$CAKE Cheesecake Factory Tape Reports
Per Ticker.id: $CAKE Cheesecake Factory Tape Reports — 8 podcast mentions across 3 podcasts (30 days), latest 2026-08-14 16:17 UTC.
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) · 2026-08-14