Stock Markets July 27, 2026 12:12 PM

Cracker Barrel Names New CEO as Julie Masino to Step Down After Logo Backlash

Leadership change follows sales impact tied to a brief logo and store redesign that drew conservative criticism

By Jordan Park
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Cracker Barrel announced on July 27 that Julie Masino will relinquish the CEO role on August 10 and remain with the company as an adviser through October 9. The restaurant chain has appointed industry executive David Deno as Masino’s successor. The move comes amid fallout from a widely criticized 2025 effort to modernize the chain’s logo and store layout that the company later reversed after an adverse public reaction that it said dented store traffic and forced a revenue forecast cut.

Cracker Barrel Names New CEO as Julie Masino to Step Down After Logo Backlash
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Key Points

  • Julie Masino will step down as CEO on August 10 and remain as an adviser until October 9.
  • David Deno, former Bloomin’ Brands CEO with prior senior roles at Best Buy and Yum Brands, has been named Cracker Barrel’s new CEO.
  • A 2025 logo modernization and store redesign prompted substantial backlash, prompting the company to revert the logo and drop the modern store plan; the firm said the episode reduced store traffic and led to an annual revenue forecast below estimates.

July 27 - Cracker Barrel said on Monday that Julie Masino will step down as chief executive officer effective August 10, concluding roughly three years in the post. The company added that Masino will continue to serve the business in an advisory capacity through October 9.

Cracker Barrel has named restaurant industry veteran David Deno as its incoming chief executive. Deno’s most recent role was CEO of Bloomin’ Brands. He has also held senior positions at Best Buy and Yum Brands.

The leadership change arrives in the shadow of a branding controversy that played out in 2025. In August of that year the company drew intense criticism on social media and from conservative commentators, including former President Donald Trump, after moving to modernize its logo and refresh its stores. The redesign included plans to replace the long-standing "Old-Timer" signage that featured the figure known as "Uncle Herschel" leaning against a barrel.

Following the reaction, Cracker Barrel reversed course. The company said it restored the prior logo and abandoned the planned rollout of a more contemporary store layout.

In September 2025 the company disclosed that the backlash had reduced store traffic and that it expected annual revenue to come in below prior estimates. Those developments coincided with a sharp share-price decline last year, when Cracker Barrel’s stock fell nearly 52 percent. The stock, however, has doubled so far this year. After the CEO succession was announced on Monday the shares were down about 4 percent.

Separately, the company said last week it had divested part of its Maple Street Biscuit business and that it expected to exceed its core profit outlook for fiscal 2026.


Contextual notes

The company’s personnel change, the reversal of its branding strategy, prior traffic and revenue effects, recent divestiture activity, and the volatile stock performance are the items the company has disclosed publicly. The company did not provide additional forward-looking operational details in the statement accompanying the leadership announcement.

Risks

  • Reputational and consumer sentiment risk from branding decisions that can materially affect store traffic and revenue - relevant to the restaurants and consumer discretionary sectors.
  • Share-price volatility tied to leadership transition and prior decreases in traffic and revenue expectations - relevant to investors and equity markets focused on restaurant and retail stocks.
  • Uncertainty around the operational impact of recent divestiture of part of the Maple Street Biscuit business and how that will influence fiscal 2026 performance.

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