US · Consumer Cyclical · Restaurants
EPS came in at 1.44 against a street estimate of 1.17 — a beat of 23.1%.
Analysts rate The Cheesecake Factory a buy (9 buy, 6 hold, 4 sell out of 19) with an average price target of $94.80.
CONFIDENT Cheesecake Factory exceeded expectations with $1B+ quarterly revenue, 5.8% comp growth, and positive traffic. App launch, menu innovation, and social media momentum drove results. FY26 guidance raised to ~$4B revenue, 5.4% net margin. Q2 FY26 No geographic breakdown provided. Noted World Cup (June–July) had negligible impact across markets despite hotel-adjacent locations. Analysts pressed durability of social virality and whether Q2 momentum is sustainable vs. transitory app boost. Management emphasized orchestrated strategy (ops, menu, marketing, rewards) and dedicated social listening to extend momentum. Also questioned Cheesecake's learnings for struggling North Italia; execs outlined value/pricing and playbook transfer but noted timeline uncertain. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 13.41% |
| FMR Inc | 11.89% |
| Vanguard Portfolio Management, LLC | 5.57% |
| Earnest Partners LLC | 4.20% |
| Vanguard Capital Management, LLC | 4.06% |
| Amvescap Plc. | 4.04% |
| American Century Companies Inc | 4.03% |
| D. E. Shaw & Co LP | 4.02% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 THE CHEESECAKE FACTORY INCORPORATED – Q2 2026 SUMMARY HEADLINE NUMBERS • Revenue (26 weeks ended June 30, 2026): $2,008,466 thousand vs. $1,883,022 | 2026-08-03 |
| Results announced · Q3 2026 THE CHEESECAKE FACTORY Q2 FISCAL 2026 RESULTS SUMMARY HEADLINE NUMBERS • Total revenues: $1,029.6 million (Q2 2026) vs. $955.8 million (Q2 2025) — 7 | 2026-07-28 |
| Shareholder vote results · Q2 2026 THE CHEESECAKE FACTORY INCORPORATED – 8-K SUMMARY HEADLINE NUMBERS • Annual stockholders' meeting held May 28, 2026 • All eight director nominees el | 2026-06-03 |
| Quarterly report · Q1 2026 THE CHEESECAKE FACTORY INCORPORATED – Q1 2026 SUMMARY HEADLINE NUMBERS • Quarterly Revenue: $978.8 million (Q1 2026) vs. $927.2 million (Q1 2025) — | 2026-05-04 |
| Results announced · Q2 2026 THE CHEESECAKE FACTORY Q1 FY2026 SUMMARY HEADLINE NUMBERS • Total revenues $978.8 million vs. $927.2 million year-over-year (+5.6%) • Net income $49 | 2026-04-29 |
| Proxy statement · Q2 2026 THE CHEESECAKE FACTORY INCORPORATED – PROXY SUMMARY CEO COMPENSATION • David Overton's total compensation for fiscal 2025: $11,849,772 (exact figure | 2026-04-10 |
| Material agreement · Q1 2026 CHEESECAKE FACTORY INCORPORATED – FORM 8-K SUMMARY HEADLINE NUMBERS • New revolving credit facility of $400 million with maturity date of March 26, | 2026-03-31 |
| Annual report FY2025 THE CHEESECAKE FACTORY INCORPORATED — 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • As of February 23, 2026: 368 company-operated restaurants across | 2026-02-23 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.30 / share ex-date Aug 11, 2026 · pay Aug 25, 2026 | 2026-08-11 |
| Dividend | $0.30 / share ex-date May 13, 2026 · pay May 26, 2026 | 2026-05-13 |
| Dividend | $0.30 / share ex-date Mar 4, 2026 · pay Mar 17, 2026 | 2026-03-04 |
| Dividend | $0.27 / share ex-date Nov 10, 2025 · pay Nov 25, 2025 | 2025-11-10 |
| Announcement | Date |
|---|---|
| Board increases share repurchase program authorization by 5.0 million shares The Cheesecake Factory reported Q4 2025 financial results on February 18, 2026. The 8-K filing itself doesn't include specific earnings numbers or performance metrics—those details are in se | 2026-02-18 |
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Google PlayApp StoreData updated 2026-09-18.