CAKE Stock Recent News
CAKE LATEST HEADLINES
Cheesecake Factory (CAKE) reported earnings 30 days ago. What's next for the stock?
CAKE is shifting from broad offer testing to a personalized engagement strategy to boost response rates and member interaction. Yet, high costs are a concern.
I give a hold rating for The Cheesecake Factory as the stock is already trading above its historical valuation range. Despite strong 1Q25 performance, including 4% revenue growth and margin expansion, the near-term upside appears limited without significant growth or earnings revisions. CAKE's growth is driven by new store openings and the successful Cheesecake Rewards program, but the market has likely priced in these positives.
Fund managers are less worried about an economic slowdown. That's why they loaded up on consumer, industrial, and tech stocks.
Texas Roadhouse stock is up after reporting mixed earnings results. Citi director and restaurant analyst Jon Tower explains how consumer behavior and macroeconomic headwinds are shaping the restaurant industry.
Investors need to pay close attention to CAKE stock based on the movements in the options market lately.
Stephens analyst Jim Salera reiterated the Overweight rating on The Cheesecake Factory Incorporated CAKE, with a price forecast of $60.
The Cheesecake Factory Incorporated CAKE reported better-than-expected earnings for its first quarter on Wednesday.
CAKE's Q1 results are aided by a strong performance at its flagship Cheesecake Factory restaurants. Also, a focus on effective operational execution bodes well.
The Cheesecake Factory Incorporated (NASDAQ:CAKE ) Q1 2025 Earnings Conference Call April 30, 2025 5:00 PM ET Company Participants Etienne Marcus - Vice President Finance, Investor Relations David Overton - Chairman and Chief Executive Officer David Gordon - President Matt Clark - Executive Vice President and Chief Financial Officer Conference Call Participants David Tarantino - Baird Sharon Zackfia - William Blair Andy Barish - Jefferies Jon Tower - Citi Brian Vaccaro - Raymond James Brian Harbour - Morgan Stanley Brian Bittner - Oppenheimer Jim Salera - Stephens Lauren Silberman - Deutsche Bank Jim Sanderson - Northcoast Research Jeffrey Bernstein - Barclays Christine Cho - Goldman Sachs Jeff Farmer - Gordon Haskett Jon Ivankoe - JPMorgan Operator Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today.