Ticker archive
What was said about Cheesecake Factory
This is the TubeRank file on CAKE. Price calls from finance YouTube are kept here with the original quote, then checked against the market once their window closes. Read it the way you would a research notebook.
CAKECheesecake Factory
$103.04as of 10h ago
The record, in brief
2 calls from 1 channel are on file for CAKE. None have resolved yet, so there is no hit rate to report. None are still pending. The record leans bullish: 2 bullish and 0 bearish.
- On file
- 2
- Hit rate
- —
- Pending
- 0
- Channels
- 1
recorded calls
nothing resolved yet
none waiting
2 bullish · 0 bearish
No chart in this file yet
Plotting needs at least two calls that each have a price target and a video date. What we do have is listed below.
Calls, by channel
Grouped by who said it. The latest thesis is written out; open a channel for the calls we kept, newest first.
Financial Education2 callsBullishThe YouTuber views short-term weakness in Cheesecake Factory (driven by soft dining traffic data, rising gas/diesel prices, and inflation fears) as noise that long-term investors should buy into. He believes the company's growth brands like North Italia, Flower Child, and Culinary Dropout give it a decade-plus runway of unit growth that justifies a forward P/E around 21.
The YouTuber views short-term weakness in Cheesecake Factory (driven by soft dining traffic data, rising gas/diesel prices, and inflation fears) as noise that long-term investors should buy into. He believes the company's growth brands like North Italia, Flower Child, and Culinary Dropout give it a decade-plus runway of unit growth that justifies a forward P/E around 21.
Earlier thesis (1)
The speaker views Cheesecake Factory as the most exciting restaurant concept available, citing a strong quarter with 25% net income growth on 8% revenue growth. He believes the company has a decade-plus runway of growth from expanding North Italia and Flower Child concepts, comparing Flower Child's comp sales favorably to Chipotle's best years.
“you believe this is going to be a stock that is several hundred dollars years from now because of this runway of growth and where they coul…”
“This is a stock I can feel comfortable holding for like the next 5, 10 years, easy.”