Here's What Key Metrics Tell Us About Cheesecake Factory (CAKE) Q3 Earnings

Core Insights - Cheesecake Factory reported revenue of $907.23 million for the quarter ended September 2025, marking a year-over-year increase of 4.8% and an EPS of $0.68 compared to $0.58 a year ago, with an EPS surprise of +13.33% [1] - The revenue fell short of the Zacks Consensus Estimate of $912.96 million by -0.63% [1] Financial Performance Metrics - Comparable restaurant sales for The Cheesecake Factory were 0.3%, below the seven-analyst average estimate of 1.2% [4] - The number of company-owned restaurants for The Cheesecake Factory remained at 216, matching the seven-analyst average estimate [4] - Revenue for The Cheesecake Factory restaurants was $651.38 million, slightly below the $655.31 million estimated by six analysts, representing a year-over-year change of +0.6% [4] Other Business Segments - North Italia reported comparable restaurant sales of -3%, significantly lower than the average estimate of 0.3% [4] - Revenue for North Italia was $83.48 million, below the six-analyst average estimate of $84.85 million, but showed a year-over-year increase of +16.1% [4] - Revenue from Other segments was $94.35 million, exceeding the six-analyst average estimate of $91.61 million, with a year-over-year change of +19.7% [4]