

Cracker Barrel Rises, JM Smuckers Drops, Abercrombie & Finch Up After Earnings
Aug 27, 2025
Cracker Barrel is back in the spotlight as it ditches a controversial logo, boosting its stock. Meanwhile, JM Smuckers faces a dip as sales slump due to underperforming products. On a brighter note, Abercrombie & Fitch surprises investors with a solid quarterly performance, even as its flagship brand struggles against Hollister’s success. Tune in for insights on how branding and financial results affect the market!
AI Snips
Chapters
Transcript
Episode notes
Cracker Barrel Rebrand Reversal
- Cracker Barrel reversed a controversial rebrand after public backlash and high-profile comments.
- The company restored its vintage logo and saw shares rebound sharply as a result.
Coffee Costs Hit Smucker's Margins
- J.M. Smucker's profit and volume missed as coffee and snack categories softened, pressuring EPS.
- Rising coffee costs and higher tariff estimates forced the company to guide lower and raise cost assumptions.
Hollister Drives Abercrombie Upside
- Abercrombie & Fitch raised its annual sales forecast despite mixed brand performance across banners.
- Investors favored Hollister's strength and back-to-school demand over the Abercrombie banner's sales miss.