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The Cheesecake Factory

CAKEleader

The Cheesecake Factory is a leading casual dining brand known for its 200+ menu items and signature desserts, with a growing portfolio of premium fast-casual concepts (North Italia, Flower Child).

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($3.65B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Cheesecake Factory (80%)
FRC (North Italia, Flower Child) (12%)
Licensing & Other (8%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Cheesecake Factory Restaurants80%

200+ item menu, large-format casual dining with signature cheesecakes — 220+ company-operated US locations.

North Italia & Flower Child (FRC)12%

Premium Italian (North Italia) and health-forward (Flower Child) fast-casual concepts with high growth runway.

International Licensing8%

30+ licensed Cheesecake Factory restaurants in the Middle East and other international markets.

Makro- und Marktkontext

소비재 (경기민감)Sektornachrichten

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Nächste Katalysatoren

Amazon·Tesla Q1 실적 (2026.04~05)중국 5.4월 소매판매 데이터미국 4월 CPI·PCE 발표

Aktuelle Nachrichten

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KI-Analyse

Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von The Cheesecake Factory.

Unternehmensinformationen

Hauptsitz

Calabasas Hills, California, USA

Gegründet

1972

Mitarbeiter

47,000

Sektorübersicht소비재 (경기민감)

Sektornachrichten

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Hauptthemen

  • 소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • 중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Nächste Katalysatoren

  • Amazon·Tesla Q1 실적 (2026.04~05)
  • 중국 5.4월 소매판매 데이터