The Cheesecake Factory Incorporated (CAKE) 주식 — 좋은 사업일까?

The Cheesecake Factory Incorporated (CAKE) 주식 — 좋은 사업일까? — InspectStocks

Just reported

Q3 2026 results

From The Cheesecake Factory's results release of 2026년 10월 27일; its quarterly report has since been filed.

Revenue
Actual
US$1.03B
+14% y/y
+0.4% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$1.19
+80% y/y
-16% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$74.9M
+101% y/y
-4.8% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

어떻게 돈을 버는가

Company-owned restaurants95%
Bakery and consumer products5%
International licensing1%

매출 비중은 2023 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.

경쟁 상대

무엇을 파는가5

The Cheesecake Factory restaurants
Large casual sit-down restaurants with a multi-page menu of salads, pastas, steaks, seafood, and many cheesecake flavors.
Cheesecakes and bakery desserts
Whole and sliced cheesecakes and related desserts sold in the restaurants and packaged for grocery and club-store shelves.
North Italia
Full-service Italian restaurants serving pasta, pizza, and other Italian-American dishes, run under the Fox Restaurant Concepts group.

2개 더 보기

Flower Child
Fast-casual spots focused on lighter, vegetable-forward bowls, salads, and plates, also under Fox Restaurant Concepts.
Grand Lux Cafe
Upscale-casual restaurants with a broad international-style menu, similar in format to The Cheesecake Factory but with a different brand name.

누가 사는가4

Individual diners who walk in or reserve a table and pay per meal at company restaurants.
Grocery chains and warehouse clubs that buy packaged cheesecakes wholesale for retail sale.
Other restaurants and foodservice operators that buy cheesecakes and desserts to resell on their own menus.
International license partners who pay to operate Cheesecake Factory-branded restaurants abroad.

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

1U.S. consumer willingness to spend on sit-down casual dining rather than cooking at home or using cheaper fast food.
2Ability to staff kitchens and dining rooms with enough cooks and servers at wages the business can support.
3Long-term leases on large restaurant spaces in shopping and entertainment areas.
4Prices and supply of dairy, produce, meat, and other ingredients used across a very large menu.

잘못될 수 있는 일

1Labor cost and availability pressure is especially high because every location needs many cooks and table-service staff for long operating hours.
2Sales depend on discretionary dining-out traffic, which falls when households cut back on restaurant spending.
3The very large menu raises food waste, kitchen complexity, and exposure to swings in many commodity prices at once.

전체 재무제표 보기 →

The Cheesecake Factory Incorporated 소개

The Cheesecake Factory Incorporated owns and operates casual full-service restaurants where guests sit down, order from a very long printed menu of American dishes, and often finish with one of dozens of cheesecake flavors. The company also owns other restaurant brands with different menus and styles, and it bakes cheesecakes and other desserts that it sells to grocery stores, club stores, and other food businesses. A smaller number of Cheesecake Factory restaurants abroad are run by local partners under license.

본사: Calabasas, California, USA
설립: 1978
임직원 수: 47500 (2023, medium)
상장 시장: NASDAQ
회계연도 종료: Tuesday closest to December 31

The Cheesecake Factory Incorporated이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.

Just reported

Q3 2026 results

From The Cheesecake Factory's results release of 2026년 10월 27일; its quarterly report has since been filed.

Revenue
Actual
US$1.03B
+14% y/y
+0.4% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$1.19
+80% y/y
-16% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$74.9M
+101% y/y
-4.8% q/q
Guided
—
No guide given

The full earnings report →

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Graded A or B and worth $2B or more: A first, then the largest.

All 51 graded companies in its industry

Grade rose recently in Consumer Discretionary

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

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