Cheesecake Factory Q4 EPS Seen Falling 5.8% Despite Positive ESP

CAKECAKE

Cheesecake Factory’s Q4 2025 earnings per share are expected to decline 5.8% year over year to an estimated figure based on the Zacks Consensus. The company holds an Earnings ESP of +0.11% and carries a Zacks Rank of 3, having beaten estimates in each of the last four quarters by an average 12.7%.

1. Zacks Q4 Earnings Preview

Cheesecake Factory is projected to report Q4 2025 earnings per share down 5.8% year over year. The stock exhibits a modest positive Earnings ESP of +0.11% and maintains a Zacks Rank of 3, reflecting a neutral outlook. Historically, the company has outperformed consensus estimates in each of the trailing four quarters, delivering an average surprise of 12.7%. This upcoming report will test whether operational drivers such as menu innovations, cost controls and promotional initiatives can offset margin pressures and reverse the forecasted downturn.

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