Overview

• The company reported fiscal Q4 results with earnings per share of 74 cents versus 80 cents expected and revenue of $868 million versus $855 million expected.
• Management said guest traffic has declined about 8% since the August 19 logo rollout and projected a 7% to 8% traffic drop for the current quarter and 4% to 7% for fiscal 2026.
• Shares fell roughly 9% to 10% in after-hours trading following the mixed results and weaker guidance.
• Cracker Barrel confirmed it has scrapped the simplified logo, paused store remodels, is reverting the four completed remodels, and has halted work at 58 additional locations.
• The loyalty program reached about 9 million members, adding roughly 300,000 in the past four weeks, as the company shifts investment toward kitchens, menu updates, and nostalgia-focused marketing featuring Uncle Herschel.