company SHAK - SteadyBase

steadybase-$ company SHAK

account_id none on file

legal_name Shake Shack Inc.

ticker SHAK

cik 1620533

domain shakeshack.com

linkedin_company_url https://www.linkedin.com/company/shakeshack

entry_point_account_id none on file

exchange NYSE

sector Consumer Discretionary

irhttps://investor.shakeshack.com/investors-overview/overview/default.aspx

sector index/company/sector/consumer-discretionary/

calls 16 filings 40 executives 13 family 0

why_nownone on file

calls

For the full year, we are reiterating our guidance that we provided at the ICR conference in early January. Our pricing plans for the year remain modest, assuming no outsized macro changes, as our overall price across all channels will be up approximately 3%. We are planning for low single-digit year-over-year inflation in food and paper costs after accounting for our supply chain strategies. Excluding these savings initiatives, food and paper cost inflation would be up mid to high single digits, with pressure led by uncertainty in beef pricing that represents approximately 30% of our blended food and paper basket. We expect labor inflation to be in the low single-digit range. We remain confident in continuing to achieve our three-year targets for fiscal 2025 to 2027 of total revenue growth in the low teens, system-wide unit growth in the low teens, restaurant-level profit margin expansion of at least 50 basis points per year, and adjusted EBITDA growth in the low to high teens range.

Feb 26, 2026 / receipt, needs a key / Rob, CEO | earnings call 2026-02-26 | transcript b415c077-2092-48a5-91bc-6af0d4df6c29 | chars 27318-28317 | segment 28

I think you've got to obviously lead with China. We've got a significant part of our business there. It goes without saying there's macroeconomic uncertainty in the region there. And that'll, you know, that'll decide ultimate pace of our openings as well as what our, where our shacks align to for sales. So that's really the region you're looking at. Obviously that, what happens in China also spills out into our other Asian businesses through Korea, Japan, through various travel and economic indications. So that'll be something, I think that's probably the biggest uncertainty as we look at our licensed business. Obviously the Middle East has some, fair amount of uncertainty as well right now and will. But that's what my comments were really looking at. I think it's a little bit of an unknown as to how that part of our business will grow in this next coming year.

Nov 2, 2023 / receipt, needs a key / Randy, CEO | earnings call 2023-11-02 | transcript e12d22b5-e12f-4a73-9d52-756d20d47027 | chars 47617-48490 | segment 48

So on other aspects, we did have a lower, we did have a benefit from a lower delivery mix in the quarter. But we also had some, you know, pretty good savings on things like R&M and lower T&E expenses. which contributed to that outperformance in the quarter.

Nov 2, 2023 / receipt, needs a key / Catherine Griffin, other | earnings call 2023-11-02 | transcript e12d22b5-e12f-4a73-9d52-756d20d47027 | chars 37109-37366 | segment 37

Our airports and new shacks in New Jersey and upstate New York are thriving and capitalizing on busy summer travel patterns.

Aug 3, 2023 / receipt, needs a key / Randy Garuti, CEO | earnings call 2023-08-03 | transcript 0bb8bb41-f3ee-46ed-b1fd-44a62327feaa | chars 10653-10777 | segment 10

Major call-outs here are better alignment on new standards and demand-generated labor schedules, further increasing operating hours, driving waste reduction, T&E discipline, and other initiatives.

Aug 3, 2023 / receipt, needs a key / Katie Fogarty, CFO | earnings call 2023-08-03 | transcript 0bb8bb41-f3ee-46ed-b1fd-44a62327feaa | chars 15072-15268 | segment 15

And I think we're just continuing to see some of that trend that benefits Shake Shack, some of the things that we were most hit on, whether it's urban or offices, tourism, travel, the kind of way people move, those things continue to improve and general mobility for us.

Aug 3, 2023 / receipt, needs a key / Randy Garutti, CEO | earnings call 2023-08-03 | transcript 0bb8bb41-f3ee-46ed-b1fd-44a62327feaa | chars 52304-52574 | segment 53

We continue to expand our global footprint as only the Shack brand can do. We're unlocking new regions and formats with the introduction of development agreements in Israel and Canada, as well as new Shacks opening in roadside travel plazas throughout the US.

May 4, 2023 / receipt, needs a key / Randy Garuti, CEO | earnings call 2023-05-04 | transcript 9191af98-053b-45d2-936e-08e97fd00874 | chars 9120-9379 | segment 9

Strong holiday demand and travel benefited our licensed SHACs. However, licensed sales saw significant impact from COVID pressures in China and pressures from the stronger U.S. dollar.

Feb 16, 2023 / receipt, needs a key / Katie Fogarty, CFO | earnings call 2023-02-16 | transcript 00109be1-3816-42fc-95bf-b24a58866545 | chars 17757-17941 | segment 18

Higher T&E expenses to help support team members.

Feb 16, 2023 / receipt, needs a key / Randy Garutti, CEO | earnings call 2023-02-16 | transcript 00109be1-3816-42fc-95bf-b24a58866545 | chars 42152-42201 | segment 43

We are planning for elevated T&E expense for the foreseeable future as we support some new upcoming openings, but long-term, we are targeting more normalized travel costs to support openings and expect this expense line to reach more typical levels we have shown in prior years.

Nov 3, 2022 / receipt, needs a key / Katie Fogarty, CFO | earnings call 2022-11-03 | transcript 1258713d-b4aa-49ae-bbd2-0706028b7ef3 | chars 20949-21227 | segment 21

We expect other operating expense as a percent of SHAC sales in the fourth quarter to be at a similar level to the third quarter, given inflationary pressures on cost to run our restaurants, including higher utilities and R&M expenses, and elevated T&E to support new openings.

Nov 3, 2022 / receipt, needs a key / Katie, other | earnings call 2022-11-03 | transcript 1258713d-b4aa-49ae-bbd2-0706028b7ef3 | chars 24974-25251 | segment 25

On the T&E to support the new opening side, look, we're expecting a handful, several of openings to require kind of this added support level, but, you know, there's a wide range of uncertainty there.

Nov 3, 2022 / receipt, needs a key / Katie, other | earnings call 2022-11-03 | transcript 1258713d-b4aa-49ae-bbd2-0706028b7ef3 | chars 50593-50792 | segment 52

filings

Restaurant Team Member | {"ats": "workday", "city": null, "state": null, "job_id": "/job/6181-Centennial-Center-Blvd-Las-Vegas-NV-89149-United-States-of-America/Restaurant-Team-Member_JR11147", "remot

company_statement / Sep 15, 2026 / receipt

Restaurant Shift Manager | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Montgomery-Promenade-3-Nevius-Blvd-Suite-690-New-Jersey-08558/Restaurant-Shift-Manager_JR13518", "remote": fa

company_statement / Sep 15, 2026 / receipt

Restaurant General Manager | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Plaza-at-Delray-1560-S-Federal-Hwy-Florida-33483/Restaurant-General-Manager_JR13519", "remote": false, "cat

company_statement / Sep 15, 2026 / receipt

Restaurant General Manager | {"ats": "workday", "city": null, "state": null, "job_id": "/job/Shops-at-Stonebridge-Crossing-2053-Highland-Ave-Suite-E120-Connecticut-06410/Restaurant-General-Manager_JR1

company_statement / Sep 15, 2026 / receipt

Assistant General Manager | {"ats": "workday", "city": null, "state": null, "job_id": "/job/1754-SS---MI---Grand-Rapids/Assistant-General-Manager_JR13507", "remote": false, "category": "other", "funct