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$108.28 +0.33 (+0.31%)
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$5.34B
Shares
49.76M
Volume · Oct 2 122.44K Avg daily vol (3M) 1.64M

Cheesecake Factory Inc Webcasts

Earnings calls, investor updates, investor days and conferences for Cheesecake Factory Inc (CAKE), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲3.9% $784.00M −$2.40M '22 Q3 22-11-01 ▲14.9% $892.80M −$3.30M '22 Q4 23-02-22 ▲9.1% $866.11M $28.05M '23 Q1 23-05-10 ▲4% $866.17M $42.67M '23 Q2 23-08-02 ▲5.9% $830.21M $17.95M '23 Q3 23-11-01 ▼1.8% $877.01M $12.68M '23 Q4 24-02-21 ▲2.9% $891.22M $33.19M '24 Q1 24-05-08 ▲4.4% $904.04M $52.44M '24 Q2 24-07-31 ▲4.2% $865.47M $29.99M '24 Q3 24-10-29 ▲5% $920.96M $41.15M '24 Q4 25-02-19 ▲4% $927.20M $32.94M '25 Q1 25-04-30 ▲5.7% $955.83M $54.81M '25 Q2 25-07-29 ▲4.8% $907.23M $31.90M '25 Q3 25-10-28 ▲4.4% $961.56M $28.77M '25 Q4 26-02-18 ▲5.6% $978.83M $49.55M '26 Q1 26-04-29 LATEST ▲7.7% $1.03B $68.39M '26 Q2 26-07-28
Earnings call
FY26 · Q2
2026-07-28
Cheesecake Factory Inc (CAKE) Q2 2026 Earnings Call Transcript
Confident tone Menu Innovation Flower Child Fast Casual Growth North Italia Brand Repositioning
Revenue
$1.03B
▲ 7.7% YoY
Diluted EPS
$1.41
▲ 23.7% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-04-29
Cheesecake Factory Inc (CAKE) Q1 2026 Earnings Call Transcript
Confident tone Cheesecake Factory core brand performance Unit development and new openings Flower Child momentum
Revenue
$978.83M
▲ 5.6% YoY
Diluted EPS
$1.02
▲ 52.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-18
Cheesecake Factory Inc (CAKE) Q4 2025 Earnings Call Transcript
Positive tone Menu Innovation and Mix Brand Performance: North Italia and Flower Child Brand Performance: Cheesecake Factory
Revenue
$961.56M*
▲ 4.4% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-10-28
Cheesecake Factory Inc (CAKE) Q3 2025 Earnings Call Transcript
Positive tone Comparable sales and traffic Development and unit growth Restaurant-level margin
Revenue
$907.23M
▲ 4.8% YoY
Diluted EPS
$0.66
▲ 8.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-07-29
Cheesecake Factory Inc (CAKE) Q2 2025 Earnings Call Transcript
Confident tone Cheesecake Factory core brand performance Flower Child growth North Italia
Revenue
$955.83M
▲ 5.7% YoY
Diluted EPS
$1.14
▲ 5.6% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-04-30
Cheesecake Factory Inc (CAKE) Q1 2025 Earnings Call Transcript
Confident tone Quarterly Financial Results Restaurant Margin Expansion Comparable Sales Performance
Revenue
$927.20M
▲ 4% YoY
Diluted EPS
$0.67
▼ 1.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-19
Cheesecake Factory Inc (CAKE) Q4 2024 Earnings Call Transcript
Confident tone Flower Child growth potential North Italia brand momentum Commodity and cost pressures
Revenue
$920.96M*
▲ 5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-10-29
Cheesecake Factory Inc (CAKE) Q3 2024 Earnings Call Transcript
Confident tone North Italia performance Fox Restaurant Concepts / Flower Child Comparable sales and traffic outperformance
Revenue
$865.47M
▲ 4.2% YoY
Diluted EPS
$0.61
▲ 64.9% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Cheesecake Factory Inc (CAKE) Q2 2024 Earnings Call Transcript
Confident tone External/bakery sales softness and FRC traffic lag New unit development and openings Cheesecake Rewards loyalty program
Revenue
$904.04M
▲ 4.4% YoY
Diluted EPS
