The Cheesecake Factory Incorporated
The Cheesecake Factory Incorporated (Nasdaq: CAKE) owns and operates full-service and fast-casual restaurants, produces baked goods, and licenses its flagship restaurant brand internationally. Its concepts include The Cheesecake Factory, with an extensive menu and proprietary cheesecakes; Italian-inspired North… From the company’s description.
Over the twelve months to Sep 29, 2026, The Cheesecake Factory Incorporated reported revenue of $4.00B, up 7.9% from a year earlier, and net income of $208.02M. Its operating margin was 6.0%, and operations generated $388.64M in cash. In fiscal 2025, it reported revenue of $3.75B, up 4.7% from fiscal 2024, and net income of $148.43M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What The Cheesecake Factory Incorporated does
In the company’s own words
The Cheesecake Factory Incorporated (Nasdaq: CAKE) owns and operates full-service and fast-casual restaurants, produces baked goods, and licenses its flagship restaurant brand internationally. Its concepts include The Cheesecake Factory, with an extensive menu and proprietary cheesecakes; Italian-inspired North Italia; fast-casual Flower Child; and a Fox Restaurant Concepts portfolio that includes Culinary Dropout, The Henry and Blanco. The company also operates two bakery facilities producing cheesecakes and other desserts for its restaurants, international licensees and third-party customers, and partners with manufacturers on retail products sold under The Cheesecake Factory At Home and The Cheesecake Factory Bakery brands. As of February 23, 2026, it operated 368 restaurants in the United States and Canada, while licensees operated 35 Cheesecake Factory restaurants internationally. The company reported approximately 48,400 employees as of December 30, 2025. Its business traces back to a bakery founded in 1972, followed by the first Cheesecake Factory restaurant in 1978. Its website is www.thecheesecakefactory.com.
Company details
- Sector
- Consumer Discretionary
- Industry (SIC)
- Restaurants
- Headquarters
- CALABASAS HILLS, CA
- Fiscal year end
- December
- CIK
- 887596
- SIC
- 5812
Financial performance, year by year
Fiscal 2011–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns The Cheesecake Factory Incorporated — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in The Cheesecake Factory Incorporated · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · The Cheesecake Factory Incorporated’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
The Cheesecake Factory Incorporated’s bonds, as funds hold them
Funds report holding 2 issues of The Cheesecake Factory Incorporated’s debt, $90.38M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 1.80%, maturing 2026 to 2030.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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