Cheesecake Factory Inc.
- CAKE · Nasdaq
- Retail-Eating Places
- Calabasas Hills, CA
- 48,400 employees
- CIK 0000887596
Updated from SEC filings through
Top things to know
Executives
- David Overton Chairman and Chief Executive Officer 8-K, 2026-10-27
- Matthew Eliot Clark EXEC VP, CFO 4, 2026-07-31
- David M. Gordon PRESIDENT 4, 2026-08-12
- Keith T. Carango President, The Cheesecake Factory Bakery Incorporated DEF 14A, 2026-04-10
- Keith Carango PRESIDENT (SUBSIDIARY) 4, 2026-02-12
- Scarlett May EVP, GENERAL COUNSEL 4, 2026-08-03
What leadership is saying
“We delivered an exceptional third quarter, generating record quarterly revenue, with margins and earnings also exceeding our expectations”
Earnings press release (8-K Ex. 99.1), filed October 27, 2026
Cheesecake Factory Inc is a U.S. public company in retail-eating places (SIC 5812), headquartered in Calabasas Hills, CA. It trades as CAKE on Nasdaq. Revenue was $3.8B in the fiscal year ending December 30, 2025, +4.7% from the year before. It reported about 48,400 employees. David Overton is Chairman and Chief Executive Officer.
Five-year financials
| Metric | FY2025 | FY2024 | FY2024 | FY2023 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $3.8B 10-K, 2026-02-23 | $3.6B 10-K, 2026-02-23 | $3.4B 10-K, 2026-02-23 | $3.3B 10-K, 2025-02-24 | $2.9B 10-K, 2024-02-26 |
| Operating income | $187M 10-K, 2026-02-23 | $178M 10-K, 2026-02-23 | $109M 10-K, 2026-02-23 | $38.9M 10-K, 2025-02-24 | $82.3M 10-K, 2024-02-26 |
| SG&A | $245M 10-K, 2026-02-23 | $229M 10-K, 2026-02-23 | $217M 10-K, 2026-02-23 | $206M 10-K, 2025-02-24 | $186M 10-K, 2024-02-26 |
| Net income | $148M 10-K, 2026-02-23 | $157M 10-K, 2026-02-23 | $101M 10-K, 2026-02-23 | $43.1M 10-K, 2025-02-24 | $72.4M 10-K, 2024-02-26 |
Annual figures from XBRL in each company's own filings. Click a figure to open the filing. SG&A marked derived is general and administrative plus selling and marketing.
Leadership and board
| Name | Title | Source |
|---|---|---|
| David Overton | Chairman and Chief Executive Officer | 8-K, 2026-10-27 |
| Matthew Eliot Clark | EXEC VP, CFO | 4, 2026-07-31 |
| Matthew E. Clark EVP and CFO at The Cheesecake Factory | Named in proxy bio: Executive Vice President and Chief Financial Officer | DEF 14A, 2026-04-10 |
| David M. Gordon | PRESIDENT | 4, 2026-08-12 |
| Keith T. Carango | President, The Cheesecake Factory Bakery Incorporated | DEF 14A, 2026-04-10 |
| Keith Carango | PRESIDENT (SUBSIDIARY) | 4, 2026-02-12 |
| Scarlett May | EVP, GENERAL COUNSEL | 4, 2026-08-03 |
| Ashley W. Hanscom Vice President , Controller and Principal Accounting Officer at The Cheesecake Factory | PRINCIPAL ACCOUNTING OFFICER | 4, 2026-07-31 |
| Spero G. Alex Executive Vice President, Operations at The Cheesecake Factory | EVP Operations - CFRI | 4, 2026-02-26 |
| Adam S. Gordon | Board member (per proxy) bio: Director | DEF 14A, 2026-04-10 |
| Alexander L. Cappello | Board member (per proxy) bio: Director | DEF 14A, 2026-04-10 |
| Edie A. Ames | Board member (per proxy) bio: Director | DEF 14A, 2026-04-10 |
| Janice L. Meyer | Board member (per proxy) bio: Director | DEF 14A, 2026-04-10 |
| Jerome I. Kransdorf | Board member (per proxy) bio: Director | DEF 14A, 2026-04-10 |
| Khanh Collins | Board member (per proxy) bio: Director | DEF 14A, 2026-04-10 |
What Cheesecake Factory Inc does
The Cheesecake Factory Incorporated is a leader in experiential dining. We are culinary forward and relentlessly focused on hospitality. As of February 23, 2026, we owned and operated 368 restaurants throughout the United States and Canada under brands including The Cheesecake Factory ® (216 locations), North Italia ® (48 locations), Flower Child ® (43 locations) and additional brands within our Fox Restaurant Concepts (“Other FRC”) portfolio (55 locations). Internationally, 35 The Cheesecake Factory ® restaurants operate under licensing agreements.
