Shake Shack Inc is a roadside burger stand. It serves a classic American menu of premium burgers, hot dogs, crispy chicken, frozen custard, crinkle-cut fries, shakes, beer, wine, and more. The company's burgers are made with a whole-muscle blend of all-natural, hormone and antibiotic-free Angus beef, ground fresh daily, cooked to order, and served on a non-genetically modified organism (GMO) potato bun. Its menu focuses on food and beverages, crafted from a range of classic American foods. The company serves draft Root Beer, seasonal freshly-squeezed lemonade, organic fresh-brewed iced tea, cold brew coffee, organic apple juice, and Shack20 bottled water. Geographically, the company generates the majority of its revenue from the United States.
The chart shows the growth of an initial investment of $10,000 in Shake Shack Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Shake Shack Inc. (SHAK) has returned 8.11% so far this year and 19.11% over the past 12 months. Looking at the last ten years, SHAK has achieved an annualized return of 9.23%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Shake Shack Inc. (SHAK) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.19% | 6.83% | -5.88% | -1.29% | ||||||||
| 2025 | -9.48% | -6.19% | -19.18% | -2.75% | 38.77% | 11.13% | -13.37% | -10.31% | -10.68% | 3.64% | -9.81% | -6.16% |
| 2024 | 3.29% | 39.69% | -2.17% | 0.81% | -9.65% | -5.16% | -3.80% | -3.74% | 4.78% | 19.92% | 10.25% | -3.07% |
| 2023 | 33.71% | -1.78% | -1.14% | -0.96% | 21.48% | 17.46% | -0.33% | -9.13% | -17.37% | -3.28% | 7.78% | 23.00% |
| 2022 | -10.23% | 12.02% | -9.04% | -15.59% | -17.08% | -19.89% | 30.28% | -5.96% | -4.50% | 21.94% | -6.94% | -21.14% |
| 2021 | 33.44% | 5.05% | -4.96% | -5.34% | -13.95% | 13.72% | -6.91% | -14.35% | -9.56% | -12.79% | 1.93% | -3.71% |
| 2020 | 12.62% | -11.95% | -36.39% | 51.42% | 5.27% | -4.04% | -8.84% | 42.37% | -4.81% | 3.84% | 20.62% | 2.79% |
| 2019 | 6.94% | 15.14% | 7.39% | 2.85% | 0.08% | 18.01% | 2.60% | 31.97% | -0.99% | -15.53% | -24.87% | -3.92% |
| 2018 | 0.78% | -10.35% | 7.10% | 15.17% | 26.13% | 10.30% | -5.73% | -2.39% | 4.17% | -16.03% | 4.36% | -18.24% |
| 2017 | -2.35% | 1.39% | -7.48% | 1.34% | 8.85% | -6.34% | -5.82% | -7.09% | 7.19% | 14.58% | 8.50% | 5.37% |
| 2016 | -0.90% | 4.93% | -4.13% | 10.19% | -11.79% | -1.78% | -8.02% | 15.65% | -2.82% |
The charts below present risk-adjusted performance metrics for Shake Shack Inc. (SHAK) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of SHAK compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Shake Shack Inc. volatility is 3.13%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 1.90B | 1.70B | 1.61B | 1.49B | 1.46B | 1.15B | 968.27M | 610.53M | 470.61M | 538.19M | 379.55M |
| Equity Attributable To Parent (USD) | 525.33M | 470.02M | 443.42M | 395.12M | 409.54M | 407.32M | 298.82M | 226.08M | 169.49M | 152.19M | 100.62M |
| Equity Attributable To Noncontrolling Interest (USD) | 28.42M | 23.61M | 25.95M | 24.63M | 26.06M | 27.17M | 23.17M | 47.38M | 54.99M | 49.17M | 56.40M |
| Equity (USD) | 553.75M | 493.63M | 469.37M | 419.75M | 435.60M | 434.49M | 321.99M | 273.46M | 224.48M | 201.35M | 157.02M |
| Other Non-current Liabilities (USD) | 849.81M | 769.35M | 726.78M | 682.81M | 656.93M | - | - | - | - | - | 198.21M |
| Long-term Debt (USD) | 247.73M | 246.68M | 245.64M | 244.59M | 243.54M | - | - | - | - | - | 313.00K |
| Noncurrent Liabilities (USD) | 1.10B | 1.02B | 972.42M | 927.40M | 900.47M | 601.15M | 546.89M | 277.13M | 212.10M | 305.13M | 198.52M |
| Other Current Liabilities (USD) | 194.69M | 138.28M | 120.85M | 109.74M | 86.91M | 75.78M | 73.64M | 36.83M | 19.59M | 18.71M | 11.42M |
