Cheesecake Factory

CAKE

Market cap $2.38B

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

CALABASAS HILLS, Calif.--(BUSINESS WIRE)--The Cheesecake Factory Incorporated (NASDAQ: CAKE) today announced David Gordon, President, and Matthew Clark, Executive Vice President and Chief Financial Officer, will present at the following upcoming investor conferences: Morgan Stanley's Global Consumer & Retail Conference to be held December 2-3, 2025 in New York City, NY. Management will participate in a fireside chat on Tuesday, December 2nd at 12:45 p.m. ET and host investor meetings. Barcl.

CALABASAS HILLS, Calif.--(BUSINESS WIRE)--The Cheesecake Factory® (NASDAQ: CAKE), known for its extensive menu, generous portions and legendary desserts, is kicking off the holiday season early with a sweet gift card offer available online beginning today, Thursday, November 13 through the end of the year: For every $50 worth of gift cards purchased online, guests will receive a $15 bonus card redeemable from January 1 through February 28, 2026.* This same offer will also be available at all of.

The Cheesecake Factory is leveraging Fox Group brands North Italia and Flower Child for growth. CAKE's Q3 2025 results showed solid revenue and income growth, with improving margins and continued expansion of its key restaurant concepts. Despite efficiency gains and a reasonable valuation, overall revenue growth is expected to slow, limiting near-term upside for the stock.

Cheesecake Factory reported weaker-than-expected Q3 sales and comps, underperforming the S&P 500 with ~10% YTD gains. Despite near-term sales challenges, CAKE maintains significant long-term growth potential, especially through Flower Child's expansion opportunities. CAKE remains attractively valued at 14x forward P/E, offering a compelling 'Buy' in an otherwise expensive market environment.

The Cheesecake Factory Incorporated (NASDAQ:CAKE) reported mixed results for the third quarter on Tuesday.

The Cheesecake Factory Incorporated (NASDAQ:CAKE ) Q3 2025 Earnings Call October 28, 2025 5:00 PM EDT Company Participants Etienne Marcus - Vice President of Finance & Investor Relations David Overton - Founder, Chairman & CEO David Gordon - President Matthew Clark - Executive VP & CFO Conference Call Participants Andrew Barish - Jefferies LLC, Research Division Brian Vaccaro - Raymond James & Associates, Inc., Research Division Jon Tower - Citigroup Inc., Research Division Sharon Zackfia - William Blair & Company L.L.C., Research Division David Tarantino - Robert W.

The headline numbers for Cheesecake Factory (CAKE) give insight into how the company performed in the quarter ended September 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 $0.68 per share, beating the Zacks Consensus Estimate of $0.6 per share. This compares to earnings of $0.58 per share a year ago.

The chain reported a profit of $31.9 million amid a softer operating environment for the restaurant industry.