Cheesecake Factory (CAKE) reported earnings 30 days ago. What's next for the stock?
Cheesecake Factory reported weaker-than-expected Q3 sales and comps, underperforming the S&P 500 with ~10% YTD gains. Despite near-term sales challenges, CAKE maintains significant long-term growth potential, especially through Flower Child's expansion opportunities. CAKE remains attractively valued at 14x forward P/E, offering a compelling 'Buy' in an otherwise expensive market environment.
The Cheesecake Factory Incorporated (NASDAQ:CAKE ) Q3 2025 Earnings Call October 28, 2025 5:00 PM EDT Company Participants Etienne Marcus - Vice President of Finance & Investor Relations David Overton - Founder, Chairman & CEO David Gordon - President Matthew Clark - Executive VP & CFO Conference Call Participants Andrew Barish - Jefferies LLC, Research Division Brian Vaccaro - Raymond James & Associates, Inc., Research Division Jon Tower - Citigroup Inc., Research Division Sharon Zackfia - William Blair & Company L.L.C., Research Division David Tarantino - Robert W.
The headline numbers for Cheesecake Factory (CAKE) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Cheesecake Factory (CAKE) came out with quarterly earnings of $0.68 per share, beating the Zacks Consensus Estimate of $0.6 per share. This compares to earnings of $0.58 per share a year ago.
Cheesecake Factory's Q3 results are likely to reflect solid demand, menu innovation and cost discipline, partly offset by wage inflation and softer spending.
Cheesecake Factory (CAKE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Investors interested in stocks from the Retail - Restaurants sector have probably already heard of Cheesecake Factory (CAKE) and Dutch Bros (BROS). But which of these two companies is the best option for those looking for undervalued stocks?
The heavy selling pressure might have exhausted for Cheesecake Factory (CAKE) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Cheesecake Factory combines stable flagship cash flows with high-growth concepts like North Italia and Flower Child, resonating with younger demographics and driving long-term market share gains. Shares trade at just 16x forward earnings, a discount to peers, despite double-digit earnings, EBITDA, and free cash flow growth. The flagship Cheesecake Factory brand generates $21 million in average unit volumes, far ahead of most casual dining competitors.
Here is how Cheesecake Factory (CAKE) and Dillard's (DDS) have performed compared to their sector so far this year.
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