Cheesecake Factory マネジメント
マネジメント 基準チェック /44
Cheesecake Factoryの CEO はDavid Overtonで、 Jan1972年に任命され、 の在任期間は 54.5年です。 の年間総報酬は$ 8.42Mで、 12.2%給与と87.8%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の7.22%を直接所有しており、その価値は$ 281.43M 。経営陣と取締役会の平均在任期間はそれぞれ11.2年と13.4年です。
主要情報
David Overton
最高経営責任者
US$8.4m
報酬総額
| CEO給与比率 | 12.23% |
| CEO在任期間 | 54.5yrs |
| CEOの所有権 | 7.2% |
| 経営陣の平均在職期間 | 11.2yrs |
| 取締役会の平均在任期間 | 13.4yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jul 08
CAKE: Peer Multiple Expansion Will Likely Limit Forward Return Potential
The analyst price target for Cheesecake Factory has been revised from $64.44 to $67.47, with analysts citing broader casual dining peer multiple expansion and steady execution as the key drivers of their updated view. Analyst Commentary Recent Street research on Cheesecake Factory points to a cluster of price target revisions and rating changes that center on how the stock is valued against casual dining peers and how consistently the company is executing in a tougher macro backdrop.Seeking Alpha • Jun 24
Cheesecake Factory: Rebounding Comps In A Tough Environment (Upgrade)
Summary Cheesecake Factory is upgraded to "Buy" after a robust Q1 and ~50% YTD rally, driven by positive comps and disciplined expansion. CAKE’s differentiated large-format model and $12 million AUVs support a long-term TAM of $8.5 billion versus $3.2 billion current sales. Carryout sales now comprise 22% of revenue, and margin performance remains strong despite inflationary pressures and sector volatility. Valuation at 19.1x FY26 P/E and 17.3x FY27 P/E offers upside versus peers, especially with comps and unit growth outpacing sector averages. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 23
CAKE: Elevated P/E Will Test Resilience To Macro Headwinds In 2026
The updated analyst price target for Cheesecake Factory moves slightly lower by about $0.20 to reflect a modestly reduced fair value estimate, even as analysts cite steady execution, relatively low employee turnover, and restrained casual dining supply growth as key supports for the stock. Analyst Commentary Recent Street research on Cheesecake Factory reflects a mix of cautious and more constructive views, with price targets and ratings moving in both directions.分析記事 • Jun 19
Cheesecake Factory (CAKE) Stock Could Be 19.8% Overvalued After Flat Same Store Sales
Cheesecake Factory (CAKE) is back in focus after recent quarterly results that paired solid headline figures with flat same store sales, raising questions about demand trends, revenue growth expectations, and the company’s higher net debt burden. See our latest analysis for Cheesecake Factory. Cheesecake Factory’s recent quarterly results have arrived alongside a sharp shift in sentiment, with the stock’s 30 day share price return of 28.0% and year to date gain of 46.2% pointing to...ナラティブの更新 • Jun 03
CAKE: Elevated P/E Leaves Little Cushion For 2026 Execution Missteps
Analysts have nudged their fair value estimate for Cheesecake Factory slightly higher, from $51.81 to $52.46. The change reflects updated assumptions on revenue growth, profit margins, and future P/E following a series of price target increases and one reduction across recent research reports.分析記事 • May 11
We Like The Quality Of Cheesecake Factory's (NASDAQ:CAKE) Earnings
Despite posting healthy earnings, The Cheesecake Factory Incorporated's ( NASDAQ:CAKE ) stock has been quite weak...ナラティブの更新 • May 10
CAKE: Elevated P/E And 2026 Execution Risks Will Constrain Returns
Analysts have lifted the fair value estimate for Cheesecake Factory stock by about $1.81 to $51.81, as recent price target revisions cite updated models following Q4 results, ongoing 2026 outlook assumptions, and adjustments to P/E expectations. Analyst Commentary Recent research has centered on how Cheesecake Factory's valuation lines up with its updated 2026 outlook and the mixed tone around the latest Q4 results.分析記事 • May 07
