Cheesecake Factory Inc at Barclays Eat, Sleep, Play, Shop Conference Transcript
Good morning.
My name is Jeff Bernstein, and I'm the restaurant and food service distribution analyst here at Barclays.
Our next fireside chat is with the Cheesecake Factory.
With us on stage from Calabasas Hills, California, we have David Gordon immediately to my left, President, and Matt Clark, CFO. By way of background for those not familiar, if that's possible, the US portfolio of the Cheesecake Factory is led by the namesake Cheesecake Factory brand, which has 220 or so restaurants.
As well as 50 or so North Italia units, those are both traditional casual dining, or I should say probably polished casual dining.
And they also have 40 flower child units which are more fast casual concept up and coming, and they do have involvement in other smaller brands as well. So it's a portfolio company.
They have shared actually some initial thoughts on 2026. Their guidance for next year is for 4 to 5% revenue growth. That's supported by a low single-digit 1 to 2% type comp growth, and the rest comes from
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