Brian Vaccaro

Brian Bittner

Jon Tower

Sharon Zackfia

Brian Harbour

Christine Cho

David Tarantino

Jeff farmer

Jeffrey Bernstein

Lauren Silberman

Andrew Barish

Andy Barish

James Salera

James Sanderson

Dennis Geiger

Jeffrey Farmer

John Ivanko

Katherine Griffin

Rahul Krotthapalli

Sara Senatore

Tyler Prause

Andrew North

Anisha Datt

Drew North

Jim Salera

Jim Sanderson

John Ivankoe

Karen Holthouse

Sarah Centor

- The Cheesecake Factory reported **Q3 2025 revenue of $907.2 million** and a **net income of $31.9 million**, with diluted net income per share at **$0.66**.  **[887596_838904f062f045e0b852fa7314280867]** 
- For **Q4 2025**, the company anticipates a slight revenue dip of about **1%** but forecasts an adjusted net income margin of approximately **5.1%**.  **[887596_838904f062f045e0b852fa7314280867]** 
- The company projects a **4% to 5% revenue increase** and a net income margin target around **5% for 2026**.  **[887596_838904f062f045e0b852fa7314280867]** 
- The Cheesecake Factory continues its expansion, opening **four new restaurants in Q3 2025** and planning **seven additional openings** in Q4 2025, supported by a strong liquidity position of **$556.5 million**.  **[887596_838904f062f045e0b852fa7314280867]**

Cheesecake Factory Reports Q3 2025 Results and Provides 2026 Outlook

- The Cheesecake Factory reported **Q3 2025 total revenues of $907 million** and **adjusted diluted net income per share of $0.68**, with consolidated revenues within guidance and earnings above expectations.  **[0000887596_2209988_1]** **[0000887596_2209988_4]** 
- **Comparable sales increased by 0.3%** at The Cheesecake Factory restaurants, while North Italia saw a **3% decline** and Flower Child experienced a **7% increase**.  **[0000887596_2209988_1]** **[0000887596_2209988_2]** **[0000887596_2209988_4]**  Restaurant-level profit margins improved year-over-year for The Cheesecake Factory (**16.3%**) and North Italia (**15.7%**).  **[0000887596_2209988_1]** **[0000887596_2209988_2]** 
- For **Q4 2025, total revenues are anticipated to be between $940 million and $955 million**, and the **full-year 2025 net income margin outlook of 4.9% remains intact**.  **[0000887596_2209988_4]** **[0000887596_2209988_5]** 
- The company plans to open as many as **25 new restaurants in 2025** and **26 new restaurants in 2026**, targeting **total revenue growth of 4%-5% for 2026** over full year 2025, with an expected **full-year 2026 net income margin of approximately 5%**.  **[0000887596_2209988_1]** **[0000887596_2209988_5]** 
- The company returned **$13.8 million to shareholders** in Q3 2025 through dividends and stock repurchases.  **[0000887596_2209988_4]**

Cheesecake Factory Reports Q3 2025 Results and Provides Outlook

- For Q3 2025, total revenues reached **$907 million**, with adjusted diluted net income per share at **$0.68**.  **[0000887596_2209877_4]** 
- Comparable sales in Q3 2025 showed mixed performance, with The Cheesecake Factory up **0.3%**, North Italia down **3%**, and Flower Child significantly up **7%**.  **[0000887596_2209877_2]** **[0000887596_2209877_4]** 
- The company provided Q4 2025 total revenue guidance of **$940 million to $955 million**, expecting an adjusted net income margin of approximately **5.1%** at the midpoint of the sales range.  **[0000887596_2209877_4]** **[0000887596_2209877_5]** 
- Looking to fiscal year 2026, the company targets total revenue growth of **4% to 5%** over full year 2025, with an anticipated full-year net income margin of approximately **5%**.  **[0000887596_2209877_6]** 
- In Q3 2025, **$13.8 million** was returned to shareholders through dividends and stock repurchases.  **[0000887596_2209877_4]**

