**: Stock increased by 0.96% to $3.15, rising almost 3.8% to $3.27 in after-hours trading after FBI Director Kash Patel disclosed his purchase of the stock [6] - **Broadcom Inc. (AVGO)**: Stock dropped by 3.84% to $346.17, but spiked 1.3% to $350.70 in after-hours trading following the expansion of its partnership with Lloyds Banking Group [7] Stock Rankings - Cracker Barrel stock has a Momentum ranking in the 74th percentile according to Benzinga's Edge Stock Rankings [8]