Cheesecake Factory Inc

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  • uploads///Darden Restaurant DRI Share Price    e
    Consumer

    Darden analysis: Assessing the success of a Darden brand spinoff

    Darden Restaurants Inc. (DRI) has jumped since the Wall Street Journal mentioned that Barington Capital Group took a 2.8% stake, calling on Darden to split in two.

    By Xun Yao Chen
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    Consumer

    Darden analysis: Key benefits of a restaurant owning properties

    Owning properties reduces real estate costs A restaurant business that owns its own building is a bit different from a restaurant business that rents its buildings or lands. From a business standpoint, you can think of a restaurant that owns its buildings as the sum of two businesses: restaurant and real estate. Because the real […]

    By Xun Yao Chen
  • uploads///McDonalds competitors
    Company & Industry Overviews

    Must-Know: McDonald’s Has Got Tough Competition

    McDonald’s (MCD) competition includes large international and national food chains as well as regional and local retailers of food products.

    By Rekha Khandelwal, CFA
  • Company & Industry Overviews

    What are casual-dining restaurants?

    Casual-dining restaurants Casual-dining restaurants have a relaxed, casual ambiance with a lot of seating. They offer full table service and may also have a wine menu or full bar service. The menu is higher-priced than fast-food restaurants. Olive Garden, under the umbrella of Darden Restaurants (DRI), for example, has a price range of $10 to $20 for […]

    By Adam Jones
  • uploads///Breakdown of Dardens Upside Potential
    Consumer

    Must-know: 3 important things that could drive Darden up 45%

    However, shares do tend to fall following spinoffs, as they’re widely considered an inefficient means of distributing shares to investors.

    By Xun Yao Chen
  • uploads///Middle Class Income Spread
    Consumer

    Darden analysis: Darden must increase or decrease average check

    The eroding middle market Darden’s core brands—Olive Garden, Red Lobster, and LongHorn Steakhouse—face a macro shift in an ever-widening spread in US average income. The graph below shows the difference in household income between the second highest 20% and the second lowest 20% income earnings. The difference is divided by the average income of the […]

    By Xun Yao Chen
  • Consumer

    Why did Darden CEO Clarence Otis step down?

    Darden announced at the end of July that chairman and CEO Clarence Otis will step down by the end of the year or when a replacement is found. Starboard CEO Jeffrey Smith said in a statement that Otis’ retirement was long overdue and that “It’s surprising to us that it took this long.”

    By Samantha Nielson
  • Consumer

    Why Starboard Value launches proxy fight at Darden

    Starboard said it believed that the market price of Darden significantly understated the value of the company’s businesses and real estate assets. It added that its operating margins were well below its peers.

    By Samantha Nielson
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    Consumer

    Why Investors Are Optimistic about Chipotle’s Q2 2018 Earnings

    Chipotle Mexican Grill (CMG) plans to post its Q2 2018 earnings after the market closes on July 26. On July 17, CMG was trading at $452.54.

    By Rajiv Nanjapla
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    Consumer

    Why Wedbush Raised Its Price Target for Chipotle

    Of the 32 analysts following Chipotle, 25% recommend “buy,” 68.8% recommend “hold,” and 6.3% recommend “sell.”

    By Rajiv Nanjapla
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    Consumer

    Will Chipotle’s 1Q18 Earnings Boost Its Stock Price?

    Chipotle Mexican Grill (CMG) is scheduled to post its 1Q18 earnings after the market closes on April 25.

    By Rajiv Nanjapla
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    Consumer

    How Much Upside Could Be Left in Chipotle’s Stock Price

    In this series, we’ll look at analysts’ revenue and earnings expectations for Chipotle in 2018.

    By Rajiv Nanjapla
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    Consumer

    What Analysts Recommend for Chipotle

    Target price As of December 28, 2017, Chipotle Mexican Grill (CMG) was trading at $294.06. On the same day, analysts were expecting the stock to reach $317.26 in the next four quarters, which represents a return potential of 7.9%. Before the announcement of Chipotle’s 3Q17 earnings, analysts had forecast a 12-month target price of $375.46. […]

    By Rajiv Nanjapla
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    Consumer

    What Wall Street Recommends for Chipotle after Weak 3Q17 Earnings

    As of October 26, Chipotle Mexican Grill (CMG) was trading at $281.52. On the same day, analysts are expecting the company’s stock price to reach $320.37 in the next 12 months, which represents a return potential of 13.8%.

