The Cheesecake Factory reported second quarter fiscal 2026 revenue of $1,029.6 million and adjusted diluted EPS of $1.44, exceeding analyst expectations and results from the prior-year period.
Key Highlights
- Comparable restaurant sales at The Cheesecake Factory brand grew 5.8% year-over-year, significantly outperforming analyst estimates of 1.6%.
- Total revenue grew 7.7% to $1,029.6 million, while adjusted diluted EPS of $1.44 significantly beat consensus estimates of $997.5 million and $1.17, respectively.
- Management attributed the strong performance to momentum from menu innovation, its rewards program, and marketing efforts, which boosted consumer engagement and traffic.