163072AA9

• Net income was $68.4 million, with diluted EPS of $1.41; adjusted net income was $69.7 million, adjusted diluted EPS $1.44.
• Comparable restaurant sales at The Cheesecake Factory restaurants increased 5.8% year-over-year.
• The company opened four new restaurants during the quarter and expects up to 26 new restaurants in fiscal 2026.
• Board declared a quarterly dividend of $0.30 per share, payable August 25, 2026.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Stockholders ratified KPMG LLP as independent auditor for fiscal year 2026 with 43,129,227 votes for and 466,633 against.
• A non-binding advisory vote on executive compensation passed with 37,666,375 votes for and 211,834 against.
• Broker non-votes totaled 5,708,297 for each director election and the compensation proposal; none for the auditor ratification.
• The report was filed under Item 5.07 to disclose the final voting results of the annual stockholders' meeting.

5.07 Submission of Matters to a Vote of Security Holders

• Net income was $49.5 million, or $1.02 diluted EPS, compared to $32.9 million, or $0.67 diluted EPS, in the prior year.
• Adjusted net income was $51.1 million, or $1.05 adjusted diluted EPS, excluding $2.0 million pre-tax impairment and acquisition-related items.
• Comparable restaurant sales at The Cheesecake Factory restaurants increased 1.6% year-over-year.
• The company declared a quarterly dividend of $0.30 per share, payable May 26, 2026, and expects to open up to 26 new restaurants in fiscal 2026.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• The new facility provides a $400 million revolving credit line, with sublimits of $85 million for letters of credit and $10 million for swingline loans.
• The facility matures on March 26, 2031, and includes an option to increase revolving commitments by up to $200 million and letter of credit sublimits by $25 million.
• Borrowings bear interest at either Term SOFR plus a margin of 1.00%-1.50% or a prime-based rate plus 0.00%-0.50%, depending on leverage; unused commitments incur a fee of 0.125%-0.225%.
• The facility is unsecured, guaranteed by certain material subsidiaries, and will fund general corporate purposes including dividends, stock repurchases, and acquisitions.
• Financial covenants include a maximum net adjusted leverage ratio of 4.25x and a minimum EBITDAR-to-interest-and-rent ratio of 1.90x.

1.01 Entry into a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement

• Net income was $28.8 million and diluted EPS was $0.60 for Q4 2025.
• Adjusted net income was $48.3 million and adjusted diluted EPS was $1.00, excluding certain items.
• Comparable restaurant sales at The Cheesecake Factory restaurants declined 2.2% year-over-year in Q4 2025.
• Company expects to open as many as 26 new restaurants in fiscal 2026.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Net income was $31.9 million, with diluted EPS of $0.66.
• Adjusted net income was $33.2 million, with adjusted diluted EPS of $0.68.
• Comparable restaurant sales at The Cheesecake Factory restaurants increased 0.3% year-over-year.
• The company declared a quarterly dividend of $0.27 per share, payable November 25, 2025.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Net income was $54.8 million and diluted EPS was $1.14 in Q2 2025.
• Adjusted net income was $55.7 million and adjusted diluted EPS was $1.16, excluding $1.2 million pre-tax net expenses.
• Comparable restaurant sales at The Cheesecake Factory restaurants increased 1.2% year-over-year.
• The company opened eight new restaurants in Q2 2025 and expects up to 25 total openings in fiscal 2025.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• At the May 22, 2025 annual meeting, shareholders approved the Second Amendment to the company's Stock Incentive Plan.
• Shareholders ratified the selection of the independent registered public accounting firm for fiscal year 2025.
• The non-binding advisory vote on executive compensation was approved.
• The Stock Plan Amendment was filed as Exhibit 10.1 to the 8-K.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits