CAKE Q3 2025 TL;DR: Strong Top-Line Growth Offset by Segment Losses; Strategic Debt Refinancing Complete
Financial Performance & Profitability Q3 Revenue rose 4.8% YoY to $907.2M, driving YTD revenue to $2.79B (up 4.9%). Net Income improved modestly to $31.9M in Q3 ($0.66 EPS) and $119.7M YTD ($2.46 Diluted EPS). Food and beverage costs saw margin improvement (21.8% of revenue vs. 22.6% prior year), though labor and other operating costs increased YTD. Total lease expense also rose year-over-year to $195.0M for the nine months.
Segment Performance Core Cheesecake Factory R
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