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Cheesecake Factory Inc Stock Price, News & Analysis

CAKE Nasdaq

Welcome to our dedicated page for Cheesecake Factory news (Ticker: CAKE), a resource for investors and traders seeking the latest updates and insights on Cheesecake Factory stock.

The Cheesecake Factory Incorporated (NASDAQ: CAKE) is a restaurant and bakery company that regularly issues news about its operations, promotions and financial performance. The company describes itself as a leader in experiential dining, with a culinary-forward approach and a strong focus on hospitality, and it owns and operates restaurants under brands including The Cheesecake Factory, North Italia, Flower Child and other Fox Restaurant Concepts brands.

News related to CAKE often covers quarterly financial results, where the company reports revenues, segment performance and comparable restaurant sales for concepts such as The Cheesecake Factory restaurants, North Italia and other FRC brands. These releases also discuss development activity, including the number of new restaurants opened across its concepts and the expansion of international-licensed locations operating under The Cheesecake Factory brand.

Investors and followers of the stock will also see announcements about dividends, liquidity and capital allocation, including details on convertible senior notes, share repurchases and quarterly cash dividends declared by the board of directors. Form 8-K filings frequently reference accompanying press releases and investor presentations that provide additional context on the company’s financial condition and strategy.

For customers and brand followers, The Cheesecake Factory’s news highlights promotional offers and guest programs. Examples include seasonal gift card promotions that provide bonus cards or dining credits when purchasing gift cards, as well as information about Cheesecake Rewards, the company’s rewards program that offers benefits such as a complimentary birthday slice and exclusive access to offers. Product-focused news, such as the return of seasonal cheesecake flavors, illustrates how the company uses menu innovation and limited-time offerings to engage guests.

This CAKE news page brings together these categories of updates—earnings, capital decisions, restaurant development, promotions and rewards program announcements—so readers can follow how The Cheesecake Factory communicates with both investors and guests over time.

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The Cheesecake Factory (NASDAQ: CAKE) will release fourth quarter fiscal 2025 results after market close on Wednesday, February 18, 2026.

The company will discuss results on a conference call the same day at 2:00 p.m. PT, and the call will be webcast at investors.thecheesecakefactory.com.

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The Cheesecake Factory (NASDAQ: CAKE) launched a Winter Rewards Gift Card Offer for Cheesecake Rewards members from Jan 21, 2026 through Feb 17, 2026. Members who purchase $50 in online gift cards via their rewards account will receive a $10 dining credit for dine-in only, redeemable from Feb 18, 2026 through Mar 31, 2026. Credits post to member accounts on Feb 18, 2026 and expire end of business on Mar 31, 2026. Offer excludes alcohol, gift cards, tax, and gratuity; members must access the offer through their rewards dashboard and supply their rewards number to qualify.

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The Cheesecake Factory (NASDAQ: CAKE) is bringing back its seasonal Peppermint Stick Chocolate Swirl Cheesecake nationwide for the holidays and is running a limited-time gift card promotion through December 31, 2025. For every $50 of gift cards purchased, guests receive a $15 bonus card redeemable from 01/01/2026 through 02/28/2026. Online purchase window is 11/13/2025–12/31/2025; in-restaurant window is 11/28/2025–12/31/2025. Bonus card terms and restrictions apply.

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The Cheesecake Factory (NASDAQ: CAKE) said management will present at two investor conferences in New York City in early December 2025.

David Gordon, President, and Matthew Clark, EVP and Chief Financial Officer, will participate in a fireside chat and host investor meetings at Morgan Stanley’s Global Consumer & Retail Conference on December 2, 2025 (fireside chat at 12:45 p.m. ET) and at Barclays 11th Annual Eat, Sleep, Play, Shop Conference on December 3, 2025 (fireside chat at 11:15 a.m. ET). Both conferences run in New York City, and the fireside chat will be webcast with a replay available on the company investor website.

