Cheesecake Factory investor presentation outlines restaurant portfolio and growth runway across brands and international licensing

CAKE•2026-07-28

Cheesecake Factory outlined a diversified growth plan across its restaurant portfolio, backed by strong free cash flow for dividends and share repurchases.
Scale update: 375 company-operated restaurants in the US and Canada; 36 international Cheesecake Factory locations run under license agreements.
Fiscal 2025 revenue totaled $3.8 billion; market capitalization listed at $4 billion; ticker CAKE.
Off-premise business remained a key earnings lever, with off-premise sales running at $2.8 million per restaurant on an annualized 2Q26 basis.
Desserts continued to gain mix, with bakery sales at 17% of total sales in fiscal 2025, up from 16% in fiscal 2019.

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