Cheesecake Factory
CAKE
Market cap $3.21B

64.77 USD

+0.60

0.94%

At close Jul 11, 4:00 PM EDT

After hours

64.88

+0.11

0.17%

1 day

0.94%

5 days

-0.38%

1 month

12.43%

3 months

40.56%

6 months

33.35%

Year to date

33.55%

1 year

71.58%

5 years

208.14%

10 years

17.83%

About: Cheesecake Factory Inc owns and operates restaurants in the United States and Canada under brands that include The Cheesecake Factory, North Italia, and a collection within the Fox Restaurants Concepts subsidiary. The company's international presence, in the Middle East and Mexico, is through licensing agreements with third parties. The company also has a bakery division that produces cheesecakes and other baked products for sale in its restaurants, international licensees, and third-party bakery customers. The company has four operating business segments: The Cheesecake Factory restaurants, North Italia, other FRC, and Flower Child. Majority of the company's revenue comes from The Cheesecake Factory restaurants segment.

Employees: 47,900

Consumer Discretionary Restaurants

0

Funds holding %

of 7,312 funds

0

Analysts bullish %

of 8 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

47% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 45

11% more capital invested

Capital invested by funds: $2.4B [Q4 2024] → $2.66B (+$254M) [Q1 2025]

6.55% more ownership

Funds ownership: 99.27% [Q4 2024] → 105.82% (+6.55%) [Q1 2025]

6% more funds holding

Funds holding: 296 [Q4 2024] → 313 (+17) [Q1 2025]

4% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $41.6M

5% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 105

33% less funds holding in top 10

Funds holding in top 10: 3 [Q4 2024] → 2 (-1) [Q1 2025]

See Fund Rankings

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$40

38%

downside

Avg. target

$54

17%

downside

High target

$67

3%

upside

8 analyst ratings

2 positive

25%

3 neutral

38%

3 negative

38%

Goldman Sachs Christine Cho	3%upside $67	Neutral Downgraded	10 Jul 2025
JP Morgan John Ivankoe	10%downside $58	Underweight Maintained	25 Jun 2025
Morgan Stanley John Glass	38%downside $40	Underweight Maintained	1 May 2025
Wells Fargo Zachary Fadem	23%downside $50	Equal-Weight Maintained	1 May 2025
Baird David Tarantino	24%downside $49	Neutral Maintained	1 May 2025

See Analyst Rankings

Financial journalist opinion

Based on 4 articles about CAKE published over the past 30 days

The Cheesecake Factory to Webcast Second Quarter Fiscal 2025 Earnings Conference Call on July 29, 2025

CALABASAS HILLS, Calif.--(BUSINESS WIRE)--The Cheesecake Factory Incorporated (NASDAQ: CAKE) today announced it will release second quarter fiscal 2025 financial results after market close on Tuesday, July 29, 2025. The Company will hold a conference call to discuss its results on the same day beginning at 2:00 p.m. Pacific Time. The conference call will be webcast and can be accessed on the Company's website, investors.thecheesecakefactory.com. About The Cheesecake Factory Incorporated The Che.

The Cheesecake Factory to Webcast Second Quarter Fiscal 2025 Earnings Conference Call on July 29, 2025

Zacks Investment Research

Will CAKE's Pricing Discipline Help Offset Inflation Woes in 2025?

Cheesecake Factory's strategic price hikes and loyalty efforts are lifting sales while keeping price-sensitive guests on board.

Will CAKE's Pricing Discipline Help Offset Inflation Woes in 2025?

Zacks Investment Research

Why Cheesecake Factory (CAKE) is a Top Growth Stock for the Long-Term

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Why Cheesecake Factory (CAKE) is a Top Growth Stock for the Long-Term

The Cheesecake Factory Celebrates National Cheesecake Day With ‘Perfect' Addition to Its Legendary Lineup and Exclusive Offer for Rewards Members

CALABASAS HILLS, Calif.--(BUSINESS WIRE)--The Cheesecake Factory® is celebrating its favorite holiday – National Cheesecake Day – on Wednesday, July 30 by introducing its newest flavor: Peach Perfect with Raspberry Drizzle – peach cheesecake swirled with peaches, on a vanilla crust, finished with raspberry sauce. For every slice of Peach Perfect with Raspberry Drizzle sold through July 29, 2026, The Cheesecake Factory will donate 25 cents to Feeding America®, the largest hunger-relief organizat.

The Cheesecake Factory Celebrates National Cheesecake Day With ‘Perfect' Addition to Its Legendary Lineup and Exclusive Offer for Rewards Members

The Cheesecake Factory Celebrates Dads and Grads With a Special Online Gift Card Offer

CALABASAS HILLS, Calif.--(BUSINESS WIRE)--The Cheesecake Factory® (NASDAQ: CAKE), known for its extensive menu, generous portions and legendary desserts, is making shopping for Dads and Grads sweeter and easier this year with a special online gift card offer: For every $100 in Gift Cards purchased online in a single transaction from Thursday, June 5, 2025, through Friday, June 27, 2025, guests will receive a complimentary $20 Bonus Card redeemable June 28, 2025, through July 25, 2025*. With an.

The Cheesecake Factory Celebrates Dads and Grads With a Special Online Gift Card Offer

Zacks Investment Research

Why Is Cheesecake Factory (CAKE) Up 15.5% Since Last Earnings Report?

Cheesecake Factory (CAKE) reported earnings 30 days ago. What's next for the stock?

Why Is Cheesecake Factory (CAKE) Up 15.5% Since Last Earnings Report?

Zacks Investment Research

Here's Why Investors Should Retain Cheesecake Factory Stock for Now

CAKE is shifting from broad offer testing to a personalized engagement strategy to boost response rates and member interaction. Yet, high costs are a concern.

Here's Why Investors Should Retain Cheesecake Factory Stock for Now

The Cheesecake Factory: Upside Is Not Attractive Despite Positive Fundamental Momentum

I give a hold rating for The Cheesecake Factory as the stock is already trading above its historical valuation range. Despite strong 1Q25 performance, including 4% revenue growth and margin expansion, the near-term upside appears limited without significant growth or earnings revisions. CAKE's growth is driven by new store openings and the successful Cheesecake Rewards program, but the market has likely priced in these positives.

The Cheesecake Factory: Upside Is Not Attractive Despite Positive Fundamental Momentum

Recession Odds Are Falling. Cheesecake Factory and 14 Other Stocks That Should Thrive

Fund managers are less worried about an economic slowdown. That's why they loaded up on consumer, industrial, and tech stocks.

Recession Odds Are Falling. Cheesecake Factory and 14 Other Stocks That Should Thrive

Why this analyst says restaurants are 'relatively well' set up for an economic slowdown

Texas Roadhouse stock is up after reporting mixed earnings results. Citi director and restaurant analyst Jon Tower explains how consumer behavior and macroeconomic headwinds are shaping the restaurant industry.

Why this analyst says restaurants are 'relatively well' set up for an economic slowdown

See News Rankings

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