Highest-materiality recent filing
Cheesecake Factory corrects FY2026 net income margin target to 5.4% from 5% in investor presentation
Corrected typographical error on slide 31 of investor presentation.
Cheesecake Factory Q2 revenue $1.03B, EPS $1.41; declares $0.30 dividend
Total revenues $1,029.6M, up 7.7% YoY from $955.8M.
Cheesecake Factory shareholders elect all 8 directors, ratify KPMG, approve say-on-pay
All eight director nominees elected; highest against votes were 3.0M for Kransdorf and 2.4M each for Cappello and Pittaway.
Cheesecake Factory Q1 rev $978.8M, adj. EPS $1.05; declares $0.30 dividend
Total revenues $978.8M, up from $927.2M in Q1 2025.
Cheesecake Factory enters new $400M revolver, maturing 2031
New $400M unsecured revolver replaces Oct 2022 facility; matures March 26, 2031.
Revenue $961.6M (+4.4% YoY); GAAP diluted EPS $0.60; adjusted diluted EPS $1.00.
Cheesecake Factory Q3 revenue $907.2M, EPS $0.66; comp sales +0.3%
Total revenue $907.2M, up 4.8% YoY; diluted EPS $0.66; adjusted diluted EPS $0.68.
Cheesecake Factory Q2 revenue $955.8M, EPS $1.14; comparable sales up 1.2%
Total revenues $955.8M vs $904.0M in Q2 2024, record high; net income $54.8M, diluted EPS $1.14.
Stockholders approve Second Amendment to Cheesecake Factory Stock Incentive Plan
Plan amendment approved with 33.5M votes for (84.5%), 3.1M against, 126k abstain.
Cheesecake Factory Q1 revenue $927M (+4% YoY); adj EPS $0.93; dividend $0.27
Total revenues $927.2M in Q1 FY2025, up from $891.2M in Q1 FY2024.
Cheesecake Factory prices $575M convertible notes; funds share buyback & debt refinancing
Issued $575M of 2.00% convertible senior notes due 2030; initial conversion price ~$70.73/share (30% premium over $54.41 close).
Cheesecake Factory proposes $450M convertible notes due 2030; plans $130M share buyback
Proposed offering of $450M aggregate principal amount of convertible senior notes due 2030, with option for initial purchasers to buy up to an additional $67.5M.
Cheesecake Factory Q4 revenues $921M (+5% YoY); adjusted EPS $1.04; declares $0.27 dividend
Total revenues $921.0M, up from $877.0M in Q4 2023.
Cheesecake Factory Q3 revenue $865.5M, EPS $0.61; comparable sales up 1.6%
Total revenue $865.5M (+4.3% YoY); diluted EPS $0.61; adjusted EPS $0.58.
Cheesecake Factory Q2 revenue $904M, net income $52.4M, EPS $1.08; declares $0.27 dividend
Total revenues $904.0M in Q2 fiscal 2024, up from $866.2M in Q2 fiscal 2023.
Cheesecake Factory stockholders elect 9 directors and approve officer exculpation amendment
All 9 director nominees elected with substantial majority; David Overton received 35.6M votes in favor vs 1.1M against.
Cheesecake Factory Q1 revenues $891.2M, adj. EPS $0.73; declares $0.27 dividend
Total revenues $891.2M, up 2.9% from $866.1M in Q1 2023.
Cheesecake Factory board member Herbert Simon retires effective immediately
Herbert Simon, Board member since 2011, retired effective March 7, 2024.
Cheesecake Factory Q4 revenue up 7.7% ex-week; adj. EPS $0.80; dividend declared
Total revenues $877.0M (down 1.8% reported); excluding extra week in prior year, revenue up 7.7%.
Cheesecake Factory Q3 revenues up 5.9% to $830.2M; declares $0.27 dividend
Total revenues $830.2M vs $784.0M in Q3 2022, a 5.9% increase.
Cheesecake Factory Q2 revenue $866.2M (+4% YoY), EPS $0.87; declares $0.27 dividend
Total revenues $866.2M vs $832.6M in Q2 2022, up 4.0%.
