Bedrijf laden
Just reported
Q3 2026 results
From The Cheesecake Factory's results release of 27 oktober 2026; its quarterly report has since been filed.
Revenue
Actual
US$ 1,03B
+14% y/y
+0,4% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$ 1,19
+80% y/y
-16% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$ 74,9M
+101% y/y
-4,8% q/qGuided
—
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 →Keep exploring
The themes The Cheesecake Factory is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Restaurants
Graded A or B and worth $2B or more: A first, then the largest.
CMGChipotle Mexican Grill, Inc.US$ 46,3BA+
YUMCYum China Holdings, Inc.US$ 16,5BA
TXRHTexas Roadhouse, Inc.US$ 12,4BA
DPZDomino’s Pizza, Inc.US$ 10,8BA+
BROSDutch Bros Inc.US$ 4,8BA
Grade rose recently in Consumer Discretionary
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TMToyota Motor Corp.4 aug 2026BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.27 okt 2026FBGraded F, now B
AZOAutoZone, Inc.26 okt 2026CBGraded C, now B
SWSmurfit Westrock plc28 okt 2026CBGraded C, now B
HSAIHesai Group10 nov 2026CBGraded C, now B
Hoe het geld verdient
- Company-owned restaurants95%
- Bakery and consumer products5%
- International licensing1%
De omzetaandelen zijn schattingen voor 2023, geen cijfers uit een ingediend rapport.
Concurreert met
- DRIDarden Restaurants (Olive Garden, LongHorn Steakhouse, and others)C
- Omvang
- US$ 25,9B
- Marge
- 8,8%
- EATBrinker International (Chili's and Maggiano's)B
- Omvang
- US$ 8,3B
- Marge
- 8,4%
- BJRIBJ's RestaurantsA
- Omvang
- US$ 1,3B
- Marge
- 3,1%
- TXRHTexas RoadhouseA
- Omvang
- US$ 12,4B
- Marge
- 6,7%
- BLMNBloomin' Brands (Outback Steakhouse and others)B
- Omvang
- US$ 878,1M
- Marge
- 1,8%
Wat het verkoopt5
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.
Nog 2 tonen
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.
Wie het koopt4
- 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.
Waar het op steunt, en wat het kan breken
Waar het bedrijf van afhangt
- 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.
Wat er mis kan gaan
- 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.
Over The Cheesecake Factory Incorporated
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.
- Hoofdkantoor
- Calabasas, California, USA
- Opgericht in
- 1978
- Medewerkers
- 47500 (2023, medium)
- Genoteerd aan
- NASDAQ
- Einde boekjaar
- Tuesday closest to December 31
Gebouwd uit de eigen deponeringen van The Cheesecake Factory Incorporated bij de Amerikaanse toezichthouder Securities and Exchange Commission (SEC). De cijfers zijn zoals gerapporteerd, met de historie per aandeel herrekend naar de huidige aandelenbasis. Dit beschrijft een bedrijf — het is geen beleggingsadvies en geen aanbeveling om iets te kopen of te verkopen.
