Monday March 18, 2024, 07:00:00

CAKE: Adjusting Our Estimates (3/18/2024)

By Mark Kalinowski

This morning, we published an industry report entitled “Updating our Q1 Kalinowski Casual Dining Same-Store Sales Index.” We encourage you to read that report in conjunction with this Cheesecake Factory note.

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Wednesday February 21, 2024, 19:24:10

CAKE (Post-Call): Net Margin Outlook for Full-Year 2024 is Better than Expected

By Mark Kalinowski

After today’s (Wednesday’s) market close, The Cheesecake Factory reported adjusted Q4 2023 EPS of $0.80, surpassing our $0.77 forecast and sell-side consensus (according to Consensus Metrix) of $0.73.

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Wednesday February 21, 2024, 19:24:10

CAKE (Post-Call): Net Margin Outlook for Full-Year 2024 is Better than Expected

By Mark Kalinowski

After today’s (Wednesday’s) market close, The Cheesecake Factory reported adjusted Q4 2023 EPS of $0.80, surpassing our $0.77 forecast and sell-side consensus (according to Consensus Metrix) of $0.73.

Read more