The Cheesecake Factory Incorporated (NASDAQ:CAKE) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
The Cheesecake Factory Incorporated ( NASDAQ:CAKE ) shareholders are probably feeling a little disappointed, since its...ナラティブの更新 • Apr 23
CAKE: Elevated P/E And Mixed Q4 Delivery Will Constrain Forward Returns
Analysts have lifted Cheesecake Factory's average price target by several dollars to a range of roughly $58 to $75, as they refresh models after mixed Q4 results and an updated 2026 outlook. They still see a fair value of $50 based on current assumptions for revenue growth, margins and future P/E.ナラティブの更新 • Apr 07
CAKE: Higher P/E Assumptions Will Support 2026 Outlook Execution
The analyst fair value estimate for Cheesecake Factory has increased from $60.61 to $64.44. This change reflects a series of higher price targets on the stock as analysts update their models following mixed Q4 results and an intact 2026 outlook.ナラティブの更新 • Mar 24
CAKE: Elevated P/E And Mixed Q4 Execution Will Limit Forward Upside
Analyst price targets for Cheesecake Factory have moved higher into the $58 to $75 range, as analysts update models following mixed Q4 results while largely maintaining 2026 outlook assumptions and pointing to what they see as balanced risk/reward at current P/E levels. Analyst Commentary Recent research updates show a wide spread in views on Cheesecake Factory, even as headline price targets move higher.ナラティブの更新 • Mar 09
CAKE: Elevated P/E Premium And Sector Headwinds Will Constrain Forward Upside Potential
Analysts have lifted their aggregate price targets on Cheesecake Factory by several dollars into the $58 to $75 range, citing refreshed models after mixed Q4 results, an intact 2026 outlook, and what some see as conservative long term assumptions. Analyst Commentary Recent research paints a mixed picture for Cheesecake Factory, with several firms lifting price targets after updating models for the latest Q4 report and 2026 outlook.ナラティブの更新 • Feb 23
CAKE: Elevated P E And Sector Headwinds Are Expected To Limit Upside
Narrative Update: Cheesecake Factory Analysts have raised their average price targets for Cheesecake Factory by several dollars into a broad $58 to $75 range, citing updated post-Q4 models, a largely intact 2026 outlook, and a higher assumed P/E multiple, even as views on risk and reward remain mixed across firms. Analyst Commentary Across recent research, analysts are broadly lifting their price targets for Cheesecake Factory into a higher band, but their views on the stock are far from unanimous.ナラティブの更新 • Feb 08
CAKE: Higher P/E Assumptions Will Balance Margin Pressure And Sector Headwinds
Analysts have nudged their price targets for Cheesecake Factory higher, reflecting slightly richer P/E assumptions and a modest lift in fair value to about $60.61, even as they acknowledge mixed sector views and ongoing earnings constraints in recent research. Analyst Commentary Recent research on Cheesecake Factory points to a split view, with some analysts lifting price targets on higher valuation multiples while others stay cautious on the operating backdrop for casual dining.ナラティブの更新 • Jan 25
CAKE: Softer Sales Trends And Sector Headwinds Are Expected To Pressure Returns
Analysts have nudged their fair value estimate for Cheesecake Factory to $50, a $1 adjustment that reflects slightly updated views on discount rates, revenue growth, profit margins, and the appropriate future P/E multiple in light of recent mixed price target changes across the Street. Analyst Commentary Recent Street research around Cheesecake Factory has been mixed, with several firms adjusting price targets and, in at least one case, downgrading the stock.ナラティブの更新 • Jan 11
CAKE: Softer Same Store Sales And Sector Pressure Will Constrain Near Term Outlook
