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Investor Relations14 Oct 2025
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The Cheesecake Factory (CAKE) investor relations material
The Cheesecake Factory Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary29 Jul, 2025
Executive summary
Q2 2025 revenue reached a record $955.8M–$956M, up 5.7%–6% year-over-year, driven by new restaurant openings, higher comparable sales, and operational excellence.
Net income for Q2 2025 was $54.8M, with adjusted net income of $55.7M and adjusted diluted EPS of $1.16; GAAP diluted EPS was $1.14.
Opened eight new restaurants in Q2 2025 across all concepts, with plans for up to 25 new units in 2025, including international expansion.
Menu innovation and the launch of new categories supported sales and guest engagement, with the Cheesecake Rewards program driving incremental sales.
Recognized for best-in-class operations, high staff retention, and named to Fortune's "100 Best Companies to Work For" for 12 consecutive years.
Financial highlights
Q2 2025 revenue: $955.8M–$956M (+5.7%–6% YoY); adjusted EBITDA: $100M–$100.4M (+9% YoY); net income: $54.8M; adjusted net income: $55.7M.
Adjusted diluted EPS was $1.16, up 6% year-over-year; GAAP diluted EPS was $1.14.
Cheesecake Factory Q2 sales: $683.3M (+1% YoY); North Italia: $90.8M (+20% YoY); Flower Child: $48.2M (+35% YoY); FRC: $90.2M (+22% YoY).
Income from operations was $64.8M (6.8% of revenue), up from $58.7M (6.5%) YoY; gross margin improved to 6.8%.
Free cash flow for FY 2024 was $107M; cash and cash equivalents stood at $148.8M as of July 1, 2025.
Outlook and guidance
Full-year 2025 revenues projected at $3.76B, with adjusted net income margin of 4.9%.
Q3 2025 total revenues expected between $900M and $915M; adjusted net income margin anticipated at 3.25% at midpoint.
Up to 25 new restaurants planned for 2025, including 4 Cheesecake Factory, 6 North Italia, 6 Flower Child, and 9 FRC units.
Capital expenditures for 2025 estimated at $190M–$200M to support development and maintenance.
Management expects adequate liquidity for the next 12 months and foreseeable future.
Assess FRC's impact on overall profitability.
Explain drivers of labor productivity improvements.
What is the strategy for managing debt?
Detail 2025 4-wall margin expansion drivers
New menu items: impact on traffic and mix?
Flower Child: growth constraints and capacity?
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Next The Cheesecake Factory earnings date
Q3 202528 Oct, 2025
Next The Cheesecake Factory earnings date
Q3 202528 Oct, 2025
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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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