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Shake Shack Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary9 Dec, 2025
Strategic growth and investment
Currently in growth mode, investing in marketing and new restaurant openings, with 45–50 new locations planned this year and 60 next year.
Operational improvements and supply chain optimization have built a strong foundation for expansion.
G&A growth is driven by marketing investments, not overhead, with marketing spend at 2.5–2.7% of revenue.
Confident in taking market share despite a competitive environment and industry-wide traffic challenges.
Development focus is shifting to high-growth regions outside of historically saturated markets.
Operational efficiency and value proposition
Maintained discipline on pricing, taking less price than peers while improving operating margins.
Labor has been redeployed for efficiency, reducing service times by over a minute and improving team retention.
Menu innovation is a key differentiator, with a focus on high-quality ingredients and new culinary experiences.
Value tactics remain below industry discounting levels, with strategic promotions to drive trial and frequency.
App traffic and downloads have surged, supporting the upcoming launch of a loyalty platform.
Marketing and customer engagement
Marketing is highly targeted, focusing on digital channels within a five-mile radius of locations.
Positive traffic trends in Q3 and Q4 attributed to digital and addressable media strategies.
Strategic investments in app-based value offers are increasing customer lifetime value.
Loyalty platform launch will leverage a growing digital user base for enhanced value perception.
G&A marketing: Key performance indicators
Operational efficiency: What's the next big lever
Loyalty platform: Expected impact on customer base
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Next Shake Shack earnings date
Q4 202520 Feb, 2026
Next Shake Shack earnings date
Q4 202520 Feb, 2026
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Shake Shack Inc is a restaurant company that owns and operates a chain of fast-casual restaurants. The company offers burgers, chicken, hot dogs, fries, shakes, and beverages, and emphasizes premium ingredients and sustainability. It operates both company-owned and licensed locations globally. Shake Shack Inc is headquartered in New York, New York, and its shares are listed on the NYSE.
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