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Upturn AI SWOT - About
CAKE 
The Cheesecake Factory (CAKE)
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Upturn Advisory Summary
03/17/2025: CAKE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -31.61% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.57B USD | Price to earnings Ratio 15.53 | 1Y Target Price 56.22 |
Price to earnings Ratio 15.53 | 1Y Target Price 56.22 | ||
Volume (30-day avg) 1828794 | Beta 1.56 | 52 Weeks Range 32.22 - 57.01 | Updated Date 03/30/2025 |
52 Weeks Range 32.22 - 57.01 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 2.17% | Basic EPS (TTM) 3.2 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.38% | Operating Margin (TTM) 6.62% |
Management Effectiveness
Return on Assets (TTM) 4.13% | Return on Equity (TTM) 41.18% |
Valuation
Trailing PE 15.53 | Forward PE 13.42 | Enterprise Value 4389670425 | Price to Sales(TTM) 0.72 |
Enterprise Value 4389670425 | Price to Sales(TTM) 0.72 | ||
Enterprise Value to Revenue 1.23 | Enterprise Value to EBITDA 15.53 | Shares Outstanding 51643000 | Shares Floating 40455964 |
Shares Outstanding 51643000 | Shares Floating 40455964 | ||
Percent Insiders 6.97 | Percent Institutions 98.89 |
Analyst Ratings
Rating 3.53 | Target Price 50.29 | Buy 2 | Strong Buy 7 |
Buy 2 | Strong Buy 7 | ||
Hold 6 | Sell 2 | Strong Sell 2 | |
Strong Sell 2 |
Upturn AI SWOT
The Cheesecake Factory
Company Overview
History and Background
The Cheesecake Factory was founded in 1978 by David M. Overton in Beverly Hills, California. It started as a bakery selling cheesecakes and expanded to a full-service restaurant chain known for its extensive menu and large portions. Significant milestones include its IPO in 1992 and expansion across the US and internationally.
Core Business Areas
- Restaurant Operations: The primary business segment involves operating full-service restaurants under The Cheesecake Factory, North Italia, and other brand names. These restaurants offer a wide variety of menu items, including appetizers, entrees, desserts, and beverages.
- Food Manufacturing and Bakery: This segment focuses on producing cheesecakes and other baked goods for its restaurants and third-party distributors.
Leadership and Structure
The current CEO is David M. Overton. The company has a traditional corporate structure with departments for operations, finance, marketing, and human resources.
Top Products and Market Share
Key Offerings
- Cheesecakes: The Cheesecake Factory's signature product, available in numerous flavors. Market share information specifically for cheesecake sales is not publicly available, but the brand is a dominant player in the dessert category within the casual dining segment. Competitors include local bakeries, grocery store bakeries, and other restaurant chains with dessert offerings.
- Entrees: The Cheesecake Factory offers a wide range of entrees, including pasta, seafood, steak, and salads. These contribute significantly to overall revenue. Competitors are a vast array of casual dining restaurants such as Olive Garden (DRI), Red Lobster (private), and Chili's (EAT).
- North Italia: The Cheesecake Factory operates restaurants under the brand name North Italia. North Italia is an upscale restaurant chain serving a range of Italian dishes from pizzas and pastas to sandwiches and salads. Competitors include Maggianos (private), Carrabbas (private), and other local Italian restaurants.
Market Dynamics
Industry Overview
The restaurant industry is highly competitive and subject to economic fluctuations, changing consumer preferences, and rising food and labor costs. The casual dining segment faces increasing competition from fast-casual restaurants and delivery services.
Positioning
The Cheesecake Factory is positioned as a higher-end casual dining restaurant known for its extensive menu, large portions, and popular cheesecakes. Its competitive advantages include brand recognition, diverse menu, and a loyal customer base.
Total Addressable Market (TAM)
The US restaurant industry's TAM is estimated to be over $900 billion. The Cheesecake Factory is positioned within the casual dining segment, estimated at approximately $200 billion of that TAM. They aim to capture a significant share through their diverse offerings and brand recognition.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive menu with diverse options
- High average check size
- Established supply chain
- Loyal customer base
Weaknesses
- High labor costs
- Menu complexity can impact service speed
- Susceptible to commodity price fluctuations
- Large restaurant footprint can be inefficient
- Relatively slow growth compared to fast-casual
Opportunities
- Expansion into new markets (international and domestic)
- Increased focus on delivery and takeout
- Menu innovation and new product development
- Leveraging technology to improve efficiency
- Partnerships with third-party delivery services
Threats
- Rising food and labor costs
- Increased competition from other restaurant chains
- Changing consumer preferences and dietary trends
- Economic downturns impacting consumer spending
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- DRI
- EAT
- TXRH
Competitive Landscape
The Cheesecake Factory faces intense competition from other casual dining chains. It differentiates itself through its extensive menu, popular cheesecakes, and brand recognition. However, it faces challenges related to cost management and service speed.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: The Cheesecake Factory has experienced steady growth in revenue and restaurant count over the past decade, although growth has slowed in recent years due to increased competition and economic headwinds.
Future Projections: Analysts project moderate revenue growth for The Cheesecake Factory in the coming years, driven by new restaurant openings and same-store sales increases.
Recent Initiatives: Recent initiatives include expanding the North Italia concept, investing in technology to improve the customer experience, and focusing on cost management.
Summary
The Cheesecake Factory is a well-established casual dining chain with strong brand recognition and a diverse menu. Its extensive menu and brand loyalty help it maintain strong revenue. However, it faces challenges related to rising costs, increased competition, and changing consumer preferences. Expanding delivery options and innovating on their menu can boost the company.
Similar Companies
- DRI
- EAT
- BLMN
- RUTH
- DIN
Sources and Disclaimers
Data Sources:
- Company website, SEC filings, market research reports, analyst reports.
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice and should not be used as the sole basis for making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About The Cheesecake Factory
Exchange NASDAQ | Headquaters Calabasas, CA, United States | ||
IPO Launch date 1992-09-17 | Founder, Chairman & CEO Mr. David M. Overton | ||
Sector Consumer Cyclical | Industry Restaurants | Full time employees 47900 | |
Full time employees 47900 | |||
The Cheesecake Factory Incorporated operates and licenses restaurants in the United States and Canada. The company operates bakeries that produce cheesecakes and other baked products for its restaurants, international licensees, third-party bakery customers, external foodservice operators, retailers, and distributors. It operates restaurants under the brands comprising The Cheesecake Factory, North Italia, Flower Child, and Fox Restaurant Concepts. The Cheesecake Factory Incorporated was founded in 1972 and is headquartered in Calabasas, California.
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