-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下:CAKE公佈的第一季調整後每股收益為1.05美元,年成長13%,高於市場普遍預期的1.01美元;總營收為9.79億美元,年成長5.6%,也高於市場普遍預期的9.65億美元。調整後營業收入為5,700萬美元(年增7%),高於先前預期的5,500萬美元。儘管食品和勞動成本均上漲了5%,但營業利潤率仍維持在5.8%的穩定水準。這是利潤率連續第三個季度保持穩定,顯示管理層透過員工留任和供應鏈措施持續抵銷成本波動,從而有效提升了營運效率。儘管受到天氣因素的影響,但業績仍超出預期。管理層重申了2026年開設至多26家新餐廳的計劃,其中包括至多6家Cheesecake Factory門市以及多家North Italia、Flower Child和FRC品牌門市。該公司保持了 6.016 億美元的強勁流動性,沒有未償債務,並透過 1,920 萬美元的股票回購和每季 0.30 美元的股息返還了資本,這反映出對現金流的信心。
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