The Cheesecake Factory Incorporated operates a multi-brand casual dining and bakery business built around The Cheesecake Factory restaurants, North Italia, Flower Child and other Fox Restaurant Concepts brands. Company news commonly covers quarterly results, comparable restaurant sales, restaurant openings, operating margin drivers, menu activity and guest engagement programs such as Cheesecake Rewards.
Updates also include gift card promotions, seasonal cheesecake offerings, capital returns through dividends and share repurchase authorizations, investor conference presentations and the company’s international licensing model for The Cheesecake Factory restaurants.
The Cheesecake Factory (NASDAQ: CAKE) management will participate in a fireside chat at the Stephens Annual Investment Conference on November 18, 2026.
President David Gordon and Executive Vice President Matthew Clark will speak at 10:15 a.m. Central Time and host investor meetings. The conference runs November 17-19 in Nashville, Tennessee. The chat will be webcast on the company’s investor website, with a replay available afterward.
The Cheesecake Factory (CAKE) reported fiscal third-quarter 2026 revenue of $1,033.4 million, with higher earnings and comparable restaurant sales. Revenue increased from $907.2 million a year earlier. Net income reached $61.3 million, versus $31.9 million, and diluted earnings per share rose to $1.19 from $0.66. Cheesecake Factory comparable restaurant sales increased 15.2% year over year.
Results included $12.9 million of pre-tax income from Fox Restaurant Concepts acquisition-related items. Adjusted net income was $52.3 million, or $1.02 per diluted share. Operating margin increased to 7.2% from 4.1%. Available liquidity totaled $585.3 million, while outstanding debt principal was $575 million. The company opened six restaurants during the quarter and three afterward, and continues to expect as many as 26 openings in fiscal 2026.
The Cheesecake Factory (CAKE) will release third quarter fiscal 2026 financial results after market close on October 27, 2026.
A conference call to discuss the results will begin that day at 2:00 p.m. Pacific Time. The webcast will be available at investors.thecheesecakefactory.com.
The Cheesecake Factory (CAKE) is offering online gift card buyers a $10 bonus card during National Dessert Month. Purchases made October 1–25, 2026, qualify for one $10 Bonus Card for every $50 in gift cards bought in a single online transaction, subject to availability. Bonus Cards are redeemable October 26–November 22, 2026, and cannot be combined with another discount or offer. The promotion may be terminated at any time.
The Cheesecake Factory (NASDAQ: CAKE) will present at the Barclays 19th Annual Global Consumer Conference on September 8, 2026, at 11:15 a.m. Eastern Time. CFO Matthew Clark and VP Etienne Marcus will join a fireside chat, webcast live with a replay on the company’s investor website.
The Cheesecake Factory (NASDAQ: CAKE) was named to the 2026 PEOPLE Companies That Care list by PEOPLE magazine and Great Place to Work, ranking 30th nationwide. The recognition, based largely on a confidential employee survey, marks the company’s sixth consecutive year on the list.
The company highlights community-focused initiatives including its Nourish Program, which has donated over 10 million pounds of excess food since 2007, and more than 1 million pounds in 2025. It has also contributed over $7 million to Feeding America and supports staff volunteerism through its Give Back program. In 2026, it was also named to the Fortune “100 Best Companies to Work For” list for the thirteenth straight year.
The Cheesecake Factory (NASDAQ: CAKE) is launching a limited-time online gift card promotion from August 10 through Labor Day, September 7, 2026. For every $50 in gift cards purchased online in a single transaction, guests receive a complimentary $10 Bonus Card, redeemable from September 8–30, 2026, subject to stated terms and conditions.
The Cheesecake Factory (NASDAQ: CAKE) reported second-quarter fiscal 2026 revenues of $1,029.6 million, up from $955.8 million a year earlier. Net income was $68.4 million, with diluted EPS of $1.41. Adjusted net income was $69.7 million and adjusted diluted EPS was $1.44, excluding acquisition-related, impairment and lease termination items.
Comparable sales at The Cheesecake Factory restaurants increased 5.8% year-over-year. Income from operations rose to $78.6 million, or 7.6% of revenues, versus 6.8% in the prior year quarter. The company ended the quarter with total available liquidity of $561.7 million, including $195.2 million of cash and $366.5 million of undrawn revolver capacity.
The company repaid the remaining $69.0 million of 0.375% convertible notes due 2026 and had $575 million of 2.00% convertible notes due 2030 outstanding. In Q2 2026 it repurchased about 158,600 shares for $9.3 million and declared a quarterly dividend of $0.30 per share, payable August 25, 2026. The company opened four new restaurants in the quarter and still expects to open up to 26 new locations in fiscal 2026 across its concepts.
The Cheesecake Factory (NASDAQ: CAKE) will celebrate National Cheesecake Day on Wednesday, July 30, 2026, by offering any slice, half price to all dine-in guests at its U.S. restaurants. The company will also debut its Brownie Crunch Choc-a-Lot Cheesecake and donate $0.25 per slice of that flavor sold through July 29, 2027 to Feeding America, subject to stated offer conditions.
The Cheesecake Factory (NASDAQ: CAKE) will release its second quarter fiscal 2026 financial results after market close on Tuesday, July 28, 2026. A webcast conference call to discuss the results will follow at 2:00 p.m. Pacific Time via the company’s investor website.