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Will Soft Comps Hurt Cheesecake Factory (CAKE) Q4 Earnings?

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The Cheesecake Factory Inc. (CAKE - Free Report) is scheduled to report fourth-quarter fiscal 2017 numbers on Feb 21, after market close.

Last quarter, shares of the company have declined 24.7% against the industry’s 9.4% gain. A challenging operating environment in the U.S. restaurants space has been affecting the company’s performance.

Unfortunately, the situation is expected to remain unchanged in the to-be-reported quarter as well. Let’s find out why.

Tough Sales Environment to Weigh on Revenues

The company initiatives to boost sales and traffic via menu innovations, roll out an improved server training program, launch mobile payment app and increase focus on delivery service are impressive. However, continuous choppy sales environment in the overall restaurant space along with weak comps are likely to hurt revenue growth in the to-be-reported quarter.

The Zacks Consensus Estimate for the quarter's sales is projected at $562.8 million, reflecting a 6% decrease year over year. In the preceding quarter, sales of $555 million declined 0.8% year over year.

As far as comps are concerned, The Cheesecake Factory expects fourth-quarter comps to be in the band of down 1% to flat. Again, the Zacks Consensus Estimate for comps decline is pegged at 0.6%. In the year-ago quarter, the company witnessed comps growth of 1.1%.

The Cheesecake Factory Incorporated Revenue (TTM)

Expense Woes to Continue

Higher labor costs, pre-opening costs of outlets and expenses related to execution of the initiatives are expected to keep profits under pressure. Markedly, the consensus estimate for earnings is pegged at 53 cents, reflecting a year-over-year decline of 20.9%.

Our Model Suggests a Beat

According to the Zacks model, a company with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) has a good chance of beating estimates if it also has a positive Earnings ESP. The sell-rated stocks (Zacks Rank #4 or 5) are best avoided. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

The Cheesecake Factory has an Earnings ESP of +0.82% and a Zacks Rank #3, a combination that increases the odds of an earnings beat.

Stocks to Consider

Here are a few stocks from the restaurant space that investors may consider as our model shows that they have the right combination of elements to post an earnings beat this quarter:

Domino’s (DPZ - Free Report) has an Earnings ESP of +0.37% and a Zacks Rank #2. The company is slated to report quarterly numbers on Feb 20. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Wendy's Company (WEN - Free Report) has an Earnings ESP of +3.71% and a Zacks Rank #3. The company is slated to report quarterly results on Feb 21.

Zoe's Kitchen has an Earnings ESP of +13.16% and a Zacks Rank of 3. The company is slated to report quarterly numbers on Feb 22.

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