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The Cheesecake Factory Incorporated (CAKE) Q1 2026 Earnin...
SA Transcripts · 2026-04-30 · via All Articles on Seeking Alpha

Q1: 2026-04-29 Earnings Summary

EPS of $1.05 beats by $0.04

 | 

Revenue of

$978.83M

(5.57% Y/Y)

beats by $14.25M

The Cheesecake Factory Incorporated (CAKE) Q1 2026 Earnings Call April 29, 2026 5:00 PM EDT

Company Participants

Etienne Marcus - Vice President of Finance & Investor Relations
David Overton - Founder, Chairman & CEO
David Gordon - President
Matthew Clark - Executive VP & CFO

Conference Call Participants

Andrew Barish - Jefferies LLC, Research Division
Jeffrey Farmer - Gordon Haskett Research Advisors
James Salera - Stephens Inc., Research Division
Pratik Patel - Barclays Bank PLC, Research Division
Huiching Chiang - Goldman Sachs Group, Inc., Research Division
James Sanderson - Northcoast Research Partners, LLC
Karen Holthouse
Kelly Anne Merrill - Morgan Stanley, Research Division
Sara Senatore - BofA Securities, Research Division

Presentation

Operator

Thank you for standing by. My name is Rebecca, and I will be your conference operator today. At this time, I would like to welcome everyone to The Cheesecake Factory Incorporated First Quarter 2026 Earnings Conference Call. [Operator Instructions]

I will now turn the call over to Etienne Marcus, Vice President of Finance and Investor Relations. Please go ahead.

Etienne Marcus
Vice President of Finance & Investor Relations

Good afternoon, and welcome to our first quarter fiscal 2026 earnings call. On the call with me today are David Overton, our Chairman and Chief Executive Officer; David Gordon, our President; and Matt Clark, our Executive Vice President and Chief Financial Officer.

Before we begin, let me quickly remind you that during this call, items will be discussed that are not based on historical facts and are considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Actual results could be materially different from those stated or implied in forward-looking statements as a result of the factors detailed in today's press release, which is available on our website at investors.thecheesecakefactory.com and in our filings with the Securities and Exchange Commission.

All forward-looking statements made