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Upturn AI SWOT - About
SHAK 
Shake Shack Inc (SHAK)
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Upturn Advisory Summary
04/08/2025: 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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 23.46% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/08/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.34B USD | Price to earnings Ratio 327.33 | 1Y Target Price 130.04 |
Price to earnings Ratio 327.33 | 1Y Target Price 130.04 | ||
Volume (30-day avg) 1444178 | Beta 1.81 | 52 Weeks Range 72.93 - 139.89 | Updated Date 04/7/2025 |
52 Weeks Range 72.93 - 139.89 | Updated Date 04/7/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.24 |
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 0.82% | Operating Margin (TTM) 3.63% |
Management Effectiveness
Return on Assets (TTM) 1.34% | Return on Equity (TTM) 2.25% |
Valuation
Trailing PE 327.33 | Forward PE 60.98 | Enterprise Value 3638958802 | Price to Sales(TTM) 2.67 |
Enterprise Value 3638958802 | Price to Sales(TTM) 2.67 | ||
Enterprise Value to Revenue 2.91 | Enterprise Value to EBITDA 30.1 | Shares Outstanding 40082100 | Shares Floating 38184584 |
Shares Outstanding 40082100 | Shares Floating 38184584 | ||
Percent Insiders 5.17 | Percent Institutions 101.31 |
Analyst Ratings
Rating 3.74 | Target Price 135.32 | Buy 2 | Strong Buy 8 |
Buy 2 | Strong Buy 8 | ||
Hold 12 | Sell 1 | Strong Sell - | |
Strong Sell - |
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 in New York City. It evolved into a permanent kiosk in 2004 and has since expanded globally, known for its burgers, shakes, and modern roadside appeal. The company went public in 2015.
Core Business Areas
- Restaurant Operations: Operates and franchises Shake Shack restaurants, generating revenue through food and beverage sales.
- Licensing: Generates revenue by licensing the Shake Shack brand for non-traditional locations and products.
Leadership and Structure
Randy Garutti serves as the CEO. The organizational structure includes departments for operations, marketing, finance, and development, with regional and store-level management teams.
Top Products and Market Share
Key Offerings
- ShackBurger: A classic cheeseburger featuring a proprietary ShackSauce. Estimated market share is difficult to pinpoint precisely, but burgers contribute significantly to overall revenue. Competitors include McDonald's (MCD), Burger King (RBI), and Wendy's (WEN).
- Shakes: Variety of milkshakes, including classic flavors and seasonal specials. Contributes significantly to revenue. Competitors are fast-food chains and ice cream shops.
- Crinkle Cut Fries: Crinkle-cut fries. Significant revenue contributor. Competitors McDonald's (MCD), Burger King (RBI), Wendy's (WEN).
Market Dynamics
Industry Overview
The fast-casual restaurant industry is competitive and dynamic, with increasing consumer demand for higher-quality ingredients and convenient dining options. The industry is influenced by changing consumer tastes, economic conditions, and technological advancements.
Positioning
Shake Shack positions itself as a premium fast-casual brand, focusing on high-quality ingredients and a modern, engaging atmosphere. Its competitive advantage lies in its brand recognition, premium ingredients, and unique restaurant experience.
Total Addressable Market (TAM)
The global fast-casual market is estimated at hundreds of billions of dollars. Shake Shack is positioned to capture a portion of this TAM through expansion and brand loyalty.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- High-quality ingredients
- Loyal customer base
- Attractive restaurant design
Weaknesses
- Higher price point compared to traditional fast food
- Limited menu compared to some competitors
- Dependence on specific geographies for revenue
- Relatively small footprint compared to larger chains
Opportunities
- International expansion
- Menu innovation and new product development
- Leveraging technology for online ordering and delivery
- Expansion into new markets (e.g., drive-thrus)
Threats
- Intense competition from other fast-casual chains
- Fluctuations in food costs and supply chain disruptions
- Changing consumer preferences and dietary trends
- Economic downturn impacting consumer spending
Competitors and Market Share
Key Competitors
- MCD
- WEN
- QSR
- CMG
Competitive Landscape
Shake Shack differentiates itself through premium ingredients and a unique brand experience, but faces intense competition from larger, more established fast-food chains and other fast-casual restaurants. Competitors have wider menus and lower pricepoints.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Shake Shack has experienced significant growth in restaurant count and revenue since its IPO, driven by expansion into new markets and increasing same-store sales.
Future Projections: Analyst projections vary, but generally anticipate continued growth in revenue and earnings, driven by restaurant expansion and same-store sales growth.
Recent Initiatives: Recent initiatives include expanding digital ordering capabilities, menu innovation, and strategic partnerships.
Summary
Shake Shack has a strong brand and loyal customer base, but faces stiff competition in the fast-casual dining sector. Their focus on premium ingredients and brand experience is a strength. Continued growth depends on successful expansion and adapting to evolving consumer tastes while navigating volatile economic conditions.
Similar Companies
CMG
Chipotle Mexican Grill Inc
CMG
Chipotle Mexican Grill Inc
MCD
McDonald’s Corporation
MCD
McDonald’s Corporation
QSR
Restaurant Brands International Inc
QSR
Restaurant Brands International Inc
WEN
The Wendy’s Co
WEN
The Wendy’s Co
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data is subject to change. This JSON is based on publicly available information and may not be completely accurate.
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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