CAKEThe Cheesecake Factory Incorporated
Price
+102%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality mixed, no red flags, demanding price, growth steady, the market undecided.
The Cheesecake Factory Incorporated is a leader in experiential dining. We are culinary forward and relentlessly focused on hospitality. As of February 23, 2026, we owned and operated 368 restaurants throughout the United States and Canada under brands including The Cheesecake Factory® (216 locations), North Italia® (48 locations), Flower Child® (43 locations) and additional brands within our Fox Restaurant Concepts (“Other FRC”) portfolio (55 locations).
In the company’s own words · 10-K filed Feb 23, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
The Cheesecake Factory Incorporated (CAKE) reported revenue of $1.03B in Q2 2026 (quarter ended Jun 30, 2026), up 7.7% from the same quarter a year earlier. That came with net income of $68M (6.6% of revenue). For the full year FY2025, revenue was $3.75B (+4.7% year on year) and net income $148M. Its largest segment in Q2 2026 was The Cheesecake Factory at $729M, 71% of the disclosed total, well ahead of Other Fox Restaurant Concepts Llc at 10%. The next results filing is expected around Oct 27, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Jul 28, 2026Additionally, on July 23, 2026, the Board of Directors of the Company (the “Board”) declared a quarterly cash dividend of $0.30 per share which will be paid on August 25, 2026 to the stockholders of record of each share of the Company’s common stock at the close of business on August 11, 2026.Earnings release · Form 8-K
- Apr 29, 2026On April 23, 2026, the Board of Directors of the Company (the “Board”) declared a quarterly cash dividend of $0.30 per share, which will be paid on May 26, 2026 to the stockholders of record of each share of the Company’s common stock at the close of business on May 13, 2026.Earnings release · Form 8-K
- Mar 31, 2026On March 26, 2026 (the “Effective Date”), The Cheesecake Factory Incorporated (the “Company” or “we,” “us” and “our”) entered into a Fifth Amended and Restated Loan Agreement, dated as of March 26, 2026 (the “Loan Agreement” and the credit facility provided thereunder, the “New Facility”), with JPMorgan Chase Bank …Material agreement entered · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $1.03BThe company’s own SEC segment disclosure.
- The Cheesecake Factory$729.5M71%
- Other Fox Restaurant Concepts Llc$104.0M10%
- North Italia$98.4M10%
- All Other$97.7M9%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.