Cheesecake Factory ($CAKE) podcast mentions
Timestamped Cheesecake Factory ($CAKE) mentions across our podcast corpus.
I'm not so sure it's about sort of which type of cuisine. I mean, definitely, you know, exposure to lower income versus higher income demographics and pricing decisions, right? I mean, ultimately, QSR fast food has taken cumulative almost 50% pricing, you know, since pre-COVID 2019. And this year they're taking another 3 to 5% to cover beef inflation, labor inflation and so on. Whereas casual dining and fast casual are much more in line with, with grocery in that low 30% range. And so we're seeing that play out as traffic share is trending towards casual dining and fast casual. So casual dining, Chili's, you know, Cheesecake Factory, BJ's Restaurant, Texas Roadhouse, you know, that's where we're We see the winners today.
Nick Setyan · Bloomberg Surveillance · Bloomberg Surveillance TV: August 14th, 2026 (Podcast) · 2026-08-14As a, as a theme, I like, I like what you're showing me. I'm saying I prefer the ETF than going long Boot Barn or Cheesecake Factory. Like these are the types of stocks that you, you blow, you blow yourself up in.
Downtown Josh Brown. Here · The Compound and Friends · Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia · 2026-08-11Look at Cheesecake Factory. What in the world is happening?
Michael Batnick · The Compound and Friends · Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia · 2026-08-11What is happening to Cheesecake Factory?
Downtown Josh Brown. Here · The Compound and Friends · Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia · 2026-08-11When was the last time you ate at a Cheesecake Factory?
Downtown Josh Brown. Here · The Compound and Friends · Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia · 2026-08-11Jim, Wendy's is harder because that's a problem with franchisees because they're not as strong. Quick serve Burger King. There's a guy, Pat Doyle, used to run He used to run Domino's. He's in there and he's the executive chairman. He comes on the show and what a story. What a story they have. They have a fabulous story and it's worldwide and it's really good. And I think on weekends I like that. Now, I got to say, Texas Roadhouse is amazing. Cheesecake Factory is amazing. Breakers is amazing. Those are the three that I really love.
Jim Cramer · Squawk on the Street · 9am Hour: Dimon's Market Warning, Sandisk and Western Digital Tumble, SpaceX Lockup Expiration 8/6/26 · 2026-08-06I think the colorblindness thing is a phenomenon that I see in investing. Jake, you so eloquently alluded to it, but I also think it's something that investors can try to figure out when assessing management teams. So in my experience, I've worked at 4, I think 4 publicly traded companies now. So Edison International, utility company, Cheesecake Factory, doing investor relations there, $2 billion company. And then you got Perks American, Armenian Foods. So you got a scale of nanocaps all the way to large caps. The one thing that I've found is common is the overmaximization of one variable. And I think a board and management team almost inherently will maximize one variable. And some, some maybe management teams and boards are a little bit better at making sure there's a balanced approach.
Ralph Molliner · The Acquirers Podcast · How I Force Change at Companies Wall Street Ignores · 2026-08-06Is this interest you at 23, 28 times EV? Yes. I'll tell you why it does, because I think people want to have— that group has gotten better. Like, you know, just think about it. We have— we had decent numbers, Chipotle. Okay. Yum! It did what it did, but Darden's been great. Cheesecake Factory has been unbelievable. Texas Roadhouse has come back really well. Casey General is terrific. Yes, they did fire Julie. I thought that was wrong, but Cracker Barrel has been great. Charlie Morrison happens to be one of the best people in the industry and you will enjoy him. It's interesting. Troy Aikman for Wingstop. Now he's got Eli Manning.
Jim Cramer · Squawk on the Street · 9am Hour: Microsoft Soars, Meta Tumbles, Starbucks and Arm CEOs 7/30/26 · 2026-07-30I think I did grow up in that environment where it wasn't like, nothing was fair. Right. You know? So sometimes you have to like kind of turn that back off. Right. And shut up and be like, 'cause these people that work at Cheesecake Factory, they work so hard and they love it and they are, you know, involved in every aspect of it. Being fair to them and understanding what their needs are are just as important as my needs.
