Business Wednesday, Jul 29

The Cheesecake Factory Incorporated (CAKE) Q2 2026 Earnings Call July 28, 2026 5:00 PM EDT

Company Participants

Etienne Marcus – Vice President of Finance & Investor Relations
David Overton – Founder, Chairman & CEO
David Gordon – President
Matthew Clark – Executive VP & CFO

Conference Call Participants

Jon Tower – Citigroup Inc., Research Division
Brian Vaccaro – Raymond James & Associates, Inc., Research Division
Andrew Barish – Jefferies LLC, Research Division
Lauren Silberman – Deutsche Bank AG, Research Division
Drew North
Sara Senatore – BofA Securities, Research Division
Brian Harbour – Morgan Stanley, Research Division
Dennis Geiger – UBS Investment Bank, Research Division
Jeffrey Farmer – Gordon Haskett Research Advisors
John Ivankoe – JPMorgan Chase & Co, Research Division
James Salera – Stephens Inc., Research Division
Sharon Zackfia – William Blair & Company L.L.C., Research Division

Presentation

Operator

Hello, everyone. Thank you for joining us, and welcome to The Cheesecake Factory, Inc. Earnings Call for Q2 of 2026. [Operator Instructions]

I will now hand the conference over to Etienne Marcus, VP of Finance and Investor Relations. Etienne, please go ahead.

Etienne Marcus
Vice President of Finance & Investor Relations

Good afternoon, and welcome to our second quarter fiscal 2026 earnings call. On the call with me today are David Overton, our Chairman and Chief Executive Officer; David Gordon, our President; and Matt Clark, our Executive Vice President and Chief Financial Officer.

Before we begin, let me quickly remind you that during this call, items will be discussed that are not based on historical facts and are considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Actual results could be materially different from those stated or implied in forward-looking statements as a result of the factors detailed in today’s press release, which is available on our website at investors@thecheesecakefactory.com and in our filings with the Securities and Exchange Commission. All forward-looking

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