Popular National Restaurant Chain Opening at The Collection at Forsyth Will Bring 280 Jobs
The Cheesecake Factory is expanding its presence in the Atlanta area by opening its first Forsyth County location at The Collection on July 21st. This new restaurant will create 280 job opportunities in the area and will feature the chain's signature menu with over 250 items and 30 cheesecake flavors. This will be the sixth location for The Cheesecake Factory in the Atlanta metropolitan area, further contributing to Forsyth County's growing dining and hospitality sector.
Analysts Offer Insights on Consumer Cyclical Companies: Cheesecake Factory (CAKE), Home Depot (HD) and Gentex (GNTX)
Analysts have provided new ratings for several consumer cyclical companies. J.P. Morgan upgraded Cheesecake Factory (CAKE) to Hold with a $68.00 price target, while Truist Financial reiterated a Buy rating for Home Depot (HD). J.P. Morgan also maintained a Hold rating on Gentex (GNTX) with a $28.00 price target.
Analysts Offer Insights on Consumer Cyclical Companies: Cheesecake Factory (CAKE), Home Depot (HD) and Gentex (GNTX)
This article provides an overview of recent analyst ratings for three consumer cyclical companies: Cheesecake Factory (CAKE), Home Depot (HD), and Gentex (GNTX). J.P. Morgan upgraded Cheesecake Factory to Hold, while Truist Financial reiterated a Buy rating on Home Depot. Gentex received a maintained Hold rating from J.P. Morgan.
Cheesecake Factory (CAKE) Valuation Check After Recent Share Price Moves And Modest Undervaluation Estimate
Cheesecake Factory (CAKE) stock, currently at US$59.70, is modestly below analyst price targets and shows mixed short-term returns but strong 3-year momentum with a 95.27% shareholder return. The company's valuation narrative suggests a fair value of $64.44, indicating a modest undervaluation, driven by digital transformation, loyalty programs, and growing off-premise sales. However, this valuation is susceptible to risks like weak dine-in traffic and rising labor and occupancy costs.
Forsyth County’s first Cheesecake Factory is opening soon. Here's how to apply for a job
Forsyth County's first Cheesecake Factory is preparing to open at The Collection at Forsyth. An opening date has been set, and the restaurant is currently accepting job applications for various positions. This offers a new employment opportunity in the area.
Zacks Research Expects Lower Earnings for Cheesecake Factory
Zacks Research has lowered its Q3 2026 earnings estimate for Cheesecake Factory (NASDAQ:CAKE) to $0.70 per share, down from $0.71, indicating slightly weaker near-term expectations. Despite this revision, the company's previous quarterly results were strong, with EPS of $1.05 and revenue of $978.83 million surpassing analyst forecasts. Wall Street maintains a "Hold" rating on the stock with an average target price of $64.94, even as some firms have recently raised their price targets.
Red Robin, Sweetgreen, Dine Brands, The Cheesecake Factory, and Dutch Bros Stocks Trade Up, What You Need To Know
Several restaurant stocks, including Red Robin, Sweetgreen, Dine Brands, The Cheesecake Factory, and Dutch Bros, saw their shares jump following a positive April retail sales report that highlighted continued strength in consumer spending on dining out. This growth in restaurant and bar sales, up 0.6% in April and 2.7% year-over-year, suggests resilient consumer confidence in discretionary spending, providing a positive outlook for the restaurant industry despite a broader slowdown in retail sales. Dine Brands, in particular, experienced a 9.2% jump, though its stock remains down 4.5% year-to-date.
JPMorgan upgrades Cheesecake Factory stock rating on margin outlook
JPMorgan upgraded Cheesecake Factory (CAKE) from Underweight to Neutral and raised its price target to $68.00 from $58.00 following strong first-quarter 2026 and April results. The upgrade was driven by steady execution, visibility to margin expansion in fiscal 2026 and 2027, and durable cash flow. Cheesecake Factory reported a 1.6% rise in same-store sales and 5.14% overall revenue growth, benefiting from low employee turnover and lower-than-average supply growth in casual dining, despite some concerns about its P/E ratio suggesting it might be overvalued.
