Cracker Barrel (CBRL): FY26 Q3 earnings call, Jun 9, 2026

On its Jun 9, 2026 earnings call (FY26 Q3), Cracker Barrel said 8 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 8 settled yes · our count agreed on 11 of 11

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Campfire Yes88✓76%transcripts from the transcript model–
Tariff Yes44✓89%n=1+tx from settlement history blended with transcripts–
AI / Artificial Intelligence Yes33✓47%transcripts from the transcript model–
Cracker Barrel 400 Yes22✓52%transcripts from the transcript model–
Road Trip Yes22✓15%transcripts from the transcript model–
Headwind Yes11✓75%transcripts from the transcript model–
250 Yes11✓19%transcripts from the transcript model–
Tailwind Yes11✓15%transcripts from the transcript model–
Location No00✓52%n=1+tx from settlement history blended with transcripts–
Meals for Two No00✓41%transcripts from the transcript model–
Catfish No00✓15%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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

2 matches for “Breakfast”; 2 quoted, at least 25 words apart.

Julie Masinocompanyprepared

…also extended the platform into the morning daypart with a new Campfire breakfast skillet. This hearty meal consists of bacon, smoked sausage, roasted peppers, onions,…

Julie Masinocompanyprepared

…options for guests to upgrade to three sides or add an extra breakfast protein to select entrées for a modest surcharge. Transitioning to loyalty, Cracker…

Where the listed words were said

Julie Masinocompany“Campfire” · prepared

…more premium, lighter fish option. Our Summer Menu is centered on our Campfire promotion. As a reminder, last year marked the return of the Campfire…

Craig Pommellscompany“Tariff” · prepared

…49.8% of retail sales versus 48.9% in the prior year. This 90 basis point increase was primarily driven by higher tariffs, partially offset by pricing.

Julie Masinocompany“AI / Artificial Intelligence” · prepared

…a reminder, accounts for approximately 20% of restaurant sales. Second, we're using AI across the company to enhance our team's capabilities and to support the…

Julie Masinocompany“Cracker Barrel 400” · prepared

…extending the brand beyond the track itself. We were especially proud to have once again served as the title sponsor of the Cracker Barrel 400.

Julie Masinocompany“Road Trip” · prepared

…the brand. A good example of this is our Fuel Your Summer Road Trip Sweepstakes. As part of this sweepstakes, which launched May 19th and…

Craig Pommellscompany“Headwind” · qa

…and it does impact us as well. That is potentially a bit of a headwind, but again, for us, we're continuing to execute really well.

Julie Masinocompany“250” · prepared

…a $500 Cracker Barrel gift card and a $500 gas card, with $250,000 in total prizes awarded. These loyalty-exclusive engagement opportunities are expected to support…

Agents: this page as TSV at /api/v1/appearances/cracker-barrel:2026-06-09:earnings_call · words: /api/v1/brief?appearance=cracker-barrel:2026-06-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP