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The Cheesecake Factory Incorporated  (NASDAQ: CAKE)
    Sector • Services    Industry • Restaurants
   Industry • Restaurants
   Sector • Services
 

The Cheesecake Factory Incorporated's Suppliers Performance

CAKE's Supply Chain




 
CAKE Costs vs Sales of Suppliers Growth The Cheesecake Factory Incorporated's Suppliers recorded an increase in sales by 2.98 % year on year in Q2 2026, sequentially sales grew by 9.59 %, while their net profit margin fell to -4.8 % year on year, compared to the previous quarter The Cheesecake Factory Incorporated's Suppliers had a lower net margin at 9.59 %,

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The Cheesecake Factory Incorporated's Suppliers recorded an increase in sales by 2.98 % year on year in Q2 2026, sequentially sales grew by 9.59 %, while their net profit margin fell to -4.8 % year on year, compare to previous quarter CAKE's Suppliers had lower net margin at -4.8 %,

• More on CAKE Suppliers




The Cheesecake Factory Incorporated's Comment on Supply Chain


The company sources suppliers according to corporate-level specifications and negotiated terms, maintaining minimal restaurant-level inventories due to the rapid use of perishable commodities and limited storage capacity. Product and service costs are subject to volatility influenced by factors such as labor availability, distribution, weather, natural disasters, inventory levels, geopolitical events, economic conditions, and public health emergencies. Recent geopolitical and macroeconomic events led to supply chain challenges and increased commodity prices, with conditions beginning to normalize in fiscal 2024. The company negotiates short- and long-term agreements for key commodities, including dairy products and poultry, based on market conditions and demand. Efforts to contract key food and non-food supplies for fiscal 2026 are ongoing but not guaranteed to succeed. The company also evaluates hedging options to manage commodity risk but held no financial hedging contracts as of the fiscal 2025 year-end.

The Cheesecake Factory Incorporated's Comment on Supply Chain


The company sources suppliers according to corporate-level specifications and negotiated terms, maintaining minimal restaurant-level inventories due to the rapid use of perishable commodities and limited storage capacity. Product and service costs are subject to volatility influenced by factors such as labor availability, distribution, weather, natural disasters, inventory levels, geopolitical events, economic conditions, and public health emergencies. Recent geopolitical and macroeconomic events led to supply chain challenges and increased commodity prices, with conditions beginning to normalize in fiscal 2024. The company negotiates short- and long-term agreements for key commodities, including dairy products and poultry, based on market conditions and demand. Efforts to contract key food and non-food supplies for fiscal 2026 are ongoing but not guaranteed to succeed. The company also evaluates hedging options to manage commodity risk but held no financial hedging contracts as of the fiscal 2025 year-end.


CAKE's Suppliers recorded a net loss Suppliers recorded net loss
CAKE's Suppliers recorded a net loss


Suppliers recorded net loss


The Cheesecake Factory Incorporated's Suppliers Sales Growth in Q2 2026 by Industry

Suppliers from Chemicals - Plastics & Rubber Industry      6.26 %
Suppliers from Containers & Packaging Industry      4.35 %
Suppliers from Miscellaneous Fabricated Products Industry      32.32 %
Suppliers from Paper & Paper Products Industry -11.28 %   
Suppliers from Industrial Machinery and Components Industry      6.12 %
Suppliers from Electric & Wiring Equipment Industry      51.3 %
Suppliers from Nonalcoholic Beverages Industry      6.4 %
Suppliers from Food Processing Industry -2.19 %   
Suppliers from Personal & Household Products Industry      15.19 %
Suppliers from Consumer Products Industry -1.8 %   
Suppliers from Restaurants Industry -0.59 %   
Suppliers from Communications Equipment Industry      36.37 %
Suppliers from Software & Programming Industry      5.14 %
Suppliers from Grocery Stores Industry      6.43 %
Suppliers from Wholesale Industry      4.67 %
     





CAKE's vs. Suppliers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
The Cheesecake Factory Incorporated 5,066.72 3,877.25 178.62 48,400
Vestis Corp 1,833.67 2,696.50 -5.30 18,150
Packaging Corp Of America 21,109.02 9,535.70 690.70 16,800
Performance Food Group Company 14,373.35 67,838.70 359.30 44,000
Pepsico Inc 176,094.47 96,904.00 10,515.00 306,000
O i Glass Inc 899.50 6,361.00 -1,128.00 19,000
SUBTOTAL 1,124,018.16 1,001,725.57 30,056.77 2,034,464
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Sources: The Cheesecake Factory Incorporated's official press releases and regulatory filings; CSIMarket.com's supply-chain research; and the financial filings and press releases of other companies cited in this report.
Updated on:
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