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Jan 31, 2025
Cracker Barrel Q2 2025 Earnings Report
Cracker Barrel reported revenue growth and increased adjusted profitability in Q2 2025.
Key Takeaways
Cracker Barrel reported Q2 2025 revenue of $949.4 million, a 1.5% increase year-over-year. Comparable restaurant sales grew by 4.7%, driven by menu price increases, while retail sales remained flat. Net income declined 16.3% to $22.2 million, while adjusted EBITDA improved 19.6% to $74.6 million. The company raised its fiscal year guidance, expecting adjusted EBITDA between $210 million and $220 million.
Revenue increased 1.5% to $949.4 million, with restaurant sales growing 4.7%.
Net income declined 16.3% to $22.2 million due to higher expenses.
Adjusted EBITDA grew 19.6% to $74.6 million, reflecting improved operational efficiencies.
Fiscal 2025 adjusted EBITDA guidance was raised to $210-$220 million.
Revenue by Segment
Forward Guidance
Cracker Barrel expects continued revenue growth and profitability improvements in FY 2025, supported by strong restaurant sales and operational efficiencies.
Positive Outlook
- Total revenue forecasted between $3.45 billion and $3.50 billion.
- Adjusted EBITDA guidance raised to $210-$220 million.
- Commodity inflation expected to remain between 2%-3%.
- Planned openings include 1-2 new Cracker Barrel stores and 4 new Maple Street Biscuit units.
- Continued improvements in cost control and operational efficiency.
Challenges Ahead
- Higher labor and operating expenses impacting profitability.
- Retail segment growth remains weak with minimal comparable sales increase.
- Macroeconomic uncertainty may affect consumer spending behavior.
- Interest expense and corporate restructuring costs remain a concern.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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