Analysts have nudged their fair value estimate for The Cheesecake Factory higher to $49.00 from $48.00. This reflects updated price targets that balance recent cuts and raises across the Street and factor in modest tweaks to revenue growth, profit margin and future P/E assumptions.ナラティブの更新 • Dec 26
CAKE: Softer Same Store Sales Trends Will Shape Near Term Outlook
Cheesecake Factory's analyst-derived fair value has been trimmed from about $50.41 to $48.00, as analysts factor in softer same-store sales trends, modest demand slowdowns into next year, and a slightly weaker growth and margin outlook, despite the brand's still solid positioning in a choppier macro environment. Analyst Commentary Bearish analysts continue to recalibrate their expectations for Cheesecake Factory, cutting price targets across the board as they reassess near term growth and margin assumptions.ナラティブの更新 • Dec 12
CAKE: Margin Discipline Will Support Earnings Stability Amid Choppy Demand
Analysts have nudged their blended price target for Cheesecake Factory modestly lower, trimming expectations by a few dollars per share to reflect softer same store sales trends, choppier demand into Q3, and a slightly more cautious view on the restaurant sector backdrop. Analyst Commentary Street research reflects a more nuanced stance on Cheesecake Factory, with both optimistic and cautious voices acknowledging a tougher near term operating backdrop while debating the durability of demand and margin resilience.ナラティブの更新 • Nov 28
CAKE: Margin Resilience Will Support Recovery Despite Sales Headwinds Ahead
Cheesecake Factory's average analyst price target has declined slightly. Recent reductions have been attributed to softer sales trends and persistent industry demand headwinds.ナラティブの更新 • Nov 14
CAKE: Sustained Margin Improvement Is Expected To Support Long-Term Upside
The consensus analyst price target for Cheesecake Factory has been lowered by approximately $0.56. Analysts cite recent weaker same-store sales trends and persistent demand headwinds as key drivers of the adjustment.ナラティブの更新 • Oct 30
CAKE: Share Repurchase Program And Brand Resilience Will Drive Positive Momentum
The consensus analyst price target for Cheesecake Factory has decreased by just over $5 to around $60. Analysts cite softer sales trends and persistent macroeconomic challenges impacting growth expectations.分析記事 • Oct 30
Results: The Cheesecake Factory Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates
There's been a notable change in appetite for The Cheesecake Factory Incorporated ( NASDAQ:CAKE ) shares in the week...ナラティブの更新 • Oct 16
Flower Child And North Italia Concepts Will Expand Market Appeal
The consensus analyst price target for Cheesecake Factory has been reduced from approximately $73 to $68 as analysts cite a challenging industry backdrop and updated company outlooks, particularly with an anticipated mixed and volatile earnings season ahead. Analyst Commentary Recent research from major firms reflects both optimism and caution regarding Cheesecake Factory's performance in the upcoming quarter.分析記事 • Sep 24
Weekly Picks: ⛏️ The Gold Play With Permits, A Plan And Real Momentum And 2 More Picks
This week’s picks cover: Why most people don’t understand The Cheesecake Factory’s potential, how fully permitted gold miner, 1911 Gold, could offer 50x return, why rate cuts benefit dividend plays like Coca Cola immensely.分析記事 • Sep 09
Is Now The Time To Look At Buying The Cheesecake Factory Incorporated (NASDAQ:CAKE)?
The Cheesecake Factory Incorporated ( NASDAQ:CAKE ), might not be a large cap stock, but it saw significant share price...分析記事 • Aug 04
Cheesecake Factory (NASDAQ:CAKE) Is Paying Out A Dividend Of $0.27
The Cheesecake Factory Incorporated ( NASDAQ:CAKE ) will pay a dividend of $0.27 on the 26th of August. This means the...