    By Rajiv Nanjapla
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    Consumer

    Why Chipotle’s Stock Fell after Its 3Q17 Earnings

    Chipotle Mexican Grill (CMG) posted its 3Q17 earnings after the market closed on October 24. In 3Q17, the company had posted adjusted EPS (earnings per share) of $1.33 on revenues of $1.13 billion.

    By Rajiv Nanjapla
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    Consumer

    Chipotle Hopes to Bounce Back after Strong 2Q17 Earnings

    Chipotle Mexican Grill (CMG) posted its 2Q17 earnings on July 25, 2017. The company posted an adjusted EPS of $2.32 on revenues of $1.17 billion.

    By Rajiv Nanjapla
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    Consumer

    Chipotle’s Valuation Multiple Falls on New Food Safety Issues

    The recent food safety reports at Chipotle have prompted analysts to lower their EPS (earnings per share) estimates for the company for the next four quarters from $8.98 to $8.78.

    By Rajiv Nanjapla
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    Miscellaneous

    Shake Shack’s Valuation Multiple Compared to Its Peers

    Goldman Sachs downgraded Shake Shack from “neutral” to “sell” and gave a negative same-store sales growth forecast of 2.5% for 2Q17.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    How Cheesecake Factory Came Out Ahead in 1Q16 EPS Growth

    With EPS growth of 21.4%, The Cheesecake Factory (CAKE) beat our other four companies in 1Q16. EPS growth was driven mainly by share repurchases of more than $100 million.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    Casual Dining Restaurant with the Highest 1Q16 Earnings Margin

    In 1Q16, only one of the five casual dining restaurant companies in our series posted a rise in EBIT margins compared to 1Q15.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    Which Casual Dining Restaurant Is Best at Expanding Its Business?

    To have more control and implement their initiatives faster, casual dining restaurants are focused more on adding company-owned restaurants than franchised restaurants.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    Buffalo Wild Wings: Revenue Growth Tops Casual Dining Restaurants

    Revenue growth drives earnings and, in turn, raises investor confidence. In 1Q16, casual dining restaurant companies in our series posted a median revenue growth of 6.9%.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    Comparing The Cheesecake Factory’s Performance with Its Peers’

    If you had invested $100 in The Cheesecake Factory on May 27, 2011, it would have become $157.8 by May 29, 2016.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    Getting to Know The Cheesecake Factory’s Management

    A company is greatly impacted by its management’s decisions. In this article, we’ll discuss The Cheesecake Factory’s (CAKE) management and its achievements.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    What Is The Cheesecake Factory’s Marketing Strategy?

    The Cheesecake Factory (CAKE) is competing in a highly competitive restaurant business, where innovation is absolutely necessary to keep up.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    How Is The Cheesecake Factory Expanding Its Business?

    By the end of 2015, CAKE was operating 188 The Cheesecake Factory restaurants, 12 Grand Lux Cafes, and one RockSugar Pan Asian Kitchen restaurant.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    CAKE’s Average Check Has Increased Year-over-Year

    In 1992, when CAKE was listed, its average check size was at $13.6. By the end of 2015, the company’s average check size had increased to $20.8.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    What’s Been the Main Driver of CAKE’s Same-Store Sales Growth?

    In the last five years, The Cheesecake Factory’s (CAKE) same-store sales growth was in the range of 1%–3%, largely driven by rises in its menu prices.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    What’s Driving The Cheesecake Factory’s Revenue Growth?

    The Cheesecake Factory earns its revenue from its company-owned restaurant sales, franchisee fees and royalties, and its bakery operations.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    Exploring The Cheesecake Factory’s Other Brands

    The Cheesecake Factory (CAKE) created the Grand Lux Cafe brand at the request of Venetian Resort Hotel Casino in Las Vegas in 1999.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    The Cheesecake Factory Is Not Just about Desserts

    The Cheesecake Factory has positioned itself as an upscale casual dining concept that focuses on providing a distinctive, high-quality dining experience.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    How Did The Cheesecake Factory Expand after Going Public?

    In February 1992, The Cheesecake Factory (CAKE) went public by offering 2.3 million shares at $20 per share. It closed its opening day at $27.3 per share.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    A Must-Know Guide to The Cheesecake Factory

    The Cheesecake Factory (CAKE) is a casual restaurant chain that was founded in 1978. The California-based company owns and operates 201 restaurants.

    By Rajiv Nanjapla
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    Company & Industry Overviews

    How Did The Cheesecake Factory Come to Exist?

    The origin of The Cheesecake Factory dates back to the 1940s, when Evelyn Overton found a recipe in a local newspaper that inspired her original cheesecake.