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The Cheesecake Factory (NASDAQ: CAKE) launched its annual holiday gift card promotion: buy $50 of gift cards and receive a $15 bonus card.

The online offer runs from November 13, 2025 through December 31, 2025; the same offer is available in restaurants from Black Friday, November 28, 2025 through December 31, 2025. Bonus cards are redeemable from January 1, 2026 through February 28, 2026 (end of business day). Promotion terms limit one $15 bonus card per $50 purchased in a single transaction and include additional restrictions available at the company gift card offer page.

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The Cheesecake Factory (NASDAQ: CAKE) reported third quarter fiscal 2025 results for the period ended September 30, 2025. Total revenue was $907.2 million versus $865.5 million a year earlier. Net income was $31.9 million and diluted EPS was $0.66; adjusted net income and adjusted diluted EPS were $33.2 million and $0.68, respectively. Comparable restaurant sales at Cheesecake Factory restaurants rose 0.3% year‑over‑year.

The company opened new FRC and international Cheesecake Factory locations, expects up to 25 new restaurants in fiscal 2025, had $556.5 million total available liquidity, $190.0 million cash, $644.0 million debt outstanding, repurchased ~18,900 shares for $1.2 million, and declared a quarterly dividend of $0.27 per share payable November 25, 2025.

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The Cheesecake Factory (NASDAQ: CAKE) will release its third quarter fiscal 2025 financial results after market close on Tuesday, October 28, 2025.

The company said it will hold a conference call the same day beginning at 2:00 p.m. Pacific Time. The call will be webcast and accessible via the company's investor site at investors.thecheesecakefactory.com.

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The Cheesecake Factory (NASDAQ: CAKE) has been recognized on the 2025 PEOPLE Companies That Care® list for the fifth consecutive year, ranking 46th. The recognition, determined through employee surveys, reflects the company's commitment to its workforce, communities, and environmental initiatives.

The company's community impact includes its Nourish Program, which donated over 820,000 pounds of food to more than 600 local non-profits in 2024. Through special cheesecake sales, the company has contributed $6.8 million to Feeding America® since 2008. Additionally, The Cheesecake Factory was named to Fortune's "100 Best Companies to Work For®" list for the twelfth consecutive year in 2025.

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The Cheesecake Factory (NASDAQ: CAKE) has announced an exclusive Back to School Gift Card promotion for Cheesecake Rewards members running through September 1, 2025. Members will receive a $10 dining credit for every $50 in gift cards purchased online through their rewards account.

The dining credits will be available from September 2-30, 2025, and can be redeemed for dine-in only at U.S. locations, including Puerto Rico. Multiple credits can be used on the same check, but cannot be applied to alcohol, gift cards, tax, or gratuity. New members who sign up by September 1 can access this promotion, which includes benefits like birthday rewards and exclusive offers.

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The Cheesecake Factory (NASDAQ: CAKE) reported strong Q2 2025 financial results with total revenues of $955.8 million, up from $904.0 million in Q2 2024. The company achieved net income of $54.8 million and diluted EPS of $1.14.

Comparable restaurant sales increased 1.2% year-over-year at The Cheesecake Factory restaurants. The company demonstrated operational improvements across labor productivity, food efficiency, and staff retention. During Q2, they opened eight new restaurants across various concepts and maintain plans to open up to 25 new restaurants in fiscal 2025.

The company maintains strong liquidity with $515.3 million available, including $148.8 million in cash. A quarterly dividend of $0.27 per share was declared, payable on August 26, 2025.

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FAQ

What is the current stock price of Cheesecake Factory (CAKE)?

The current stock price of Cheesecake Factory (CAKE) is $63.49 as of February 9, 2026.

What is the market cap of Cheesecake Factory (CAKE)?

The market cap of Cheesecake Factory (CAKE) is approximately 3.2B.
Cheesecake Factory Inc

Nasdaq:CAKE

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3.15B
45.85M
8.02%
113.09%
17.4%
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