Cheesecake Factory Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
14.3%projected annual EPS growth
Analyst Coverage
15analysts covering
FY Revenue (est.)
$4Bnext fiscal year
FY EPS (est.)
$4.49next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 27 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Comparable Restaurant Sales Growth (The Cheesecake Factory) Quarterly160.0%Target: Outperform casual dining industry benchmarks
Average Unit Volume (AUV) - The Cheesecake Factory Annually12.8MTarget: Sustain or exceed historical highs
New Restaurant Openings Quarterly3.0Target: Up to 26 new units in FY 2026
Restaurant-Level Profit Margin (The Cheesecake Factory brand) Quarterly1,750.0%Target: Sustain or expand through labor productivity and food efficiency
Restaurant-Level Profit Margin (North Italia brand) Quarterly1,480.0%Target: Improve through menu refreshes and lunch traffic optimization
Watch Items
- North Italia Margin HeadwindsTrigger: Comparable sales decline exceeding 2% or margins dropping below 14%Action: Accelerate menu refreshes targeting lunch traffic and optimize building/operating costs.
- Wage and Commodity InflationTrigger: Inflationary pressures rising above historical baseline levelsAction: Evaluate and implement strategic menu price increases to protect restaurant-level margins.
- Cheesecake Rewards App EngagementTrigger: Slowing download activity or flat guest incrementality metricsAction: Enhance promotional campaigns and exclusive rewards to drive guest frequency.
Research as of 20 Jun 2026