    By Rajiv Nanjapla
  • uploads///Bonefish Grills Revenue
    Company & Industry Overviews

    Why Bloomin’ Brands is Focusing on Bonefish Grill

    Bonefish Grill is the third most important brand for Bloomin’ Brands (BLMN), contributing 14% of the company’s revenue.

    By Adam Jones
  • uploads///Olive Garden Revenue Trend
    Company & Industry Overviews

    Olive Garden: Darden’s Most Important Brand

    In 2014, Olive Garden contributed about 58% to Darden’s revenues as of fiscal 2014. Olive Garden gained importance after Darden sold Red Lobster in 2014.

    By Adam Jones
  • uploads///Market Cap
    Company & Industry Overviews

    Business Overview of Darden Restaurants

    As of 2014, Darden Restaurants owned 1,520 restaurants, excluding more than 700 Red Lobster locations.

    By Adam Jones
  • uploads///US Population by Age
    Company & Industry Overviews

    Why restaurants are targeting Millennials

    As the Millenial Generation enters the labor force and gets jobs and increased purchasing power, they are highly critical of the restaurant industry.

    By Adam Jones
  • uploads///Advertising Expenses
    Company & Industry Overviews

    Understanding Texas Roadhouse’s Marketing Approach

    A company can increase its marketing and promotional activities to bring in more customers and obtain operating leverage.

    By Adam Jones
  • uploads///Menu
    Company & Industry Overviews

    Why Texas Roadhouse Increased Its Menu Prices

    The company increased its menu prices by 1.5% in early December of 2013, and in 2012, it increased menu prices by 2.2%.

    By Adam Jones
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    Company & Industry Overviews

    Texas Roadhouse’s Revenues From Franchise Royalties And Fees

    We saw Texas Roadhouse’s (TXRH) revenues and year-over-year revenue growth. A fraction of those revenues comes from royalties and fees from franchises.

    By Adam Jones
  • uploads///The menu
    Company & Industry Overviews

    A Closer Look At Texas Roadhouse’s Steak-Focused Menu

    In the last part of this series, we briefly covered Texas Roadhouse’s (TXRH) steak-focused menu. Let’s look at it in more detail in this article.

    By Adam Jones
  • Consumer

    Important food cost issues facing the restaurant industry

    Food cost is one of the most important factors contributing to the overall cost of a restaurant business. Some of the major ingredients restaurants use are beef, chicken, cheese, and pork products.

    By Adam Jones
  • Consumer

    Why marketing and advertising are so important for restaurants

    Mainstream channels of marketing—like radio, TV, and print ads—are still common. But many restaurant chains have also used social media to increase their brand presence.

    By Adam Jones
  • Consumer

    Important pros and cons of the company-operated restaurant model

    In the last part of this series, we looked at the franchise model. Let’s now take a look at the company-operated restaurant model.

    By Adam Jones
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    Consumer

    Important pros and cons of the franchise restaurant model

    The most common business models in the restaurant industry are for franchised and company-operated restaurants. Let’s look at the franchise model in closer detail.

    By Adam Jones
  • Consumer

    Must-know: Why restaurants are so important to investors

    According to the USDA, Economic Research Service, the food-away-from-home (or FAFH) category amounted to 42% of household expenditure in 2012.

    By Adam Jones
  • uploads///Intaliano Burger
    Consumer

    Darden updates Olive Garden’s menu to target low and high checks

    Olive Garden is also rethinking its core menu, which is an important step to take because customers have been fleeing the restaurant in favor of alternatives.

    By Xun Yao Chen
  • uploads///Revenue Per Square Foot
    Consumer

    Darden analysis: Why revenue per square foot is essential

    Average revenue per square foot To get a better picture of Darden’s business, we further looked into casual dining restaurants’ average revenue per square foot—the square feet of restaurants across primarily the United States and their guest traffic. This will help us decide whether Darden’s Olive Garden and Red Lobster brands should pick up a […]

    By Xun Yao Chen
  • uploads///Tablet to Increase efficiency
    Consumer

    Why restaurants improve efficiency with tablets and technology

    More efficient food delivery The benefits of using tablets and technology extend beyond just table coverage for companies like Brinker International Inc. (EAT) and DineEquity Inc. (DIN), and possibly for Cheesecake Factory Inc. (CAKE) and Buffalo Wild Wings Inc. (BWLD) in the future. Combined with location pinpoint technology like RFIDs (radio-frequency identification), tablets can help […]

    By Xun Yao Chen
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