Tuesday October 28, 2025, 22:49:31

CAKE (Post-Call): First Domino’s, then The Cheesecake Factory… Who’s Next?

By Mark Kalinowski

After today’s (Tuesday’s) market close, The Cheesecake Factory reported that its adjusted Q3 EPS amounted to $0.68. This exceeded our $0.61 projection and sell-side consensus (according to Consensus Metrix) of $0.60.

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Tuesday July 29, 2025, 18:37:38

CAKE (Post-Call): Raises Net Margin Target for 2025 by about +15 Basis Points

By Mark Kalinowski

After today’s (Tuesday’s) market close, The Cheesecake Factory reported that its adjusted Q2 EPS reached $1.16. This exceeded our $1.05 projection, as well as sell-side consensus (according to Consensus Metrix) of $1.06. Factors behind the earnings beat include: (1) better-than-expected Cost of Sales/Revenues (21.5% actual vs. 21.9% projected), and (2) better-than-expected G&A/Revenues (6.1% actual vs. 6.4% projected).

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Wednesday April 30, 2025, 18:34:23

CAKE (Post-Call): Targets Q2 Net Margins Below Current Consensus

By Mark Kalinowski

After today’s (Wednesday’s) market close, The Cheesecake Factory reported Q1 adjusted EPS of $0.93. This was ahead of our $0.82 forecast and sell-side consensus (according to Consensus Metrix) of $0.81. We attribute the earnings beat largely to lower-than-projected food & beverage costs.

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