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Upturn AI SWOT - About
CAKE 
The Cheesecake Factory (CAKE)
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Upturn Advisory Summary
09/16/2025: 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 $66.35
1 Year Target Price $66.35
| 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 09/16/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.82B USD | Price to earnings Ratio 17.43 | 1Y Target Price 66.35 |
Price to earnings Ratio 17.43 | 1Y Target Price 66.35 | ||
Volume (30-day avg) 19 | Beta 1.09 | 52 Weeks Range 37.05 - 69.39 | Updated Date 09/16/2025 |
52 Weeks Range 37.05 - 69.39 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 1.91% | Basic EPS (TTM) 3.23 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | 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 17.43 | Forward PE 13.62 | Enterprise Value 4767190438 | Price to Sales(TTM) 0.77 |
Enterprise Value 4767190438 | Price to Sales(TTM) 0.77 | ||
Enterprise Value to Revenue 1.3 | Enterprise Value to EBITDA 16.53 | Shares Outstanding 49810400 | Shares Floating 40390629 |
Shares Outstanding 49810400 | Shares Floating 40390629 | ||
Percent Insiders 8.02 | Percent Institutions 113.09 |
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 began as a cheesecake bakery and expanded into a full-service restaurant chain known for its extensive menu and large portions.
Core Business Areas
- Restaurant Operations: Operates full-service restaurants under The Cheesecake Factory, Grand Lux Cafe, RockSugar Southeast Asian Kitchen, and North Italia brands, offering a wide range of appetizers, entrees, desserts, and beverages.
- Bakery Operations: Produces cheesecakes and other baked goods for its restaurants and external distribution channels.
Leadership and Structure
The CEO of The Cheesecake Factory is David Overton. The organizational structure consists of a corporate headquarters overseeing regional and restaurant-level management teams.
Top Products and Market Share
Key Offerings
- Cheesecake: The signature product of The Cheesecake Factory, available in numerous flavors. While specific market share data is proprietary, cheesecake sales contribute significantly to overall revenue. Competitors include local bakeries, other restaurant chains offering desserts, and grocery store bakeries.
- Entrees: A diverse range of entrees including pasta, seafood, steaks, and salads. These are a major revenue driver, attracting customers who may also purchase appetizers and desserts. Competitors include casual dining chains like Chili's (EAT), Applebee's, and Olive Garden (DRI).
- Appetizers: Wide variety of appetizers that customers order while waiting to be seated or to eat. Competitors include casual dining chains like Chili's (EAT), Applebee's, and Olive Garden (DRI).
Market Dynamics
Industry Overview
The restaurant industry is highly competitive and subject to economic cycles. Trends include increasing demand for healthier options, delivery services, and technology integration.
Positioning
The Cheesecake Factory occupies a niche in the casual dining sector with its upscale ambiance, extensive menu, and signature cheesecakes. Its competitive advantages include a strong brand reputation and a loyal customer base.
Total Addressable Market (TAM)
The TAM for the full-service restaurant industry is estimated to be hundreds of billions of dollars. The Cheesecake Factory is positioned to capture a significant portion through its diverse menu and popular brand.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive menu
- High-quality ingredients
- Upscale casual dining experience
- Loyal customer base
Weaknesses
- High menu prices compared to competitors
- Large menu can lead to operational complexities
- Perception of being a high-calorie dining option
- Dependence on Cheesecake sales for the bottom line
Opportunities
- Expansion into new markets (international or domestic)
- Increased focus on delivery and takeout services
- Menu innovation with healthier options
- Partnerships with food delivery platforms
Threats
- Economic downturns impacting consumer spending
- Rising food and labor costs
- Increased competition from other casual dining chains
- Changing consumer preferences for healthier options
Competitors and Market Share
Key Competitors
- DRI
- TXRH
- EAT
- RUTH
Competitive Landscape
The Cheesecake Factory faces competition from other casual dining chains, steakhouses, and dessert-focused restaurants. Its advantages include a strong brand, extensive menu, and upscale atmosphere. Disadvantages may include higher prices and slower service.
Growth Trajectory and Initiatives
Historical Growth: The Cheesecake Factory has experienced steady growth in revenue and restaurant count over the past decade, with some slowdowns during economic downturns.
Future Projections: Analyst estimates suggest continued growth in revenue and earnings, driven by new restaurant openings and same-store sales growth. (Note: analyst estimates vary widely.)
Recent Initiatives: Recent strategic initiatives may include expansion into new markets, technology upgrades, and menu innovations.
Summary
The Cheesecake Factory boasts a strong brand and diverse menu, attracting a loyal customer base. They are expanding moderately in a competitive market. Rising costs and evolving consumer preferences towards healthier options pose challenges. Their profitability and value are dependent on maintaining and expanding their customer base.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Data is based on available information and may be subject to change.
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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