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Sarah Centor

Managing Director and Senior Equity Analyst at Bank of America

Sarah Centor is a Managing Director and Senior Equity Analyst at Bank of America, focusing on the telecommunications and media sectors. She covers leading companies such as Comcast, Charter Communications, Altice USA, and Liberty Broadband, and has established a strong track record with above-average success rates on investment calls and consistent rankings among top analysts on independent platforms. Centor began her career at Merrill Lynch before joining Bank of America, where she has been recognized for her insightful sector coverage and was named as a Top Regional Analyst in industry surveys. She holds FINRA Series 7 and 63 licenses, reflecting her professional credentials and expertise in equity research.

Sarah Centor's questions to CHEESECAKE FACTORY (CAKE) leadership

Question · Q3 2025

Sarah Centor asked if the observed weakness was extending to higher-income customers, particularly given North Italia's polished casual positioning. She also inquired about the nature of increased competition, whether from other chains or independents.

Answer

Matt Clark, EVP and CFO, suggested North Italia's midweek lunch pressure might indicate higher-income consumers trading down due to sentiment. He described the competitive environment as characterized by an all-time high in deals/discounts and expanded capacity from off-premise dining, noting that independents might be facing greater challenges.

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