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.
9 matches for “Tariff”; 5 quoted, at least 25 words apart.
…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…
…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…
Got it. And then just in terms of your comments around the tariff remediation measures, can you speak to what exactly is going on there?…
…a little bit more texture. In fiscal '26, we expect incremental year-over-year tariffs of about $25 million. So $25 million more in tariffs, in '26…
…little bit more time. And finally, we've taken the opportunity with the tariffs, but part of our broader retail strategy to adjust our SKU count.…
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…
…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.…
…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