CAKE · Cheesecake Factory Inc
$113.38
+1.50 (+1.34%)
At close · Aug 14
Market Cap
$5.64B
Shares
49.76M
Cheesecake Factory Inc Earnings Call Transcripts
Every quarterly earnings call for Cheesecake Factory Inc (CAKE) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
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
Q2 2026 The Cheesecake Factory Incorporated Earnings Conference Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-29
Cheesecake Factory Inc Q1 FY2026 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-18
Cheesecake Factory Inc Q4 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-28
Cheesecake Factory Inc Q3 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-29
Cheesecake Factory Inc Q2 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-30
Cheesecake Factory Inc Q1 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-19
Cheesecake Factory Inc Q4 FY2024 Earnings Call
Confident tone
Flower Child growth potential
North Italia brand momentum
Commodity and cost pressures
Revenue
$920.96M*
▲ 5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-29
Cheesecake Factory Inc Q3 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Cheesecake Factory Inc Q2 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
Cheesecake Factory Inc Q1 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-21
Cheesecake Factory Inc Q4 FY2023 Earnings Call
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
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Cheesecake Factory Inc Q3 FY2023 Earnings Call
Revenue
$830.21M
▲ 5.9% YoY Diluted EPS
$0.37
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Cheesecake Factory Inc Q2 FY2023 Earnings Call
Revenue
$866.17M
▲ 4% YoY Diluted EPS
$0.87
▲ 74% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-10
Cheesecake Factory Inc Q1 FY2023 Earnings Call
Revenue
$866.11M
▲ 9.1% YoY Diluted EPS
$0.56
▲ 24.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-22
Cheesecake Factory Inc Q4 FY2022 Earnings Call
Revenue
$892.80M*
▲ 14.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-01
Cheesecake Factory Inc Q3 FY2022 Earnings Call
Revenue
$784.00M
▲ 3.9% YoY Diluted EPS
$-0.05
▼ 107.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-27
Cheesecake Factory Inc Q2 FY2022 Earnings Call
Revenue
$832.64M
▲ 8.3% YoY Diluted EPS
$0.50
▲ 35.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-27
Cheesecake Factory Inc Q1 FY2022 Earnings Call
Revenue
$793.71M
▲ 26.5% YoY Diluted EPS
$0.45
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-16
Cheesecake Factory Inc Q4 FY2021 Earnings Call
Revenue
$776.69M*
▲ 40.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-03
Cheesecake Factory Inc Q3 FY2021 Earnings Call
Revenue
$754.47M
▲ 45.7% YoY Diluted EPS
$0.64
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-27
Cheesecake Factory Inc Q2 FY2021 Earnings Call
Revenue
$768.96M
▲ 159.9% YoY Diluted EPS
$0.37
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-28
Cheesecake Factory Inc Q1 FY2021 Earnings Call
Revenue
$627.42M
▲ 2% YoY Diluted EPS
$-0.03
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-17
Cheesecake Factory Inc Q4 FY2020 Earnings Call
Revenue
$554.55M
▼ 20.1% YoY Diluted EPS
$-0.85
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Cheesecake Factory Inc Q3 FY2020 Earnings Call
Revenue
$517.72M
▼ 11.7% YoY Diluted EPS
$-0.76
▼ 311.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-29
Cheesecake Factory Inc Q2 FY2020 Earnings Call
Revenue
$295.85M
▼ 50.9% YoY Diluted EPS
$-1.61
▼ 303.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-05
Cheesecake Factory Inc Q1 FY2020 Earnings Call
Revenue
$615.11M
▲ 2.6% YoY Diluted EPS
$-3.11
▼ 618.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-19
Cheesecake Factory Inc Q4 FY2019 Earnings Call
Revenue
$694.03M*
▲ 18.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
887596
CUSIP
163072101
13F (30d)
326 filings
324 filers
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