CA
Cheesecake Factory Incorporated (The)
CAKE · Cheesecake Factory Incorporated (The) · Consumer Discretionary
Up next day
7/12
58%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±5.0%
typical swing on earnings
Price when beating
+1.7%
avg over 11 beats
Biggest single move
+13.6%
'26.6 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 7 of 11 beats (64%)
vs Consumer Discretionary sector avg (201 peers)
This
+1.4%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock mostly moves with the reported earnings number
Moved opposite to results 4 of last 12 times (33%)
4xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 27After close
'26.9 expectedEst. EPS $0.84
Quarter ended 6/2026
Reported 2026-07-28
Next-day move
+13.6%
After 5 days +18.9%
vs Consensus$1.18→$1.44+21.9% beat
EPS
$1.44
YoY +24%
Revenue
$1.0B
YoY +8%
Next-Q guidance
—
N/A
Price around earnings
vs market +15.2%p6.0x normal — unusual surge+43% run-up before
Earnings trend · last 12 quarters
EPS$1.44YoY +24%
'23.10'26.6
Revenue$1.0BYoY +8%
'23.10'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
7x58%
Disappointment
weak · down ↓
1x8%
Good earnings ignored
good · down ↓
4x33%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 7 of 12q (58%)
Community · CAKE
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