Q2 FY2026 EarningsQ2 FY26 results beat consensus across the board, with revenue of $1.03B vs. $1.00B expected (+3.0% YoY) and adjusted EPS of $1.44 vs. $1.18 expected (+22.0%). The beat was primarily driven by robust comparable sales growth at The Cheesecake Factory (+5.8%) and Flower Child (+13.0%), alongside significant labor productivity gains which lowered labor costs by 80 bps YoY as a percentage of revenue. Despite a 3% comparable sales decline at North Italia, overall operating margin expanded to 7.6% (vs. 6.8% YoY), supported by a favorable effective tax rate of 11.1% vs. 13.0% consensus.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Cheesecake Factory(CAKE) the Revenue is 1.03 B (+7.72%), Beat estimate;the EBIT is 79.97 M (+21.06%), Beat estimate;the EPS is 1.41 (+23.68%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.03B7.72%
1.00B4.59%
+0.03B3.13%
EBITExceed expectations
0.08B21.06%
0.07B3.01%
+0.01B18.05%
EPSExceed expectations
1.4123.68%
1.18063.56%
+0.229420.12%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf