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Cheesecake Factory vs Bloomin' Brands: CAKE and BLMN compared
Cheesecake Factory is the larger company: $1.0B of revenue in its latest quarter (Q3 2026) against $944M for Bloomin' Brands (Q3 2026). Cheesecake Factory is growing faster (+14% against +2% a year earlier). Cheesecake Factory is more profitable, with an operating margin of 7.2% against 2.0%.
Where the money goes: CAKE and BLMN
Cheesecake Factory (CAKE) · Q3 2026
Cheesecake Factory, Q3 2026: revenue $1.0B (+14% year over year), operating margin 7.2%, net earnings $61.3M, operating cash flow $125M. The chart follows the revenue to costs, profit and cash.
Bloomin' Brands (BLMN) · Q3 2026
Bloomin' Brands, Q3 2026: revenue $944M (+2% year over year), operating margin 2.0%, net loss $1.7M, operating cash flow $6.8M. The chart follows the revenue to costs, profit and cash.
| Cheesecake Factory (CAKE) | Bloomin' Brands (BLMN) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $1.0B | $944M |
| Revenue growth, Y/Y | +14% | +2% |
| Operating margin | 7.2% | 2.0% |
| Net earnings | $61.3M | −$1.7M |
| Net margin | 5.9% | -0.2% |
| Operating cash flow | $125M | $6.8M |
| Free cash flow | $66.9M | — |
| Market value | $5.5B | $835M |
| P/E | 25.4× | 10.2× |
| Analysts’ mean target | $106.27 | $12.03 |
Where the revenue comes from
Cheesecake Factory
- The Cheesecake Factory restaurants: $754M (73%)
- Other: $95.8M (9%)
- North Italia: $93.0M (9%)
- Other FRC: $90.3M (9%)
Bloomin' Brands
- Restaurant sales: $927M (98%)
- Franchise and other revenues: $17.4M (2%)
Questions
Which is bigger, Cheesecake Factory or Bloomin' Brands?
Cheesecake Factory is the larger company: $1.0B of revenue in its latest quarter (Q3 2026) against $944M for Bloomin' Brands (Q3 2026).
Is Cheesecake Factory or Bloomin' Brands growing faster?
Cheesecake Factory is growing faster (+14% against +2% a year earlier).
Which is more profitable, Cheesecake Factory or Bloomin' Brands?
Cheesecake Factory is more profitable, with an operating margin of 7.2% against 2.0%.
More: Cheesecake Factory earnings · how Cheesecake Factory makes money · Bloomin' Brands earnings · how Bloomin' Brands makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 2, 2026; 10-Q filed Nov 6, 2026). Fiscal quarters can end on different dates. Not investment advice.