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Compared to Estimates, Cheesecake Factory (CAKE) Q2 Earnings: A Look at Key Metrics

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Cheesecake Factory (CAKE - Free Report) reported $955.83 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 5.7%. EPS of $1.16 for the same period compares to $1.09 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $946.78 million, representing a surprise of +0.96%. The company delivered an EPS surprise of +9.43%, with the consensus EPS estimate being $1.06.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Cheesecake Factory performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Comparable restaurant sales vs. prior year - The Cheesecake Factory: 1.2% versus 1.1% estimated by eight analysts on average.
  • Number of company-owned restaurants - The Cheesecake Factory: 216 versus the seven-analyst average estimate of 216.
  • Number of company-owned restaurants - Total: 362 versus 363 estimated by seven analysts on average.
  • Comparable restaurant sales vs. prior year - North Italia: -1% versus 0.9% estimated by seven analysts on average.
  • Number of international-licensed restaurants - The Cheesecake Factory: 33 versus 34 estimated by six analysts on average.
  • Number of company-owned restaurants - North Italia: 46 versus 47 estimated by six analysts on average.
  • Number of company-owned restaurants - Other FRC: 51 compared to the 52 average estimate based on five analysts.
  • Number of company-owned restaurants - Other: 49 compared to the 48 average estimate based on five analysts.
  • Revenues- North Italia: $90.83 million versus $89.52 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +20.3% change.
  • Revenues- The Cheesecake Factory restaurants: $683.26 million versus $681.22 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +1% change.
  • Revenues- Other: $91.56 million compared to the $88.6 million average estimate based on six analysts. The reported number represents a change of +17.1% year over year.
  • Revenues- Other FRC: $90.18 million compared to the $88.16 million average estimate based on six analysts. The reported number represents a change of +22.5% year over year.

View all Key Company Metrics for Cheesecake Factory here>>>

Shares of Cheesecake Factory have returned +5.2% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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