Common Stock, par value $.01 per share
- Symbol
- CAKE
- Exchange
- NASDAQ
- Classification
- COMMON
- Status
- Current
Current Report · Items 2.02, 7.01, 8.01, 9.01 · 8-K
Cheesecake Factory Incorporated
CAKENASDAQEQUITYCurrent
Results of Operations and Financial Condition · Regulation FD Disclosure · Other Events
ITEM 2.02 RESULTS OF OPERATIONS AND FINANCIAL CONDITION In a press release dated October 27, 2026, a copy of which is furnished as Exhibit 99.1 to this report, The Cheesecake Factory Incorporated (the “Company”) reported third quarter fiscal 2026 financial results.
Press release in this filing
THE CHEESECAKE FACTORY REPORTS RESULTS FOR THIRD QUARTER OF FISCAL 2026 →Company context
The Cheesecake Factory Incorporated is a leader in experiential dining. We are culinary forward and relentlessly focused on hospitality. Delicious, memorable experiences created by passionate people - this defines who we are and where we are going. We currently own and operate 375 restaurants throughout the United States and Canada under brands including The Cheesecake Factory®, North Italia®, Flower Child® and a collection of other FRC brands. Internationally, 36 The Cheesecake Factory® restaurants operate under licensing agreements. Our bakery division operates two facilities that produce quality cheesecakes and other baked products for our restaurants, international licensees and third-party bakery customers. In 2026, we were named to the FORTUNE Magazine “100 Best Companies to Work For®” list for the thirteenth consecutive year. To learn more, visit www.thecheesecakefactory.com, www.northitalia.com, www.iamaflowerchild.com and www.foxrc.com.
Current securities
Registered securities in this filing
CHEESECAKE FACTORY INCORPORATED · 8-K · Filed 2026-10-27
Disclosure sections
Item 2.02Item 2.02 - Results of Operations
ITEM 2.02 RESULTS OF OPERATIONS AND FINANCIAL CONDITION
In a press release dated October 27, 2026, a copy
of which is furnished as Exhibit 99.1 to this report, The Cheesecake Factory Incorporated (the “Company”) reported
third quarter fiscal 2026 financial results.
Item 7.01Item 7.01 - Regulation FD Disclosure
ITEM 7.01 REGULATION FD DISCLOSURE
On October 27, 2026, the Company posted an updated
Investor Presentation on the Company’s Investor Relations website at investors.thecheesecakefactory.com. A copy of the presentation
is furnished as Exhibit 99.2 hereto and is incorporated by reference herein.
Item 8.01Item 8.01 - Other Events
ITEM 8.01 OTHER EVENTS
On October 21, 2026, the Board declared a quarterly
cash dividend of $0.30 per share which will be paid on November 24, 2026 to the stockholders of record of each share of the Company’s
common stock at the close of business on November 10, 2026. Future decisions to pay or to increase or decrease dividends are at the discretion
of the Board and will depend upon operating performance and other factors.
Filed exhibits (2)
Exhibit 99.1 FOR Contact: IMMEDIATE RELEASE Etienne Marcus (818) 871-3000 investorrelations@thecheesecakefactory.com THE CHEESECAKE FACTORY REPORTS RESULTS FOR THIRD QUARTER OF FISCAL 2026 CALABASAS HILLS, Calif. - October 27, 2026 - The Cheesecake Factory Incorporated (NASDAQ: CAKE) today reported financial results for the third quarter of fiscal 2026, which ended on September 29, 2026. Total revenues were $1,033.4 million in the third quarter of fiscal 2026 compared to $907.2 million in the third quarter of fiscal 2025. Net income and diluted net income per share were $61.3 million and $1.19, respectively, in the third quarter of fiscal 2026. The Company recorded a pre-tax net income of $12.9 million related to Fox Restaurant Concepts (“FRC”) acquisition-related items. Excluding the after-tax impact of these items and certain other items, adjusted net income and adjusted diluted net income per share for the third quarter of fiscal 2026 were $52.3 million and $1.02, respectively. Please see the Company’s reconciliation of non-GAAP financial measures at the end of this press…
Open exhibit ↗Exhibit 99.2 INVESTOR PRESENTATION October 27, 2026 ──────────────────── SAFE HARBOR STATEMENT / NON-GAAP INFORMATION 2 Cautionary Statement Regarding Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. This includes, without limitation, financial guidance and projections, including underlying assumptions, and statements with respect to expectations of the Company’s future financial condition, results of operations, cash flows, share repurchases, dividends, objectives, growth potential, engines and opportunities, expected growth rates and targets, market potential and total addressable market runway; growth outlook; industry-leading comparable sales growth, retention and competitive position; quality control and supply chain efficiencies; operational execution and retention; annualized average unit volume; the Company’s differentiation in the off-premise channel; the opportunity for additional domestic and foreign locations and licensees and territories; target returns for new restaurant …
Open exhibit ↗