110.96
+3.93%
Close of 9 Nov 2026, in USD
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About Cheesecake Factory
From its filings with the US Securities and Exchange Commission
Cheesecake Factory is based in Calabasas Hills, California and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker CAKE. The SEC classifies its business as retail-eating places. In the fiscal year to 30 December 2025, it reported revenue of $3.75bn and net income of $148.4m. At that date it held total assets of $3.26bn and shareholders' equity of $436.4m.
The Cheesecake Factory Incorporated is a leader in experiential dining. We are culinary forward and relentlessly focused on hospitality. As of February 23, 2026, we owned and operated 368 restaurants throughout the United States and Canada under brands including The Cheesecake Factory® (216 locations), North Italia® (48 locations), Flower Child® (43 locations) and additional brands within our Fox Restaurant Concepts (“Other FRC”) portfolio (55 locations). Internationally, 35 The Cheesecake Factory® restaurants operate under licensing agreements. Our bakery division operates two facilities that produce quality cheesecakes and other baked products for our restaurants, international licensees and third-party bakery customers.
Our business originated in 1972 when Oscar and Evelyn Overton founded a small bakery in the Los Angeles area. In 1978, their son, David Overton, our Chairman of the Board and Chief Executive Officer, led the creation and opening of the first The Cheesecake Factory restaurant in Beverly Hills, California. In 1992, the Company was incorporated in Delaware as The Cheesecake Factory Incorporated (referred to herein as the “Company” or as “we,” “us” and “our”). Our executive offices are located at 26901 Malibu Hills Road, Calabasas Hills, California 91301, and our telephone number is (818) 871-3000.
Quoted from its 10-K, filed 23 Feb 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Consumer Discretionary
- Industry
- Hotels, Restaurants & Leisure
- Listed since
- 18 Sept 1992
- Employees
- 48,400
- Website
- thecheesecakefactory.com ↗
- Head office
- 26901 MALIBU HILLS RD, CALABASAS HILLS, CA, 91301
- Incorporated in
- DE
- Classification
- Retail-Eating Places
- Filer status
- Large accelerated filer
Leadership
Pay as last reported
- Mr. David OvertonChairman of the Board, Chief Executive Officer, since 1992$8.2m
- Mr. David GordonPresident$3.0m
- Mr. Matthew ClarkChief Financial Officer, Executive Vice President$2.5m
- Mr. Keith CarangoPresident of The Cheesecake Factory Bakery Incorporated$1.3m
- Ms. Scarlett MayExecutive Vice President, General Counsel, Secretary$1.7m
- Mr. Jerome KransdorfLead Independent Director$265,000
- Ms. Edie AmesIndependent Director$230,000
- Mr. Alexander CappelloIndependent Director$242,500
- Ms. Khanh CollinsIndependent Director$230,000
- Mr. Adam GordonIndependent Director$230,000
- Ms. Janice MeyerIndependent Director$230,000
- Mr. David PittawayIndependent Director$245,000
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 69
- Environment
- 74
- Social
- 58
- Governance
- 74
- Direct emissions (scope 1)
- 99,371 t
- Energy emissions (scope 2)
- 96,136 t
- Value chain emissions (scope 3)
- 47,414 t
- Carbon reduction policy
- No
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Strong brand reputation: The Cheesecake Factory is widely recognized and has a strong brand presence in the casual dining industry.
- Wide menu variety: The company offers an extensive menu with a diverse range of dishes, catering to a wide customer base.
- High-quality food and ingredients: Cheesecake Factory focuses on using fresh and premium ingredients, resulting in delicious and well-prepared dishes.
- Large customer base and loyal clientele: The company has a broad customer base and a strong following of repeat customers who appreciate its offerings and dining experience.
Weaknesses
- High operating costs: The Cheesecake Factory faces significant operating expenses, including labor, real estate, and ingredient costs, which can impact profitability.
- Reliance on dine-in business: The company heavily relies on dine-in customers, which makes it vulnerable to disruptions such as COVID-19 restrictions or changing consumer preferences.
- Limited international presence: Cheesecake Factory is primarily focused on the United States market, reducing its exposure to potential growth opportunities in other countries.
- Complex menu and kitchen operations: With a vast menu and extensive food preparation requirements, the complexity of operations can sometimes lead to inconsistencies or longer wait times.
Opportunities
- Expansion into new markets: The company can explore opportunities to expand its presence into new domestic and international markets, capitalizing on growing consumer demand for casual dining experiences.
- Growing popularity of online ordering and food delivery: Cheesecake Factory can further enhance its online ordering platform and partnerships with delivery services to tap into the increasing trend of off-premises dining.
- Menu innovation and customization: Continuously developing and refreshing the menu with new, innovative dishes, as well as offering customization options, can attract and retain customers seeking unique dining experiences.
- Enhanced sustainability and food sourcing practices: Emphasizing sustainable practices and locally sourced ingredients can appeal to environmentally conscious consumers and boost the company's image.
Threats
- Intense competition in the casual dining industry: Cheesecake Factory faces competition from numerous national and regional restaurant chains, as well as local eateries, which can impact market share and profitability.
- Economic downturns or recession: During periods of economic uncertainty, consumers may reduce discretionary spending, affecting the demand for dining out and potentially impacting the company's financial performance.
- Changing consumer preferences and health-conscious trends: As consumer preferences evolve and health-conscious dining becomes more prominent, Cheesecake Factory needs to adapt its menu and offerings to cater to changing demands.
- Potential supply chain disruptions: Any disruptions in the supply chain, such as ingredient shortages or price fluctuations, can impact the company's ability to maintain consistent food quality and profitability.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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