For the quarter ended September 2026, Cheesecake Factory (CAKE) reported revenue of $1.03 billion, up 13.9% over the same period last year. EPS came in at $1.02, compared to $0.68 in the year-ago quarter.
The reported revenue represents a surprise of +2.98% over the Zacks Consensus Estimate of $1 billion. With the consensus EPS estimate being $0.95, the EPS surprise was +7.37%.
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: Number of company-owned restaurants - The Cheesecake Factory: 218 versus the six-analyst average estimate of 218. Comparable restaurant sales vs. prior year - North Italia: -3% compared to the -1.9% average estimate based on six analysts. Comparable restaurant sales vs. prior year - The Cheesecake Factory: 15.2% compared to the 9.2% average estimate based on six analysts. Number of company-owned restaurants - North Italia: 52 versus the five-analyst average estimate of 52. Number of company-owned restaurants - Total: 380 compared to the 381 average estimate based on five analysts. Number of international-licensed restaurants - The Cheesecake Factory: 35 versus 37 estimated by five analysts on average. Number of company-owned restaurants - Other: 51 versus 52 estimated by four analysts on average. Number of company-owned restaurants - Other FRC: 59 compared to the 59 average estimate based on four analysts. Revenues- North Italia: $92.99 million compared to the $92.25 million average estimate based on five analysts. The reported number represents a change of +11.4% year over year. Revenues- The Cheesecake Factory restaurants: $754.37 million compared to the $716.59 million average estimate based on five analysts. The reported number represents a change of +15.8% year over year. Revenues- Other: $95.76 million compared to the $99.93 million average estimate based on five analysts. The reported number represents a change of +1.5% year over year. Revenues- Other FRC: $90.31 million compared to the $93.48 million average estimate based on five analysts. The reported number represents a change of +15.8% year over year.View all Key Company Metrics for Cheesecake Factory here>>>
Shares of Cheesecake Factory have returned +4.7% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.Radical New Technology Could Hand Investors Huge Gains
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The Cheesecake Factory Incorporated (CAKE): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).