Cheesecake Factory Incorporated CAKE

CAKE, BJRI, EAT and ARMK could benefit as U.S. restaurant sales surge, despite inflation and higher energy costs.

CALABASAS HILLS, Calif., October 01, 2026--The Cheesecake Factory® (NASDAQ: CAKE), synonymous with delicious desserts, is celebrating the start of National Dessert Month with a special online gift card offer now through October 25: For every $50 in Gift Cards purchased online in a single transaction from Thursday, October 1 through Sunday, October 25, guests will receive a complimentary $10 Bonus Card redeemable October 26 through November 22, 2026*.

McDonald’s and other fast-food stocks face pressure, but Brinker International, Bloomin’ Brands and several casual-dining peers have outperformed.

Cheesecake Factory EVP and CFO Matthew Clark is no stranger to questions about Flower Child. “Many, many” have poured in from the investor community, he said, asking about a brand that joined the polished casual giant’s portfolio seven years ago when it purchased North Italia and Fox Restaurant Concepts (where Flower Child resided) for about […]

Cheesecake Factory has had a powerful share price run, and that kind of move always raises a simple question for you as an investor. Does the current stock price line up with the cash the business is expected to generate over time, or has enthusiasm run ahead of the underlying cash flows? Over the past 3 years, Cheesecake Factory has delivered a share price return of about 281.7%, which puts a lot of weight on whether its cash generation can support that kind of reset in expectations. The...

Earlier this month, The Cheesecake Factory Incorporated issued 2026 earnings guidance, forecasting total revenues of about US$4.00 billion and a net income margin near 5.4%. This outlook gives investors a clearer view of how management currently sees the balance between sales growth and profitability in the coming year. Next, we’ll examine how this updated 2026 revenue and margin outlook may influence Cheesecake Factory’s existing investment narrative. Outshine the giants: these 19...

Darden stock has held up better than other restaurant stocks as the Olive Garden parent gets ready to report quarterly results.

It’s not just about whether US consumers are spending, writes John Rowland; it’s where they’re spending.

A number of restaurant stocks fell in Tuesday's morning session after a nationwide decline in dining foot traffic raised concerns over weakening consumer demand across the industry.