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- **Revenue Growth Acceleration**: 15.9% YoY to $367.4M, driven by 4.9% same-store sales growth and 13 new Shacks.
- **Operational Efficiency**: Labor costs down 310bps, service time reduced to 5:50, and restaurant margin up 180bps to 22.8%.
- **Digital & Value Play**: App downloads +50%, 1,3,5 pricing strategy driving 85% traffic surge in Q4.
- **Supply Chain Resilience**: Mid-single digit food cost inflation offset by diversification and equipment savings.
- **2026 Growth Engine**: 55-60 new Shacks, loyalty program launch, and equipment-driven margin expansion.

**【CEO Summary Section】**
- Shake Shack achieved 15.9% year-over-year revenue growth to $367.4 million, driven by strong same-store sales growth of 4.9% and new Shack openings. 
- Operational efficiency improvements reduced labor costs by 310 basis points year-over-year, with average service time down to 5 minutes and 50 seconds.
- Culinary innovation (e.g., Dubai Chocolate Shake) and value platforms (1,3,5 pricing strategy) are driving traffic and check growth.
- Supply chain diversification and equipment investments are mitigating beef inflation through cost savings and efficiency gains.

**【CFO Financial Commentary】**
- Restaurant-level profit margin expanded 180 basis points to 22.8%, with adjusted EBITDA up 18.2% to $54.1 million.
- Food and paper costs as a percentage of sales stabilized at mid-single digits after mid-teens beef inflation, supported by supply chain strategies.
- G&A expenses increased 24.3% year-over-year to $44.4 million, reflecting marketing and talent investments in paid media and loyalty platform development.

**【Q&A Highlights】**
- **Supply Chain Resilience**: New suppliers and equipment innovations (e.g., fry holding technology) are reducing labor dependency while maintaining quality.
- **Digital Growth**: App downloads up 50% year-over-year, with in-app promotions driving 85% traffic growth in Q4.
- **Macroeconomic Adaptation**: Balancing premium innovation (French Onion Burger) with value offerings to offset D.C. and NYC macro pressures.
- **2026 Outlook**: 55-60 new Shacks planned, with focus on cost-saving equipment rollouts and loyalty program launch to drive frequency and retention.

Shake Shack Inc. (SHAK) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

SHAK

SHAK fundamentals

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