Every material Form 8-K The Cheesecake Factory filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
The Cheesecake Factory reported third quarter fiscal 2025 revenue of $907.2 million, up from $865.5 million a year earlier, and net income of $31.9 million, or $0.66 per diluted share, compared with $30.0 million and $0.61 a year earlier. The company also declared a $0.27 quarterly dividend payable November 25, 2025, which gives shareholders a cash return.
Revenue $907.2 million vs. $865.5 million in the prior-year third quarter
Diluted EPS $0.66 vs. $0.61; adjusted diluted EPS $0.68 vs. $0.58 (non-GAAP)
Comparable restaurant sales at The Cheesecake Factory restaurants rose 0.3% year-over-year
Quarterly dividend of $0.27 per share, payable November 25, 2025, to holders of record on November 11, 2025
The Cheesecake Factory reported second-quarter fiscal 2025 results, with revenue of $955.8 million, up from $904.0 million a year earlier, and net income of $54.8 million, up from $52.4 million. Management said profitability exceeded its guidance, and the company also declared a quarterly dividend of $0.27 per share payable August 26, 2025.
Diluted net income per share was $1.14 versus $1.08 a year earlier; adjusted diluted EPS was $1.16 versus $1.09
Comparable restaurant sales at The Cheesecake Factory rose 1.2% year-over-year
Quarterly dividend of $0.27 per share declared July 23, 2025, payable August 26, 2025 to holders of record on August 12, 2025
Total available liquidity was $515.3 million as of July 1, 2025
At its May 22, 2025 annual meeting, Cheesecake Factory stockholders approved the Second Amendment to its Stock Incentive Plan, with 33,479,930 votes for and 3,118,098 against. All eight director nominees were elected, and stockholders also ratified the independent auditor and approved the non-binding executive compensation vote.
Stock Plan Amendment (Proposal 3) approved on May 22, 2025: 33,479,930 for, 3,118,098 against, 126,603 abstentions, 5,620,304 broker non-votes
Eight directors elected, including David Overton with 35,571,202 for and 1,037,161 against
Auditor ratification for fiscal 2025 received 41,931,273 for and 289,455 against
Non-binding say-on-pay vote received 36,305,080 for and 229,200 against
The Cheesecake Factory reported first-quarter fiscal 2025 results, with revenue of $927.2 million, up from $891.2 million a year earlier. Net income was $32.9 million, or $0.67 per diluted share, compared with $33.2 million, or $0.68, in the prior-year quarter; the company also reported adjusted diluted EPS of $0.93 excluding certain items. The filing also declared a $0.27 quarterly dividend and reiterated plans to open as many as 25 restaurants in fiscal 2025.
Total revenues $927.2 million vs $891.2 million in Q1 fiscal 2024
GAAP net income $32.9 million and diluted EPS $0.67, vs $33.2 million and $0.68 a year earlier
Adjusted diluted EPS $0.93 (non-GAAP), vs $0.73 a year earlier; includes a $15.9 million loss on debt extinguishment
Quarterly dividend of $0.27 per share payable May 27, 2025, to holders of record May 14, 2025
The Cheesecake Factory issued $575 million of 2.00% convertible senior notes due March 15, 2030, including $75 million from the full exercise of the initial purchasers' option. The company's press release says it plans to use part of the net proceeds to repurchase $276 million of its 0.375% convertible notes due 2026 and about 2.4 million common shares, which may affect the trading price of its stock and the initial conversion price.
Notes issued February 28, 2025: $575 million principal, including $75 million from the full exercise of the initial purchasers' option; interest is payable semi-annually beginning September 15, 2025.
Initial conversion price is about $70.73 per share, a premium of about 30.0% over the $54.41 closing price on February 25, 2025; up to 10,567,868 shares may be issued on conversion at the maximum conversion rate.
Press release estimates net proceeds of about $558.5 million with the option fully exercised; about $290.0 million is earmarked to repurchase $276.0 million of 2026 notes and about $130.0 million to repurchase about 2.4 million shares.
The Cheesecake Factory reported fourth-quarter fiscal 2024 revenue of $921.0 million, up from $877.0 million a year earlier, and net income of $41.2 million, or $0.83 per diluted share, compared with $12.7 million and $0.26 a year earlier. Results included a pre-tax net expense of $14.4 million tied to asset impairments and lease terminations, partly offset by acquisition-related income; excluding these items, adjusted diluted EPS was $1.04. The Board also declared a quarterly dividend of $0.27 per share.
Q4 fiscal 2024 revenue $921.0 million vs. $877.0 million in Q4 fiscal 2023; comparable restaurant sales at The Cheesecake Factory rose 1.7%
Q4 diluted EPS $0.83 (GAAP) vs. $0.26 a year earlier; adjusted diluted EPS $1.04 vs. $0.80
Full-year 2024 revenue $3.58 billion; full-year diluted EPS $3.20 vs. $2.07 in fiscal 2023
Quarterly dividend of $0.27 per share, payable March 18, 2025, to holders of record on March 5, 2025
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every The Cheesecake Factory filing is on SEC EDGAR ↗. 8-K briefs of other companies →