Red Robin, Sweetgreen, Dine Brands, The Cheesecake Factory, and Dutch Bros Stocks Trade Up, What You Need To Know
Stocks of several restaurant companies, including Red Robin, Sweetgreen, Dine Brands, The Cheesecake Factory, and Dutch Bros, saw gains following a retail sales report showing continued strength in consumer spending on dining out. Sales at restaurants and bars increased by 0.6% in April, the third consecutive monthly rise, indicating robust consumer confidence in discretionary spending despite a broader slowdown in retail. Dine Brands, in particular, experienced a significant jump of 9.2%, though its shares remain volatile and are down for the year.
Analysts say this restaurant chain has figured out how to feed everyone — GLP-1 users included
J.P. Morgan believes Cheesecake Factory is uniquely positioned to cater to GLP-1 users due to its extensive menu, which includes low-calorie and steamed protein options. This perspective contrasts with the general market view that weight-loss drugs pose a threat to the restaurant industry. The analysts suggest that Cheesecake Factory's broad selection could turn GLP-1 use into a "tailwind" rather than a "headwind" for the company.
Cheesecake Factory Drops 6.6% Amid Sector-Wide Selling
The Cheesecake Factory Incorporated's stock fell by 6.6% to $56.77 due to a broad sector-wide selloff that impacted numerous restaurant operators. This synchronized decline, affecting companies like CAVA, Brinker International, Wingstop, and Papa John’s, suggests a wider repricing across the restaurant sector rather than issues specific to Cheesecake Factory. Investors are advised to monitor whether this weakness persists and to look for commentary from management or upcoming earnings reports for further insights into consumer traffic trends and market conditions.
The Cheesecake Factory Inc (CAKE) Shares Fall 7.0% -- GF Value Says Still Overvalued
The Cheesecake Factory Inc (CAKE) shares fell 7.0% to $56.53 on May 13, 2026, and GuruFocus's GF Value™ indicates the stock is 15.6% overvalued compared to its intrinsic value of $48.90. Despite a strong GF Score™ of 82/100 and a P/E ratio below its historical median, the stock's financial strength is moderate, and insiders have sold $7.7 million in shares recently without any buying. This suggests caution for potential investors, as the current price level may carry downside risks.
CAKE PE Ratio & Valuation, Is CAKE Overvalued
The Cheesecake Factory (CAKE) is currently deemed in the "Fair" zone, with its forward PE ratio of 14.66 aligning closely with its five-year average. Its fair price is estimated to be between $58.58 to $79.60 based on a relative valuation method. While its Price-to-Book ratio is higher than its 3-year and 5-year averages, its Free Cash Flow yield is lower, and its Price-to-Sales ratio appears unsustainable given its revenue growth compared to competitors.
The Cheesecake Factory Incorporated (NASDAQ:CAKE) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
The Cheesecake Factory (NASDAQ: CAKE) recently released its first-quarter results, and analysts are forecasting revenue growth and a significant increase in earnings per share for the upcoming year. While the revenue estimates remain relatively stable, there are concerns regarding the profitability of the company. Investors will be closely watching for any changes in these projections.
The Cheesecake Factory Incorporated (NASDAQ:CAKE) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
The Cheesecake Factory's shares fell 3.3% after its first-quarter results, despite revenues and EPS aligning with analyst estimates. Analysts maintained their revenue and earnings forecasts for 2026, with an expectation of US$3.92 billion in revenue and US$4.03 EPS, indicating no major change in business expectations. The consensus price target remained at US$66.28, although the company's projected revenue growth is slower than the industry average.
FMR Reports 6.19M CAKE Stake (NYSE: CAKE) in 13G/A
FMR LLC has filed an amendment (SCHEDULE 13G/A) reporting a beneficial ownership of 6,188,905.26 shares of Cheesecake Factory Inc. (NYSE: CAKE), which represents 12.3% of the class. The filing details FMR LLC's sole voting power over 6,154,446.71 shares and sole dispositive power over the entire 6,188,905.26 shares. This indicates a large passive stake by the asset manager, with the shares primarily held on behalf of other persons for dividends or sale proceeds.
