CAKE compared with MCD: revenue, margins and what each company keeps, and the suppliers and customers both name

CAKECheesecake Factory Inc

Mkt capRevenueRevenue

MCDMcDonald's Corp

Mkt capRevenueRevenue

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CAKECheesecake Factory Inc

MCDMcDonald's Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only CAKE 9

—Third-party delivery providerunlistedsupplier

—International licenseesunlistedcustomer

—External foodservice operators, retailers and distributorsunlistedcustomer

—Foodservice distributors and operatorsunlistedcustomer

5 more · CAKE chain ›

Shared 0

No shared counterparties.

Only MCD 6

GPKGraphic Packagingsupplier

PPCPilgrims Pridesupplier

PARPar Technologysupplier

LWLamb Westonsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

2 more · MCD chain ›

CAKECheesecake Factory Inc

110.07▼−2.55%

Mkt cap$5.6BRevenue$1.0BQ3 FY26Revenue$3.8BFY25

MCDMcDonald's Corp

262.44▼−1.21%

Regular sessionNov 3 '26

Mkt cap$188.0BRevenue$7.1BQ2 FY26Revenue$26.9BFY25

Compare

Regular sessionNov 3 '26

CAKECheesecake Factory Inc

MCDMcDonald's Corp

110.07▼−2.55%

Price

262.44▼−1.21%

$5.6B

Mkt cap

$188.0B

Q3 FY26$1.0B

Revenue

$7.1BQ2 FY26

FY25$3.8B

Revenue

$26.9BFY25

CAKE110.07▼−2.55%vsMCD262.44▼−1.21%Regular sessionNov 3 '26