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Cheesecake Factory (CAKE)
NASDAQ:CAKE
US Market

Cheesecake Factory (CAKE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jul 23, 2025
TBA Not Confirmed
Period Ending
2025 (Q2)
Consensus EPS Forecast
1.06
Last Year’s EPS
1.09
Same Quarter Last Year
Based on 16 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Apr 30, 2025
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% Change Since: -0.89%
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Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
The Cheesecake Factory's earnings call reflected strong financial performance and growth prospects, with significant earnings per share growth, improved margins, and successful new restaurant openings. However, challenges such as a revised revenue outlook, impact from Los Angeles fires on North Italia, and potential tariff impacts were noted. Overall, the positive aspects slightly outweigh the negative, suggesting a cautiously optimistic outlook.
Company Guidance
During The Cheesecake Factory's first quarter fiscal 2025 earnings call, the company reported solid financial performance, with revenues nearing the high end of guidance at $927 million and adjusted earnings per share increasing by 27% year-over-year. Comparable sales at The Cheesecake Factory restaurants rose by 1%, with annualized unit volumes exceeding $12.5 million, while restaurant margins improved to 17.4%, a 140 basis point increase from the previous year. The company opened eight new restaurants in the first quarter and plans to open as many as 25 in 2025, including international expansions through licensing agreements. Despite potential economic challenges, the company remains optimistic, emphasizing its commitment to menu innovation, operational excellence, and cultural values. Additionally, The Cheesecake Factory has been recognized on Fortune's 100 Best Companies to Work For list for the 12th consecutive year, highlighting its strong organizational culture and employee commitment.
Record Earnings Per Share Growth
The Cheesecake Factory reported a 27% year-over-year increase in adjusted earnings per share, marking the sixth consecutive quarter of 20% or higher growth.
Strong Restaurant Performance
The Cheesecake Factory achieved a 1% increase in comparable sales with annualized unit volumes exceeding $12.5 million, highlighting its strong market positioning.
Improved Profit Margins
The Cheesecake Factory's restaurant margins increased to 17.4%, up 140 basis points from the previous year, driven by improved operational execution and labor management.
Successful Restaurant Openings
The company opened eight new restaurants in the first quarter and plans to open up to 25 new restaurants in 2025, reflecting confidence in future growth.
Positive Employee Recognition
The Cheesecake Factory was named to the Fortune Magazine 100 Best Companies to Work For list for the 12th consecutive year, highlighting its strong company culture and employee commitment.
Operational Improvements in North Italia and Flower Child
North Italia and Flower Child reported margin expansions and strong sales performance, with Flower Child achieving a 5% increase in comparable sales.
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Cheesecake Factory (CAKE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

CAKE Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jul 23, 20252025 (Q2)
1.06 / -
1.09
Apr 30, 20252025 (Q1)
0.82 / 0.93
0.7327.40% (+0.20)
Feb 19, 20252024 (Q4)
0.92 / 1.04
0.830.00% (+0.24)
Oct 29, 20242024 (Q3)
0.51 / 0.58
0.3948.72% (+0.19)
Jul 31, 20242024 (Q2)
1.00 / 1.09
0.8823.86% (+0.21)
May 08, 20242024 (Q1)
0.63 / 0.73
0.6119.67% (+0.12)
Feb 21, 20242023 (Q4)
0.73 / 0.80
0.5642.86% (+0.24)
Nov 01, 20232023 (Q3)
0.42 / 0.39
-0.031400.00% (+0.42)
Aug 02, 20232023 (Q2)
0.82 / 0.88
0.5269.23% (+0.36)
May 10, 20232023 (Q1)
0.59 / 0.61
0.4729.79% (+0.14)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CAKE Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 30, 2025$50.37$48.16-4.39%
Feb 19, 2025$54.00$54.67+1.24%
Oct 29, 2024$42.39$46.13+8.82%
Jul 31, 2024$38.18$36.18-5.24%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ

When does Cheesecake Factory (CAKE) report earnings?
Cheesecake Factory (CAKE) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
    What is Cheesecake Factory (CAKE) earnings time?
    Cheesecake Factory (CAKE) earnings time is at Jul 23, 2025, TBA Not Confirmed.
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is CAKE EPS forecast?
          CAKE EPS forecast for the fiscal quarter 2025 (Q2) is 1.06.
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            Cheesecake Factory (CAKE) Earnings News

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            Who Moved My Cheese? Cheesecake Factory (NASDAQ:CAKE) Stock Tanks on Unexpected Q3 Loss
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