CAKE (Post-Call) The Compass at the Factory Points Toward North Italia

By Mark Kalinowski Published on February 20, 2019 at 12:00 AM

After today’s (Wednesday’s) market close, The Cheesecake Factory (CAKE; Neutral) reported Q4 2018 adjusted EPS of $0.60, a bit short of our $0.63 forecast and sellside consensus (according to Consensus Metrix) of $0.62. We attribute the shortfall to about $2.1 million in the “Loss on investment in unconsolidated affiliates” line, which on an EPS basis hampered Q4 EPS by about -$0.04.

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Tidbits re DNKN, Taco Bell (owned by YUM), and CAKE

By Mark Kalinowski Published on February 19, 2019 at 12:00 AM

We briefly note the following tidbits regarding Dunkin’ (owned by Dunkin’ Brands Group [DNKN; Neutral]), Taco Bell (owned by Yum Brands [YUM; Buy]), and The Cheesecake Factory (CAKE; Neutral):

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