$1.08
▲ 24.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
Cheesecake Factory Inc (CAKE) Q1 2024 Earnings Call Transcript
Confident tone Restaurant openings and unit growth Comparable sales and traffic vs industry G&A and other operating expense leverage
Revenue
$891.22M
▲ 2.9% YoY
Diluted EPS
$0.68
▲ 21.4% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-21
Cheesecake Factory Inc (CAKE) Q4 2023 Earnings Call Transcript
Confident tone Comparable sales and traffic performance Margin expansion and cost management Unit growth and development pipeline
Revenue
$877.01M*
▼ 1.8% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Cheesecake Factory Inc (CAKE) Q3 2023 Earnings Call Transcript
Revenue
$830.21M
▲ 5.9% YoY
Diluted EPS
$0.37
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Cheesecake Factory Inc (CAKE) Q2 2023 Earnings Call Transcript
Revenue
$866.17M
▲ 4% YoY
Diluted EPS
$0.87
▲ 74% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-10
Cheesecake Factory Inc (CAKE) Q1 2023 Earnings Call Transcript
Revenue
$866.11M
▲ 9.1% YoY
Diluted EPS
$0.56
▲ 24.4% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-22
Cheesecake Factory Inc (CAKE) Q4 2022 Earnings Call Transcript
Revenue
$892.80M*
▲ 14.9% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-01
Cheesecake Factory Inc (CAKE) Q3 2022 Earnings Call Transcript
Revenue
$784.00M
▲ 3.9% YoY
Diluted EPS
$-0.05
▼ 107.8% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-07-27
Cheesecake Factory Inc (CAKE) Q2 2022 Earnings Call Transcript
Revenue
$832.64M
▲ 8.3% YoY
Diluted EPS
$0.50
▲ 35.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-04-27
Cheesecake Factory Inc (CAKE) Q1 2022 Earnings Call Transcript
Revenue
$793.71M
▲ 26.5% YoY
Diluted EPS
$0.45
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-16
Cheesecake Factory Inc (CAKE) Q4 2021 Earnings Call Transcript
Revenue
$776.69M*
▲ 40.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-03
Cheesecake Factory Inc (CAKE) Q3 2021 Earnings Call Transcript
Revenue
$754.47M
▲ 45.7% YoY
Diluted EPS
$0.64
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-07-27
Cheesecake Factory Inc (CAKE) Q2 2021 Earnings Call Transcript
Revenue
$768.96M
▲ 159.9% YoY
Diluted EPS
$0.37
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-04-28
Cheesecake Factory Inc (CAKE) Q1 2021 Earnings Call Transcript
Revenue
$627.42M
▲ 2% YoY
Diluted EPS
$-0.03
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-17
Cheesecake Factory Inc (CAKE) Q4 2020 Earnings Call Transcript
Revenue
$554.55M
▼ 20.1% YoY
Diluted EPS
$-0.85
▼ 177.3% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Cheesecake Factory Inc (CAKE) Q3 2020 Earnings Call Transcript
Revenue
$517.72M
▼ 11.7% YoY
Diluted EPS
$-0.76
▼ 311.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-07-29
Cheesecake Factory Inc (CAKE) Q2 2020 Earnings Call Transcript
Revenue
$295.85M
▼ 50.9% YoY
Diluted EPS
$-1.61
▼ 303.8% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-05-05
Cheesecake Factory Inc (CAKE) Q1 2020 Earnings Call Transcript
Revenue
$615.11M
▲ 2.6% YoY
Diluted EPS
$-3.11
▼ 618.3% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-19
Cheesecake Factory Inc (CAKE) Q4 2019 Earnings Call
Revenue
$694.03M
▲ 18.6% YoY
Diluted EPS
$1.10
▲ 214.3% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–27 of 27 webcasts
Key facts CIK 887596 CUSIP 163072101 13F (30d) 7 filings 7 filers Visit website Investor relations