CG: What’s Crackin’ @ Cracker Barrel?

Industry Focus

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4.6 • 854 Ratings

🗓️ 19 February 2019

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

Cracker Barrel Old Country Stores. Is it a restaurant, or is it a store? The Motley Fool’s Asit Sharma and Nick Sciple answer these questions and more in an in-depth discussion on the company and its investment opportunities.

Stocks Mentioned: CBRL, DNKN, BH

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Transcript

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0:00.0	Thanks to LinkedIn for supporting Industry Focus.
0:02.6	Find the right people for your business this year at LinkedIn.com slash fool
0:06.4	and get $50 off your first job post.
0:08.4	That's LinkedIn.com slash fool.
0:10.6	Terms and conditions apply.
0:12.0	Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day.
0:19.0	Today is Tuesday, February 19th, and we're talking about the Cracker Barrel Old Country stores.
0:23.0	I'm your host Nick Saipel and today I'm joined by Motley Fool contributor
0:25.9	Osset Sharma via Skype and Construction Workers downstairs by their hammer sounds
0:30.6	that you'll hear the rest of the show. Good to have you on the show, Osset.
0:34.2	Wonderful to be here, thanks, Nick.
0:36.4	Great to have you on, Osset,
0:38.2	excited to be talking about Cracker Barrel,
0:40.0	really interesting business model,
0:41.5	kind of half restaurant, half store.
0:44.0	But first off the top of the show, let's update our listeners a bit on our last show that we recorded
0:48.5	together about casinos.
0:50.3	We mentioned off the top of that show that the major U.S. casinos, both Caesars and MGM, had had activist
0:56.8	stakes being built in them over the past several months.
0:59.6	We've had some news come out regarding that. Carl ICON is reportedly pushing for
1:04.9	Cesar's to sell its business and he's been asked by several other investors
1:08.8	in the casino to really push for a sale of Cesarars. What are your thoughts about Carl ICON's approach
	...

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