Tuesday September 29, 2026, 07:00:00

CAKE: There’s Something Fishy About Us Adjusting Our Forecasts

By Mark Kalinowski

On July 28th, The Cheesecake Factory unveiled several financial targets specific to Q3 2026, including: (1) Total Revenues of $980-$990 million, and (2) Adjusted net income margin of about 4.3%.

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Tuesday July 28, 2026, 19:04:36

CAKE (Post-Call): Q2 Results an Occasion to Celebrate

By Mark Kalinowski

After today’s (Tuesday, July 28th’s) market close, The Cheesecake Factory reported adjusted Q2 EPS reached $1.44. This was easily ahead of our $1.15 forecast and sell-side consensus (according to Consensus Metrix) of $1.18. We calculate that the adjusted Q2 tax rate amounted to 10.5%, more favorable than our 13.0% forecast and consensus of 13.0%. By our math, the better-than-anticipated tax rate helped Q2 EPS by about +4 cents.

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Wednesday April 29, 2026, 18:10:55

CAKE (Post-Call): Celebrating a Q1 EPS Beat with Some… Cake. (Go Figure.)

By Mark Kalinowski

After today’s (Wednesday, April 29th’s) market close, The Cheesecake Factory reported adjusted Q1 EPS reached $1.05. This was ahead of our $1.00 forecast and sell-side consensus (according to Consensus Metrix) of $1.01.

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