ABOVE NUMBERS per Seeking Alpha
BELOW NUMBERS per Lipton Financial Services, Inc.
LATEST CONFERENCE CALL (Q3’26) (Apr.’26)
Cracker Barrel Old Country Store, Inc. (CBRL) Q3 2026 Earnings Call Transcript _ Seeking Alpha
Tag Archives: Cracker Barrel
UPDATED “COMPANY DETAILED ANALYSES” (we cover over 60, for subscribers) – WINMARK, CRACKER BARREL, JACK IN THE BOX, DINE BRANDS – with relevant transcripts
WINMARK (WINA)
https://www.liptonfinancialservices.com/2023/03/winmark-corporation-wina/
CRACKER BARREL (CBRL)
https://www.liptonfinancialservices.com/2023/03/cracker-barrell-cbrl-write-up/
JACK IN THE BOX (JACK)
https://www.liptonfinancialservices.com/2023/03/jack-in-the-box-updated-write-up/
DINE BRANDS (DIN)
https://www.liptonfinancialservices.com/2023/03/dine-brands-global-din/
UPDATED CORPORATE DESCRIPTIONS: KRISPY KREME (DNUT), CRACKER BARREL (CBRL), DAVE & BUSTER’S (PLAY) – with relevant transcripts
KRISPY KREME (DNUT)
https://www.liptonfinancialservices.com/2022/11/krispy-kreme-dnut-in-process/
CRACKER BARREL (CBRL)
https://www.liptonfinancialservices.com/2022/09/cracker-barrell-cbrl-write-up/
DAVE & BUSTER’S (PLAY)
https://www.liptonfinancialservices.com/2022/09/dave-busters-entertainment/
THE WEEK THAT WAS: ENDING 9/30 – ONLY CRACKER BARREL REPORTED EARNINGS – TERRIBLE MARKET, ANALYSTS MOSTLY “lying low”, INITIATION ON TWO COMPANIES, MAINTENANCE ON A HANDFUL OF OTHERS
Ratings Changes:
Regarding companies previously reporting, two changes in Rating
BRIAN MULLAN initiates PORTILLO’S with a HOLD
ANTONIO HERNANDEZ initiates ARCOS DORADOS with an OVERWEIGHT
Ratings are maintained as:
JON TOWER maintains NEUTRAL on McDONALD’S
ANDREW CHARLES maintains MARKET PERFORM on DOMINO’S
JAKE BARTLETT maintains TEXAS ROADHOUSE with a BUY
ERIC GONZALEZ maintains PAPA JOHN’S at OVERWEIGHT
Regarding companies that reported this week – ONLY CRACKER BARREL (CBRL)
BRIAN MULLAN maintained CRACKER BARREL at HOLD
JON TOWER maintained CRACKER BARREL at SELL
Conference call transcripts are below for all companies reporting in prior weeks with ratings changes (none) or initiations (DOMINO’S & ARCOS DORADOS) and companies reporting in THE WEEK THAT WAS (CRACKER BARREL)
PORTILLO’S (PTLO)
https://seekingalpha.com/article/4531295-portillos-inc-2022-q2-results-earnings-call-presentation
ARCOS DORADOS (ARCO)
CRACKER BARREL (CBRL)
THE WEEK AHEAD – no earnings reports are scheduled
UPDATED CORPORATE DESCRIPTIONS – DAVE & BUSTER’S (PLAY), RAVE RESTAURANT GROUP (RAVE), DARDEN (DRI), CRACKER BARREL (CBRL) – with relevant transcripts
UPDATED CORPORATE DESCRIPTIONS – DAVE & BUSTER’S (PLAY), RAVE RESTAURANT GROUP (RAVE), DARDEN (DRI), CRACKER BARREL (CBRL)
DAVE & BUSTER’S ENTERTAINMENT (DAVE)
https://www.liptonfinancialservices.com/2022/06/dave-busters-entertainment/
RAVE RESTAURANT GROUP (RAVE)
https://www.liptonfinancialservices.com/2022/09/rave-restaurant-group-inc-rave/
DARDEN RESTAURANTS (DRI)
https://www.liptonfinancialservices.com/2022/07/darden-restaurants/
CRACKER BARREL OLD COUNTRY STORE (CBRL)
https://www.liptonfinancialservices.com/2022/06/cracker-barrell-cbrl-write-up/
UPDATED CORPORATE DESCRIPTIONS: JACK IN THE BOX, ROCKY MOUNTAIN CHOCOLATE, FLANIGAN’S, CRACKER BARREL, DAVE & BUSTER’S – the average multiple of ENTERPRISE VALUE to TTM EBITDA is a SHOCKING 6.6X
UPDATED CORPORATE DESCRIPTIONS: JACK IN THE BOX, ROCKY MOUNTAIN CHOCOLATE, FLANIGAN’S, CRACKER BARREL, DAVE & BUSTER’S – the average multiple of Enterprise Value is a SHOCKING 6.6X TTM EBITDA – check out the numbers (and transcripts) of these, and every publicly held restaurant company as well as four non-restaurant franchisors – click through from CORPORATE DESCRIPTIONS on our HOME PAGE
