In Q1 FY2026 (ended March 31, 2026), Cheesecake Factory reported revenue of $978.8 million, up 5.6% year-over-year. Net income rose 50.4% to $49.5 million, with diluted EPS of $1.02, a 52.2% increase. Operating income was $55.0 million, up 5.9%. The company had $235.1 million in cash, $459.2 million in equity, and $562.1 million in long-term debt.
•Revenue grew 5.6% YoY to $978.8 million.
•Net income increased 50.4% to $49.5 million.
•Diluted EPS rose 52.2% to $1.02.
•Operating income was $55.0 million, up 5.9%.
Informational summary based on SEC XBRL figures · generated by deepseek-v4-flash. Not investment advice.
The Cheesecake Factory Incorporated operates and licenses restaurants in the United States and Canada. It operates bakeries that produce cheesecakes and baked products for its restaurants, international licensees, third-party bakery customers, external foodservice operators, retailers, and distributors.
The company operates restaurants under the brands comprising The Cheesecake Factory, North Italia, Flower Child, and Fox Restaurant Concepts. Founded in 1972, The Cheesecake Factory is headquartered in Calabasas, California.
What does The Cheesecake Factory Incorporated (CAKE) do?
The Cheesecake Factory Incorporated operates and licenses restaurants in the United States and Canada. It is best known for its extensive menu of over 250 items, including its signature cheesecakes and other baked goods. The company also operates bakeries that produce cheesecakes and baked products for its own restaurants, international licensees, third-party bakery customers, external foodservice operators, retailers, and distributors. Beyond The Cheesecake Factory brand, the company owns and operates several other restaurant concepts, including North Italia, Flower Child, and Fox Restaurant Concepts. These brands offer a variety of dining experiences, from Italian cuisine to healthy, seasonal dishes. Founded in 1972, the company has grown into a prominent player in the casual dining segment.
Where is The Cheesecake Factory (CAKE) listed and in which currency?
The Cheesecake Factory Incorporated is listed on the Nasdaq Global Select Market (NasdaqGS) under the ticker symbol CAKE. Its shares are traded in US dollars (USD), reflecting its primary listing in the United States. The company is headquartered in Calabasas, California, and its financial reporting is conducted in USD. As a US-based company, its stock is accessible to investors through major brokerage platforms that trade on the Nasdaq exchange. The currency denomination is important for international investors to consider when evaluating returns and exchange rate risks.
What sector and industry does The Cheesecake Factory (CAKE) belong to?
The Cheesecake Factory Incorporated operates in the Consumer Cyclical sector, specifically within the Restaurants industry. Consumer cyclical companies are those whose performance is closely tied to the economic cycle, meaning they tend to do well when consumer spending is high and may face challenges during economic downturns. As a restaurant company, The Cheesecake Factory generates revenue primarily from food and beverage sales at its various dining concepts. The industry is highly competitive, with factors such as location, menu innovation, customer service, and brand loyalty playing key roles. The company's diverse portfolio of brands, including The Cheesecake Factory, North Italia, Flower Child, and Fox Restaurant Concepts, helps it cater to different consumer preferences and dining occasions.
Where is The Cheesecake Factory (CAKE) headquartered and what markets does it serve?
The Cheesecake Factory Incorporated is headquartered in Calabasas, California, United States. The company operates and licenses restaurants primarily in the United States and Canada. Its flagship brand, The Cheesecake Factory, has locations across the US and Canada, known for its large portions and extensive dessert menu. Additionally, the company operates bakeries that supply cheesecakes and baked goods to its own restaurants, international licensees, and third-party customers, including retailers and foodservice operators. Through its other concepts like North Italia, Flower Child, and Fox Restaurant Concepts, the company serves a broader range of dining segments, from casual Italian to health-focused fast-casual. The company was founded in 1972 and has since expanded its footprint significantly.
What is the business model of The Cheesecake Factory (CAKE) and how does it make money?
The Cheesecake Factory Incorporated generates revenue primarily through company-operated restaurants and licensing agreements. Its restaurant operations include full-service dining under brands such as The Cheesecake Factory, North Italia, Flower Child, and Fox Restaurant Concepts. These restaurants earn income from food and beverage sales. Additionally, the company operates bakeries that produce cheesecakes and other baked goods, which are sold to its own restaurants, international licensees, third-party bakery customers, external foodservice operators, retailers, and distributors. This vertical integration allows the company to control quality and create an additional revenue stream. Licensing agreements with international partners also provide royalty income. The company's diverse brand portfolio helps mitigate risk by appealing to different customer demographics and dining trends.