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Upturn AI SWOT - About
CAKE 
The Cheesecake Factory (CAKE)
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Upturn Advisory Summary
10/22/2025: CAKE (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
19 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $64.82
1 Year Target Price $64.82
| 7 | Strong Buy |
| 2 | Buy |
| 6 | Hold |
| 2 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 33.28% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/22/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.76B USD | Price to earnings Ratio 17.1 | 1Y Target Price 64.82 |
Price to earnings Ratio 17.1 | 1Y Target Price 64.82 | ||
Volume (30-day avg) 19 | Beta 1.05 | 52 Weeks Range 39.89 - 69.39 | Updated Date 10/22/2025 |
52 Weeks Range 39.89 - 69.39 | Updated Date 10/22/2025 | ||
Dividends yield (FY) 1.99% | Basic EPS (TTM) 3.24 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date 2025-10-29 | When - | Estimate 0.603 | Actual - |
Profitability
Profit Margin 4.33% | Operating Margin (TTM) 6.91% |
Management Effectiveness
Return on Assets (TTM) 4.39% | Return on Equity (TTM) 41.01% |
Valuation
Trailing PE 17.1 | Forward PE 13.3 | Enterprise Value 4699448257 | Price to Sales(TTM) 0.75 |
Enterprise Value 4699448257 | Price to Sales(TTM) 0.75 | ||
Enterprise Value to Revenue 1.28 | Enterprise Value to EBITDA 16.3 | Shares Outstanding 49810427 | Shares Floating 40390629 |
Shares Outstanding 49810427 | Shares Floating 40390629 | ||
Percent Insiders 8.02 | Percent Institutions 112.18 |
Upturn AI SWOT
The Cheesecake Factory
Company Overview
History and Background
The Cheesecake Factory was founded in 1978 by David Overton in Beverly Hills, California. It started as a wholesale bakery distributing cheesecakes to local restaurants and evolved into a full-service restaurant chain known for its extensive menu and signature cheesecakes.
Core Business Areas
- Restaurant Operations: The Cheesecake Factory's core business involves operating full-service restaurants under The Cheesecake Factory banner. These restaurants offer a wide variety of dishes, including appetizers, entrees, desserts, and beverages.
- Grand Lux Cafe: Grand Lux Cafe is a separate restaurant concept owned and operated by The Cheesecake Factory, featuring a more upscale dining experience with a diverse menu inspired by international cuisine.
- RockSugar Southeast Asian Kitchen: RockSugar Southeast Asian Kitchen offers a modern take on Southeast Asian cuisine, providing a unique dining experience with bold flavors and vibrant ambiance. The company now has zero (0) restaurants of this brand. The last one was closed in 2022.
- North Italia: Acquired by The Cheesecake Factory, North Italia is a modern Italian restaurant chain known for its handcrafted pasta, pizzas, and other Italian specialties.
Leadership and Structure
The Cheesecake Factory is led by a board of directors and an executive management team. The CEO is David Overton. The organizational structure includes departments such as operations, finance, marketing, and human resources.
Top Products and Market Share
Key Offerings
- Cheesecakes: The Cheesecake Factory's signature cheesecakes are a key product, available in a wide variety of flavors. These are sold in restaurants and also sold as wholesale products. Market share data specifically for cheesecakes is not publicly available. Competitors include Eli's Cheesecake, Junior's Cheesecake, and Sara Lee.
- Entrees: The Cheesecake Factory offers a diverse menu of entrees, including pasta dishes, steaks, seafood, and salads. Market share data for specific entrees is not publicly available. Competitors include other casual dining chains such as Applebee's and TGI Fridays.
- North Italia Menu: Italian cuisine, specialty pizzas and drinks. The competitors are Maggianos, Olive Garden, Brio Italian.
Market Dynamics
Industry Overview
The restaurant industry is highly competitive, with trends including increasing demand for healthier options, growing popularity of online ordering and delivery, and rising labor costs.
Positioning
The Cheesecake Factory positions itself as a high-end casual dining restaurant, offering a large menu, generous portions, and a focus on desserts. Its competitive advantages include its brand recognition, extensive menu, and unique cheesecake offerings.
Total Addressable Market (TAM)
The total addressable market for full-service restaurants in the US is estimated to be in the hundreds of billions of dollars annually. The Cheesecake Factory is positioned to capture a portion of this market through its brand recognition and diverse menu.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive menu
- High-quality food
- Loyal customer base
- Experienced management team
Weaknesses
- Large menu can lead to inconsistencies
- Long wait times
- High prices compared to some competitors
- Susceptible to economic downturns
- Inconsistent service
Opportunities
- Expansion into new markets
- Increased focus on online ordering and delivery
- Development of new menu items
- Partnerships with third-party delivery services
- Leveraging data analytics for personalized marketing
Threats
- Increased competition
- Rising labor costs
- Fluctuations in food prices
- Changing consumer preferences
- Economic downturns
- Health epidemics impacting restaurant traffic
Competitors and Market Share
Key Competitors
- Texas Roadhouse (TXRH)
- Darden Restaurants (DRI)
- Bloomin' Brands (BLMN)
Competitive Landscape
The Cheesecake Factory competes with a wide range of casual dining restaurants. Its advantages include its strong brand, diverse menu, and focus on desserts. Disadvantages include high prices, long wait times, and inconsistency.
Major Acquisitions
North Italia
- Year: 2019
- Acquisition Price (USD millions): 332
- Strategic Rationale: Diversified the company's portfolio and expanded its presence in the Italian dining segment.
Growth Trajectory and Initiatives
Historical Growth: The Cheesecake Factory has experienced growth in the past through restaurant expansion and menu innovation. However, growth has been impacted by economic factors and the COVID-19 pandemic.
Future Projections: Future growth projections depend on analyst estimates, which I do not have access to. However, potential growth drivers include new restaurant openings, increased online ordering and delivery, and expansion into new markets.
Recent Initiatives: Recent strategic initiatives include focusing on digital capabilities, expanding delivery options, and streamlining operations.
Summary
The Cheesecake Factory is a well-established brand in the casual dining sector, boasting a wide menu and loyal customer base. While its strengths lie in its brand recognition and dessert offerings, it faces challenges from increased competition, fluctuating costs, and changing consumer preferences. Its future success hinges on effective adaptation to market trends, efficient cost management, and continued menu innovation. Furthermore, improving on the restaurant's consistency will be important in moving forward.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Market research
- News articles
- Third-party data providers
Disclaimers:
This analysis is based on available information and is subject to change. Financial data is approximate and may not be exact. Market share data is based on estimates and may vary. This is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About The Cheesecake Factory
Exchange NASDAQ | Headquaters Calabasas, CA, United States | ||
IPO Launch date 1992-09-17 | Founder, Chairman & CEO Mr. David M. Overton | ||
Sector Consumer Cyclical | Industry Restaurants | Full time employees 47900 | |
Full time employees 47900 | |||
The Cheesecake Factory Incorporated operates and licenses restaurants in the United States and Canada. The company operates bakeries that produce cheesecakes and other baked products for its restaurants, international licensees, third-party bakery customers, external foodservice operators, retailers, and distributors. It operates restaurants under the brands comprising The Cheesecake Factory, North Italia, Flower Child, and Fox Restaurant Concepts. The Cheesecake Factory Incorporated was founded in 1972 and is headquartered in Calabasas, California.
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