The Cheesecake Factory Reports Results for Third Quarter of Fiscal 2026
Key Highlights
- ➤Revenue $1,033.4 million, up from $907.2 million year-over-year
- ➤Adjusted diluted EPS $1.02 versus GAAP diluted EPS of $1.19
- ➤Cheesecake Factory comparable sales increased 15.2% year-over-year
- ➤Fiscal 2026 expansion plan targets as many as 26 new restaurants
- ➤Board declared quarterly dividend of $0.30 per share, payable November 24
Expert Statements
David Overton, Chairman and Chief Executive Officer of The Cheesecake Factory Incorporated
“We delivered an exceptional third quarter, generating record quarterly revenue, with margins and earnings also exceeding our expectations.”
David Overton, Chairman and Chief Executive Officer of The Cheesecake Factory Incorporated
“The Cheesecake Factory restaurants led our performance, with comparable sales and traffic meaningfully outperforming the broader casual dining industry.”
David Overton, Chairman and Chief Executive Officer of The Cheesecake Factory Incorporated
“Our experienced operators executed at a high level, delivering the outstanding food quality, service and hospitality that keep our guests coming back.”
David Overton, Chairman and Chief Executive Officer of The Cheesecake Factory Incorporated
“Continued menu innovation, our rewards program and significant engagement across social media contributed to the impressive sales growth, while year-over-year improvements in labor productivity and food efficiency supported strong profitability.”
David Overton, Chairman and Chief Executive Officer of The Cheesecake Factory Incorporated
“The Cheesecake Factory has long enjoyed tremendous brand affinity across generations, and its ability to attract younger guests reinforces the enduring appeal and relevance of our namesake concept.”
David Overton, Chairman and Chief Executive Officer of The Cheesecake Factory Incorporated
“We remain focused on delivering the memorable dining experiences that have defined our success, while building on the momentum of the rewards program and further expanding engagement across digital and social platforms.”
David Overton, Chairman and Chief Executive Officer of The Cheesecake Factory Incorporated
“These strengths reinforce our competitive position and give us confidence in our ability to deliver profitable growth and long-term shareholder value.”
The Cheesecake Factory Reports Results for Third Quarter of Fiscal 2026
The Cheesecake Factory Incorporated (NASDAQ: CAKE) today reported financial results for the third quarter of fiscal 2026, which ended on September 29, 2026.
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