CHEESECAKE FACTORY $CAKE Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.03B (Est. $1.00B) 🟢; +14% YoY 🔹 Adj. EPS: $1.02 (Est. $0.95) 🟢 🔹 Comparable Sales: +15.2% YoY Affirms FY26 Guide: 🔹 New Restaurants: As many as 26 Segment Net Revenue: 🔹 Cheesecake Factory: $754.4M 🔹 North Italia: $93.0M 🔹 Other FRC: $90.3M 🔹 Other: $95.8M; +1% YoY Announcements: 🔹 Opened: Six new restaurants, including two Cheesecake Factory restaurants, one North Italia, one Flower Child and two FRC restaurants 🔹 Subsequent Openings: Two Flower Childs and one FRC restaurant Other Q3 Metrics: 🔹 Comparable Sales: +15.2% YoY 🔹 Net Income: $61.3M Comments: 🔸 “with margins and earnings also exceeding our expectations” 🔸 “comparable sales and traffic meaningfully outperforming the broader casual dining industry”