$CAKE · Financial Education · 2026-11-04
Cheesecake Factory 是值得买入并持有数年的顶级股票：有股息，其餐饮概念带来 10 年以上的增长跑道，最新业绩显示在消费者信心疲弱、油价高企、餐饮板块疲软的背景下，收入增长 14%、营业利润增长 101%、每股收益增长 80%，而同期 McDonald's 营收仅增长 1%、Chipotle 表现平平；应挺过短期销售或通胀恐慌继续持有。
逐段跳播
我的天，Cheesecake Factory。今天它涨到了大约17000美元。涨幅略低于5%。
Oh my God, the cake factory. Today it has risen to about $17,000. A little less than 5%.
这三只股票中的第三只是Cheesecake Factory。是的，Cheesecake Factory。成为这家公司的股东非常容易，对吧？这只股票现在价值24.2万美元。我的意思是，你知道为什么持有Cheesecake的股票这么容易吗？
它给你分红，所以让你一直开心，对吧？他们带来出色的业绩，归根结底，他们在North Italian和Flowerchild，以及其他Fox餐饮概念上，拥有超过10年的增长。所以，当你能够指望一家公司在未来10多年里成为增长巨头时，一切就很容易。
想想他们交出的数字，对吧？想想他们展示的数字。最新利润表是A+评级，对吧？收入增长14%。他们把费用控制住了。营业利润增长101%。净利润增长92%。每股收益增长80%，对吧？
想想他们在我们所处的环境中交出的这些数字。我们现在正处于这样的环境。消费者信心非常差。投资者信心非常差，对吧？归根结底，油价太高了。尽管如此，Cheesecake仍然保持了他们的数字。
这是一个了不起的趋势，因为如果你看看其他餐厅或餐饮运营商，他们现在的业绩并不好。Chipotle现在的数字并不那么亮眼。麦当劳，我今天看了他们的统计数据。我查看了他们的利润表。
我把它发在了Private Stock Group的Income Statement标签页里。麦当劳的营收增长了1%。1%。就一个点，对吧？餐饮板块整体相当疲软。而Cheesecake Factory似乎在说，我们做我们自己的事，而且我们做得相当不错。
好吧，这是一家非常奇怪的公司。是的，这是一只可以买入并持有多年、在短期股价下跌时偶尔加仓的股票，比如当人们说“哦看，餐厅销售没有我们预期的那么强劲”或者通胀等等的时候。但归根结底，这是一家顶尖公司，你应该投资它。
The third stock out of these three is the Cheesecake Factory. Yes, the Cheesecake Factory. It's very easy to become a shareholder of this company, right? This stock is now worth $242,000.
I mean, you know why it's so easy to hold onto the cheesecake stock? It pays you dividends, so it keeps you happy, right? They bring great results and at the end of the day, they have over 10 years of growth between North Italian and Flowerchild, along with their other Fox restaurant concepts.
And so it's easy when you can count on a company to be a growth giant for the next 10+ years. And think about the numbers they're showing, right? Think about the numbers they show.
A+ grade on the latest income statement, right? 14% increase in income. They have kept their expenses under control. Operating income increased by 101%. Net income increased by 92%.
EPS has increased by 80%, right? Think about the numbers they are showing in the environment we are in. We are in such an environment now. Consumer confidence is very bad. Investor confidence is very bad, right?
And at the end of the day, gas prices are too high. Despite all this, Cheesecake has kept their numbers up. And this is a remarkable trend because if you look at other restaurants or food operators, their results are not good right now.
Chipotle's numbers aren't that impressive right now. McDonald's, I was looking at their statistics today. I reviewed their income statements. I posted it in the Income Statement tab of the Private Stock Group.
McDonald's revenue grew by 1%. 1%. Just one, right? The restaurant sector is quite weak overall. And the Cheesecake Factory seems to be saying, we're doing our own thing and we're doing pretty well.
Okay, this is a really strange company. Yes, it's a stock to buy for years and hold on to occasionally during short-term price declines, when they say, "Oh look, restaurant sales weren't as strong as we expected," or inflation, etc. But at the end of the day, this is a top company that you should be investing in.
这个频道对 $CAKE 的历次判断
Financial Education 在这只股票上共 9 条判断，这里只列相邻的几条。