FoodBud
RankingsInsightsMixue SeriesArchiveMethodologyDataSearch中文
RankingsInsightsMixue SeriesArchiveMethodologyDataSearch中文
FoodBud

Global foodservice chain intelligence. Every figure should link back to a source.

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Company card

Cheesecake Factory

Medium
Group

Nasdaq CAKE · US

Listing status
listed
Operating model
Direct / managed estate
Scale basis
Company-operated revenue (proxy)
Confidence
Medium
Segment
full service multi brand

Direct-chain screening row with revenue, store count and profit. Use alongside finer AUV metrics where available.

Scale basis note

Revenue from company-operated restaurants (mostly-owned estates). Useful for accounting scale, not directly comparable with GMV/system sales.

Compare this operator
Every number has a source row

Metrics below keep source tier, quality, period, and source link visible at the metric level.

Source tiers
S1Official primary — filings, annual reports, prospectuses
S2Official secondary — IR decks, transcripts
S3Supplementary — vetted media, databases
S0Not usable — flagged, never published

Source tiers — S1 official primary · S2 official secondary · S3 supplementary · S0 not usable. Open “Provenance” on any number for its tier, basis, precision, and do-not-use note.

GMV is not revenue

GMV/system sales, revenue, and royalty pool sales are separate scale bases. Screening proxies are directional only.

MetricValuePeriod / basisQualitySource
Stores
Reported restaurant, coffee shop, tea shop, bakery, or comparable chain units.
368 stores
FY2025: We currently own and operate 368 restaurants throughout the United States and Canada under brands including The Cheesecake Factory, North Italia, Flower Child and a collection of other FRC brands.
Source-backed
S2 official secondary (opens in new tab)
Press Or Ir · We currently own and operate 368 restaurants throughout the United States and Canada under brands including The Cheesecake Factory, North Italia, Flower Child and a collection of other FRC brands.
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Scale
Revenue from company-operated restaurants (mostly-owned estates). Useful for accounting scale, not directly comparable with GMV/system sales.
$3.75B
FY2025: Revenues $3,751,806 [thousands] for the 52-week period ended December 30, 2025
Company-operated revenue (proxy)Revenue from company-operated restaurants (mostly-owned estates). Useful for accounting scale, not directly comparable with GMV/system sales.
Source-backed
S2 official secondary (opens in new tab)
Press Or Ir · Revenues $3,751,806 [thousands] for the 52-week period ended December 30, 2025
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Basis: Company-operated revenue (proxy)
Precision: Source-backed
Scale per store
Screening proxy: scale divided by store count. It is not audited AUV or unit profit.
$10.2M
Screening proxy
Derived scale_per_store using scale ÷ store_count at the linked scale basis; not a separately reported company metric.
Company-operated revenue (proxy)Revenue from company-operated restaurants (mostly-owned estates). Useful for accounting scale, not directly comparable with GMV/system sales.
Source-backed
S1 official primary (opens in new tab)
Operator Metric Source · Source used for operator metric extraction.
Provenance
Tier: S1 official primary
Source: Operator Metric Source
Basis: Company-operated revenue (proxy)
Precision: Derived
Profit signal
Profit signal from the source period. Read with local accounting and segment mix in mind.
$148.43M
FY2025: Net income $148,427 [thousands] for the 52-week period ended December 30, 2025
Profit-positiveScale basis not specified. Use as a screening signal until a source pack is attached.
Source-backed
S2 official secondary (opens in new tab)
Press Or Ir · Net income $148,427 [thousands] for the 52-week period ended December 30, 2025
Provenance
Tier: S2 official secondary
Source: Press Or Ir
Basis: Profit-positive
Revenue
Source-backed operating metric from the locked research snapshot.
$3.75B
USD 3.75B revenue (RevenueFromContractWithCustomerExcludingAssessedTax)
Revenue proxyRecognized company revenue. Useful for accounting scale, but not directly comparable with GMV/system sales.
Source-backed
S1 official primary (opens in new tab)
Operator Metric Source · Source used for operator metric extraction.
Provenance
Tier: S1 official primary
Source: Operator Metric Source
Basis: Revenue proxy
Precision: Source-backed

Market data (listed companies)

Market valuation · fluctuates · not operational scale · do not compare with GMV / system sales. Listed companies only.

