-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将12个月目标股价上调4美元至75美元，相当于2026年每股收益预期值的18倍，高于该股五年平均市盈率13倍。我们将2026年每股收益预期从3.97美元上调至4.17美元，并将2027年每股收益预期从4.28美元上调至4.55美元。鉴于第一季度业绩超出预期，包括营收和利润均超出预期，我们重申“买入”评级。CAKE专注于体验式餐饮，这持续推动其旗舰餐厅Cheesecake Factory的同店销售增长（第一季度增长1.6%），同时其价格上涨幅度（增长3.3%）也高于同行餐厅。此外，像休闲快餐品牌Flower Child这样的新概念餐厅，其同店销售增长速度（同比增长10%）也高于管理层的预期（此前预期为个位数中段增长）。尽管牛肉和海鲜成本持续上涨，但由于员工留任率高，劳动力成本得到有效控制，CAKE的营业利润率仍保持在5.8%的稳定水平。令人欣喜的是，在餐饮同行普遍面临利润率压力之际，CAKE依然保持了这一优势。总而言之，我们认为CAKE 2026年39.1亿美元的营收目标和5%的净利润率目标仍有提升空间。
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