Cheesecake Factory

CAKE

Market cap $3.23B

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

The Cheesecake Factory Incorporated has had a huge rally, with shares appearing fairly valued for projected growth. CAKE's Q4 revenue rose 4.4% to $961.6M, driven by 7% unit growth despite a 2.2% decline in comparable sales. Margins narrowed to a 3.5% operating margin, but food and labor costs improved; management expects up to 26 new openings in 2026.

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

The Cheesecake Factory Incorporated (CAKE) Q4 2025 Earnings Call Transcript

The headline numbers for Cheesecake Factory (CAKE) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Cheesecake Factory (CAKE) came out with quarterly earnings of $1 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $1.04 per share a year ago.

CALABASAS HILLS, Calif.--(BUSINESS WIRE)--The Cheesecake Factory Incorporated (NASDAQ: CAKE) today reported financial results for the fourth quarter of fiscal 2025, which ended on December 30, 2025. Total revenues were $961.6 million in the fourth quarter of fiscal 2025 compared to $921.0 million in the fourth quarter of fiscal 2024. Fourth quarter fiscal 2025 includes $17.3 million of gift card breakage revenue as a result of a change in historical redemption patterns. Net income and diluted n.

Besides Wall Street's top-and-bottom-line estimates for Cheesecake Factory (CAKE), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

CALABASAS HILLS, Calif.--(BUSINESS WIRE)--The Cheesecake Factory Incorporated (NASDAQ: CAKE) today announced that it will present at the Raymond James 47th Annual Institutional Investors Conference on March 3, 2026 at 9:50 a.m. Eastern Time. David Gordon, President, and Matthew Clark, Executive Vice President and Chief Financial Officer, will present on behalf of the Company. The presentation will be webcast on the Company's website at investors.thecheesecakefactory.com. About The Cheesecake Fa.

The Cheesecake Factory remains a 'hold' as value menu initiatives failed to boost traffic or comps meaningfully. CAKE's late entry into value offerings and upscale positioning limited its ability to recapture price-sensitive traffic amid macro headwinds. Growth hinges on scaling Flower Child and North Italia, but North Italia faces macro-driven sales softness and scaling risks.