Cracker Barrel (CBRL): FY25 Q4 earnings call, Sep 17, 2025
On its Sep 17, 2025 earnings call (FY25 Q4), Cracker Barrel said 7 of the 18 words Kalshi listed; Parrot’s count agreed with all 18 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
18 words · 7 settled yes · our count agreed on 18 of 18- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Menu | Yes | 14 | 17 | ✓ | 94%transcripts from the transcript model | – |
| Growth | Yes | 8 | 8 | ✓ | 87%transcripts from the transcript model | – |
| Location | Yes | 7 | 7 | ✓ | 22%transcripts from the transcript model | – |
| Tariff | Yes | 6 | 9 | ✓ | 76%transcripts from the transcript model | – |
| Breakfast | Yes | 6 | 6 | ✓ | 75%transcripts from the transcript model | – |
| Logo | Yes | 6 | 9 | ✓ | 16%transcripts from the transcript model | – |
| Price | Yes | 5 | 7 | ✓ | 93%transcripts from the transcript model | – |
| Consumer | No | 0 | 1 | ✓ | 82%transcripts from the transcript model | – |
| Takeout | No | 0 | 0 | ✓ | 29%transcripts from the transcript model | – |
| Country Fried Steak | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| DEI / Diversity, Equity, and Inclusion | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Food Service | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Highway | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Rebrand | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Resign | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Salary | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Woke | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Location”; 5 quoted, at least 25 words apart.
…We also hit pause on our remodels and are reverting the 4 locations with the modern design to our old-timer signage and more traditional interiors.…
…the year. That number also includes some regular guest-facing maintenance in certain locations, such as restroom upgrades. Since the outset, we have been clear that…
…online and in social media was only tested in 4 of our locations. As we recently committed and as I noted earlier, we will not…
…constraints, but it is happening. In addition to those 4 modern design locations, we touched another 58 stores or less than 10% of our system…
…guests love and those they don't. Of course, in all of our locations, the core elements that people expect from Cracker Barrel are there today,…
Where the listed words were said
…pleased with the strategic pricing initiative as flow-through results remain favorable. Additionally, menu mix was also favorable by 1%. Off-premise sales were 18.1% of restaurant…
…presentations, we've been advancing a multiyear plan to return Cracker Barrel to growth and ensure we're here to welcome families around our table for generations…
…guests and team members expect and will leverage learnings from our test locations for any future improvements in a disciplined way. This brings me to…
…90 basis point increase was primarily driven by $2.4 million in additional tariff expense. Our inventories at quarter end were $180.6 million compared to $181…
…is more than 70,000 people strong. Our value proposition is exceptional. Our breakfast offerings are standout. Our retail assortments are enticing and our balance sheet…
…was down approximately 1%. Since August 19, the date of the initial logo change, traffic has declined approximately 8%. Assuming similar trends continue for the…
…quality and streamlining kitchen execution. The new offering started at a compelling price point of $10.99. The promotion was supported by an integrated advertising campaign…
Agents: this page as TSV at /api/v1/appearances/cracker-barrel:2025-09-17:earnings_call · words: /api/v1/brief?appearance=cracker-barrel:2025-09-17:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP