Shake Shack (SHAK) Q4 2025 Earnings Transcript

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Thursday, Feb. 26, 2026, astatine 8 a.m. ET

• Chief Executive Officer — Rob Lynch

• Interim Chief Financial Officer — Carrie Britton

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Rob Lynch: Thank you, Alison, and bully morning, everyone. Before I statesman discussing our 2025 results and our 2026 plans, firstly, I americium thankful for the squad that we person successful place. We person truthful galore talented radical connected our team, immoderate who person been present from the beginning. I'm besides grateful and excited for the enforcement squad that we person built. We've besides added immoderate singular caller members to the squad who bring a batch of outer acquisition and champion signifier to carnivore connected the instauration that we are gathering to enactment our lofty aboriginal aspirations.

My gratitude starts with each of the astonishing radical successful our restaurants who invited our guests each day, with lukewarm hospitality and astonishing cooking that makes Shake Shack Inc. truthful special. Another crushed I americium truthful excited and thankful to beryllium present is due to the fact that astatine Shake Shack Inc., we genuinely judge that we person the champion nutrient successful the industry. And we endeavor to springiness entree to that nutrient to an ever-growing fig of communities passim the world. In bid to bash that, we volition request to proceed to usage the champion ingredients successful our freshly prepared nutrient and conveniently present it with worth to our guests successful each assemblage that we serve.

Our institution started arsenic a blistery canine basal successful a park, a parkland that had fallen into disrepair and needed its assemblage to bring it backmost to life. So what did our founders do? They raised wealth for that parkland by selling premium blistery dogs made successful 1 of the world's astir acclaimed good eating restaurants, to everyone who was consenting to basal successful enactment to order. They served everyone with the aforesaid principles of enlightened hospitality that they were known for delivering successful their good eating restaurants. We aspire to bring that laminitis communicative to beingness each time and done each caller Shack that we build.

We privation to supply the full satellite entree to the prime of nutrient and hospitality that historically has lone been recovered successful higher-priced good eating establishments. In doing so, we volition beryllium that the world's champion nutrient does not person to beryllium exclusive. But successful bid to execute that goal, we person to proceed to usage the highest-quality ingredients, crook those ingredients into our culinary-forward recipes, hole our sandwiches, shakes, and sides caller erstwhile ordered, and past present our nutrient successful a convenient and timely manner, each astatine a large value. Certainly not a tiny task.