secwatch.observer — SEC 8-K summary
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Issuer:     CHEESECAKE FACTORY INC (CAKE)
CIK:        0000887596
Form:       8-K
Filed at:   2026-10-27T20:30:36+00:00
Accession:  0001104659-26-119176
Event type: earnings
Sentiment:  positive
Materiality: 0.82
Item codes: 2.02, 7.01, 8.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Cheesecake Factory Q3 revenue $1.03B (+14% YoY), EPS $1.19; comps up 15.2%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/887596/000110465926119176/0001104659-26-119176-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/887596/000110465926119176/tm2628239d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-119176

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer