AI brief of an SEC Form 8-K · The Cheesecake Factory (CAKE)

Cheesecake Factory Q4 revenue rises to $961.6 million, but diluted EPS falls to $0.60

Mixed Impact 3 of 5 earnings Written later

Cheesecake Factory reported fourth-quarter fiscal 2025 revenue of $961.6 million, up from $921.0 million a year earlier, including $17.3 million of gift card breakage revenue. Net income fell to $28.8 million, or $0.60 per diluted share, from $41.2 million, or $0.83, and comparable restaurant sales declined 2.2%. The board also raised the quarterly dividend to $0.30 per share and increased the share repurchase authorization by 5.0 million shares to a total of 66.0 million.

Key points

  • Q4 revenue $961.6 million vs. $921.0 million a year earlier
  • Diluted EPS $0.60 vs. $0.83; adjusted diluted EPS $1.00 vs. $1.04 (non-GAAP)
  • Comparable restaurant sales declined 2.2% year over year
  • Dividend of $0.30 per share payable March 17, 2026; about 6.0 million shares remain under repurchase authorization

The filing

CompanyThe Cheesecake Factory (CAKE)
Form8-K, current report
Filed with the SECFeb 18, 2026, 4:31 PM ET
Accession number0001104659-26-017090

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:05 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 18, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.