JACK IN THE BOX (JACK)
https://www.liptonfinancialservices.com/2022/03/jack-in-the-box-updated-write-up/
FLANIGAN’S (BDL)
https://www.liptonfinancialservices.com/2022/04/flanigans-enterprises-bdl-in-process/
ROCKY MOUNTAIN CHOCOLATE FACTORY (RMCF)
https://www.liptonfinancialservices.com/2022/01/rocky-mountain-chocolate-rmcf-in-process/
CRACKER BARREL (CBRL)
https://www.liptonfinancialservices.com/2022/03/cracker-barrell-cbrl-write-up/
DAVE AND BUSTER’S (PLAY)
https://www.liptonfinancialservices.com/2022/04/dave-busters-entertainment/
THE WEEK THAT WAS, ENDING JUNE 10th: RATINGS UPDATES ON (PLAY) AND (CBRL) after EPS REPORTS (transcripts provided), lots of maintenance on others
THE WEEK THAT WAS, ENDING JUNE 10th: RATINGS UPDATES ON (PLAY) AND (CBRL) after EPS REPORTS ( see transcripts), lots of maintenance on others
FROM PREVIOUS WEEKS’ REPORTS: JOHN IVANKOE catches up by DOWNGRADING DUTCH BROS (BROS). JEFF BERNSTEIN UPDATES ratings: LIKES DOMINO’S, BRINKER, WINGSTOP, WENDY’S, RESTAURANT BRANDS, McDONALD’S, FIRST WATCH, DINE BRANDS, DARDEN and BLOOMIN’ BRANDS. he is NEUTRAL on YUM BRANDS, TX ROADHOUSE, SHAKE SHACK, JACK IN THE BOX, DUTCH BROS, CHIPOTLE, would UNDERWEIGHT CHEESECAKE FACTORY AND BLOOMIN’ BRANDS.
AFTER EPS JUST REPORTED:
DAVE & BUSTER’S still rated BUY by JACK BARTLETT, NEUTRAL BY NICOLE REGAN, and OUTPERFORM BY ANDREW STRELZIK.
CRACKER BARREL still rated: BUY by BRIAN MULLEN, NEUTRAL by BRETT LEVY and JOHN BARTLETT, a SELL by JON TOWER.
THE WEEK TO COME:
WHILE OUR STOCKS MIGHT BE GOING CRAZY, WITH THE MARKET, THERE ARE NO SCHEDULED QUARTERLY REPORTS THE REST OF JUNE. RATINGS WILL NO DOUBT BE ADJUSTED, HOWEVER.
UPDATED CORPORATE DESCRIPTIONS FOR: BLOOMIN’ BRANDS, KRISPY KREME, TEXAS ROADHOUSE, CRACKER BARREL, ARK RESTAURANTS AND NOODLES
UPDATED CORPORATE DESCRIPTIONS FOR: BLOOMIN’ BRANDS, KRISPY KREME, TEXAS ROADHOUSE, CRACKER BARREL, ARK RESTAURANTS AND NOODLES – with conference call transcripts
BLOOMIN’ BRANDS (BLMN)
https://www.liptonfinancialservices.com/2021/11/bloomin-brands-updated-write-up/
KRISPY KREME (DNUT)
https://www.liptonfinancialservices.com/2022/01/krispy-kreme-dnut-in-process/
TEXAS ROADHOUSE (TXRH)
https://www.liptonfinancialservices.com/2021/11/texas-roadhouse-updated-write-up/
CRACKER BARREL (CBRL)
https://www.liptonfinancialservices.com/2021/11/cracker-barrell-cbrl-write-up/
ARK RESTAURANTS (ARKR)
https://www.liptonfinancialservices.com/2022/01/ark-restaurants-arkr-new-writeup-performing-solidly/
NOODLES (NDLS)
UPDATED CORPORATE DESCRIPTIONS – BBQ, BJRI, BLMN, EAT, CBRL, DRI
UPDATED CORPORATE DESCRIPTIONS – SHORTLY WILL INCLUDE VIRTUALLY EVERY PUBLICLY HELD RESTAURANT COMPANY – to be updated each quarter
The summaries we show, while not complete in detail and involve a number of approximations, provide a good starting point for our own investment banking activities and will hopefully do the same for our readers.
https://www.liptonfinancialservices.com/2021/11/bbq-holdings-bbq-in-process/
https://www.liptonfinancialservices.com/2021/11/bjs-restaurants-2/
https://www.liptonfinancialservices.com/2021/11/bloomin-brands-updated-write-up/
https://www.liptonfinancialservices.com/2021/11/brinker-international/
https://www.liptonfinancialservices.com/2021/11/cracker-barrell-cbrl-write-up/
https://www.liptonfinancialservices.com/2021/11/darden-restaurants/
THE WEEK THAT WAS – ANALYST RATINGS CHANGES, CONFERENCE CALL TRANSCRIPTS AFTER EPS REPORTS
THE WEEK THAT WAS – ANALYST RATINGS CHANGES, CONFERENCE CALL TRANSCRIPTS AFTER EPS REPORTS
Conference Calls
Cracker Barrel
Jack In The Box