MetricValuePeriod / basisQualitySource
Market cap
Public market capitalization captured in the locked source snapshot.
$3.04B
2026-05-22: CAKE stock price approximately $61.11 on May 22, 2026 with ~49.7 million shares outstanding; market cap ~$3.04B. As of May 11, 2026 market cap was $3.06 billion.
Market cap (USD)Scale basis not specified. Use as a screening signal until a source pack is attached.
Source-backed
S3 supplementary (opens in new tab)
Media Or Aggregator · CAKE stock price approximately $61.11 on May 22, 2026 with ~49.7 million shares outstanding; market cap ~$3.04B. As of May 11, 2026 market cap was $3.06 billion.
Provenance
Tier: S3 supplementary
Source: Media Or Aggregator
Basis: Market cap (USD)
Precision: Market snapshot · not operational scale
⚠ Do not use for: Market valuation · not operational scale · never compare with GMV/system sales

Operator profile

13/20 source-backed

Classification, firmographics, ownership and operating dimensions — source-backed where disclosed, marked as a gap (never inferred) where not.

Format & positioning
Cuisine (primary)
casual variedS2 official secondary (opens in new tab)
Cuisine (secondary)
dessertS2 official secondary (opens in new tab)
Service model
casual diningwikipedia (opens in new tab)
Price tier
premiumanalyst (opens in new tab)
Company
Founded
1,978aggregator (opens in new tab)
HQ country
United Statessec-filing (opens in new tab)
CEO
David Overtonaggregator (opens in new tab)
Employees
47,900 headcountsec-filing (opens in new tab)
Ownership
Parent
Public-standalone; no controlling shareholder. Founder/Chairman & CEO David Overton is largest individual holder (~7%)tier2_press (opens in new tab)
PE / holding
not disclosed
Recent M&A
not disclosed
Growth
System sales YoY
not disclosed
Revenue YoY
4.1%S1 official primary (opens in new tab)
Net new units
23 unitsS1 official primary (opens in new tab)
Pricing & digital
Avg check
$31.0510-K (opens in new tab)
Digital sales
not disclosed
Off-premise
21%company (opens in new tab)
Franchise terms
Royalty
not disclosed
Franchise fee
not disclosed
By-market footprint
Bahrain
1 storesS1 official primary (opens in new tab)
Canada
1 storesS1 official primary (opens in new tab)
China
5 stores◑derivedS1 official primary (opens in new tab)
Hong Kong
1 storesS1 official primary (opens in new tab)
Kuwait
3 storesS1 official primary (opens in new tab)
Macau
1 storesS1 official primary (opens in new tab)
Mexico
10 storesS1 official primary (opens in new tab)
Puerto Rico
1 storesS1 official primary (opens in new tab)
Qatar
3 storesS1 official primary (opens in new tab)
Saudi Arabia
4 storesS1 official primary (opens in new tab)
Thailand
1 storesS1 official primary (opens in new tab)
United Arab Emirates
6 storesS1 official primary (opens in new tab)
United States
369 stores◑derivedS1 official primary (opens in new tab)
market_split_gap
1 storesS1 official primary (opens in new tab)

Store counts by market/region — footprint context, not a same-basis comparison.

Disclosed store model

disclosed6/6 source-backed

Company-operated vs franchised footprint, AUV and store-level economics — taken verbatim from each operator's own filing, never inferred. A separate axis from company scale and single-store economics.

Total stores
368 stores
368 restaurants/stores (NumberOfRestaurants; restaurant)
Source-backedS1 official primary (opens in new tab)
Operational scale
$3.8B
Company revenue proxy: USD 3.75B revenue (RevenueFromContractWithCustomerExcludingAssessedTax); use as operating scale for direct-chain screening across 368 restaurants/stores.
Source-backedS1 official primary (opens in new tab)
Revenue
$3.8B
USD 3.75B revenue (RevenueFromContractWithCustomerExcludingAssessedTax)
Source-backedS1 official primary (opens in new tab)
Company-operated
see brand drilldown
Franchised
see brand drilldown

Brand drilldown

non-additive

Per-brand detail — NOT additive (brands may use different bases / periods) and NOT counted in rankings. Listed for transparency only.

