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Dec 30, 2025
The Cheesecake Factory Q4 2025 Earnings Report
The Cheesecake Factory reported higher fourth quarter fiscal 2025 revenue with lower comparable sales and reduced GAAP earnings, while adjusted results reflected margin resilience.
Key Takeaways
The Cheesecake Factory generated 961558000 in revenue in Q4 fiscal 2025 and reported net income of 28775000, with diluted EPS of 0.60 and adjusted diluted EPS of 1.00, despite a 2.2% decline in comparable sales at The Cheesecake Factory restaurants.
Total revenue increased to 961558000 in Q4 fiscal 2025.
Net income was 28775000 with diluted EPS of 0.60.
Adjusted diluted EPS was 1.00.
Seven restaurants were opened during the quarter across concepts.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For fiscal 2026, the Company expects to open as many as 26 new restaurants, including up to six The Cheesecake Factory locations and six to seven units each for North Italia and Flower Child, along with up to eight FRC restaurants.
Positive Outlook
- Plans to open as many as 26 new restaurants in fiscal 2026.
- Up to six new The Cheesecake Factory locations expected.
- Six to seven new North Italia locations planned.
- Six to seven new Flower Child locations planned.
- Up to eight new FRC restaurants expected.
Challenges Ahead
- Comparable sales declined 2.2% at The Cheesecake Factory restaurants.
- North Italia comparable sales declined 4%.
- Operating margin decreased year-over-year.
- Impairment and lease termination expenses impacted results.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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