I upgrade The Cheesecake Factory to buy as core traffic turns positive and restaurant margins reach decade highs. Q2 saw 7.7% revenue growth, 5.8% comparable sales, and Flower Child comp sales up 13%,
The Cheesecake Factory Incorporated (CAKE) Q2 2026 Earnings Call Transcript
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The Cheesecake Factory Incorporated has reported a solid margin turnaround in the past couple of years. CAKE's margin turnaround strategy, based on price increases and labor efficiencies, seems futile
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