Cheesecake factory CEO David Overton sells $6.3M of CAKE shares
David Overton, CEO of Cheesecake Factory Inc. (NASDAQ:CAKE), sold 104,000 shares for $6.3 million through a family trust after exercising employee stock options. This transaction occurred on May 1, 2026, with shares sold at an average price of $61.02. Despite the sale, the stock has seen a 25% gain in six months, and the company recently exceeded Q1 2026 earnings and revenue expectations.
The Cheesecake Factory Offers Triple the Reasons to Celebrate National Cheesecake Day This Year
The Cheesecake Factory is giving customers triple the reasons to celebrate National Cheesecake Day, as reported by Quantisnow. The article also provides recent analyst ratings and SEC filings related to The Cheesecake Factory (CAKE), including insider transactions and quarterly results. This information is part of Quantisnow's real-time market data platform for retail investors.
Cheesecake Factory (CAKE) CEO trust exercises options, sells 104K shares
Cheesecake Factory (CAKE) CEO David Overton's family trust exercised 104,000 employee stock options at $46.03 per share and subsequently sold the same number of common shares at a weighted average price of $61.02 per share on May 1, 2026. After these transactions, the trust holds 3,079,779 common shares, with additional indirect and direct holdings. The filing details show a net sale of 104,000 shares totaling $6.35 million by Overton's trust.
Cheesecake factory CEO David Overton sells $6.3M of CAKE shares
David Overton, CEO of Cheesecake Factory Inc. (NASDAQ:CAKE), sold 104,000 shares worth $6.3 million on May 1, 2026, through his family trust, after exercising employee stock options. Despite the sale, which followed a 25% stock gain, InvestingPro analysis indicates CAKE might be undervalued, yet analysts have revised earnings downward. The company recently reported strong Q1 2026 financial results, exceeding EPS and revenue expectations.
Cheesecake factory CEO David Overton sells $6.3M of CAKE shares
David Overton, Chairman and CEO of Cheesecake Factory Inc. (NASDAQ:CAKE), sold 104,000 shares of company stock worth $6,346,080 on May 1, 2026, through his family trust. This sale followed the exercise of employee stock options, where he acquired the same number of shares for $4,787,120. Despite this insider sale, the company recently reported strong financial results for Q1 2026, exceeding earnings and revenue expectations.
The Cheesecake Factory 1Q 2026: Revenue $978.83M, EPS $1.02— 10-Q Summary
The Cheesecake Factory reported strong first-quarter 2026 results, with revenues increasing by 5.6% to $978.83M and diluted EPS rising 52.2% to $1.02. Net income also saw a significant jump of 50.4% to $49.55M. The growth was attributed to new restaurant openings, comparable sales gains, and a focus on operational stability, with off-premise sales contributing approximately 22% of restaurant sales.
Cheesecake Factory (NASDAQ: CAKE) boosts Q1 2026 profit and cash flow
The Cheesecake Factory Incorporated reported strong first-quarter 2026 results, with revenues increasing 5.6% to $978.8 million and net income rising significantly to $49.5 million, up from $32.9 million in the prior year. This growth was attributed to new restaurant openings and a 2.6% increase in comparable sales at The Cheesecake Factory restaurants, coupled with the absence of prior-year debt extinguishment charges. The company also demonstrated strong financial health with operating cash flow of $96.7 million, $235.1 million in cash, and no outstanding borrowings on its revolving credit facility, while returning capital to shareholders through dividends and share repurchases.
Research Alert: CFRA Reiterates Buy Opinion On Shares Of Cheesecake Factory Inc
This article announces that CFRA has reiterated its Buy opinion on shares of Cheesecake Factory Inc. The research alert indicates continued confidence in the company's stock.
Cheesecake Factory outlines 2026 revenue of ~$3.91B while targeting up to 26 openings
The Cheesecake Factory (CAKE) provided its financial outlook for 2026, projecting revenue of approximately $3.91 billion. The company also announced plans to open 24 to 26 new restaurants across its portfolio that year. This guidance indicates a continued expansion strategy and anticipated growth in its top line.
