Shake Shack

SHAK

Market cap $4.02B

SHAK posts $1.45B FY25 revenues, steady same-Shack sales and margins and lays out 2026 plans with higher revenues, margin expansion and unit growth.

Shake Shack said inclement weather in some of its most heavily penetrated markets hurt sales during the recent quarter, resulting in lower than expected revenue.

NEW YORK--(BUSINESS WIRE)--Shake Shack Inc. (“Shake Shack” or the “Company”) (NYSE: SHAK) provided a business update for the fiscal fourth quarter and fiscal year ended December 31, 2025 ahead of presenting at the 28th Annual ICR Conference today in Orlando, Florida. The Company also provided its initial fiscal 2026 outlook and reiterated its current long-term targets. “Shake Shack team members have delivered strong 2025 business results despite a challenging macroeconomic environment. In Janua.

Crisis is often the moment when great leaders try to reinvent their companies — not when they fail. Across industries, breakdowns in trust, safety and culture became catalysts for resetting values, strategy and decision-making.

Many investors and analysts are bullish on the stock market and the state of the AI trade going into the new year.

NEW YORK--(BUSINESS WIRE)--Shake Shack Inc. (“Shake Shack” or the “Company”) (NYSE: SHAK), today announced that the Company will host a fireside chat and meet with institutional investors at the 28th Annual ICR Conference on Monday, January 12, 2026 in Orlando, FL. The fireside chat will begin at 8:30 a.m. Eastern Time. The fireside chat will be webcasted and available on the Company's Investor Relations website at http://investor.shakeshack.com on the Events & Presentations page. About Sha.

The Goldman Sachs Small/Mid Cap Growth Fund-Institutional Shares underperformed its benchmark, the Russell 2500 Growth Index (net), during the quarter. We initiated a position in Planet Fitness, Inc. (1.3%), a franchiser and operator of fitness centers, during the quarter. We exited our position in American fast casual restaurant chain, Shake Shack Inc. (0.0%), during the quarter.

Shake Shack is rated Buy, supported by robust growth, attractive valuation, and industry-leading store-level returns despite macro headwinds. SHAK delivered 25.6% YoY restaurant-level profit growth, expanding unit count by 14.1% YoY, and expects continued low-teens revenue and unit growth over the next three years. A solid balance sheet, asset-light model, and a strong cash position enable rapid expansion and flexibility amid uncertain macro and policy environments.

Raymond James is steering investors toward opportunities outside the artificial intelligence boom. In its latest note to clients, the firm highlighted stocks it believes are positioned for strong gains in 2026.

Shares of Shake Shack and Chipotle are down more than 30% year to date, but the two companies are in very different positions. One has seen 19 back-to-back quarters of growing same-store sales, while another just cut its full-year forecast for same-store sales.