Cracker Barrel (CBRL): FY26 Q4 earnings call, Sep 23, 2026
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.
UpdatedMarkets
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.
| 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
12 matches for “Growth”; 5 quoted, at least 25 words apart.
…of approximately 100 basis points compared to the prior year, driven by growth in third-party delivery. Retail revenue was $150.8 million. Comparable store retail sales…
…our retail business, with this quarter representing the strongest retail comp sales growth since the second quarter of fiscal 2023. We saw strength in the…
Total revenue of $3.325 billion-$3.4 billion. This assumes comparable store restaurant sales growth of approximately 3%-5% with no new stores. Total pricing of approximately 3%,…
…as well. As we think about the cadence in terms of EBITDA growth year-over-year for 2027 versus 2026, I would just keep in mind that…
…it is something we discuss regularly. We are going to pursue a balanced capital allocation strategy. We are going to continue to prioritize organic growth.
Where the listed words were said
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…
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…
…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…
…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…
…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.
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