Hillary Sterling · Freakonomics Radio · Why Cooking is Caregiving, with Chef Hillary Sterling | Better in Person · 2026-07-22Man, that thing has just been crushed. You're buying it at a very inexpensive price, but it has, I mean, I hate to default to being a technician, it has one of the worst charts I've ever seen. Let's go to Al in New York, Al. Oh yeah, Jim, this is Al from Bronx. New York, home of the Yankees, but you know, Knicks in 5. Hey, babe, good for you. Yeah, man, I love your take on Cheesecake Factory. Okay, people don't understand that Cheesecake Factory has a fantastic menu that has a lot of stuff for everybody, and it's confounded people because they don't go to Cheesecake, they just say, oh, I don't want to own that. 52-week high, big menu, lots of stuff for people who don't want to put a lot of It's a mistake that people make avoiding that one. Let's go to Patrick in Virginia. Patrick.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/20/26 · 2026-07-20Uh, I brought some props on the show, but, uh, Senra is solving the wire harness problem, uh, in the US for aerospace defense. And you're probably wondering what a wire harness is, or anyone watching this, and this is what it is. It's just like a bundle of wires, connectors, cables. Think of it like your iPhone charger, but a lot more complex. And this whole thing I'm holding in my hands is designed in Excel spreadsheets and PowerPoint slides, and it's It's all done by hand today as well, by really skilled workforce putting this together. And think of it like a Cheesecake Factory, but trying to scale it. It's really complex and there's no culinary schools that exist and no recipes, and you just gotta figure it out and make it happen too.
Jordan Black · TBPN · TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black · 2026-07-16I think it's a little bit of both. But overall, like, we're buying this and we're, we're, we're not making the copper wire or not making the connectors. We assemble it. Sure. That's kind of our point of value add. But I think the difference is because 'cause we're this engineering partner, we want to be a cost-effective supplier for these customers too. So we can go, we have actually our own software that we built out in an AI tool that ends up like looking at the BOM or the bill of material cost and says, this is how much it should be. And then suggesting to the customer, you should go with X, Y, Z other component 'cause it's cheaper, readily available, it'll work for your application, but nobody's telling them this is how you should do it. And that's why I say it's much like a Cheesecake Factory of like, why are we using this really exquisite beef when we can go maybe this over here, which like has the same flavor, or you can't even taste it once you put 1,000 calories of cheese on it or something like that too. So, um, that's really, I think, the value add too is like if the price of copper is going up, nothing we can necessarily change in our control to do that besides having better suppliers and distributors we work with and working with our end customers of choosing the right products for them too.
Jordan Black · TBPN · TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black · 2026-07-16Okay. I think your whole world will open up if you just listen to my read on this. Now, I don't have any inside information. I just listen to him. I listen to him. I read his books. I understand. I think I understand him. So let me open up your world. If that doesn't make sense to you, okay, what, what— wait, you just said they were crazy, and now why are they wanting to make a deal? Well, because I just unleashed hell on them. But you said they were scum and they don't want to make a deal, and now you're saying they really want to make a deal? Yes, but who wants to make a deal? Let me explain what I believe is his strategy. Yesterday I told you that Trump is knowingly, uh, or not, maybe, but he instinctively understands he's looking for an Albert Speer figure. Albert Speer was the good friend of Donald Trump— I mean, of Adolf Hitler. Uh, he was a good friend and he was the architect. He was there at the very beginning. Of the, you know, the movement back in the 1920s, by his side the whole time. At the very end, he tells Speer, like 4 weeks left in the war, Hitler's about to kill himself, and he comes up with the Nero Doctrine. Hitler does. And he says, "Burn it all down. I want to burn it all down." This is when Speer realizes, "We're going to lose, and now I have to decide, am I going to live or die?" Do I betray Hitler now because I want to live? Okay. He survived the Nuremberg trials because of what he didn't do by following Hitler one last time on burn it all down. Okay. So Trump's Iran strategy is not hunting for a moderate to negotiate. It's trying to make the regime look doomed enough that a senior insider decides his best move is to help the outside win in exchange for surviving what comes after. Pressure and diplomacy are one instrument. They're not two. One. And the counterparty that they're aimed at isn't a good guy. And isn't the whole council. It's one self-interested guy who would rather be remembered as