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The Cheesecake Factory (CAKE) investor relations material
The Cheesecake Factory Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Oct, 2025
Executive summary
Q3 2025 revenue reached $907.2 million, up 4.8% year-over-year, driven by new restaurant openings, higher comparable sales, and strong off-premise channel presence.
Net income for Q3 2025 was $31.9 million, with diluted EPS of $0.66 and adjusted EPS of $0.68; adjusted EBITDA was $71.6 million.
The company operates 365 restaurants across the US and Canada, including The Cheesecake Factory, North Italia, Flower Child, and Fox Restaurant Concepts, and is recognized for best-in-class operations and high staff retention.
Menu innovation, operational execution, and strong staff engagement supported improved margins and guest satisfaction.
Opened 19 new restaurants year-to-date, with plans for up to 25 new openings in 2025 and 26 in 2026, supporting long-term growth.
Financial highlights
Q3 2025 revenue was $907.2 million (+4.8% YoY); net income was $31.9 million; adjusted net income margin was 3.7%; adjusted EBITDA was $71.6 million.
Diluted EPS was $0.66, adjusted EPS $0.68; operating income was $37.3 million (4.1% of revenue).
The Cheesecake Factory Q3 sales were $651.4 million (+0.6% YoY), North Italia $83.5 million (+16.1% YoY), Flower Child $48.1 million (+31.4% YoY), and FRC $78.0 million (+16.5% YoY).
Restaurant-level profit margins improved YoY: Cheesecake Factory up 60 bps to 16.3%, North Italia up 70 bps to 15.7%, Flower Child up 140 bps to 17.4%.
Returned $13.8 million to shareholders via dividends and buybacks in Q3.
Outlook and guidance
Up to 25 new restaurant openings planned for 2025, including four Cheesecake Factory, six North Italia, six Flower Child, and nine FRC locations; 26 new openings targeted for 2026.
Q4 2025 revenue expected between $940M–$955M, with low single-digit commodity and labor inflation; full-year 2025 net income margin outlook at 4.9%.
2026 revenue growth targeted at 4–5% over 2025, with full-year 2026 net income margin expected at ~5%; CapEx projected at $190M–$210M.
Management anticipates adequate liquidity for the next 12 months and foreseeable future.
Fiscal 2025 new restaurant targets
Why are Other FRC operations unprofitable?
Explain the debt extinguishment loss
Accelerating development in 2026: What drives this confidence?
How is consumer caution impacting check mix?
What sustains labor productivity gains?
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Next The Cheesecake Factory earnings date
Q4 202519 Feb, 2026
Next The Cheesecake Factory earnings date
Q4 202519 Feb, 2026
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Frequently asked questions
The Cheesecake Factory Incorporated is a restaurant company and distributor of cheesecakes based in the United States. The company operates 211 full-service dining restaurants: 194 restaurants under The Cheesecake Factory brand, 13 restaurants under the Grand Lux Cafe brand and offers more than 250 menu selections including Appetizers, Specialty Salads, Pastas, Pizzas, Steaks, Chops, Seafood, Sandwiches. The Cheesecake Factory Incorporated was founded in 1972 and is headquartered in Calabasas, California.
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