Cracker Barrel Old Country Store, Inc. · NASDAQ:CBRL
Cracker Barrel Old Country Store — Proxy Contest (October 2013)
9 slides from Cracker Barrel Old Country Store's proxy contest presentation, Oct 29, 2013
Slide 1: Fall 2013 – Investor Presentation Supplement
October 29, 2013 Fall 2013 – Investor Presentation Supplement
Slide 2: Important Additional Information
R: 239 G: 160 B: 47 R: 110 G: 65 B: 25 R: 113 G: 153 B: 161 R: 230 G: 130 B: 36 R: 158 G: 45 B: 51 R: 88 G: 100 B: 62 Important Additional Information Cracker Barrel Old Country Store, Inc. (the “Company”) urges caution in considering current trends and earnings guidance disclosed in this presentati
Slide 3: We Believe Latest Biglari Communications Contain False and Misleading Statements
R: 239 G: 160 B: 47 R: 110 G: 65 B: 25 R: 113 G: 153 B: 161 R: 230 G: 130 B: 36 R: 158 G: 45 B: 51 R: 88 G: 100 B: 62 We Believe Latest Biglari Communications Contain False and Misleading Statements Affiliates of Biglari Holdings Inc. (“Biglari”) recently filed documents with the SEC in connection w
Slide 4: New Store Investment
R: 239 G: 160 B: 47 R: 110 G: 65 B: 25 R: 113 G: 153 B: 161 R: 230 G: 130 B: 36 R: 158 G: 45 B: 51 R: 88 G: 100 B: 62 New Store Investment What Biglari Says … … About New Store Investment Slide 13 of the Biglari ISS Deck says “[i]n FY13, CBRL spent approx. 95% of its operating cash flow on new store
Slide 5: Customer Traffic and Pricing
R: 239 G: 160 B: 47 R: 110 G: 65 B: 25 R: 113 G: 153 B: 161 R: 230 G: 130 B: 36 R: 158 G: 45 B: 51 R: 88 G: 100 B: 62 Customer Traffic and Pricing What Biglari Says … … About Customer Traffic Growth Trend Slide 5 of the Biglari ISS Deck says that “the trend in customer traffic growth is disappointin
Slide 6: Biglari's Corporate Governance Record
R: 239 G: 160 B: 47 R: 110 G: 65 B: 25 R: 113 G: 153 B: 161 R: 230 G: 130 B: 36 R: 158 G: 45 B: 51 R: 88 G: 100 B: 62 Biglari’s Corporate Governance Record What Biglari Says … … About Biglari’s Corporate Governance On page 3 of the Biglari Letter, Biglari says: “The Board surely wants to divert atte
Slide 7: Analyst Coverage of Biglari's Proposed $20 Per Share Special Dividend
R: 239 G: 160 B: 47 R: 110 G: 65 B: 25 R: 113 G: 153 B: 161 R: 230 G: 130 B: 36 R: 158 G: 45 B: 51 R: 88 G: 100 B: 62 Analyst Coverage of Biglari’s Proposed $20 Per Share Special Dividend What Biglari Says … … About Analyst Coverage of Biglari’s Proposed $20 Per Share Special Dividend On slide 2 of
Slide 8: Mike Woodhouse and Company's Leverage Compared to "Peers"
R: 239 G: 160 B: 47 R: 110 G: 65 B: 25 R: 113 G: 153 B: 161 R: 230 G: 130 B: 36 R: 158 G: 45 B: 51 R: 88 G: 100 B: 62 Mike Woodhouse and Company’s Leverage Compared to “Peers” What Biglari Says … … About Biglari and Mike Woodhouse On page 1 of the Biglari Letter, Biglari said: “Shortly after we dema
Slide 9: Appendix A
R: 239 G: 160 B: 47 R: 110 G: 65 B: 25 R: 113 G: 153 B: 161 R: 230 G: 130 B: 36 R: 158 G: 45 B: 51 R: 88 G: 100 B: 62 Appendix A Source: Public filings and Knapp-TrackTM Note: Knapp-TrackTM Casual Dining Index Guest Traffic data approximations based on respective weekly averages. Quarters relate to
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