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CAKE $113.38 +1.34%
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CAKE · Cheesecake Factory Inc

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$113.38 +1.50 (+1.34%) At close · Aug 14
Market Cap
$5.64B
Shares
49.76M
All earnings calls

Earnings call · FY2026 Q2

Q2 2026 The Cheesecake Factory Incorporated Earnings Conference Call

Q2 2026 The Cheesecake Factory Incorporated Earnings Conference Call

Concluded Jul 28, 2026 Audio replay
Jul 28, 2026 15:19 3 turns
Period
FY2026 Q2
Runtime
15:19
Sources
4 artifacts

Executive readout · one minute

Call research workspace

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Menu Innovation 8 Flower Child Fast Casual Growth 7 North Italia Brand Repositioning 6 Cheesecake Factory Brand Performance 4 Unit Growth and New Restaurant Development 4 Commodity Inflation and Cost Pressures 3

Management tone

Confident

Net tone +72 · low hedging

Grounding quotes
  • “we delivered a record-setting quarter and entered the second half of the year from a position of strength”
  • “our results demonstrate that our strategy is working and reinforce our confidence in our ability to drive growth and create shareholder value”

Research coverage

4 live sources

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Revenue $1.03B +7.7% YoY
Diluted EPS $1.41 +23.7% YoY
Net income $68.39M +24.8% YoY

Research materials

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Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

The Cheesecake Factory$729.48M +6.8% YoY
Other Fox Restaurant Concepts LLC$104.03M +15.4% YoY
North Italia$98.44M +8.4% YoY
All Other Segments$97.69M +6.7% YoY

Capital returned

Buybacks · derived
$10.96M
Shares repurchased
200,000
Dividend / share
$0.30
Full-screen source Call document