- Q1 2024 Shake Shack Inc Earnings Call TranscriptMay 02, 2024€96.44 (-2.45%)Earnings
- Q4 2023 Shake Shack Inc Earnings Call TranscriptFeb 15, 2024€86.72 (+20.08%)Earnings
- Shake Shack Inc at Morgan Stanley Global Consumer & Retail Conference TranscriptDec 06, 2023
- Shake Shack Inc at Barclays Eat, Sleep, Play Conference TranscriptNov 29, 2023
- Q3 2023 Shake Shack Inc Earnings Call TranscriptNov 02, 2023€52.36 (-0.83%)Earnings
- Q2 2023 Shake Shack Inc Earnings Call TranscriptAug 03, 2023€66.94 (-3.96%)Earnings
- Q1 2023 Shake Shack Inc Earnings Call TranscriptMay 04, 2023€47.55 (-0.94%)Earnings
- Shake Shack Inc at UBS Global Consumer and Retail Conference TranscriptMar 15, 2023
- Shake Shack Inc at JPMorgan Gaming, Lodging, Restaurant and Leisure Management Access Forum TranscriptMar 14, 2023
- Q4 2022 Shake Shack Inc Earnings Call TranscriptFeb 16, 2023€50.85 (-3.57%)Earnings
- Shake Shack Inc at ICR Conference TranscriptJan 10, 2023
- Shake Shack Inc at Morgan Stanley Global Consumer and Retail Conference TranscriptDec 06, 2022
- Shake Shack Inc at Barclays Eat, Sleep, Play Conference TranscriptNov 29, 2022
- Q3 2022 Shake Shack Inc Earnings Call TranscriptNov 03, 2022€52.64 (-3.78%)Earnings
- Shake Shack Inc at Goldman Sachs Retail Conference TranscriptSep 07, 2022
- Q2 2022 Shake Shack Inc Earnings Call TranscriptAug 04, 2022€53.32 (+7.63%)Earnings
- Shake Shack Inc at Jefferies Consumer Conference TranscriptJun 20, 2022
- Shake Shack Inc at Oppenheimer Consumer Growth and E-Commerce Conference (Virtual) TranscriptJun 15, 2022
- Shake Shack Inc at Cowen Future of the Consumer: Sustainable Growth for a New Ecosystem Conference TranscriptMay 24, 2022
- Q1 2022 Shake Shack Inc Earnings Call TranscriptMay 05, 2022€56.21 (+1.06%)Earnings
- Shake Shack Inc at UBS Global Consumer & Retail Conference (Virtual) TranscriptMar 10, 2022
- Shake Shack Inc at JPMorgan Gaming, Lodging, Restaurant & Leisure Management Access Forum (Virtual) TranscriptMar 07, 2022
- Q4 2021 Shake Shack Inc Earnings Call TranscriptFeb 17, 2022€68.76 (+0.44%)Earnings
- Shake Shack Inc at ICR Conference (Virtual) TranscriptJan 11, 2022
- Shake Shack Inc at Barclays Eat, Sleep, Play Conference TranscriptDec 01, 2021
- Shake Shack Inc at Morgan Stanley Global Consumer & Retail Conference (Virtual) TranscriptNov 30, 2021
- Q3 2021 Shake Shack Inc Earnings Call TranscriptNov 04, 2021€65.36 (+7.04%)Earnings
- Shake Shack Inc at JPMorgan Gaming, Lodging, Restaurant & Leisure Management Access Forum TranscriptSep 13, 2021
- Shake Shack Inc at Goldman Sachs Global Retailing Conference (Virtual) TranscriptSep 10, 2021
- Q2 2021 Shake Shack Inc Earnings Call TranscriptAug 05, 2021€77.76 (-0.41%)Earnings
- Shake Shack Inc at Robert W Baird Global Consumer, Technology & Services Conference (Virtual) - Fireside Chat TranscriptJun 10, 2021
- Q1 2021 Shake Shack Inc Earnings Call TranscriptMay 06, 2021€88.28 (+0.62%)Earnings
- Shake Shack Inc at JPMorgan Gaming, Lodging, Restaurant & Leisure Management Access Forum TranscriptMar 11, 2021
- Q4 2020 Shake Shack Inc Earnings Call TranscriptFeb 25, 2021€102.9 (+4.26%)Earnings
- Shake Shack Inc at Barclays Eat, Sleep, Play Conference (Virtual) TranscriptDec 02, 2020
- Shake Shack Inc at Morgan Stanley Global Consumer Conference (Virtual) TranscriptDec 01, 2020
- Q3 2020 Shake Shack Inc Earnings Call TranscriptOct 29, 2020€57.2 (-1.38%)Earnings
- Shake Shack Inc at JPMorgan Gaming, Lodging, Restaurant & Leisure Conference (Virtual) TranscriptSep 14, 2020
- Shake Shack Inc at Goldman Sachs Global Retail Conference (Virtual) TranscriptSep 10, 2020
- Q2 2020 Shake Shack Inc Earnings Call TranscriptJul 30, 2020€46.13 (+4.67%)Earnings
- Shake Shack Inc Annual Shareholders Meeting TranscriptJun 10, 2020
- Q1 2020 Shake Shack Inc Earnings Call TranscriptMay 04, 2020€44.51 (-13.67%)Earnings
- Q4 2019 Shake Shack Inc Earnings Call TranscriptFeb 24, 2020€68.44 (-3.36%)Earnings
- Shake Shack Inc at Barclays Gaming, Lodging, Leisure, Restaurant & Food Retail Conference TranscriptDec 04, 2019
- Shake Shack Inc at Morgan Stanley Global Consumer and Retail Conference TranscriptDec 03, 2019
- Q3 2019 Shake Shack Inc Earnings Call TranscriptNov 04, 2019€73.8 (+0.46%)Earnings
- Shake Shack Inc at Goldman Sachs Global Retailing Conference TranscriptSep 04, 2019
- Q2 2019 Shake Shack Inc Earnings Call TranscriptAug 05, 2019€67.06 (-0.58%)Earnings
- Shake Shack Inc Annual Shareholders Meeting TranscriptJun 11, 2019
- Q1 2019 Shake Shack Inc Earnings Call TranscriptMay 02, 2019€54.26 (-1.67%)Earnings
- Shake Shack Inc at JPMorgan Gaming, Lodging, Restaurant & Leisure Forum TranscriptMar 14, 2019
- Q4 2018 Shake Shack Inc Earnings Call TranscriptFeb 25, 2019Earnings
Shake Shack Inc at ICR Conference (Virtual) Transcript
Good morning and thank you for joining us this morning for day 2 of the 2022 ICR conference. My name is Jeff Bernstein, and I'm the restaurant and food service distribution analyst at Barclays.
I'm thrilled to introduce the next presenting company, Shake Shack. With us this morning, from their New York City offices, we have Randy Garutti, CEO; and Katie Fogertey, CFO. By way of background, for those not familiar, Shake Shack is a fast-casual chain with 200 or so company-operated units in the US, while licensing an additional 20-plus inside and 120-plus outside the US. Shack delivered 19% unit growth in 2021 and likely to accelerate to 20%-plus in 2022 on the path to 450 US company-operated units, long term.
As for current trends, we wanted to highlight Shack provided a 4Q 2021 business update this morning, with sales, comps, and margins all above expectations, and, not surprisingly, noting a challenge in recent weeks with staffing and operating hours due to the sharp increases in COVID. And they expect that trend to continue, similar to most
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