Cracker Barrel (CBRL): FY26 Q4 earnings call, Sep 23, 2026

Wed, Sep 23Earnings callSpeaker-labelled transcriptCracker Barrel

On its Sep 23, 2026 earnings call (FY26 Q4), Cracker Barrel said 6 of the 14 words Kalshi and Polymarket listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.

Updated Oct 24, 2026, 23:20 UTC

Markets

14 words · 6 settled yes · our count agreed on 14 of 14

Kalshi: company speakers + operator Kalshi
Polymarket: anyone Polymarket

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)
Word	Result	Our count	All speakers	Agrees	Probability	Market
Quarter 15+ times	Yes	24	24	✓	76%transcripts from the transcript model	–
Tariff	Yes	4	4	✓	88%n=2+tx from settlement history blended with transcripts	–
Maple Street	Yes	3	4	✓	53%transcripts from the transcript model	–
Dividend	Yes	2	2	✓	53%transcripts from the transcript model	–
Reward	Yes	1	1	✓	84%transcripts from the transcript model	–
Headwind	Yes	1	1	✓	78%n=1+tx from settlement history blended with transcripts	–
Customer 10+ times	No	2	2	✓	11%transcripts from the transcript model	–
Campfire	No	0	0	✓	85%n=1+tx from settlement history blended with transcripts	–
AI / Artificial Intelligence	No	0	0	✓	63%n=1+tx from settlement history blended with transcripts	–
Cracker Barrel 400	No	0	0	✓	63%n=1+tx from settlement history blended with transcripts	–
Road Trip	No	0	0	✓	45%n=1+tx from settlement history blended with transcripts	–
Tailwind	No	0	0	✓	39%n=1+tx from settlement history blended with transcripts	–
GLP-1 / GLP1	No	0	0	✓	38%transcripts from the transcript model	–
Peptide	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 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

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

Where the listed words were said

Operatoroperator“Quarter (15+)” · prepared

Good day, and welcome to the Cracker Barrel Fiscal 2026 fourth quarter conference call. All participants will be in a listen-only mode. Should you need…

Craig Pommellscompany“Tariff” · prepared

The current year adjusted EBITDA results include a $15 million tariff refund benefit, $5.9 million of which was reinvested in the business for a net…

Craig Pommellscompany“Maple Street” · prepared

…our adjusted EBITDA results exclude CEO transition costs, expenses related to the Maple Street divestiture, and a gain from the sale leaseback transaction. Please review…

Dave Denocompany“Dividend” · qa

…at, as we work with our Board, we're going to discuss our dividend policy and future repurchases. This is something we talk about regularly with…

Dave Denocompany“Reward” · prepared

…and improving sight lines. Another key part of the guest experience is our loyalty program, Cracker Barrel Rewards. The strength of the program is remarkable.

Dave Denocompany“Headwind” · qa

…a great job strengthening over the past year, given some of the headwinds. For us, this puts us in an opportunity to allocate capital in…

Agents: this page as TSV at /api/v1/appearances/cracker-barrel:2026-09-23:earnings_call · words: /api/v1/brief?appearance=cracker-barrel:2026-09-23:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP