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Upturn AI SWOT - About
SHAK 
Shake Shack Inc (SHAK)
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Upturn Advisory Summary
09/12/2025: SHAK (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
24 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $135.48
1 Year Target Price $135.48
| 8 | Strong Buy |
| 2 | Buy |
| 13 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 79.7% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.30B USD | Price to earnings Ratio 214.4 | 1Y Target Price 135.48 |
Price to earnings Ratio 214.4 | 1Y Target Price 135.48 | ||
Volume (30-day avg) 24 | Beta 1.69 | 52 Weeks Range 72.93 - 144.65 | Updated Date 09/14/2025 |
52 Weeks Range 72.93 - 144.65 | Updated Date 09/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.47 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.5% | Operating Margin (TTM) 6.52% |
Management Effectiveness
Return on Assets (TTM) 1.86% | Return on Equity (TTM) 4.22% |
Valuation
Trailing PE 214.4 | Forward PE 55.87 | Enterprise Value 4556556472 | Price to Sales(TTM) 3.25 |
Enterprise Value 4556556472 | Price to Sales(TTM) 3.25 | ||
Enterprise Value to Revenue 3.44 | Enterprise Value to EBITDA 33.29 | Shares Outstanding 40247800 | Shares Floating 38439425 |
Shares Outstanding 40247800 | Shares Floating 38439425 | ||
Percent Insiders 4.54 | Percent Institutions 107.94 |
Upturn AI SWOT
Shake Shack Inc
Company Overview
History and Background
Shake Shack was founded in 2001 as a hot dog cart in Madison Square Park, New York City, to support the park's conservancy. It became a permanent kiosk in 2004 and grew into a publicly traded company known for its burgers, shakes, and commitment to quality ingredients.
Core Business Areas
- Restaurant Operations: Shake Shack operates and franchises Shake Shack restaurants globally. These restaurants serve burgers, chicken, fries, shakes, and other related items.
- Licensing: The company also derives revenue from licensing agreements related to the Shake Shack brand.
Leadership and Structure
Randy Garutti is the CEO. The company has a board of directors and operates with a typical corporate structure, with departments covering operations, marketing, finance, and development.
Top Products and Market Share
Key Offerings
- ShackBurger: A classic cheeseburger made with Angus beef. Market share data specific to this product is not publicly available, but it's a core revenue driver. Competitors include McDonald's, Burger King, and Wendy's.
- Crinkle Cut Fries: Fries offered at all Shake Shack locations. Market share data specific to this product is not publicly available, but its a core revenue driver. Competitors include McDonald's, Burger King, and Wendy's.
- Shakes: A variety of frozen custard shakes. Market share data specific to this product is not publicly available. Competitors include McDonald's, Burger King, and Wendy's.
Market Dynamics
Industry Overview
The fast-casual restaurant industry is highly competitive and experiencing growth driven by consumer demand for higher-quality ingredients and experiences. There is increasing pressure to offer digital and delivery options.
Positioning
Shake Shack positions itself as a premium fast-casual brand, focusing on quality ingredients, hospitality, and community engagement. Its competitive advantage lies in its brand reputation and loyal customer base.
Total Addressable Market (TAM)
The global fast-casual restaurant market is estimated at hundreds of billions of dollars. Shake Shack's is positioned within this market with a focus on high-quality ingredients and locations in high-traffic areas. They have TAM share to gain via more locations and product variety.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- High-quality ingredients
- Loyal customer base
- Prime real estate locations
- Strong social media presence
Weaknesses
- Higher price point compared to traditional fast food
- Limited menu diversity compared to larger chains
- Slower expansion rate compared to competitors
- Vulnerable to commodity price fluctuations
Opportunities
- Expansion into new geographic markets
- Menu innovation and new product development
- Increased digital ordering and delivery capabilities
- Partnerships and collaborations with other brands
- Leveraging technology to improve efficiency
Threats
- Intense competition from other fast-casual restaurants
- Changing consumer preferences and dietary trends
- Economic downturn impacting consumer spending
- Rising labor costs and supply chain disruptions
- Negative publicity or food safety issues
Competitors and Market Share
Key Competitors
- MCD
- WEN
- QSR
- CMG
- SONC
Competitive Landscape
Shake Shack's advantage lies in brand perception and higher quality, but it faces disadvantages in price and scale compared to larger competitors.
Growth Trajectory and Initiatives
Historical Growth: Shake Shack has experienced significant growth since its IPO, driven by store expansion and same-store sales growth.
Future Projections: Analyst estimates generally project continued growth in revenue and earnings, driven by new store openings and expansion of digital channels.
Recent Initiatives: Recent initiatives include expanding digital ordering and delivery options, menu innovation, and strategic partnerships.
Summary
Shake Shack is a strong brand with a loyal customer base. It's experiencing growth but faces competition from larger players. Continued menu innovation and strategic expansion are key to future success. Keeping operational costs in check, and adapting to changing consumer behavior will be important as well.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, Market research reports, Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Shake Shack Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2015-01-30 | CEO & Director Mr. Robert M. Lynch | ||
Sector Consumer Cyclical | Industry Restaurants | Full time employees 12826 | Website https://www.shakeshack.com |
Full time employees 12826 | Website https://www.shakeshack.com | ||
Shake Shack Inc. owns, operates, and licenses Shake Shack restaurants (Shacks) in the United States and internationally. Its Shacks offer burgers, chicken, hot dogs, crinkle cut fries, shakes, frozen custard, beer, wine, and other products. The company was founded in 2001 and is based in New York, New York.
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