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

MCDMcDonald's Corp

Mkt capRevenueRevenue

CAKECheesecake Factory Inc

Mkt capRevenueRevenue

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MCDMcDonald's Corp

CAKECheesecake Factory Inc

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 MCD 6

GPKGraphic Packagingsupplier

PPCPilgrims Pridesupplier

PARPar Technologysupplier

LWLamb Westonsupplier

2 more · MCD chain ›

Shared 0

No shared counterparties.

Only CAKE 8

—Third-party delivery providerunlistedsupplier

—International licenseesunlistedcustomer

—External foodservice operators, retailers and distributorsunlistedcustomer

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

—Foodservice distributors and operatorsunlistedcustomer

4 more · CAKE chain ›

MCDMcDonald's Corp

269.99▼−2.89%

Mkt cap$196.8BRevenue$7.1BQ2 FY26Revenue$26.9BFY25

CAKECheesecake Factory Inc

109.91▼−0.72%

Regular sessionNov 6 '26

Mkt cap$5.5BRevenue$1.0BQ3 FY26Revenue$3.8BFY25

Compare

Regular sessionNov 6 '26

MCDMcDonald's Corp

CAKECheesecake Factory Inc

269.99▼−2.89%

Price

109.91▼−0.72%

$196.8B

Mkt cap

$5.5B

Q2 FY26$7.1B

Revenue

$1.0BQ3 FY26

FY25$26.9B

Revenue

$3.8BFY25

MCD269.99▼−2.89%vsCAKE109.91▼−0.72%Regular sessionNov 6 '26