Shake Shack Q4 revenue rises 21.9% yr/yr

Shake Shack

26/02/2026 12:15

Overview

Fast-casual restaurant's Q4 revenue grew 21.9% yr/yr

System-wide sales for Q4 rose 23.4% yr/yr

Company opened 32 new Shacks in Q4

Outlook

Company did not provide specific guidance for future quarters or fiscal year

Result Drivers

REVENUE GROWTH - Total revenue increased by 21.9% driven by higher Shack sales and licensing revenue

NEW LOCATIONS - Opened 15 new Company-operated Shacks and 17 new licensed Shacks, boosting system-wide sales

SAME-SHACK SALES - Same-Shack sales rose 2.1%, indicating stable performance at existing locations

Company press release: ID:nBw9rmlSba

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
$0.28
Q4 Adjusted Net Income
$16.60 mln
Q4 Net Income
$13 mln
Q4 Adjusted EBITDA
$56.10 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 12 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the restaurants & bars peer group is "buy"

Wall Street's median 12-month price target for Shake Shack Inc is $110.00, about 19.4% above its February 25 closing price of $92.13

The stock recently traded at 67 times the next 12-month earnings vs. a P/E of 61 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)