Shake Shack Inc at UBS Global Consumer and Retail Conference Transcript

Mar 11, 2026 / 01:00PM GMT

Release Date Price: MXN1607 (-4.40%)

Transcript

Dennis Geiger

UBS AG - Analyst

Good morning. I'm Dennis Geiger, restaurants analyst at UBS, and I'm pleased to be joined on stage by Rob Lynch, Shake Shack's CEO. Also in attendance Alison Sternberg, who runs Investor Relations. Shake Shack is a modern-day roadside burger stand with over 400 domestic locations and over 230 international locations. Shake Shack maintains one of the industry's largest growth opportunities behind a robust global unit development opportunity, a focus on digital and menu innovation, and a margin expansion story, even in an elevated cost environment.

With that, Rob, thanks so much for being here. We appreciate it.

Robert Lynch

Shake Shack Inc - Chief Executive Officer, Director

Thank you, Dennis. I'm super happy to be here.

Questions & Answers

Dennis Geiger

UBS AG - Analyst

Great. Terrific. So maybe let's start, Shake Shack had another really strong year in 2025, off to a very strong start again in 2026, strength across both the top line and the bottom line. Could

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