the man who saved the country than the guy who was just taken out in the middle of the night by a bomb. Okay, maximum pressure and open negotiations are not in tension in this scenario. Pressure builds the private conclusion that the regime is finished. That's what he's trying to do. He's saying they want to make a deal so bad, but I don't know if they're gonna— I don't know, I don't know, I don't even know if I want to make deal with them. Basically, what is he saying? You're doomed. I'm coming for you. It might be too late. Okay, the negotiation is the off-ramp waiting for whoever reaches that conclusion first. He's going to kill all of us. And there is somebody— let's say there's 20 people— there might be a couple of people in there that are talking to themselves right now going, I don't think we're going to survive this. When they believe that they're not going to survive, that person, that group of people will then start to sabotage inside to be able to go and say, "I wanna negotiate. I wanna save our country." Okay? That's what's really happening here. And it stops working when no insider actually believes the regime is losing. At that point, the pressure produces defiance instead of defection, and that gives you North Korea. You don't want North Korea, okay? Let me say this again. If this stops working, if the regime and everybody at the table— let's say there's 20 guys and all 20 of them are like they're not gonna do it. They're not gonna actually destroy us. They won't do it. When they believe they're going to survive, that stops this, and then it solidifies into what happened in North Korea. It's the North Korea trap, okay? And it has one root cause: the regime got a survival guarantee before any insider concluded it was finished. Once the people in North Korea, the leadership around, you know, Rocket Man, once they had the bomb and Beijing was behind it, no senior figure was ever going to look around and decide the ship was sinking because it wasn't. The pressure kept running, but there was nothing for it to land on, okay? Because they knew they had China's backing and they had a nuclear weapon, so we're not going anywhere. To avoid that with Iran, Iran, 4 things have to happen and be true all at the same time. First, the window has to be open, meaning you have to move before they have nuclear weapons. He's done that. If once they cross that nuclear line, no insider is going to conclude the game is up, so you'll be frozen with the people who are running it. Second thing, The patrons have to be visibly wavering because as long as Moscow and Beijing look like they'll catch the regime if it falls, they say, you know what, China's got our back, we're fine, Russia has our back, it's fine. That's why it was so important when he went over to China to get them on our side, okay? Once they're not sure if China will really have their back They're done. Third thing: the off-ramp has to be personal and specific. This is not a general invitation to negotiate. A named figure needs a credible path to survive the collapse with his money, his family, and some claim that he actually helped save the country. Okay, it has to be personal, but that person has to appear first. So I can guarantee you they're sending those signals. Trump's transactional instinct actually helps here because the recruitment is closer to a deal with one man than a treaty with a state. You just need one guy. Fourth, the pressure has to move fast enough that the insider can act before internal security notices what he's doing. He's hesitating. Since the same signals that make him reachable to you also make him a target at home. Speer moved in the last 4 weeks, not in the middle years, and he did it for a reason, okay? Because the time had to be short, otherwise he would have been caught and killed. So it has to be short, and it has to be right before the collapse. The trap closes if any of those 4 conditions fail. If Iran gets across the nuclear line, if the window shuts, if Russia and China visibly backstop them, no doom perception will form. If the offer stays vague and state-to-state, there's no counterparty for it to find. And if the pressure grinds on for years without a clear crisis point, the regime just purges the spear-shaped people from the senior ranks, and eventually you're negotiating with a room of true believers which is exactly the North Korea endgame. So let me tell you why this matters, because you might think, well, North Korea is not a problem, right? But Iran is not North Korea. It's much worse than that, and I'll explain in just a second. First, let me tell you about our sponsor. It's Chapter. There are some decisions in life where having too many options is actually worse than having too few. Cheesecake Factory is one of them. I mean, I go to Cheesecake Factory and they give you that book and you're like, it's 400 pages of items on the— I don't know what to choose. Hey, you don't want that with your Medicare. You don't want that when you're looking for health plans. You know, so many rules, so many plans, you know, so many differences. It's easy to feel like you need a decoder ring just to understand what you're looking