CAKE CHEESECAKE FACTORY INC

FY2025 10-K
Filed: Feb 23, 2026
Consumer Discretionary
Retail-Eating PlacesSEC EDGAR

CHEESECAKE FACTORY INC (CAKE) filed its fiscal year 2025 10-K annual report with the SEC on Feb 23, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

Business Overview

  • Core business: Operates experiential dining restaurants including The Cheesecake Factory, North Italia, Flower Child, and Fox Restaurant Concepts in US and Canada
  • New emphasis: Recorded $23.0 million impairment expenses mainly on North Italia, Grand Lux Cafe, and Other FRC locations, reflecting strategic portfolio review
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Management Discussion & Analysis

  • Commodity and wage inflation returned to historical levels in fiscal 2024 after recent volatility
  • No hedging contracts in place as of fiscal 2025 year-end for managing commodity cost risk
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Risk Factors

  • Interest rate risk on Revolver Facility borrowings, potential $1.1 million annual interest expense increase from 1% rate rise
  • Market risk from variable life insurance investments affecting net income by $3.2 million decline with 10% asset value drop

Financial Summary
XBRL

Revenue

$3.8B

Net Income

$148M

Operating Margin

5.0%

Net Margin

4.0%

ROE

34.0%

Total Assets

$3.3B

EPS (Diluted)

$3.06

Operating Cash Flow

$301M

Source: XBRL data from CHEESECAKE FACTORY INC FY2025 10-K filing on SEC EDGAR. All figures in USD.

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