Monday January 29, 2024, 07:20:00
By Mark Kalinowski
We believe that January has proven a tough month as regards same-store sales for a wide swath of the restaurant industry, including the casual dining segment. Based on our conversations with industry contacts, bad weather – lapping a mild winter from one year ago – clearly seems to be the #1 reason behind the challenged January sales trends. As of today, it’s possible that February could prove to be similarly challenged.
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Tuesday January 23, 2024, 07:00:00
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?
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Wednesday November 1, 2023, 20:19:55
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.
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