Our Sources

Every claim on this site is backed by public documents and verifiable data. We believe in radical transparency.

📊 Our Methodology

✓ Public Information Only: We exclusively use publicly available documents, filings, and reports. No insider information or private sources.

✓ Citation Required: Every factual claim must have a source. Our components literally refuse to render without citations.

✓ Verifiable Data: All numbers come from audited financials, official presentations, or documented third-party analysis.

✓ Opinion Clearly Marked: We distinguish between facts (cited) and our opinion/commentary (marked as such).

Primary Sources

Cracker Barrel Deck 10-24-2024

Investor Presentation

Comprehensive analysis of CBRL's financial performance, TSR metrics, traffic trends, and operational challenges.

Key Facts From This Source:

  • 5-year TSR: -70.2%
  • Traffic decline: -19% since FY2019
  • Operating income: -84% decline
  • Dividend cut: 46%

Biglari Capital Rebuttal Deck 2024

Shareholder Analysis

Response to management's strategic plans, highlighting concerns about capital allocation and the remodel program.

Key Facts From This Source:

  • Remodel cost: ~$700M (≈70% of market cap)
  • Historical capex inefficiency documented
  • Board accountability issues raised
  • Alternative strategies proposed

SEC Filings

Regulatory Documents

Official 10-K, 10-Q, and 8-K filings providing audited financial statements and material disclosures.

Key Facts From This Source:

  • Audited financial results
  • Risk factor disclosures
  • Executive compensation data
  • Board composition and governance

Analyst Reports

Sell-Side Research

Independent third-party analysis from Wall Street firms covering CBRL.

Key Facts From This Source:

  • Consensus estimates
  • Industry comparisons
  • Valuation metrics
  • Risk assessments

Media Coverage

News Articles

Reporting from financial press and industry publications on CBRL developments.

Key Facts From This Source:

  • Logo rebrand backlash (2025)
  • Activist investor campaigns
  • Earnings reactions
  • Strategic initiative updates

🔍 How to Verify Our Data

  1. SEC Filings: Visit sec.gov and search for “CBRL” or “Cracker Barrel Old Country Store”
  2. Investor Relations: Check the official Cracker Barrel investor relations website
  3. Financial Data: Use financial platforms like Yahoo Finance, Bloomberg, or FactSet
  4. News Articles: Search reputable financial news sources for coverage
  5. Proxy Materials: Review DEF 14A proxy statements for board and governance info

⚖️ Legal Note

This website presents opinion and commentary based on publicly available information. We make no representations about the accuracy or completeness of third-party sources. Always verify information independently and consult with qualified advisors before making any investment decisions. We are not soliciting proxies or providing investment advice.

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