Cheesecake Factory annual meeting approves directors, auditor, say-on-pay, selects 1-year frequency
All 10 director nominees elected; largest against vote was Jerome I. Kransdorf at 4,319,960 against.
Cheesecake Factory Q1 revenue $866.1M, up 9.1%; adjusted EPS $0.61
Total revenues $866.1M, +9.1% YoY; comparable sales at Cheesecake Factory restaurants +5.7% YoY.
Cheesecake Factory amends CEO Overton's deal; names new principal accounting officer
CEO David Overton's amended employment agreement effective April 5, 2023: initial 1-year term with automatic 1-year renewals.
Cheesecake Factory Q4 revenue $892.8M; net loss $0.07 EPS; adjusted EPS $0.56
Total revenues $892.8M vs $776.7M prior year; extra week contributed ~$78.4M.
Cheesecake Factory appoints Adam Gordon to board, replacing Paul Ginsberg
Paul Ginsberg resigned from Board effective Dec 19, 2022; departure not due to any disagreement.
Cheesecake Factory Q3 net loss $2.4M, revenue up to $784M; declares $0.27 dividend
Total revenues $784.0M vs $754.5M YoY, increase of 3.9%.
Cheesecake Factory enters $400M credit facility, matures Oct 2027, with accordion to $600M
New $400M revolving credit facility (plus $200M accordion feature) matures October 6, 2027.
Total revenues $832.6M, up from $769.0M in Q2 2021, an 8.3% increase.
Stockholders approve amendment to Stock Incentive Plan, increasing authorized shares by 2.35M
Shareholders approved First Amendment to Stock Incentive Plan, raising authorized shares from 4.8M to 7.15M.
Cheesecake Factory Q1 revenue up 27% to $793.7M; reinstates dividend and buybacks
Total revenues $793.7M vs $627.4M YoY; net income $23.2M ($0.45 diluted EPS).
Cheesecake Factory Q4 revenue up 40% to record $776.7M; adjusted EPS $0.49
Q4 total revenues rose 40% YoY to a record $776.7M, versus $554.6M in Q4 2020.
Cheesecake Factory Q3 rev $754.5M, EPS $0.64; Q4 comps up 10.5% vs 2019
Total revenues $754.5M, up 45.8% YoY from $517.7M in Q3 2020.
Cheesecake Factory Q2 revenue $769M (record); adj EPS $0.80; Q3 comps +10% vs 2019
Total revenues $769.0M vs $295.9M year-ago; net income $17.1M, diluted EPS $0.37.
On October 24, 2024, Laurence B. Mindel, a member of the Board of Directors of the Company (the “Board”), notified the Board of his intention to retire from the Board, effective immediately.
On March 7, 2024, Herbert Simon, a member of The Cheesecake Factory Incorporated (the “Company”) Board of Directors (the “Board”) since 2011, notified the Board of his intention to retire from the Board, effective immediately.
the transition of the current Principal Accounting Officer, Cheryl Slomann, to the role of Senior Vice President, Finance and Compliance of the Company
Ashley Hanscom, age 45, was appointed as the Company’s Principal Accounting Officer, effective April 5, 2023.
On December 19, 2022, Paul D. Ginsberg, a member of The Cheesecake Factory Incorporated (the “Company”) Board of Directors (the “Board”) since 2020, notified the Board of his intention to resign from the Board, effective immediately.
On December 22, 2022, the Board’s Corporate Governance and Nominating Committee recommended, and the Board subsequently approved, the appointment of Adam S. Gordon to fill the vacancy on the Board created by Mr. Ginsberg’s resignation, effective immediately.
On July 22, 2021, the Board of Directors (the “Board”) of the Company appointed Khanh (“Connie”) Collins as a director of the Company and also appointed her to the Corporate Governance and Nominating Committee of the Board effective as of July 22, 2021.
Max materiality 0.75 · Median 0.65 · Most common event earnings