新しいナラティブ • Aug 02
Cheesecake Factory offers an enticing opportunity for long-term growth by leveraging new concepts
The Cheesecake Factory is a stock that I believe most people do not understand it's actual potential; or really what makes this stock so attractive for long term growth. Here is a brief description of the company according to Benzinga: "Cheesecake Factory Inc owns and operates restaurants in the United States and Canada under brands that include The Cheesecake Factory, North Italia, and a collection within the Fox Restaurants Concepts subsidiary.分析記事 • Aug 01
The Cheesecake Factory Incorporated Just Recorded A 8.4% EPS Beat: Here's What Analysts Are Forecasting Next
Last week, you might have seen that The Cheesecake Factory Incorporated ( NASDAQ:CAKE ) released its quarterly result...分析記事 • Jul 02
Cheesecake Factory's (NASDAQ:CAKE) Returns On Capital Are Heading Higher
What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Jun 18
Some Shareholders Feeling Restless Over The Cheesecake Factory Incorporated's (NASDAQ:CAKE) P/E Ratio
There wouldn't be many who think The Cheesecake Factory Incorporated's ( NASDAQ:CAKE ) price-to-earnings (or "P/E...分析記事 • May 25
Is Cheesecake Factory (NASDAQ:CAKE) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 12
Cheesecake Factory's (NASDAQ:CAKE) Earnings May Just Be The Starting Point
Even though The Cheesecake Factory Incorporated's ( NASDAQ:CAKE ) recent earnings release was robust, the market didn't...分析記事 • Apr 15
Should You Investigate The Cheesecake Factory Incorporated (NASDAQ:CAKE) At US$46.99?
While The Cheesecake Factory Incorporated ( NASDAQ:CAKE ) might not have the largest market cap around , it received a...Seeking Alpha • Mar 28
The Cheesecake Factory: Downgrade To Sell As The Macro Environment Is Too Challenging
Summary I am downgrading The Cheesecake Factory from hold to sell due to worsening macro conditions and poor consumer sentiment affecting discretionary spending. CAKE's traffic growth has been negative for seven consecutive quarters, and price increases are no longer a viable strategy for SSS growth. Limited unit growth and high G&A expenses further constrain CAKE's ability to drive revenue and margin expansion in FY25. Valuation at 13x forward P/E is too high given the headwinds, with the potential for multiple re-rating if revenue or margins decline. Read the full article on Seeking Alpha分析記事 • Mar 21
Estimating The Fair Value Of The Cheesecake Factory Incorporated (NASDAQ:CAKE)
Key Insights Cheesecake Factory's estimated fair value is US$46.97 based on 2 Stage Free Cash Flow to Equity Current...分析記事 • Mar 09
Market Participants Recognise The Cheesecake Factory Incorporated's (NASDAQ:CAKE) Earnings
With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...分析記事 • Feb 25
Cheesecake Factory's (NASDAQ:CAKE) Dividend Will Be $0.27
The Cheesecake Factory Incorporated's ( NASDAQ:CAKE ) investors are due to receive a payment of $0.27 per share on 18th...Seeking Alpha • Feb 20
The Cheesecake Factory: A Winning Restaurant Stock
Summary We continue to rate The Cheesecake Factory a hold, highlighting its strong revenue growth, margin improvements, and positive comparable sales trends. The company's strategic cost management and easing inflation have led to improved margins, with food and labor expenses showing notable reductions. CAKE's earnings growth is robust, with Q4 adjusted EPS rising significantly year-over-year, and the stock remains attractively valued at less than 15X forward earnings. With manageable debt, ongoing share repurchases, and expected dividend increases, we see long-term upside, projecting EPS of $3.70-3.85 for 2025. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$165m |
