Cracker Barrel 正在复苏，投资者反应积极，受新任 CEO 领导层以及预计 3-5% 的同店销售增长推动。
逐段跳播
不过，我们先从 Cracker Barrel 谈起。该股在公布季度业绩后受到关注。其在营收和盈利方面的表现好于预期，按调整后口径每股收益达到 99 美分。营收超出预期超过 8.49 亿美元。尽管营收同比小幅下降超过 2%，但仍高于预期。
But let's start by talking about "Craker Barrel". Stocks under scrutiny following their quarterly results. They performed better than expected in terms of revenue and earnings, achieving 99 cents per share on an adjusted basis.
Revenues came in above expectations by more than 849 million. Although revenues fell by slightly more than 2% year-on-year, they remained above expectations.
本季度，Cracker Barrel 在控制费用方面做得更好，尽管餐厅销售仍持续承压。同店销售下降 2.1%，其核心餐厅业务尚未完全恢复，但投资者的看法很明确，即公司已重回正轨，Cracker Barrel 预计 2027 财年营收在 33.3 亿美元至 34 亿美元之间。
这相比去年的 33 亿美元。至于同店销售，他们预计增长 3% 至 5%。与上一季度相比，这将是显著的改善，尤其是此前我们一直观察到该项下滑。据 Cracker Barrel 称，他们不打算在这里开设任何新店。因此，这将仅通过改善现有门店的业绩来实现。
This quarter, Cracker Barrel is doing a better job of managing expenses even as restaurant sales continue to be under pressure. Comparative sales fell 2.1%, and its core restaurant business is not yet fully recovered, but the investor view is clear that it is back on track , with Cracker Barrel forecasting revenues for fiscal year 2027 ranging from $3.33 billion to $3.4 billion.
Um, that's compared to $3.3 billion last year. Oh, as for comparative sales, they expect growth of between 3 and 5%. That would be a significant improvement compared to the previous quarter, especially since we had been observing a decline there.
They are not planning to open any new stores here, according to Cracker Barrel. Oh, so that will come through improving performance in existing stores only.
这是其新任 CEO 上任以来的第一份财报。这位 CEO 来自 Bloomin Brands。因此，他在这个行业拥有丰富的经验。所以，外界认为这将有助于纠正公司的方向。要知道，当他们进行品牌重塑并试图现代化时，曾出现一些负面反应。
他们的传统顾客不喜欢那样。他们当时试图吸引年轻人。因此，他们正试图在其中取得平衡。既保住核心顾客群，又吸引年轻的餐厅顾客。但我们看到，投资者今天反应非常好。
Um, this is the first earnings report since the appointment of its new CEO. The CEO came from "Bloomin Brands". Oh, so he has a lot of experience in this sector. Therefore, the view is that it will help correct the company's course.
Remember, there were some negative reactions when they went through some rebranding and trying to modernize. Their traditional customers did not like that. They were trying to attract young people.
So, they are trying to strike a balance in that. Maintaining their core customer base while attracting young restaurant patrons . But we see that investors are reacting very well to this day.
是的，而且你看，该股表现非常出色。自年初以来已上涨 92%。正如你指出的，投资者对这份财报反应积极。
Yes, and look, the stock has performed brilliantly. It has risen by 92% since the beginning of the year. As you pointed out, investors are reacting positively to this report .
这个频道对 $CBRL 的历次判断
Schwab Network 在这只股票上只有这一条判断。