Cheesecake Factory Earnings Leave Sweet Taste, But Analyst Sees Tariff Trouble Brewing

1. Analyst reiterates Overweight rating on CAKE with $60 price forecast. 2. First-quarter revenues increased to $927.2 million from $891.2 million. 3. Revised outlook suggests caution amid consumer spending uncertainties. 4. Gradual improvement in same-store sales and margins expected through 2025. 5. Share price has fallen 3.82% to $48.45 recently.