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Re: Bits about Valuation

You have to consider CAKE being somewhat unique in their ability to produce 20 million in revenue per location.

Institutions are not going to let go their shares unless CAKE has a big stumble. Ditto individual investors. Odds?

IMO 200 locations is rather conservative.
There are now three in the Phoenix area and I could see several more
without canabilizing each other. If I could drive 5 miles to a location would
I visit more often than the 20-30 miles I drive now ?

Possibility of a third and fourth consept.
How about the Cheesecake Store, kind of like See's Candy locations??
A lot of food for thought here.

Much like SBUX and CHS, CAKE stock will never look cheap
unless the percepsion of the company becomes cheap.

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