at. That's why I want to tell you about Chapter. They're not tied to a single insurance company, so their licensed Medicare advisors compare all plans from the major carriers. It's like going into Cheesecake Factory and saying, I don't know, what do you recommend? And the waitress or waiter has tried everything, knows everything. What are you in the mood for? What do you feel like? What do you like eating? Great. This one. That's what they do. Okay. Their guidance also doesn't cost you anything. When a decision is this important, it's not just what are you going to have for dinner? This is your health. It's nice to know you have somebody there who knows the territory to help you find your way. That's what Chapter does. So give them a call. It's free. Dial #250, say the keyword Chapter. Pound 250, keyword chapter. Do it now. 10 seconds. Station ID. Okay, so North Korea is not Iran, and this is why. North Korea sits on a peninsula. It doesn't have any serious ambitions, um, you know, to take on everybody else. Um, uh, they have— they know they're going to survive. Okay, um, the Allies are already living under the nuclear umbrella of America, and the bomb froze this really bad situation in place, but the situation was already local. Iran is different in 4 ways that compound. It sits on the Persian Gulf, which is a fifth of the world oil, passes right at their doorstep. A regime that can credibly threaten nuclear escalation gets a permanent veto power over anyone interfering with its behavior in that waterway, the Strait of Hormuz. Every oil shock for the next 50 years will run on Tehran's mood. Two, it also runs a live proxy network across 4 countries. Hezbollah in Lebanon, Houthis in Yemen, militias in Iraq, and what's left of Assad's apparatus in Syria. North Korea doesn't have any proxies, okay? The nuclear umbrella over Iran also is a nuclear umbrella over everything those proxies do, because retaliation against the sponsor now carries escalation risk. The proxies become untouchable because their parent has a nuclear bomb, and that also triggers a regional cascade. Saudi Arabia has already said publicly for years, "If Iran gets the bomb, we have to have a bomb." Turkey's not gonna sit with an Iranian bomb without one of its own. Egypt follows that. So you go from one nuclear state in the Middle East, Israel, undeclared, to four or five almost overnight in the most unstable region on Earth with active shooting wars already running. This is not North Korea. It's a very dangerous situation. So what do we do about it? Well, exactly what I think what Donald Trump is doing. You pressure them, you convince them they're doomed, and you hope somebody turns and says, "I wanna live." I'll help. All right, SimpliSafe. If you've ever gone on vacation and you spend half the trip wondering, did I lock the back door? You might need some medication. Um, if you've ever heard a noise in the middle of the night and immediately started listening for another one, I have a solution for you, okay? It's SimpliSafe. My wife is like this. Did we lock everything up? Yes, honey, we did. Even though we didn't, I just tell her we do. But we have cameras and sensors and everything else, and the new Active Guard outdoor protection. 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Glenn Beck · The Glenn Beck Program · Explaining Trump's 'Whiplash' on Dealing with Iran | Guest: Mikayla Hedrick | 7/9/26 · 2026-07-09And, and then I turn on the news, and I saw this clip the other day that really made me laugh. The guy's like, is it just me, or does anybody else just not give a shit anymore? Like, is it just me, or like, what is happening with the chemtrails? Why do I care? How much should I care? The seed oils? Is this a problem? Is it a big problem? Maha? MAGA? What? The Strait of Hormuz? Why do I know about that? Why do I know? Don't you care? Don't you want to know what's going on? Well, yes, I do. But then once I know, you're just going to tell me about something else that I didn't know, and I don't know what to do with that information. Yeah. Anyway, if there's a point in all that, it's that people love your show because you're a, you're a docent. A docent is a fancy word for a guide in a museum. Like, you walk into a museum for the first time, it's overwhelming. I don't know if you've been to the Smithsonian. It's overwhelming. It's like you can't even begin to get your head around the totality of the exhibits. So you need a docent to walk you around and explain what's what, the context. Like, I need a docent in this room. You— we could probably spend an hour. You could walk me around and you could explain why the things on your wall are there, and they would have new meaning for me. But I can't look at any of it and know anything. I need a guide, dude. I need somebody to walk me through the weaponry. I need somebody to— we all do. I was at a Cheesecake Factory the other day. When's the last time you went to a Cheesecake Factory?
Mike Rowe · The Shawn Ryan Show · #319 Mike Rowe - What Happened to the American Dream? · 2026-07-06It's like Cheesecake Factory.
Sona Movsesian · Conan O’Brien Needs A Friend · Atsuko Okatsuka · 2026-06-15