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.
17 matches for “Menu”; 5 quoted, at least 25 words apart.
…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…
…the prior year. This 30 basis point increase was primarily driven by menu mix commodity inflation and higher promotion-driven waste, partially offset by menu pricing.…
…the prior year. This 100 basis point improvement was primarily driven by menu pricing, improved productivity and improved turnover, partially offset by wage inflation of…
…our plan include actions we've taken so far with our food and menu, bringing back old favorites like Uncle Herschel's breakfast and chicken and rice…
…in digital and off-premise. The return of campfire meals to our summer menu in 2025 is a perfect example. We brought back a menu item…
Where the listed words were said
…flavors and comforting dishes, which you can see on our current fall menu with our herb roasted chicken and our [indiscernible] Hashbrown Casserole, another innovation…
…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…
…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.…
…remediation efforts, we were able to largely offset the incremental impact from tariffs. Taking all of the above into account, we anticipate full year adjusted…
…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…
…that landed so well with our guests is we had an opening price point at $10.99 on that new sausage and shrimp skillet as part…
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