Verified call record已核验电话会记录 · 2026-07-28

CAKE · The Cheesecake Factory, Inc. Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

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12 exact excerpts 条原文摘录 16 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

performance

“Quarterly revenue surpassed $1 billion for the first time, adjusted diluted earnings per share increased 24% year-over-year.”

David Overton · CEOclaim_13ae06e5cc57cdbd69ca721c30229a17

Exact numeric spans精确数值片段1 billion24%

performancedemand

“The Cheesecake Factory restaurants led our performance, delivering comparable sales growth of 5.8% and positive traffic.”

David Overton · CEOclaim_77a4dc9d7ef2c902278a60ed78d2f02c

Exact numeric spans精确数值片段5.8%

guidancedemandrisks

“We believe they can support more sustainable traffic, improvement will take time, and we expect some variability in traffic trends over the next several quarters as we begin to see the impact of these efforts.”

David Gordon · CEOclaim_d99eed7fd7380e62a9add27fe36c9704

performancemargins

“Adjusted net income margin was 6.8%, and adjusted diluted earnings per share was $1.44, both finishing well above our expectations.”

Matt Clark · CFOclaim_697ce772e386d49b7e746a9d749e67c2

Exact numeric spans精确数值片段6.8%1.44

capital_allocation

“We returned $25 million to our shareholders in the form of dividends and stock repurchases.”

Matt Clark · CFOclaim_f2f84817513326107d889bbf6590e71a

Exact numeric spans精确数值片段25 million

capital_allocation

“During the quarter, we completed approximately $9.3 million in share repurchases and returned $15.7 million to shareholders via our dividend.”

Matt Clark · CFOclaim_a75f76abd1a8e8221eb8c08f294983a9

Exact numeric spans精确数值片段9.3 million15.7 million

guidanceperformancemargins

“Based on these assumptions, we would expect full-year net income margin to be approximately 5.4% at the sales estimate provided.”

Matt Clark · CFOclaim_3bfce9c297d794f11b95bc20d8d9d0f6

Exact numeric spans精确数值片段5.4%

demandq_and_a

“Specifically in the quarter for Cheesecake, pricing was 3.0%, traffic was a +2.7%, mix was almost zero.”

Matt Clark · CFOclaim_e891599600ebd6f7c1e362d4309e632c

Exact numeric spans精确数值片段3.0%+2.7%

guidancemarginsq_and_a

“When you look at the overall margin for the full year, with the guidance we provided, we're taking up that four-wall improvement from previously we said about 25 basis points.”

Matt Clark · CFOclaim_0a1269f7af15cc00871f0a579b93f262

Exact numeric spans精确数值片段25

riskssegment_changesq_and_a

“I do think there is a little bit of inflationary pressure, and we still adhere to some of the commentary around a K-shaped economy and certainly our concepts, The Cheesecake Factory particularly benefits from a higher consumer than average.”

Matt Clark · CFOclaim_c564bcd6deade720b4f89c9c5ce1075d

segment_changesq_and_a

107

“Since we have such a broad base of consumer, from those 15-year-olds-80-year-olds, we want to make sure we're touching all those funnels all the time, and we'll continue that approach.”

David Gordon · CEOclaim_21d3b91376abcc1b52e05448754de0be

Exact numeric spans精确数值片段1580

demandq_and_a

111

“2/3 of that number is coming from traffic.”

Matt Clark · CFOclaim_352060a7ecd982576e20ef504abf7778

Exact numeric spans精确数值片段23

Inspect the source receipts检查来源回执28 bound spans个已绑定片段

Each row identifies the source body, transcript segment and byte span used to verify the visible text.每行标识用于核验可见文本的来源正文、电话会片段和字节范围。

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