Tuesday January 23, 2024, 07:00:00

CAKE: Would Reducing the Menu by About 40 Items Help Margins & Productivity?

By Mark Kalinowski

The Cheesecake Factory has been one of the most successful full-service restaurant concepts of all time. It’s also arguably the most differentiated concept of size in the full-service space. But as with every restaurant company out there, there are always opportunities to improve. What can The Cheesecake Factory improve about itself?

Read more

Wednesday November 1, 2023, 20:19:55

CAKE (Post-Call): Q3 Results Not Baked to Perfection

By Mark Kalinowski

After today’s (Wednesday’s) market close, The Cheesecake Factory reported adjusted third-quarter EPS of $0.39. This was below our $0.48 forecast and sell-side consensus (according to Consensus Metrix) of $0.43.

Read more

Wednesday August 2, 2023, 18:38:42

CAKE (Post-Call): Finally Seeing Commodity-Cost Pressures Ease

By Mark Kalinowski

After today’s (Wednesday’s) market close, The Cheesecake Factory reported adjusted second-quarter EPS of $0.88, surpassing our $0.85 forecast and sell-side consensus (according to Consensus Metrix) of $0.82.

Read more