CAKE Stock Recent News

Cheesecake Factory (CAKE) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Investors with an interest in Retail - Restaurants stocks have likely encountered both Cheesecake Factory (CAKE) and Dutch Bros (BROS). But which of these two stocks is more attractive to value investors?

Cheesecake Factory (NASDAQ:CAKE), a full-service casual dining company best known for its broad menu and premium cheesecakes, reported earnings for Q2 FY2025 on July 29, 2025. The company delivered GAAP revenue of $955.8 million, beating analyst estimates of $947.3 million.

We maintain a market perform rating on Cheesecake Factory, recognizing strong execution but noting shares are fairly valued after recent gains. Q2 delivered record revenue, positive comparable sales, and margin expansion, reflecting healthy consumer demand and effective cost management. Earnings growth is solid, with adjusted EPS beating estimates and ongoing unit expansion supporting the long-term outlook.

The Cheesecake Factory stands out with resilient sales and margin growth, outperforming peers in a challenging restaurant sector and justifying my upgrade to a "Buy" rating. Diverse restaurant concepts, industry-leading AUVs, and strong delivery growth drive incremental revenue and set Cheesecake apart from struggling competitors. Disciplined cost management and best-in-class labor retention have led to margin expansion, even as peers face margin compression and negative sales trends.

The Cheesecake Factory Incorporated (NASDAQ:CAKE ) Q2 2025 Earnings Conference Call July 29, 2025 5:00 PM ET Company Participants David M. Gordon - President David M.

Although the revenue and EPS for Cheesecake Factory (CAKE) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Cheesecake Factory (CAKE) came out with quarterly earnings of $1.16 per share, beating the Zacks Consensus Estimate of $1.06 per share. This compares to earnings of $1.09 per share a year ago.

Restaurant company Cheesecake Factory Inc CAKE reported better-than-expected financial results for the second fiscal quarter after market close Tuesday.

CALABASAS HILLS, Calif.--(BUSINESS WIRE)--The Cheesecake Factory Incorporated (NASDAQ: CAKE) today reported financial results for the second quarter of fiscal 2025, which ended on July 1, 2025. Total revenues were $955.8 million in the second quarter of fiscal 2025 compared to $904.0 million in the second quarter of fiscal 2024. Net income and diluted net income per share were $54.8 million and $1.14, respectively, in the second quarter of fiscal 2025. The Company recorded a pre-tax net expense.