
Cheesecake Factory (CAKE) Stock Forecast & Price Target
Cheesecake Factory (CAKE) Analyst Ratings
Bulls say
Cheesecake Factory Inc. has raised its total revenue guidance for 2025 to $3.8 billion, reflecting a proactive opening strategy and a higher number of restaurant openings. The company anticipates improvement in restaurant-level margins, particularly in the North Italia segment, where adjusted mature restaurant-level margins reached 18.8%, driven by operational efficiencies and strategic menu pricing. Furthermore, the company's favorable performance is supported by strong guest satisfaction, a successful rewards program, and a robust menu innovation strategy, positioning it well for potential traffic and mix growth in a recovering consumer market.
Bears say
Cheesecake Factory Inc has adjusted its 2025 earnings per share (EPS) estimate downward to $3.70, indicating a cautious outlook based on recent guidance commentary, while the 2026 EPS estimate has been introduced at $4.24, which is only marginally above consensus expectations. The company's same-store sales (SSS) growth forecasts for both The Cheesecake Factory and North Italia segments have been lowered, with notable declines in growth estimates reflecting potential challenges in attracting consumer foot traffic amid broader market uncertainties. Furthermore, Q1 revenue guidance at $920-930 million is slightly below consensus expectations, and projected net income margins for Q1 and 2025 also fall short of consensus, suggesting pressures on profitability amidst ongoing economic headwinds.
This aggregate rating is based on analysts' research of Cheesecake Factory and is not a guaranteed prediction by Public.com or investment advice.
Cheesecake Factory (CAKE) Analyst Forecast & Price Prediction
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