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Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
The Cheesecake Factory
The Cheesecake Factory (CAKE) investor relations material
The Cheesecake Factory Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary29 Jul, 2026
Company overview and portfolio
Operates 375 restaurants across the US and Canada, including 217 flagship locations, 51 North Italia, 44 Flower Child, and 57 Fox Restaurant Concepts units.
Recognized as a top employer, named to Fortune's "100 Best Companies to Work For" for 13 consecutive years.
Diverse experiential dining concepts span casual, upscale, and fast-casual segments.
International presence with 36 licensed locations in Asia, Latin America, and the Middle East.
Growth strategy and expansion
Targeting up to 26 new restaurant openings in 2026, including flagship, North Italia, Flower Child, and FRC brands.
North Italia and Flower Child each targeting ~20% annual unit growth, with long-term potential for 200 and 700 domestic locations, respectively.
Fox Restaurant Concepts serves as an innovation incubator, supporting portfolio diversification and value creation.
Significant market runway with future revenue opportunity estimated at $8.5B.
Operational excellence and brand differentiation
Industry-leading retention and best-in-class operational execution, supported by robust training and compensation.
Menu breadth, made-from-scratch quality, and high-energy ambiance drive experiential differentiation.
Integrated bakery operations enable creativity, quality control, and supply chain efficiencies.
Off-premise sales represent over 20% of revenue, with $2.8M in average annual off-premise sales per restaurant.
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Latest events from The Cheesecake Factory
- Q2 2026 revenue up 7.7% YoY to $1.03B, net income $68.4M, comps +5.8%, 26 new units planned.CAKE
Q2 20263 Aug 2026 - Q1 2025 saw 4% revenue growth, margin gains, robust expansion, and strong capital actions.CAKEQ1 20259 Jul 2026
- Q2 revenue rose 4.4% to $904M, with adjusted EPS up 24% and strong new unit growth.CAKEQ2 20248 Jul 2026
- Q3 2025 revenue reached $907.2M with strong earnings, margin gains, and robust expansion plans.CAKEQ3 20258 Jul 2026
- Q1 2026 revenue up 5.6% to $978.8M, net income $49.5M, and 26 new units planned for 2026.CAKEQ1 20264 May 2026
- Ambitious expansion and strong financials position the group for sustained industry-leading growth.CAKE47th Annual Raymond James Institutional Investor Conference25 Apr 2026
- FY2025 revenue hit $3.8B, adjusted EPS reached $3.77, and 26 new openings are planned for 2026.CAKEQ4 202512 Apr 2026
- Proxy covers director elections, auditor ratification, say-on-pay, and strong governance and ESG.CAKEProxy filing10 Apr 2026
- Annual meeting features director elections, auditor ratification, and a say-on-pay vote.CAKEProxy filing10 Apr 2026
Next The Cheesecake Factory earnings date
Q3 202627 Oct, 2026
The Cheesecake Factory
Next The Cheesecake Factory earnings date
Q3 202627 Oct, 2026
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Leroy DaleyApp Store
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Eferix Drawings Google Play
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Amina0781App Store
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@theshortbearx.com
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