Shake Shack (SHAK)
NYSE:SHAK
US Market
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Shake Shack (SHAK) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 12, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.39
Last Year’s EPS
0.26
Same Quarter Last Year
Based on 17 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call reflects a company that is successfully navigating growth and operational improvements amidst challenging macroeconomic conditions. Revenue and traffic growth are strong, driven by strategic investments in marketing, technology, and supply chain, although regional macro pressures and beef inflation pose significant challenges.
Company Guidance
During Shake Shack's Third Quarter 2025 Earnings Call, the company provided guidance emphasizing strategic investments and operational improvements that are expected to drive long-term growth and resilience. The company reported a 15.9% year-over-year increase in total revenue, reaching $367.4 million, with a 21.1% rise in licensing revenue. Shake Shack achieved a 4.9% same-Shack sales growth, primarily due to strong performance in regions like the South and West, while facing challenges in New York Metro and Washington, D.C. The company's supply chain strategies are anticipated to mitigate mid-teens beef inflation, contributing to a restaurant-level profit margin of 22.8%, a 180 basis point improvement. For Q4 2025, Shake Shack projects total revenue of $406 million to $412 million, with low single-digit same-Shack sales growth and a restaurant-level profit margin of 23.3% to 23.8%. The full-year 2025 guidance includes total revenue of approximately $1.45 billion and adjusted EBITDA of $210 million to $215 million, reflecting the impact of macro headwinds and increased marketing investments. The company's efforts in culinary innovation, marketing, and loyalty initiatives are set to enhance guest experience and drive traffic growth, with plans to open 55 to 60 new Shacks in 2026.
Revenue Growth
Shake Shack grew total revenue by 15.9% year-over-year to $367.4 million, with a 15.7% increase in Shack sales and a 21.1% increase in licensing revenue.
Positive Traffic and Sales
Positive same-Shack sales growth for the 19th consecutive quarter, with traffic growth of 1.3% and strong performance in regions like the South, West, and Midwest.
Operational Efficiencies
Labor costs decreased by 310 basis points year-over-year due to improved retention and throughput, leading to a restaurant-level profit margin of 22.8%.
Expansion Plans
Shake Shack plans to open 55 to 60 new Shacks in 2026 and has significant white space for growth in the U.S. and internationally.
Technological and Supply Chain Improvements
Investments in technology and supply chain strategies to offset beef inflation and improve product quality and consistency.
Marketing and Brand Strategy
Launch of new advertising efforts and brand positioning work, including the appointment of a Chief Brand Officer to oversee marketing strategies.

Shake Shack (SHAK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

SHAK Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 12, 2026
2025 (Q4)
0.39 / -
0.26
Oct 30, 2025
2025 (Q3)
0.32 / 0.36
0.2544.00% (+0.11)
Jul 31, 2025
2025 (Q2)
0.38 / 0.44
0.2762.96% (+0.17)
May 01, 2025
2025 (Q1)
0.16 / 0.14
0.137.69% (+0.01)
Feb 20, 2025
2024 (Q4)
0.25 / 0.26
0.021200.00% (+0.24)
Oct 30, 2024
2024 (Q3)
0.19 / 0.25
0.1747.06% (+0.08)
Aug 01, 2024
2024 (Q2)
0.27 / 0.27
0.1850.00% (+0.09)
May 02, 2024
2024 (Q1)
0.10 / 0.13
-0.011400.00% (+0.14)
Feb 15, 2024
2023 (Q4)
<0.01 / 0.02
-0.06133.33% (+0.08)
Nov 02, 2023
2023 (Q3)
0.10 / 0.17
-0.06383.33% (+0.23)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

SHAK Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$89.81$91.38+1.75%
Jul 31, 2025
$140.91$120.34-14.60%
May 01, 2025
$87.74$88.71+1.11%
Feb 20, 2025
$111.23$123.61+11.13%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Shake Shack (SHAK) report earnings?
Shake Shack (SHAK) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).
    What is Shake Shack (SHAK) earnings time?
    Shake Shack (SHAK) earnings time is at Feb 12, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is SHAK EPS forecast?
          SHAK EPS forecast for the fiscal quarter 2025 (Q4) is 0.39.

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