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The Cheesecake Factory (CAKE) investor relations material
The Cheesecake Factory Barclays 11th Annual Eat, Sleep, Play, Shop Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 11th Annual Eat, Sleep, Play, Shop Conference 2025 summary3 Dec, 2025
Portfolio overview and growth strategy
Operates a diverse portfolio: Cheesecake Factory (over 217 units), North Italia, Flower Child, and emerging brands like Culinary Dropout and The Henry, each targeting different dining segments.
Plans to open 25 restaurants in 2024 and 26 in 2025, with long-term targets of up to 300 Cheesecake Factories, 200 North Italias, and 700 Flower Child units domestically.
International growth continues with 35 licensed restaurants and expectations to open 3-5 new international units annually.
New units are performing strongly, with recent openings exceeding sales expectations.
Portfolio diversity allows for flexible real estate strategies and strong landlord relationships.
Consumer trends and brand positioning
Consumer spending is stable but slightly softer; no single demographic cohort is driving change.
Flower Child outperforms fast casual peers due to its elevated experience and broad demographic appeal.
Experiential dining is prioritized over transactional, with little evidence of trade-down to food at home.
Younger consumers value experiences and high-quality food, supporting the experiential focus.
Menu innovation and guest engagement
Ongoing menu innovation includes successful launches like Bites and Bowls, with more items planned for winter.
SkinnyLicious menu and new smaller portion options address health trends and changing consumer preferences.
Rewards program is a key driver of guest engagement, increasing visit frequency and check averages.
A new app launching in the first half of next year will enhance reservations, ordering, and rewards tracking.
Portfolio growth strategy beyond Cheesecake Factory
Rewards program and app's impact on frequency?
Margin expansion drivers for 2026 and beyond
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Next The Cheesecake Factory earnings date
Q4 202519 Feb, 2026
Next The Cheesecake Factory earnings date
Q4 202519 Feb, 2026
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Frequently asked questions
The Cheesecake Factory Incorporated is a restaurant company and distributor of cheesecakes based in the United States. The company operates 211 full-service dining restaurants: 194 restaurants under The Cheesecake Factory brand, 13 restaurants under the Grand Lux Cafe brand and offers more than 250 menu selections including Appetizers, Specialty Salads, Pastas, Pizzas, Steaks, Chops, Seafood, Sandwiches. The Cheesecake Factory Incorporated was founded in 1972 and is headquartered in Calabasas, California.
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