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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产品与营收

产品营收占比

营收构成 ($3.65B)

静态数据（加载实时财务…）

Cheesecake Factory (80%)

FRC (North Italia, Flower Child) (12%)

Licensing & Other (8%)

业务板块构成与主要客户

产品详情

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.

供应链关系

竞争对手

Darden Restaurants, Inc.

Casual dining category

影响: significant

宏观与市场背景

소비재 (경기민감)行业新闻

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%

近期催化剂

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

AI 分析

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企业信息

总部

Calabasas Hills, California, USA

成立时间

1972

员工人数

47,000

官网

thecheesecakefactory.com

行业概况 — 소비재 (경기민감)

行业新闻