The Cheesecake Factory Reports Q3 2025 Results and Provides Q4 2025 and FY 2026 Outlook

- The Cheesecake Factory (CAKE) reported **solid Q3 2025 results**, with consolidated revenues within guidance and earnings/profitability above expectations, including **total revenues of $907 million** and **adjusted diluted net income per share of $0.68**.  **[0000887596_2209265_1]** **[0000887596_2209265_3]** 
- Comparable sales for The Cheesecake Factory restaurants increased **0.3%**, while North Italia declined **3%**, and Flower Child saw a strong increase of **7%**.  **[0000887596_2209265_1]** **[0000887596_2209265_2]** 
- For Q4 2025, CAKE anticipates total revenues between **$940 million and $955 million**, with an expected adjusted net income margin of approximately **5.1%** at the midpoint of the sales range.  **[0000887596_2209265_4]** 
- The company plans to open **as many as 25 new restaurants in 2025** and accelerate development to **as many as 26 new restaurants in 2026**, targeting total revenue growth of **4% to 5%** for 2026 over full year 2025.  **[0000887596_2209265_1]** **[0000887596_2209265_4]** 
- Management noted a **softer macro and consumer environment**, primarily due to a drop-off in traffic, and expects a **1% lower traffic run rate** in Q4 2025.  **[0000887596_2209265_1]** **[0000887596_2209265_6]** **[0000887596_2209265_12]**

Cheesecake Factory (CAKE) Reports Solid Q3 2025 Results and Provides Q4 2025 and FY 2026 Outlook

- The Cheesecake Factory reported **total revenues of $907.2 million** for the third quarter of fiscal 2025, compared to $865.5 million in the prior year period.  **[887596_0001104659-25-103205_tm2529478d1_ex99-1.htm:0]** 
- Net income and diluted net income per share for Q3 2025 were **$31.9 million** and **$0.66**, respectively.  **[887596_0001104659-25-103205_tm2529478d1_ex99-1.htm:0]**  Adjusted diluted net income per share was **$0.68**.  **[887596_0001104659-25-103205_tm2529478d1_ex99-1.htm:0]** 
- Comparable restaurant sales at The Cheesecake Factory restaurants **increased 0.3%** year-over-year in the third quarter of fiscal 2025.  **[887596_0001104659-25-103205_tm2529478d1_ex99-1.htm:0]** 
- As of September 30, 2025, the company had total available liquidity of **$556.5 million**, including a cash balance of **$190.0 million**.  **[887596_0001104659-25-103205_tm2529478d1_ex99-1.htm:1]**  The company repurchased approximately **18,900 shares** at a cost of **$1.2 million** and declared a quarterly dividend of **$0.27 per share**.  **[887596_0001104659-25-103205_tm2529478d1_ex99-1.htm:1]**

The Cheesecake Factory Reports Q3 2025 Financial Results

- The Cheesecake Factory reported **total revenues of $907.2 million** and **net income of $31.9 million** for the third quarter of fiscal 2025, with **diluted net income per share of $0.66** and **adjusted diluted net income per share of $0.68**.  **[887596_8807e0a2e5a14197bb6e96cc3845c098_0]** **[887596_8807e0a2e5a14197bb6e96cc3845c098_4]** **[887596_8807e0a2e5a14197bb6e96cc3845c098_10]** 
- Comparable restaurant sales at The Cheesecake Factory restaurants **increased 0.3%** year-over-year in the third quarter of fiscal 2025.  **[887596_8807e0a2e5a14197bb6e96cc3845c098_0]** 
- As of September 30, 2025, the company had **$556.5 million in total available liquidity**, including a **cash balance of $190.0 million**, and repurchased **18,900 shares** for **$1.2 million** during the quarter.  **[887596_8807e0a2e5a14197bb6e96cc3845c098_1]**

Cheesecake Factory Reports Q3 2025 Results with Revenue Growth and Increased Earnings

CHEESECAKE FACTORY (CAKE)