{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-119176","form_type":"8-K","ticker":"CAKE","cik":"0000887596","company_name":"CHEESECAKE FACTORY INC","filed_at":"2026-10-27T20:30:36+00:00","discovered_at":"2026-10-27T20:32:00.244751+00:00","generated_at":"2026-10-27T20:32:30.095007+00:00","sec_items":["2.02","7.01","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.82,"calibrated_materiality_score":0.82,"confidence":"high","headline":"Cheesecake Factory Q3 revenue $1.03B (+14% YoY), EPS $1.19; comps up 15.2%","bullets":["Total revenues $1,033.4M vs $907.2M in Q3 fiscal 2025 (+13.9%); net income $61.3M and diluted EPS $1.19.","Adjusted net income $52.3M and adjusted diluted EPS $1.02, excluding $12.9M pre-tax Fox Restaurant Concepts acquisition-related items.","Cheesecake Factory comparable restaurant sales rose 15.2% YoY; CEO David Overton said revenue was a record and margins/earnings beat expectations.","Opened six restaurants in the quarter (two Cheesecake Factory, one North Italia, one Flower Child, two FRC); still expects up to 26 new units in fiscal 2026.","Board declared $0.30/share dividend payable Nov 24, 2026 to holders of record Nov 10; liquidity $585.3M, debt $575M of 2.00% converts due 2030."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-119176","json":"https://secwatch.observer/filing/0001104659-26-119176.json","markdown":"https://secwatch.observer/filing/0001104659-26-119176.md","text":"https://secwatch.observer/filing/0001104659-26-119176.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/887596/000110465926119176/0001104659-26-119176-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/887596/000110465926119176/tm2628239d1_8k.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-27T20:32:30.095007+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}