The Cheesecake Factory Incorporated (CAKE) Earnings Call Analysis

NASDAQ · Consumer Cyclical · Restaurants

Earnings Reports

• Cheesecake Factory (CAKE) Q2 2026: Rewards App Surge Drives 2.7% Traffic Gain and Decade-High Margins
  July 29, 2026
• Cheesecake Factory (CAKE) Q1 2026: Flower Child Comp Up 10% as Portfolio Diversifies Margin Drivers
  April 30, 2026
• Cheesecake Factory (CAKE) Q4 2025: 7% Unit Growth Anchors $3.75B Revenue, Margin Stability Defies Industry Slowdown
  February 24, 2026
• Cheesecake Factory (CAKE) Q3 2025: Menu Innovation Lifts Flower Child Sales 31%, Offsetting Traffic Softness
  October 29, 2025
• Cheesecake Factory (CAKE) Q2 2025: Flower Child Margins Jump to 20.4% as Portfolio Expansion Accelerates
  July 30, 2025
• Cheesecake Factory (CAKE) Q1 2025: Margins Climb 140bps as Retention and Menu Innovation Offset Macro Drag
  July 04, 2025
• Cheesecake Factory (CAKE) Q3 2024: Margin Expands 180bps as Portfolio Drives 17 New Openings
  October 29, 2024
• Cheesecake Factory (CAKE) Q2 2024: Restaurant Margin Climbs to 17.7% as Core Brands Outperform Industry
  July 31, 2024
• Cheesecake Factory (CAKE) Q1 2024: Four-Wall Margins Expand 100bps as Operational Execution Stabilizes
  May 08, 2024
• Cheesecake Factory (CAKE) Q4 2023: 22 New Units Targeted as Unit Growth Accelerates
  February 21, 2024

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