Every 8-K that Cheesecake Factory (The) (CAKE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CAKE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CAKE filings page.
The Cheesecake Factory Incorporated submitted an amended current report to furnish a revised investor presentation for the second quarter of fiscal 2026, ended June 30, 2026. The revision corrects a typographical error on slide 31, where the fiscal year 2026 net income margin target was shown as 5% instead of the intended 5.4%. The corrected presentation, dated July 29, 2026, has been posted on the company’s investor relations website and furnished as Exhibit 99.1. No other information from the earlier report was changed.
The Cheesecake Factory Incorporated reported second-quarter fiscal 2026 revenue 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. Excluding acquisition-related and other items, adjusted net income was $69.7 million and adjusted diluted EPS $1.44.
Comparable restaurant sales at The Cheesecake Factory restaurants increased 5.8% year over year. As of June 30, 2026, the company had total liquidity of $561.7 million, including $195.2 million of cash, and $575 million of 2.00% convertible senior notes due 2030 after repaying $69.0 million of 2026 notes. During the quarter it repurchased about 158,600 shares for $9.3 million. The board declared a quarterly cash dividend of $0.30 per share, payable August 25, 2026 to shareholders of record on August 11, 2026, and the company continues to plan up to 26 new restaurant openings in fiscal 2026 across its brands.
The Cheesecake Factory Incorporated reported the results of its 2026 annual stockholders’ meeting held on May 28, 2026. Stockholders elected all eight director nominees, including David Overton and Janice L. Meyer, each receiving over 34 million votes in favor with several million broker non-votes recorded.
Stockholders also ratified the selection of KPMG LLP as independent registered public accounting firm for fiscal year 2026, with 43,129,227 votes for, 466,633 against, and 14,866 abstentions. In addition, a non-binding advisory vote approved executive compensation, with 37,666,375 votes for, 211,834 against, and 24,220 abstentions, plus 5,708,297 broker non-votes.
The Cheesecake Factory Incorporated reported higher first-quarter fiscal 2026 results, with revenues of $978.8 million versus $927.2 million a year earlier and net income of $49.5 million, or $1.02 diluted EPS. Adjusted diluted EPS, excluding impairment and acquisition-related items, was $1.05.
Comparable restaurant sales at The Cheesecake Factory restaurants rose 1.6% year-over-year. The company opened several new North Italia, Flower Child and Fox Restaurant Concepts locations and one international licensed Cheesecake Factory in Mexico, and still expects to open up to 26 new restaurants in 2026. Liquidity totaled $601.6 million as of March 31, 2026, against $644.0 million of debt. The Board declared a quarterly dividend of $0.30 per share and the company repurchased about 332,000 shares for $19.2 million during the quarter.
The Cheesecake Factory Incorporated entered into a Fifth Amended and Restated Loan Agreement providing a new $400 million revolving credit facility maturing on March 26, 2031. The facility includes an $85 million sublimit for letters of credit and a $10 million sublimit for swingline loans.
The agreement allows up to an additional $200 million in revolving commitments and potential $25 million aggregate increases to letter of credit sublimits. Borrowings bear interest based on Term SOFR or a base rate plus margins tied to a Net Adjusted Leverage Ratio, and the facility is unsecured but carries leverage and coverage covenants. Proceeds may be used for general corporate purposes, including dividends, stock repurchases and permitted acquisitions.
The Cheesecake Factory Incorporated reported fourth quarter fiscal 2025 revenue of $961.6 million, up from $921.0 million a year earlier. Net income was $28.8 million, or $0.60 per diluted share, while adjusted diluted net income per share was $1.00 after excluding impairment, acquisition-related items and gift card adjustments.
Comparable sales at The Cheesecake Factory restaurants declined 2.2% year over year in the quarter, but full-year revenue reached a record $3.75 billion versus $3.58 billion in 2024. The company opened 25 new restaurants in 2025 and expects to open as many as 26 locations in fiscal 2026 across its Cheesecake Factory, North Italia, Flower Child and other FRC brands.
The Board raised the quarterly cash dividend to $0.30 per share, payable on March 17, 2026 to shareholders of record on March 4, 2026, and increased the share repurchase authorization by 5.0 million shares to 66.0 million shares, leaving about 6.0 million shares available. As of December 30, 2025, total available liquidity was $582.2 million, including cash of $215.7 million and $366.5 million of revolver availability, against total debt principal of $644.0 million.
The Cheesecake Factory Incorporated furnished updates related to its latest results and capital returns. The company reported third quarter fiscal 2025 financial results via a press release furnished as Exhibit 99.1 and posted an updated Investor Presentation on its Investor Relations website, furnished as Exhibit 99.2.
The Board declared a quarterly cash dividend of $0.27 per share, payable on November 25, 2025 to stockholders of record at the close of business on November 11, 2025. The company noted that future dividend decisions are at the Board’s discretion and will depend upon operating performance and other factors.