Item 1. Business, 10-K for the year ending December 30, 2025
Shares and governance
| Shares outstanding | 49.9 million (as of October 26, 2026) | 10-Q, November 2, 2026 |
|---|---|---|
| Public float | $2.9B (as of July 1, 2025) | 10-K, February 23, 2026 |
| Latest proxy statement | Meeting May 28, 2026 (filed April 10, 2026) | DEF 14A, April 10, 2026 |
| Auditor | Kpmg LLP (California) | Latest 10-K |
Insider trades
Open-market buys and sales by officers and directors, from Forms 4 and 5. One row per filing.
| Date | Insider | Trade | Shares | Value | Source |
|---|---|---|---|---|---|
| October 29, 2026 | Matthew Eliot Clark EXEC VP, CFO | Sale | 23,832 | $2.7M | Form 4, October 30, 2026 |
| October 29, 2026 | Scarlett May EVP, GENERAL COUNSEL | Sale | 2,939 | $335K | Form 4, October 30, 2026 |
| October 29, 2026 | Alexander L. Cappello Director | Sale | 425 | $48K | Form 4, October 30, 2026 |
| August 17, 2026 | Janice L. Meyer Director | Sale | 1,958 | $214K | Form 4, August 18, 2026 |
| August 10, 2026 | David M. Gordon PRESIDENT | Sale | 31,950 | $3.5M | Form 4, August 12, 2026 |
| August 10, 2026 | Edie A. Ames Director | Sale | 3,000 | $321K | Form 4, August 12, 2026 |
| August 5, 2026 | David Overton CHAIRMAN AND C.E.O. | Sale | 94,145 | $10.0M | Form 4, August 6, 2026 |
| August 4, 2026 | Alexander L. Cappello Director | Sale | 64 | $7K | Form 4, August 6, 2026 |
Recent 8-K events
- 8-K filed 2026-10-27
- Item 2.02 Results of operations and financial condition (earnings release)
- Item 7.01 Regulation FD disclosure
- Item 8.01 Other events
- 8-K filed 2026-07-28
- Item 2.02 Results of operations and financial condition (earnings release)
- Item 7.01 Regulation FD disclosure
- Item 8.01 Other events
- 8-K filed 2026-06-03
- Item 5.07 Submission of matters to a vote of security holders
- 8-K filed 2026-04-29
- Item 2.02 Results of operations and financial condition (earnings release)
- Item 7.01 Regulation FD disclosure
- Item 8.01 Other events
- 8-K filed 2026-03-31
- Item 1.01 Entry into a material definitive agreement
- Item 2.03 Creation of a direct financial obligation
- 8-K filed 2026-02-18
- Item 2.02 Results of operations and financial condition (earnings release)
- Item 7.01 Regulation FD disclosure
- Item 8.01 Other events
- 8-K filed 2025-10-28
- Item 2.02 Results of operations and financial condition (earnings release)
- Item 7.01 Regulation FD disclosure
- Item 8.01 Other events
- 8-K filed 2025-07-29
- Item 2.02 Results of operations and financial condition (earnings release)
- Item 7.01 Regulation FD disclosure
- Item 8.01 Other events
- 8-K filed 2025-05-28
- Item 5.02 Departure or appointment of directors or officers; compensation
- Item 5.07 Submission of matters to a vote of security holders
- 8-K filed 2025-04-30
- Item 2.02 Results of operations and financial condition (earnings release)
- Item 7.01 Regulation FD disclosure
- Item 8.01 Other events
Frequently asked questions about Cheesecake Factory Inc
- What does Cheesecake Factory Inc do?
- In its own words, from Item 1 of its 10-K: "The Cheesecake Factory Incorporated is a leader in experiential dining. We are culinary forward and relentlessly focused on hospitality. As of February 23, 2026, we owned and operated 368 restaurants throughout the United States and Canada under brands including The Cheesecake Factory ® (216 locations), North Italia ® (48 locations), Flower Child ® (43 locations) and additional brands within our Fox Restaurant Concepts (“Other FRC”) portfolio (55 locations). Internationally, 35 The Cheesecake Factory ® restaurants operate under licensing agreements."
- What is Cheesecake Factory Inc's revenue?
- $3.8B for the fiscal year ending December 30, 2025, from its 10-K filed February 23, 2026.
- Is Cheesecake Factory Inc profitable?
- Cheesecake Factory Inc reported net income of $148M for the fiscal year ending December 30, 2025.
- How many employees does Cheesecake Factory Inc have?
- About 48,400 as of December 30, 2025, as stated in its annual report.
- Who is the CEO of Cheesecake Factory Inc?
- David Overton, Chairman and Chief Executive Officer, as named in a 8-K filed October 27, 2026.
- Who is the CFO of Cheesecake Factory Inc?
- Matthew Eliot Clark, EXEC VP, CFO, as named in a 4 filed July 31, 2026.
- Where is Cheesecake Factory Inc headquartered?
- Calabasas Hills, CA.
- What is Cheesecake Factory Inc's stock ticker?
- CAKE on Nasdaq.
- What industry is Cheesecake Factory Inc in?
- Retail-Eating Places, SIC code 5812.
- What is Cheesecake Factory Inc's website?
- thecheesecakefactory.com.
- When does Cheesecake Factory Inc report earnings next?
- January 26, 2027. Source: estimate_8k_pattern.
- Is Cheesecake Factory Inc a public company?
- Yes. Cheesecake Factory Inc files with the SEC under CIK 0000887596 and trades as CAKE.
- Who audits Cheesecake Factory Inc?
- Kpmg LLP, California, as named in its latest annual report (10-K).
- How many shares of Cheesecake Factory Inc are outstanding?
- 49.9 million shares as of October 26, 2026, from its 10-Q filed November 2, 2026.
- What is Cheesecake Factory Inc's public float?
- $2.9B as of July 1, 2025, as reported on the cover of its 10-K filed February 23, 2026.
- When is Cheesecake Factory Inc's annual shareholder meeting?
- May 28, 2026, per its proxy statement (DEF 14A) filed April 10, 2026.
- Have Cheesecake Factory Inc insiders traded stock recently?
- Since July 31, 2025, officers and directors reported 21 open-market sales worth about $36.8M and 0 purchases on Forms 4 and 5. The most recent: Matthew Eliot Clark (EXEC VP, CFO) sold 23,832 shares on October 29, 2026.