Cheesecake Factory Reports $1.03 Billion Revenue
The restaurant chain sees comparable sales jump 15.2% for the third quarter ending September 29, 2026.
Updated on Oct. 28, 2026 in Dining Out
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The Cheesecake Factory announced $1.03 billion in revenue for the third quarter of 2026, which concluded on September 29. The company also posted a net income of $61.3 million during this period.
Why it matters
The company bolstered its financial performance by introducing new menu offerings and a rewards program. Operational efficiency gains through higher workforce productivity also contributed to the firm's profitability.
The company reported $1.19 in earnings per diluted share and maintained $585.3 million in total liquidity. Food and beverage costs accounted for 21.2% of total revenue, while labor expenses represented 34.8%.
The players
The Cheesecake Factory
This American restaurant company operates a chain of casual dining establishments known for an extensive menu and signature desserts.
The details
The firm opened six new locations during the quarter and repurchased 29,800 shares for $2.4 million. Management also confirmed plans for up to 26 total restaurant openings throughout fiscal 2026.
Timeline
The fiscal third quarter ended on September 29, 2026.
The earnings report was officially released on October 27, 2026.
Shareholders of record for the dividend payout were finalized on November 10, 2026.
The dividend payment is scheduled for November 24, 2026.
Culture Shift
The firm's focus on loyalty programs aligns with the broader industry transition toward data-driven customer engagement models. By leveraging digital rewards to influence purchasing behavior, the company mimics successful strategies seen across the casual dining sector.
Customers can expect to see continued menu rotations and promotions linked to the brand's updated rewards program. These changes may influence the overall cost of dining out as the chain balances food and labor expenses.
The takeaway
Companies in the casual dining sector are increasingly relying on operational efficiency and customer loyalty tech to boost margins. Readers can track how these rewards programs influence their own discretionary spending patterns at major restaurant chains.
What happens next
The company is scheduled to pay its quarterly dividend of $0.30 per share on November 24, 2026.
Further reading
For more information on current industry trends, visit the Dining Out section.
Live Poll
Does continued growth at major restaurant chains suggest the national economy is moving in the right direction?
