New insider activity at Cracker Barrel ( (CBRL) ) has taken place on December 23, 2025.
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Significant shareholder GMT Capital Corp has recently reduced its stake in Cracker Barrel, selling 42,400 shares of the company’s stock in a transaction valued at $1,118,088. This notable move by a major holder may attract attention from investors tracking institutional activity and changes in ownership within Cracker Barrel’s shareholder base.
Recent Updates on CBRL stock
Over the last day, Cracker Barrel’s stock has been reacting to a weak fiscal Q1 earnings report, a guidance cut, and a wave of analyst price target reductions driven by continued operational and demand challenges. The company reported declines in revenue, traffic, and earnings, including a 5.7% drop in total revenue and traffic down 7.3%, with Q2-to-date traffic reportedly down 11%, prompting management to materially lower its fiscal 2026 adjusted EBITDA outlook. Analysts at BofA, Truist, Wells Fargo, and Piper Sandler cited the disappointing Q1 miss, reduced guidance, and evidence that sales have not recovered from the recent rebranding/logo controversy, with any potential rebound further pressured by a difficult macro environment. Additional negatives included ongoing restaurant traffic weakness, an underperforming retail segment, and execution issues with a back-of-house initiative that forced a rollback of planned changes, limiting anticipated cost savings. While some analysts acknowledged management’s strategic responses—leadership changes, menu innovation, loyalty program growth, and new cost-cutting measures—these were viewed as longer-term positives that have yet to offset near-term headwinds, leading to more cautious assumptions and lower price targets despite modest signs of stabilization in guest satisfaction metrics.
Spark’s Take on CBRL Stock
According to Spark, TipRanks’ AI Analyst, CBRL is a Neutral.
Cracker Barrel’s overall stock score reflects significant challenges in financial performance and technical analysis, with bearish momentum and declining profitability. While valuation metrics and dividend yield provide some support, the negative sentiment from the earnings call and operational difficulties weigh heavily on the score.
To see Spark’s full report on CBRL stock, click here.
More about Cracker Barrel
YTD Price Performance: -49.70%
Average Trading Volume: 1,650,759
Technical Sentiment Signal: Sell
Current Market Cap: $585.2M