CAKE Cheesecake Factory Inc.

$CAKE WHAT a nice ride up 80 % percent on a restaurant Stock. In saying that I am out for now . Good luck BULLS ( they have to to be more aggressively expanding FLOWER CHILD . For me to get back in )

$CAKE Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.02 up 50.00% YoY • Reported revenue of $1.03B up 13.91% YoY • The Cheesecake Factory expects as many as 26 new restaurants in fiscal 2026, including as many as five Cheesecake Factory restaurants, eight North Italia, seven Flower Child and as many as six FRC locations.

$CAKE looks great off the supporting trendline and 50DMA! Break of $111.35 is likely to revisit ~$120!

$CAKE $110 is main watch as this uptrend remains in tact. Low volume selling. Above moving averages and nearing $110 key mark

$CAKE the head of marketing needs to capitalize on this publicity quick! Just make a meme or viral clip guys! This free publicity

$CAKE Reported strong results for Q3 2026 Revenue reached a record $1.033 billion+, with profitability expanding at the core concept: Cheesecake Factory restaurant-level margin rose 240 bps to 18.7%. Flower Child improved while North Italia softened. Management guided Q4 revenue to $1.04-1.05B with ~5.8% adjusted net income margin, and introduced 2027 revenue of ~$4.425B with a 6.0-6.1% margin. Tone remains measured despite strong momentum Catalysts in play -Sustained traffic momentum from rewards/app engagement and social marketing. -Flower Child acceleration, with 11-13 openings planned for 2027 and strong AUVs/margins. -Cheesecake Factory unit growth and margin expansion from sales leverage. Risks in play -Durability of viral/social traffic; management calls the inflection early and models Q4 holiday weeks at flat traffic. -Labor costs scaling with sales; with analysts pressing on productivity. -North Italia comps -3% and RLOM down 250 bps, amid broader casual dining and macro pressure.

Cheesecake Factory printed +15.2% comps $CAKE: the consumer is back, and the negative thesis on the consumer is breaking.

$CAKE reports earnings today after the close. I’m bullish heading into the report: CAKE has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $0.96. What are you watching for?

$CAKE bull flag breakout seeing a retest of the breakout level around $110. Strong uptrend, pulling back to the breakout area and 20sma. Something to watch, although not a fan of the higher volume selling.

$CAKE thin 4.5% margins. Very susceptible to food inflation. Shipping avocados and beef requires OIL which is hitting all time highs. Weakening consumer means people eat out less. Trading at all time high by price and by valuation metrics such as pe etc. This ends only 1 way. I live in brickell Miami and north Italia servers say it’s slower than it’s been last few years. Remember to zig when everyone else zags.

$CAKE market makers + insiders are loving the exit liquidity up here at 30x+ pe. They’re trying to unload as many shares as they can without crashing it down to reality. Easyyyy money to be made here.

$CAKE You would think this is a tech stock lol. Acting super beeind riding 50ma for weeks now breaking out