SCHEDULE: FMR LLC Discloses 8.8% Stake in Cheesecake Factory

FMR LLC and Abigail P. Johnson have disclosed an 8.8% beneficial ownership stake in Cheesecake Factory Inc. common stock.

Summary

• FMR LLC and Abigail P. Johnson reported beneficial ownership of 4,358,377.35 shares of Cheesecake Factory Inc. common stock.
• This ownership represents 8.8% of the total outstanding common stock of Cheesecake Factory Inc.
• The filing was made under Rule 13d-1(b), indicating that the reporting persons are institutional investors.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.
• The event date requiring this filing was June 30, 2025, and the filing date was August 5, 2025.
• Fidelity Management & Research Company LLC is identified as an entity within FMR LLC that beneficially owns 5% or greater of the outstanding shares.

Sentiment

Score: 5

Explanation: The filing is a standard beneficial ownership disclosure, providing factual information without indicating positive or negative implications for the issuer's performance or strategy.

Positives

• The disclosure of a significant institutional stake by FMR LLC and Abigail P. Johnson may signal confidence from a major investment firm in Cheesecake Factory Inc.

Negatives

• No inherent negatives are indicated by this standard beneficial ownership disclosure.

Risks

• The filing explicitly states that the securities were not acquired or held for the purpose of changing or influencing the control of the issuer, mitigating potential risks associated with activist investor involvement.

Future Outlook

No forward-looking statements or guidance regarding the issuer's future performance or strategy are provided in this beneficial ownership filing.

Industry Context

This filing is a disclosure of beneficial ownership by an institutional investor and does not provide specific insights into broader industry trends or competitive dynamics within the restaurant sector.

Stakeholder Impact

• Increased transparency regarding significant institutional ownership in Cheesecake Factory Inc. for shareholders and the market.

Key Dates

Keywords

Cheesecake Factory, FMR LLC, Abigail P. Johnson, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Investor, Restaurant Industry