Cheesecake Factory (DE:CF2)
NASDAQ:CF2
Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.99Last Year’s EPS
1Same Quarter Last Year
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive tone driven by revenue and adjusted EPS beats, strong performance and margin expansion at The Cheesecake Factory and excellent momentum at Flower Child, a successful mobile app rollout, disciplined cost control, healthy liquidity and a clear unit growth plan. Offsetting items include softness and margin pressure at North Italia, some traffic weakness at The Cheesecake Factory, modest non-recurring charges, and continued inflationary and labor pressures that management is modeling into guidance. Overall, operational execution and top-line momentum were emphasized as outweighing the principal challenges.Company Guidance
Total Revenue and EPS Beat
Total revenues of $978.8 million finished meaningfully above the high end of guidance; adjusted diluted EPS was $1.05 (GAAP diluted EPS $1.02), with management noting double-digit year-over-year growth in adjusted diluted EPS.
The Cheesecake Factory Comparable Sales and AUV
The Cheesecake Factory comparable sales increased 1.6% year-over-year; total Cheesecake Factory sales were $690.5 million (up 3% YoY). Average annualized unit volumes (AUVs) reached nearly $12.8 million and average weekly sales hit an all-time high during the quarter.
Flower Child Outperformance
Flower Child comparable sales increased 10% in Q1 (2-year comp +15%); first-quarter annualized AUVs hit a new quarterly high of $4.9 million and restaurant-level profit margin for adjusted mature locations rose to 19.6% (up 100 basis points YoY).
Strong Off-Portfolio & FRC Execution
Other FRC sales rose 20% YoY to $104.5 million; a newly opened Henry in Phoenix posted average weekly sales >$280,000 in its first 4 weeks (implying >$14 million annualized AUV).
Successful Mobile App and Loyalty Momentum
New Cheesecake Rewards mobile app rollout exceeded expectations with top-tier download rankings (#3 overall and #1 in food & drink during rollout week); early adoption, sign-ins and engagement metrics were described as strong, driving incremental guest acquisition and digital ordering traction.
Improved Restaurant-Level Margins and Cost Control
Cheesecake Factory restaurant-level profit margin improved 10 basis points YoY to 17.5%; cost of sales decreased 10 basis points (favorable dairy offsets higher beef/seafood); labor as a percent of sales improved by 20 basis points due to productivity gains.
Capital Return and Strong Liquidity
Returned $32.6 million to shareholders in Q1 (approximately $18.4M in buybacks and $14.2M in dividends). Ended the quarter with total available liquidity of $601.6 million (cash $235.1M and $366.5M on revolver).
Clear Development Plan and Unit Growth Targets
Opened 3 restaurants in Q1 and remain on track to open as many as 26 new restaurants in 2026 (including up to 6 Cheesecake Factories, 6-7 North Italias, 6-7 Flower Childs and 7 FRC restaurants); management expects ~ $210M in cash CapEx for the year.
DE:CF2 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:CF2 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | €52.65 | €53.73 | +2.04% |
Feb 18, 2026 | €51.60 | €49.06 | -4.93% |
Oct 28, 2025 | €46.49 | €42.55 | -8.47% |
Jul 29, 2025 | €56.04 | €53.59 | -4.37% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cheesecake Factory (DE:CF2) report earnings?
Cheesecake Factory (DE:CF2) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).
What is Cheesecake Factory (DE:CF2) earnings time?
Cheesecake Factory (DE:CF2) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Cheesecake Factory stock?
The P/E ratio of Cheesecake Factory is N/A.
What is DE:CF2 EPS forecast?
DE:CF2 EPS forecast for the fiscal quarter 2026 (Q2) is 0.99.
