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Jul 01
The Cheesecake Factory Q2 2025 Earnings Report
The Cheesecake Factory reported record-high revenue and strong profitability in Q2 2025.
Key Takeaways
The Cheesecake Factory delivered robust Q2 2025 results, exceeding profitability guidance with record revenue and operational efficiency improvements across its restaurant concepts.
Achieved record-high revenue of $955.8 million.
Net income reached $54.8 million with adjusted EPS of $1.16.
Comparable sales at Cheesecake Factory restaurants rose 1.2%.
Opened 8 new restaurants across brands during the quarter.
The Cheesecake Factory
The Cheesecake Factory
The Cheesecake Factory Revenue by Segment
The Cheesecake Factory Revenue by Geographic Location
Revenue by Segment
Cheesecake Factory Revenue
CapyFin.comNorth Italia Revenue
CapyFin.comOther FRC Revenue
CapyFin.comOther Revenue
CapyFin.comRevenue by Geographic Location
Total Revenue
CapyFin.com Forward Guidance
The company expects to sustain momentum in the second half of 2025 with up to 25 total new restaurant openings planned for the year.
Positive Outlook
- Strong consumer demand across concepts
- Margin expansion driven by labor and food efficiency
- Record-high revenue performance
- 16 new restaurants opened in H1 2025
- Encouraging early sales trends from new locations
Challenges Ahead
- North Italia saw a decline in comparable sales
- Overall restaurant operating weeks declined slightly YoY
- Impairment and lease termination costs impacted results
- Stock repurchase activity remained minimal
- Continued pressure from acquisition-related expenses