A Look at The Cheesecake Factory Inc (CAKE) After 4.2% Decline -- GF Value $43.46 vs Price $60.20
The Cheesecake Factory Inc (CAKE) experienced a 4.2% stock decline to $60.20 on May 1, 2026. According to GuruFocus's GF Value, the stock is significantly overvalued at $60.20 compared to its estimated fair value of $43.46. Insider selling of $1.3 million over the past three months suggests caution, despite the company's strong GF Score of 81/100 and high momentum rating, indicating potential long-term returns but weaker financial strength and valuation.
[144] CHEESECAKE FACTORY INC SEC Filing
This article provides details of a Form 144 SEC filing by Cheesecake Factory Inc. (CAKE). The filing indicates a proposed sale of 104,000 shares of common stock with an aggregate market value of $6,538,480.00, acquired through a stock option exercise, through Piper Sandler & Co Inc. on the NASDAQ exchange. The filing has a neutral impact and sentiment rating.
The Cheesecake Factory Hits Record Sales and Exceeds Expectations in First Quarter
The Cheesecake Factory reported record sales and exceeded expectations in the first quarter of 2026, with same-store sales up 1.6 percent and average weekly sales reaching an all-time high. The company attributes this success to culinary innovation, leveraging a higher-income consumer base, and strong operational improvements. The recent mobile app launch and continued menu innovation are expected to drive further growth, although sister brand North Italia saw a decline in same-store sales while Flower Child experienced significant growth.
Cheesecake Factory Q1 Strength And Rewards App Adoption Shape Growth Story
The Cheesecake Factory reported strong Q1 2026 results with record average weekly sales, revenue, margin, and earnings performance. The launch of the Cheesecake Rewards mobile app has gained significant traction, indicating increased digital engagement and potential for personalized marketing. Despite inflationary and labor cost pressures, management plans to open 26 new restaurants in 2026, further fueling growth.
Cheesecake Factory outlines 2026 revenue of ~$3.91B while targeting up to 26 openings
Cheesecake Factory is projecting approximately $3.91 billion in revenue for 2026. The company also anticipates opening up to 26 new restaurants by that year. This outlook indicates steady growth and expansion plans for the restaurant chain.
How The Cheesecake Factory Runs One Of America's Biggest Menus
The Cheesecake Factory maintains one of America's largest restaurant menus, featuring over 250 diverse items, despite a trend of other chains reducing their offerings due to rising ingredient costs. The company prepares nearly everything fresh daily, a significant undertaking that allows it to generate more revenue per restaurant than many competitors. This article explores how The Cheesecake Factory effectively manages and profits from its massive menu.
The Cheesecake Factory surprises with strong first quarter
The Cheesecake Factory reported a strong first quarter for 2026, with same-store sales rising 1.6% year over year, exceeding its forecast despite adverse weather and consumer uncertainty. The company attributed this success to its broad menu appeal, new smaller-portioned "bites," and strong engagement with its mobile app and loyalty program. Its fast-casual brand, Flower Child, also posted impressive 10% same-store sales growth, while North Italia experienced a slight decline.
The Cheesecake Factory Incorporated (NASDAQ:CAKE) Q1 2026 Earnings Call Transcript
The Cheesecake Factory Incorporated reported strong Q1 2026 results, exceeding expectations in revenue, margins, and adjusted diluted EPS with $1.05. The company saw comparable sales increase by 1.6% at The Cheesecake Factory restaurants, with annualized unit volumes reaching nearly $12.8 million, and emphasized successful culinary innovation and the positive reception of its new mobile app. Leadership also discussed development plans for 26 new restaurants in 2026 and provided an optimistic financial outlook despite broader industry softness.
