Cheesecake Factory Inc (NASDAQ: CAKE) is a restaurant company that owns and operates full-service dining restaurants under multiple brand concepts. Revenue is generated on a transactional basis through dine-in, takeout, and delivery sales at company-operated restaurants. The company's flagship brand is The Cheesecake Factory, which is listed on the Nasdaq Global Select Market. The 10-K filed 2026-02-23 (accession 000110465926018643) references plans to develop new restaurant concepts and expand The Cheesecake Factory brand to other retail opportunities, indicating a multi-concept operating strategy. The filing does not provide segment-level revenue breakdowns, store counts, or competitor names in the excerpts provided, so those details are omitted here.

Revenue model

Transactional restaurant sales from dine-in, takeout, and delivery at company-operated locations across multiple restaurant concepts, including The Cheesecake Factory brand.

Products and services

Full-service restaurant dining under The Cheesecake Factory brand and other restaurant concepts. The filing also references retail opportunities associated with The Cheesecake Factory brand, though specific products are not detailed in the provided excerpts.

Customers and end markets

Consumer dining customers. The filing references aggregate sales volumes and comparable sales growth as key performance metrics, indicating a high-volume, dispersed consumer customer base. No customer concentration data is provided in the excerpts.

Value-chain role

Restaurant operator and brand owner. The company develops, owns, and operates restaurant locations and holds the intellectual property associated with its restaurant brands.

Geographic exposure

The filing references The Cheesecake Factory brand expansion but does not provide country-level or regional revenue breakdowns in the provided excerpts.

Source: SEC 10-K, filed 2026-02-23

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