Cheesecake Factory
Operating margin
5%
FY2024
Source-backedS1 official primary (opens in new tab)
Food cost %
22.5%
FY2024
Source-backedS1 official primary (opens in new tab)
Labor cost %
35.3%
FY2024
Source-backedS1 official primary (opens in new tab)

Single-store model

2/8 source-backed

Unit economics are a separate axis from company-level scale — never read as the same number. Each field keeps its source, period, and quality; derived/estimated rows and gaps are marked.

AUV / unit sales
Derived; not disclosed AUV.
Derived: gmv_or_system_sales_usd 3,751,806,000/368=~USD10,195,125/store.
FY2024_or_latest_L1
EstimatedNeeds source
Single-store profit
GAP — not fabricated.
—
GapSource (opens in new tab)
Initial investment
GAP — not fabricated.
—
GapSource (opens in new tab)
Franchise fee / royalty
GAP — not fabricated.
—
GapSource (opens in new tab)
Payback period
GAP — not fabricated.
—
GapSource (opens in new tab)
Same-store sales
GAP — not fabricated.
—
GapSource (opens in new tab)
Store open / close
GAP — not fabricated.
—
GapSource (opens in new tab)
Company-operated share
Inferred.
Model "direct_or_managed_estate"→1.0.
current
EstimatedNeeds source

Cost structure

3/6 source-backed

Where each revenue dollar goes, latest disclosed year. Slices use each operator's reported base — % of revenue unless the row notes otherwise (% of GMV, restaurant-level, franchise goods-supply COGS). Grey = not separately disclosed. This is a separate axis from company scale and single-store economics.

Food / COGS22.5%
FY2024S1 official primary (opens in new tab)Source-backed
Rev $3,581.7M. Food&bev 22.5 (low, scratch kitchen)/labor 35.3/other operating 26.7 (occupancy embedded). Op income 5.0% group margin.
Labor35.3%
FY2024S1 official primary (opens in new tab)Source-backed
Rev $3,581.7M. Food&bev 22.5 (low, scratch kitchen)/labor 35.3/other operating 26.7 (occupancy embedded). Op income 5.0% group margin.
Rent / occupancy—
FY2024Gap
Rev $3,581.7M. Food&bev 22.5 (low, scratch kitchen)/labor 35.3/other operating 26.7 (occupancy embedded). Op income 5.0% group margin.
Delivery commission—
FY2024Gap
Rev $3,581.7M. Food&bev 22.5 (low, scratch kitchen)/labor 35.3/other operating 26.7 (occupancy embedded). Op income 5.0% group margin.
Marketing—
FY2024Gap
Rev $3,581.7M. Food&bev 22.5 (low, scratch kitchen)/labor 35.3/other operating 26.7 (occupancy embedded). Op income 5.0% group margin.
Operating margin5%
FY2024· groupS1 official primary (opens in new tab)Source-backed
Rev $3,581.7M. Food&bev 22.5 (low, scratch kitchen)/labor 35.3/other operating 26.7 (occupancy embedded). Op income 5.0% group margin.
Not separately disclosed37.2%

Supply chain

2 suppliers · 2 with S1 filing

Who supplies this brand — reverse-extracted from each supplier's own filing (top-customer / related-party disclosure). The % is the supplier's revenue share from this brand (supplier-side, not procurement spend), unless a note says otherwise. Each edge keeps its period, source tier, and audit link; named relationships without a disclosed % are shown as such.

NTN Buzztime, Inc. (formerly NTN Communications, Inc.)NYSE American:NTN
Tech / SaaS
discloses as: Cheesecake Factory
—named (no % disclosed)S1 filingsource (opens in new tab)
Olo Inc.NYSE:OLO
Tech / SaaS
discloses as: Cheesecake Factory
—named (no % disclosed)S1 filingsource (opens in new tab)

Peers in this segment

Darden RestaurantsGMV / system salesBrinker InternationalGMV / system salesBloomin' BrandsGMV / system sales

Same segment — each operator keeps its own scale basis; this is navigation, not a like-for-like comparison.