CAKE Q1 Deep Dive: Menu Innovation, Rewards App, and Traffic Stabilization Drive Growth
The Cheesecake Factory (NASDAQ:CAKE) announced better-than-expected Q1 CY2026 revenue of $978.8 million and a non-GAAP profit of $1.05 per share, surpassing analyst estimates. This performance was driven by continuous menu innovation, strong operational execution, and increased guest engagement through its new digital rewards app. Management plans to continue this momentum through steady sales, expanding digital adoption, and disciplined cost management, with expectations for controlled inflation.
The Cheesecake Factory Reports Results for First Quarter of Fiscal 2026
The Cheesecake Factory (NASDAQ: CAKE) reported strong first-quarter fiscal 2026 results, exceeding expectations with total revenues of $978.8 million and diluted net income per share of $1.02. The company saw a 1.6% increase in comparable restaurant sales at The Cheesecake Factory, driven by resilient demand and operational efficiency. They also reaffirmed their fiscal 2026 development plan to open up to 26 new restaurants across their brands.
The Cheesecake Factory Posts Higher Profit As Comparable Sales Tick Up
The Cheesecake Factory reported higher first-quarter profit and sales, with diluted earnings per share increasing to $1.02 from $0.67 a year earlier. The restaurant chain's comparable restaurant sales rose by 1.6% at its namesake brand, and adjusted per-share earnings surpassed analyst expectations.
Cheesecake Factory (CAKE) Q1 2026 profit rises with dividend and buybacks
The Cheesecake Factory (CAKE) reported strong financial results for Q1 fiscal 2026, with revenues reaching $978.8 million and adjusted diluted EPS at $1.05, exceeding analyst expectations. The company also announced a quarterly dividend of $0.30 per share and repurchased 332,000 shares for $19.2 million, demonstrating a commitment to returning capital to shareholders. Furthermore, The Cheesecake Factory plans to open up to 26 new restaurants in fiscal 2026 across its various brands.
The Cheesecake Factory Reports Results for First Quarter of Fiscal 2026
The Cheesecake Factory Incorporated reported strong first-quarter fiscal 2026 financial results, exceeding expectations for revenue, margins, and earnings. Total revenues reached $978.8 million, with comparable restaurant sales at The Cheesecake Factory increasing by 1.6%. The company also highlighted its continued expansion with several new restaurant openings and its recognition for the 13th consecutive year on Fortune's "100 Best Companies to Work For" list.
Cheesecake Factory beats Q1 estimates as sales outpace industry, shares rise
The Cheesecake Factory (NASDAQ:CAKE) exceeded Q1 analyst expectations for both earnings and revenue, with shares rising 5% after the announcement. The company reported adjusted EPS of $1.05 and revenue of $978.8 million, driven by strong comparable restaurant sales despite weather challenges. Cheesecake Factory plans to open up to 26 new restaurants in fiscal 2026 and declared a quarterly dividend of $0.30 per share.
Cheesecake Factory posts $978.8M quarter, plans up to 26 openings
The Cheesecake Factory reported strong Q1 fiscal 2026 results, with total revenues rising to $978.8 million and diluted net income per share at $1.02. The company, which owns and operates 371 restaurants, also announced plans to open up to 26 new restaurants in fiscal 2026. Comparable restaurant sales at The Cheesecake Factory restaurants increased by 1.6% year-over-year.
The Cheesecake Factory Incorporated (NASDAQ:CAKE) Receives Average Recommendation of "Hold" from Analysts
The Cheesecake Factory (NASDAQ:CAKE) has received a consensus "Hold" rating from seventeen brokerages, with an average 12-month price target of $62.00. The company reported strong quarterly earnings, beating expectations with an EPS of $1.00 and revenue of $961.6M, representing a 4.4% year-over-year increase. Despite a recent dividend increase, insiders have sold approximately $1.34M in stock over the last 90 days.
Earnings Flash (CAKE) The Cheesecake Factory Incorporated Reports Q1 Revenue $978.8M, vs. FactSet Est of $964.6M
The Cheesecake Factory Incorporated reported Q1 revenue of $978.8 million, surpassing FactSet's estimate of $964.6 million. The company is an experiential dining company operating 334 restaurants and a bakery division. This revenue beat indicates a strong performance for the quarter, potentially driven by the diversity of its brands and menu offerings.
