Cheesecake Factory (CAKE) reported $907.23 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 4.8%. EPS of $0.68 for the same period compares to $0.58 a year ago.
The reported revenue represents a surprise of -0.63% over the Zacks Consensus Estimate of $912.96 million. With the consensus EPS estimate being $0.60, the EPS surprise was +13.33%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Cheesecake Factory performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Comparable restaurant sales vs. prior year - The Cheesecake Factory: 0.3% versus the seven-analyst average estimate of 1.2%.
- Number of company-owned restaurants - The Cheesecake Factory: 216 versus the seven-analyst average estimate of 216.
- Comparable restaurant sales vs. prior year - North Italia: -3% compared to the 0.3% average estimate based on seven analysts.
- Number of international-licensed restaurants - The Cheesecake Factory: 35 compared to the 34 average estimate based on six analysts.
- Number of company-owned restaurants - North Italia: 46 compared to the 47 average estimate based on six analysts.
- Number of company-owned restaurants - Total: 364 compared to the 365 average estimate based on six analysts.
- Number of company-owned restaurants - Other FRC: 53 compared to the 53 average estimate based on five analysts.
- Number of company-owned restaurants - Other: 49 versus the five-analyst average estimate of 49.
- Revenues- North Italia: $83.48 million versus the six-analyst average estimate of $84.85 million. The reported number represents a year-over-year change of +16.1%.
- Revenues- The Cheesecake Factory restaurants: $651.38 million versus $655.31 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +0.6% change.
- Revenues- Other: $94.35 million versus the six-analyst average estimate of $91.61 million. The reported number represents a year-over-year change of +19.7%.
- Revenues- Other FRC: $78.02 million versus the six-analyst average estimate of $81.3 million. The reported number represents a year-over-year change of +16.5%.
View all Key Company Metrics for Cheesecake Factory here>>>
Shares of Cheesecake Factory have returned +0.7% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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The Cheesecake Factory Incorporated (CAKE): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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