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Oppenheimer upgrades Cheesecake Factory, sees breakout performance in 2025
The Fly

Oppenheimer upgrades Cheesecake Factory, sees breakout performance in 2025

Oppenheimer analyst Brian Bittner upgraded Cheesecake Factory (CAKE) to Outperform from Perform with a $65 price target The firm said it has become bullish on the stock for the first time since launching its restaurant franchise in 2011, adding that it anticipates a breakout performance in 2025 as the model is finally armed with same-store sales and margin upside. The rest of the portfolio now hits an underappreciated unit growth inflection with coveted brands at a valuation discount to peers that supports optionality, the analyst tells investors in a research note.

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