NASDAQ$CAKE
The Cheesecake Factory Inc · Q2 2025 earnings
Q2 2025 earnings · · After market close · Investor relations
Briefing
The Cheesecake Factory Inc reported Q2 2025 results with revenue growth driven by new openings and comparable sales increases.
The company achieved revenues of $955.8 million for the thirteen weeks ended July 1, 2025, up 5.7% year-over-year, with net income of $54.8 million. Operating income reached $64.8 million, supported by segment performance across The Cheesecake Factory, North Italia, and other concepts. Management highlighted ongoing expansion plans and menu pricing actions amid a stabilizing cost environment.
- Q2 revenues increased 5.7% to $955.8 million, led by new restaurant contributions and 1.2% comparable sales growth at The Cheesecake Factory.
- Diluted EPS rose to $1.14 from $1.08 in the prior-year quarter.
- North Italia delivered 20.3% sales growth while Other FRC brands grew 22.5%.
- The company expects to open up to 25 new restaurants in fiscal 2025 and implemented additional menu price increases.
Headline financials
Revenue & EPS history
The Cheesecake Factory · Revenue · Quarterly
$956M
Revenue by segment
The Cheesecake Factory · $956M total across 4 segments · Q2 2025
- The Cheesecake Factory$683M—71.5%
- Other$91.6M—9.6%
- North Italia$90.8M—9.5%
- Other FRC$90.2M—9.4%
Forward guidance
The company plans to open as many as 25 new restaurants in fiscal 2025 and continues to implement menu price increases to offset costs.
Tailwinds
- Targeted expansion across concepts including The Cheesecake Factory, North Italia and Flower Child
- Stabilizing commodity and wage inflation environment
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
-0.6%
Avg return
Earnings day
-1.2%
Avg return
5 days after
+1.1%
Avg return
30 days after
41%
26 / 64 earnings
Positive
+9.0%
Q1 2021
Best reaction
-9.6%
Q3 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2025 | — | — | — | |
| Q1 2026 | +0.7% | -2.5% | +5.4% | |
| Q4 2025 | -2.5% | +0.4% | -10.8% | |
| Q3 2025 | -7.2% | -12.6% | -12.3% | |
| Q1 2025 | +1.6% | -12.7% | -1.1% | |
| Q4 2024 | +1.3% | +0.2% | -10.3% | |
| Q3 2024 | +2.9% | +7.0% | +17.2% | |
| Q2 2024 | -1.0% | +1.8% | +10.6% | |
| Q1 2024 | +1.2% | -5.1% | -4.5% | |
| Q4 2023 | -1.9% | -4.5% | -1.3% | |
| Q3 2023 | -2.3% | -2.0% | +1.0% | |
| Q2 2023 | -1.4% | -4.7% | -16.6% | |
| Q1 2023 | -4.4% | -5.4% | -1.3% | |
| Q4 2022 | -2.4% | -2.2% | -8.7% | |
| Q3 2022 | -9.6% | -5.7% | -3.2% | |
| Q2 2022 | -0.4% | +0.5% | +4.8% | |
| Q1 2022 | +2.7% | -2.4% | -14.6% | |
| Q4 2021 | -1.2% | +3.5% | -8.2% | |
| Q3 2021 | +5.7% | +9.7% | -4.7% | |
| Q2 2021 | +1.3% | -2.4% | +4.5% | |
| Q1 2021 | +9.0% | +6.8% | +1.5% | |
| Q4 2020 | +1.4% | +3.1% | +15.3% | |
| Q3 2020 | +2.3% | +6.2% | +28.1% | |
| Q2 2020 | +0.5% | -8.2% | +21.6% | |
| Q1 2020 | +5.9% | -12.1% | +3.0% | |
| Q4 2019 | -6.7% | +12.1% | +31.0% | |
| Q3 2019 | -1.9% | -1.3% | +0.0% | |
| Q2 2019 | -3.4% | -5.5% | -8.5% | |
| Q1 2019 | -3.7% | -4.5% | -11.2% | |
| Q4 2018 | -0.4% | -1.5% | +2.2% | |
| Q3 2018 | -4.1% | -2.5% | -12.3% | |
| Q2 2018 | -0.2% | -0.9% | +9.9% | |
| Q1 2018 | -3.4% | -3.0% | +0.6% | |
| Q4 2017 | -0.4% | +2.5% | +2.0% | |
| Q3 2017 | +3.6% | +3.6% | +13.4% | |
| Q2 2017 | +0.0% | +0.1% | -13.0% | |
| Q1 2017 | -5.5% | -6.7% | -6.8% | |
| Q4 2016 | -0.1% | +0.7% | +3.5% | |
| Q3 2016 | -0.9% | +1.0% | +15.2% | |
| Q2 2016 | -0.0% | +0.7% | +1.0% | |
| Q1 2016 | -3.9% | — | — | |
| Q4 2015 | -0.6% | — | — | |
| Q3 2015 | -0.4% | — | — | |
| Q2 2015 | -2.8% | — | — | |
| Q1 2015 | -1.0% | — | — | |
| Q4 2014 | +2.5% | — | — | |
| Q3 2014 | +0.2% | — | — | |
| Q2 2014 | +0.9% | — | — | |
| Q1 2014 | +1.7% | — | — | |
| Q4 2013 | +0.6% | — | — | |
| Q3 2013 | +1.9% | — | — | |
| Q2 2013 | -0.3% | — | — | |
| Q1 2013 | +1.0% | — | — | |
| Q4 2012 | -0.5% | — | — | |
| Q3 2012 | +0.9% | — | — | |
| Q2 2012 | -0.7% | — | — | |
| Q1 2012 | -1.9% | — | — | |
| Q4 2011 | +0.5% | — | — | |
| Q3 2011 | -1.2% | — | — | |
| Q2 2011 | -7.2% | — | — | |
| Q1 2011 | -0.2% | — | — | |
| Q4 2010 | +0.2% | — | — | |
| Q3 2010 | +1.4% | — | — | |
| Q2 2010 | -0.5% | — | — | |
| Q1 2010 | -5.9% | — | — |
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