We continue to rate The Cheesecake Factory a hold, highlighting its strong revenue growth, margin improvements, and positive comparable sales trends. The company's strategic cost management and easing inflation have led to improved margins, with food and labor expenses showing notable reductions. CAKE's earnings growth is robust, with Q4 adjusted EPS rising significantly year-over-year, and the stock remains attractively valued at less than 15X forward earnings.
CAKE's fourth-quarter fiscal 2024 results are aided by a robust performance at its flagship Cheesecake Factory restaurants.
The Cheesecake Factory Incorporated (NASDAQ:CAKE ) Q4 2024 Earnings Conference Call February 19, 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 Brian Vaccaro - Raymond James Jon Tower - Citi Andy Barish - Jefferies Brian Bittner - Oppenheimer Jim Salera - Stephens Jeffrey Bernstein - Barclays Christine Cho - Goldman Sachs Catherine Griffin - Bank of America Jeff Farmer - Gordon Haskett Jim Sanderson - Northcoast Research Lauren Silberman - Deutsche Bank Brian Harbour - Morgan Stanley Operator Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today.
While the top- and bottom-line numbers for Cheesecake Factory (CAKE) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Cheesecake Factory (CAKE) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.92 per share. This compares to earnings of $0.80 per share a year ago.
Cheesecake Factory Inc. on Wednesday reported fourth-quarter profit and revenue that were above expectations, amid demand for what executives called “distinct, high-quality dining experiences.”
The Cheesecake Factory Incorporated CAKE will release its fourth-quarter financial results after the closing bell on Wednesday, Feb. 19.
Get a deeper insight into the potential performance of Cheesecake Factory (CAKE) for the quarter ended December 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Cheesecake Factory's fiscal fourth-quarter performance is likely to have benefited from strategic pricing actions and strong off-premise performance.
Cheesecake Factory (CAKE) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.
Investors interested in stocks from the Retail - Restaurants sector have probably already heard of Cheesecake Factory (CAKE) and Chipotle Mexican Grill (CMG). But which of these two stocks is more attractive to value investors?
Cheesecake Factory (CAKE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.