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Guidance history, every release

The Cheesecake Factory (CAKE) · 8 releases, Oct 23, 2024 to Jul 23, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Oct 23, 2024 FY24 Q3	Feb 13, 2025 FY24 Q4	Apr 24, 2025 FY25 Q1	Jul 23, 2025 FY25 Q2	Oct 22, 2025 FY25 Q3	Feb 12, 2026 FY25 Q4	Apr 23, 2026 FY26 Q1	Jul 23, 2026 FY26 Q2
For FY2026
Flower Child locations	—	—	—	—	—	New“six to seven”	Reiterated“six to seven”	Raised“seven”
Flower Child restaurant openings	—	—	—	—	—	—	New“six to seven”	—
FRC restaurant openings	—	—	—	—	—	—	New“as many as seven”	—
FRC restaurants	—	—	—	—	—	New“as many as eight”	—	Lowered“as many as seven”
New restaurant openings	—	—	—	—	—	—	New“as many as 26”	—
New restaurant openings - Flower Child	—	—	—	—	—	—	—	New“seven”
New restaurant openings - FRC restaurants	—	—	—	—	—	—	—	New“as many as seven”
New restaurant openings - North Italia	—	—	—	—	—	New“six to seven”	—	Reiterated“six to seven”
New restaurant openings - The Cheesecake Factory	—	—	—	—	—	New“as many as six”	—	Revised“five to six”
New restaurant openings (total)	—	—	—	—	—	New“as many as 26”	—	Reiterated“as many as 26”
North Italia locations	—	—	—	—	—	New“six to seven”	Reiterated“six to seven”	Reiterated“six to seven”
North Italia restaurant openings	—	—	—	—	—	—	New“six to seven”	—
Quarterly dividend	—	—	—	—	—	—	—	New“$0.30 per share”
Quarterly dividend declared	—	—	—	—	—	—	New“$0.30 per share to be paid on May 26, 2026”	—
The Cheesecake Factory restaurant openings	—	—	—	—	—	—	New“as many as six”	—
The Cheesecake Factory restaurants	—	—	—	—	—	New“as many as six”	—	Revised“as many as five to six”
For FY2025
Flower Child locations	—	New“six to seven”	Reiterated“six to seven”	Lowered“six”	Reiterated“six”	—	—	—
Flower Child restaurant openings	—	New“six to seven”	Reiterated“six to seven”	—	Lowered“six”	—	—	—
FRC restaurant openings	—	New“as many as eight to nine”	Reiterated“as many as eight to nine”	—	Raised“nine”	—	—	—
FRC restaurants	—	—	—	New“nine”	—	—	—	—
New North Italia restaurant openings	—	—	—	New“six”	—	—	—	—
New restaurant openings	—	New“as many as 25”	Reiterated“as many as 25”	Reiterated“as many as 25”	Reiterated“as many as 25”	—	—	—
New The Cheesecake Factory restaurant openings	—	—	—	New“as many as four”	—	—	—	—
North Italia locations	—	New“six to seven”	Reiterated“six to seven”	Lowered“six”	Reiterated“six”	—	—	—
North Italia restaurant openings	—	New“six to seven”	Reiterated“six to seven”	—	Lowered“six”	—	—	—
The Cheesecake Factory restaurant openings	—	New“as many as three to four”	Reiterated“three to four”	—	Revised“as many as four”	—	—	—
The Cheesecake Factory restaurants	—	—	—	New“as many as four”	—	—	—	—
For FY2024
Flower Child locations	New“six to seven”	—	—	—	—	—	—	—
Flower Child restaurant openings	New“six to seven”	—	—	—	—	—	—	—
FRC restaurant openings	New“eight”	—	—	—	—	—	—	—
New restaurant openings	New“as many as 22”	—	—	—	—	—	—	—
North Italia restaurant openings	New“six”	—	—	—	—	—	—	—
The Cheesecake Factory restaurant openings	New“as many as three”	—	—	—	—	—	—	—
No period stated
Quarterly dividend	New“$0.27 per share”	Reiterated“$0.27 per share”	—	Reiterated“$0.27 per share”	Reiterated“$0.27 per share”	Raised“$0.30 per share”	—	—
Quarterly dividend declared	—	—	New“$0.27 per share”	—	—	—	—	—
Share repurchase authorization (total)	—	—	—	—	—	New“66 million shares”	—	—
Shares remaining available for repurchase	—	—	—	—	—	New“approximately 6.0 million shares”	—	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.