Cheesecake Factory Stock Jumps 72% as Q2 Revenue Tops $1 Billion

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โดย Zacks Investment Research·US·Read original
Summary · why it matters

The Cheesecake Factory Incorporated shares have climbed 72.4% over the past six months, far outpacing the restaurant industry's 12.4% decline and the S&P 500's 14.2% gain, while still trading at a P/E of 19.86X below the industry average of 20.96X. The rally follows a second quarter in which revenues topped $1 billion for the first time, adjusted diluted EPS rose 24% year over year to $1.44, net income hit a record $68 million, and adjusted EBITDA reached $118 million. Comparable sales at the core Cheesecake Factory brand rose 5.8% on 2.7% traffic growth, restaurant-level margin expanded to 20%, its highest in a decade, and annualized unit volumes exceeded $13.5 million. Flower Child posted a 13% comparable sales gain with annualized unit volumes of $5.3 million, while North Italia comparable sales fell 3% and its restaurant-level margin slipped to 15.6% from 18.2%. Analysts have raised the Zacks Consensus Estimate for 2026 EPS to $4.53 from $4.03 and for 2027 to $5.03 from $4.44, implying growth of 20.2% and 10.9%, with 2026 revenue projected at $4.02 billion and 2027 revenue at $4.29 billion.

Impact on stocks 3

Consumer Discretionary▲ · 3 stocks
The Cheesecake Factory
CAKE
▲ PositiveCapitalDemandrelevance

Q2 revenue topped $1B for the first time with record net income, 24% EPS growth, and raised analyst estimates.

Off-coverage companies 2

Flower ChildPrivate▲ Positive
Demandrelevance

Flower Child posted a 13% comparable sales gain with annualized unit volumes of $5.3 million.

North ItaliaPrivate▼ Negative
Demandrelevance

North Italia comparable sales fell 3% and its restaurant-level margin slipped to 15.6% from 18.2%.

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