| Dec 30 2025 | US$8m | US$1m | US$148m |
| Sep 30 2025 | n/a | n/a | US$161m |
| Jul 01 2025 | n/a | n/a | US$159m |
| Apr 01 2025 | n/a | n/a | US$157m |
| Dec 31 2024 | US$8m | US$1m | US$157m |
| Oct 01 2024 | n/a | n/a | US$128m |
| Jul 02 2024 | n/a | n/a | US$116m |
| Apr 02 2024 | n/a | n/a | US$106m |
| Jan 02 2024 | US$8m | US$995k | US$101m |
| Oct 03 2023 | n/a | n/a | US$85m |
| Jul 04 2023 | n/a | n/a | US$65m |
| Apr 04 2023 | n/a | n/a | US$48m |
| Jan 03 2023 | US$7m | US$1m | US$43m |
| Sep 27 2022 | n/a | n/a | US$50m |
| Jun 28 2022 | n/a | n/a | US$85m |
| Mar 29 2022 | n/a | n/a | US$73m |
| Dec 28 2021 | US$7m | US$1m | US$49m |
| Sep 28 2021 | n/a | n/a | US$9m |
| Jun 29 2021 | n/a | n/a | -US$57m |
| Mar 30 2021 | n/a | n/a | -US$142m |
| Dec 29 2020 | US$6m | US$915k | -US$277m |
| Sep 29 2020 | n/a | n/a | -US$191m |
| Jun 30 2020 | n/a | n/a | -US$142m |
| Mar 31 2020 | n/a | n/a | -US$36m |
| Dec 31 2019 | US$7m | US$995k | US$127m |
報酬と市場: Davidの 総報酬 ($USD 8.42M ) は、 US市場 ($USD 6.90M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Davidの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
David Overton (80 yo)
54.5yrs
在職期間
US$8,419,852
報酬
Mr. David M. Overton founded Grand Lux Cafe, LLC in 1999. Mr. Overton co-founded The Cheesecake Factory Incorporated's predecessor company in 1972. He is the Founder of The Cheesecake Factory Incorporated....
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Founder | 54.5yrs | US$8.42m | 7.22% $ 281.4m | |
| President | 13.4yrs | US$3.09m | 0.20% $ 7.8m | |
| Executive VP & CFO | 9yrs | US$2.57m | 0.16% $ 6.4m | |
| Executive VP | 8.2yrs | US$1.76m | 0.11% $ 4.5m | |
| VP, Principal Accounting Officer & Controller | 3.3yrs | データなし | 0.045% $ 1.7m | |
| Vice President of Finance & Investor Relations | no data | データなし | データなし | |
| Senior Vice President of Finance & Compliance | 3.3yrs | US$387.59k | データなし | |
| Chief Marketing Officer & Senior VP | 14.9yrs | データなし | データなし | |
| Senior Vice President of Human Resources | 16.4yrs | データなし | データなし | |
| Executive Vice President of Operations - The Cheesecake Factory Restaurants | no data | データなし | 0.046% $ 1.8m |
11.2yrs
平均在職期間
60yo
平均年齢
経験豊富な経営陣: CAKEの経営陣は経験豊富で経験豊富です（平均在職期間は11.2年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Founder | 34.4yrs | US$8.42m | 7.22% $ 281.4m | |
| Independent Director | 17.2yrs | US$255.00k | 0.041% $ 1.6m | |
| Independent Lead Director | 29.3yrs | US$285.00k | 0.028% $ 1.1m | |
| Independent Director | 18.4yrs | US$252.50k | 0.013% $ 498.0k | |
| Independent Director | 9.6yrs | US$240.00k | 0.025% $ 980.3k | |
| Independent Director | 6.4yrs | US$240.00k | 0.047% $ 1.8m | |
| Independent Director | 5yrs | US$240.00k | 0.029% $ 1.1m | |
| Independent Director | 3.6yrs | US$240.00k | 0.0073% $ 286.4k |
13.4yrs
平均在職期間
68yo
平均年齢
経験豊富なボード: CAKEの 取締役会 は経験豊富で 経験豊富 です ( 13.4年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/10 15:29 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
The Cheesecake Factory Incorporated 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39
| アナリスト | 機関 |
|---|---|
| John Staszak | Argus Research Company |
| David Tarantino | Baird |
| Jeffrey Bernstein | Barclays |