Analysts Have Made A Financial Statement On Cracker Barrel Old Country Store, Inc.'s (NASDAQ:CBRL) Second-Quarter Report
Analysts Have Made A Financial Statement On Cracker Barrel Old Country Store, Inc.'s (NASDAQ:CBRL) Second-Quarter Report
Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) shareholders are probably feeling a little disappointed, since its shares fell 6.7% to US$66.13 in the week after its latest quarterly results. The result was positive overall - although revenues of US$935m were in line with what the analysts predicted, Cracker Barrel Old Country Store surprised by delivering a statutory profit of US$1.19 per share, modestly greater than expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
Cracker Barrel Old Country Store, Inc.(納斯達克股票代碼:CBRL)的股東可能會感到有些失望,因爲其股價在公佈最新季度業績後的一週內下跌了6.7%,至66.13美元。總體業績是積極的——儘管收入爲9.35億美元,與分析師的預測一致,但Cracker Barrel Old Country Store出人意料地實現了每股1.19美元的法定利潤,略高於預期。分析師通常會在每份收益報告中更新他們的預測,我們可以從他們的估計中判斷他們對公司的看法是否發生了變化,或者是否有任何新的問題需要注意。根據這些結果,我們收集了最新的法定預測,以了解分析師是否改變了盈利模式。
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Following the latest results, Cracker Barrel Old Country Store's nine analysts are now forecasting revenues of US$3.51b in 2024. This would be a reasonable 2.3% improvement in revenue compared to the last 12 months. Statutory earnings per share are forecast to decrease 3.8% to US$3.61 in the same period. In the lead-up to this report, the analysts had been modelling revenues of US$3.49b and earnings per share (EPS) of US$3.82 in 2024. The analysts seem to have become a little more negative on the business after the latest results, given the minor downgrade to their earnings per share numbers for next year.
根據最新業績,Cracker Barrel Old Country Store的九位分析師現在預測2024年的收入爲35.1億美元。與過去12個月相比,這將使收入合理增長2.3%。預計同期法定每股收益將下降3.8%,至3.61美元。在本報告發布之前,分析師一直在模擬2024年的收入爲34.9億美元,每股收益(EPS)爲3.82美元。鑑於明年的每股收益數據略有下調,分析師在最新業績公佈後似乎對該業務變得更加負面了。
The consensus price target held steady at US$73.25, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic Cracker Barrel Old Country Store analyst has a price target of US$90.00 per share, while the most pessimistic values it at US$61.00. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.
共識目標股價穩定在73.25美元,分析師似乎投票認爲,在可預見的將來,他們較低的預期收益預計不會導致股價下跌。但是,這並不是我們可以從這些數據中得出的唯一結論,因爲一些投資者在評估分析師目標股價時也喜歡考慮估計值的差異。最樂觀的Cracker Barrel Old Country Store分析師將目標股價定爲每股90.00美元,而最悲觀的分析師則將其目標股價定爲61.00美元。對該股肯定有一些不同的看法,但在我們看來,估計範圍還不夠廣,不足以暗示情況不可預測。
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. The period to the end of 2024 brings more of the same, according to the analysts, with revenue forecast to display 4.6% growth on an annualised basis. That is in line with its 4.1% annual growth over the past five years. Compare this with the broader industry (in aggregate), which analyst estimates suggest will see revenues grow 9.5% annually. So it's pretty clear that Cracker Barrel Old Country Store is expected to grow slower than similar companies in the same industry.
我們可以從大局的角度看待這些估計值的另一種方式,例如預測如何與過去的表現相提並論,以及預測相對於業內其他公司是否或多或少看漲。分析師表示,截至2024年底將帶來更多相同的情況,收入按年計算預計將增長4.6%。這與其在過去五年中4.1%的年增長率一致。相比之下,整個行業(總計),分析師估計,該行業的收入每年將增長9.5%。因此,很明顯,Cracker Barrel Old Country Store的增長速度預計將低於同一行業的同類公司。
The Bottom Line
底線
The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
要記住的最重要的一點是,分析師下調了每股收益的預期,這表明業績公佈後,市場情緒明顯下降。從好的方面來看,收入估計沒有重大變化;儘管預測表明收入的表現將比整個行業差。共識目標股價沒有實際變化,這表明根據最新估計,該業務的內在價值沒有發生任何重大變化。
With that in mind, we wouldn't be too quick to come to a conclusion on Cracker Barrel Old Country Store. Long-term earnings power is much more important than next year's profits. We have forecasts for Cracker Barrel Old Country Store going out to 2026, and you can see them free on our platform here.
考慮到這一點,我們不會很快就Cracker Barrel Old Country Store得出結論。長期盈利能力比明年的利潤重要得多。我們預測Cracker Barrel Old Country Store將於2026年上市,你可以在這裏在我們的平台上免費查看。
Before you take the next step you should know about the 2 warning signs for Cracker Barrel Old Country Store (1 is significant!) that we have uncovered.
在你採取下一步行動之前,你應該了解 Cracker Barrel Old Country Store 的 2 個警告信號(1 個很重要!)這是我們發現的。
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Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。