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Compared to Estimates, Cheesecake Factory (CAKE) Q1 Earnings: A Look at Key Metrics

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For the quarter ended March 2026, Cheesecake Factory (CAKE - Free Report) reported revenue of $978.83 million, up 5.6% over the same period last year. EPS came in at $1.05, compared to $0.93 in the year-ago quarter.

The reported revenue represents a surprise of +1.3% over the Zacks Consensus Estimate of $966.25 million. With the consensus EPS estimate being $1.03, the EPS surprise was +1.7%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: 1.6% compared to the 0.9% average estimate based on seven analysts.
  • Number of company-owned restaurants - The Cheesecake Factory: 216 versus the seven-analyst average estimate of 217.
  • Comparable restaurant sales vs. prior year - North Italia: -2% compared to the -1.3% average estimate based on seven analysts.
  • Number of international-licensed restaurants - The Cheesecake Factory: 36 versus the six-analyst average estimate of 36.
  • Number of company-owned restaurants - North Italia: 49 versus 49 estimated by six analysts on average.
  • Number of company-owned restaurants - Total: 370 versus the six-analyst average estimate of 372.
  • Number of company-owned restaurants - Other: 49 versus the five-analyst average estimate of 50.
  • Number of company-owned restaurants - Other FRC: 56 compared to the 57 average estimate based on five analysts.
  • Revenues- North Italia: $89.48 million versus the six-analyst average estimate of $92.33 million. The reported number represents a year-over-year change of +7.3%.
  • Revenues- The Cheesecake Factory restaurants: $690.47 million compared to the $684.51 million average estimate based on six analysts. The reported number represents a change of +2.6% year over year.
  • Revenues- Other: $94.36 million versus $90.89 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +12.8% change.
  • Revenues- Other FRC: $104.52 million compared to the $99.14 million average estimate based on six analysts. The reported number represents a change of +19.6% year over year.

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

Shares of Cheesecake Factory have returned +14.5% over the past month versus the Zacks S&P 500 composite's +12.2% 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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