Is It Too Late To Consider Cheesecake Factory (CAKE) After Strong Recent Share Price Gains
Cheesecake Factory (CAKE) has seen significant share price gains over the last year, with a 3-year return of 108.0% and a 5-year return of 11.9%. While a Discounted Cash Flow (DCF) model suggests the stock is slightly overvalued at $62.68 per share, its Price-to-Earnings (P/E) ratio of 21.0x indicates it might be undervalued compared to Simply Wall St's Fair Ratio of 23.7x. The article explores both bullish and bearish "Narratives" for CAKE, with fair value estimates ranging from $50.00 to $73.83 per share, helping investors consider different future scenarios for the company.
Vanguard Portfolio Management (CAKE) reports 2.81M shares, 5.64% stake
Vanguard Portfolio Management has reported a beneficial ownership of 2,813,678 shares of Cheesecake Factory Inc. (CAKE) common stock, which represents a 5.64% stake. The filing indicates Vanguard possesses sole dispositive power over all these shares and sole voting power over 40,214 shares. This disclosure was made via a Schedule 13G filing signed on April 29, 2026.
Cheesecake Factory earnings up next: Can traffic rebound last? By Investing.com
The Cheesecake Factory (CAKE) is set to release its Q1 2026 earnings, with analysts expecting EPS of $1.01 and revenue of $964.5 million. Investors will be closely watching for signs that the casual dining chain's traffic rebound can be sustained after a challenging end to 2025. Key factors include the success of value offerings, digital engagement through its new app, and the ability to maintain strong restaurant-level margins.
Earnings To Watch: The Cheesecake Factory (CAKE) Reports Q1 Results Tomorrow
The Cheesecake Factory (CAKE) is set to announce its Q1 earnings tomorrow after market close. Analysts expect a 4% year-on-year revenue growth, consistent with the previous year, despite the company having missed Wall Street's revenue estimates multiple times in the past two years. Peers in the restaurant segment, Kura Sushi and Darden, have reported mixed Q1 results, while investor sentiment for the segment overall remains positive, with CAKE's share price up 14.8% over the last month.
The Cheesecake Factory Celebrates Moms With Sweet Gift Card Offer Online
The Cheesecake Factory is offering a special gift card promotion for Mother's Day: customers who purchase $50 or more in gift cards online between April 27 and May 10, 2026, will receive a complimentary $10 Bonus Card. This Bonus Card can be redeemed from May 11 through June 3, 2026, and can be used for dining in or online pickup. The offer aims to make gifting easier with The Cheesecake Factory's extensive menu and legendary cheesecakes.
Does Cheesecake Factory Stock Have Any Upside Left on the Menu?
Cheesecake Factory (CAKE) shares have rallied over 25% year-to-date, trading near the average analyst price target of $62, which suggests limited upside. Despite industry headwinds, the company reported strong 2025 results with record revenue and margin expansion. The upcoming Q1 earnings report could act as a catalyst if results exceed expectations, potentially shifting analyst estimates and allowing for further stock movement.
The Cheesecake Factory (CAKE) Stock Trades Up, Here Is Why
Shares of The Cheesecake Factory (CAKE) jumped 2.8% after President Trump extended a ceasefire with Iran, easing geopolitical uncertainty and boosting investor confidence in equities. This positive sentiment, coupled with a previous gain from announcements of the Strait of Hormuz reopening and lower crude oil prices, translates to cheaper logistics and increased consumer spending for the restaurant industry. CAKE is up 20% year-to-date and is trading near its 52-week high.
Oppenheimer Adjusts Price Target on Cheesecake Factory to $72 From $68, Maintains Outperform Rating
Oppenheimer has increased its price target for The Cheesecake Factory (CAKE) to $72 from $68, while reiterating an Outperform rating. This adjustment reflects a positive outlook on the company's financial prospects. The Cheesecake Factory, an experiential dining company, operates several restaurant brands including its namesake, North Italia, and Fox Restaurant Concepts, and also has a bakery division.
