Shake Shack, Inc. Class A Common Stock (SHAK)

Shake Shack (SHAK) Q4 2025 Earnings Transcript

Fast-food chain Shake Shack (NYSE:SHAK) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 21.9% year on year to $400.5 million. Its non-GAAP profit of $0.37 per share was 6.1% above analysts’ consensus estimates.

Shake Shack Inc. (“Shake Shack” or the “Company”) (NYSE: SHAK) has posted its results for the fourth quarter and the fiscal year ended December 31, 2025 in a Shareholder Letter in the Quarterly Results section of the Company's Investor Relations website, which can be found here: Q4 2025 Shareholder Letter.

Fast-food chain Shake Shack (NYSE:SHAK) will be reporting results tomorrow before market hours. Here’s what to look for.

A number of stocks fell in the afternoon session after the Trump administration's announcement of new global tariffs, reignited trade policy uncertainty. The move came swiftly after the Supreme Court ruled the previous week that the president could not use the International Emergency Economic Powers Act (IEEPA) for such duties, a decision that had initially sent markets higher. However, the administration invoked a different authority, the Trade Act of 1974, to impose a 15% global tariff for up to 150 days. The rapid reimposition of trade barriers creates significant uncertainty for companies across multiple sectors that depend on international supply chains and global trade. Investors are now weighing the potential impact of these new duties on corporate earnings and broader economic activity.

Restaurants are go-to meeting hubs for friends, family, and colleagues. Still, their demand can ebb and flow with the broader economy because consumers can always cook meals at home when times are tough, and the market seems to be baking in a downturn for the industry - over the past six months, it has pulled back by 4.6%. This drop is a stark contrast from the S&P 500’s 7.6% gain.

Restaurants increase convenience and give many people a place to unwind. Still, their demand can ebb and flow with the broader economy because consumers can always cook meals at home when times are tough, and the market seems to be baking in a downturn for the industry - over the past six months, it has pulled back by 5%. This performance is a far cry from the S&P 500’s 6.7% ascent.

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

Over the last six months, Shake Shack’s shares have sunk to $96.73, producing a disappointing 8.9% loss - a stark contrast to the S&P 500’s 8.6% gain. This might have investors contemplating their next move.

Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Wingstop (NASDAQ:WING) and its peers.

Shake Shack Inc. (“Shake Shack” or the “Company”) (NYSE: SHAK), will release fourth quarter and fiscal year 2025 financial results on February 26, 2026, before the market opens. In conjunction with the earnings release, Shake Shack will host a conference call at 8:00 a.m. ET. Hosting the call will be Rob Lynch, Chief Executive Officer.

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

Shake Shack Inc. (“Shake Shack” or the “Company”) (NYSE: SHAK) today announced the appointment of Jim Taylor as Chief Commercial Officer, effective Tuesday, January 20. Taylor will report to Rob Lynch, CEO of Shake Shack and his role marks a new addition to the Company’s leadership structure.

Shake Shack just posted its 19th consecutive quarter of same-store sales growth -- but there's a problem.

Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.

Shares of fast-food chain Shake Shack (NYSE:SHAK) jumped 2.4% in the afternoon session after Deutsche Bank upgraded the stock to Buy from a previous Hold rating. 

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

This AI and robotics company is growing like wildfire, but still has a lot to prove.

The consumer discretionary sector witnessed a dramatic start to the week as two industry stalwarts, Sun Country Airlines and Shake Shack, moved in sharply opposite directions. On January 12, 2026, the market was jolted by a definitive merger agreement in the airline space, while the fast-casual dining sector grappled with

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.

Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.

Jensen Huang had some kind words for Serve.

Looking back on modern fast food stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Portillo's (NASDAQ:PTLO) and its peers.

A number of stocks jumped in the afternoon session after analysts at Bernstein highlighted a potential recovery for the sector in 2026.