| Wages (USD) | 25.48M | 25.42M | 20.95M | 17.58M | 14.64M | 10.44M | 11.45M | 10.65M | 6.23M | 6.08M | 5.80M |
| Accounts Payable (USD) | 24.75M | 23.61M | 22.27M | 20.41M | 19.95M | 23.49M | 14.30M | 12.47M | 8.21M | 6.92M | 6.79M |
| Current Liabilities (USD) | 244.92M | 187.31M | 164.07M | 147.72M | 121.50M | 109.71M | 99.39M | 59.95M | 34.02M | 31.72M | 24.01M |
| Liabilities (USD) | 1.34B | 1.20B | 1.14B | 1.08B | 1.02B | 710.86M | 646.28M | 337.08M | 246.13M | 336.84M | 222.53M |
| Other Non-current Assets (USD) | 840.01M | 777.16M | 740.43M | 683.84M | 658.51M | 605.62M | 565.73M | 247.56M | 190.31M | 317.99M | 207.57M |
| Fixed Assets (USD) | 625.85M | 551.60M | 531.00M | 467.03M | 389.39M | 336.54M | 314.86M | 261.85M | 187.10M | 136.26M | 93.04M |
| Noncurrent Assets (USD) | 1.47B | 1.33B | 1.27B | 1.15B | 1.05B | 942.16M | 880.59M | 509.41M | 377.41M | 454.25M | 300.61M |
| Other Current Assets (USD) | 412.00M | 354.01M | 323.39M | 339.80M | 405.83M | 200.30M | 85.45M | 99.37M | 91.94M | 83.14M | 78.39M |
| Prepaid Expenses (USD) | 11.16M | 8.20M | 5.64M | - | - | - | - | - | - | - | - |
| Inventory (USD) | 7.18M | 6.01M | 5.40M | 4.18M | 3.85M | 2.89M | 2.22M | 1.75M | 1.26M | 806.00K | 543.00K |
| Current Assets (USD) | 430.35M | 368.22M | 334.43M | 343.99M | 409.68M | 203.19M | 87.68M | 101.12M | 93.20M | 83.94M | 78.93M |
| Assets (USD) | 1.90B | 1.70B | 1.61B | 1.49B | 1.46B | 1.15B | 968.27M | 610.53M | 470.61M | 538.19M | 379.55M |
12 West Capital Management LP established a new position in Hawaiian Electric Industries, acquiring 1.85 million shares valued at approximately $22.75 million in Q4 2025. The investment represents 2.71% of the fund's assets under management. Hawaiian Electric has gained 29.9% over the past year, driven by increased electricity demand from AI data centers, though recent headwinds from opposition to data center development have caused share pullbacks.
Shake Shack shares declined 6.23% during regular trading on Thursday due to surging crude oil prices driven by geopolitical conflict, raising concerns about rising operational costs in the food service industry. The decline was further pressured by insider selling from COO Stephanie Sentell and the announcement of board director Joshua Silverman's resignation effective May 1.
Shake Shack and CAVA Group both reported strong earnings with revenue growth exceeding 15% and 22% respectively, demonstrating consumer spending resilience in fast casual dining. However, both stocks face different technical setups: CAVA shows bullish momentum with a potential golden cross forming and analyst price target increases, while Shake Shack lacks momentum despite fundamental strength and awaits chart confirmation above its 200-day moving average.
Shake Shack shares surged 8.94% after reporting strong Q4 results with 22% year-over-year revenue growth to $400.5 million, driven by new restaurant openings and positive same-store sales. The company opened 32 new locations in Q4 and ended 2025 with over 670 stores. Management projects continued expansion in 2026 with plans to open up to 60 company-operated and 45 licensed stores, expecting revenue to reach $1.7 billion.
Serve Robotics stock surged 14.48% after Nvidia CEO Jensen Huang praised the company's food delivery sidewalk robots at CES, calling them an example of 'physical AI.' Northland Capital also named the stock a top 2026 pick. Analysts expect revenue to reach $30 million this year, though the company remains a high-risk development-stage business.
The U.S. economy is expected to remain steady in 2026, with AI investments driving GDP growth and potential market transformation, while trade policy uncertainties have decreased and tariffs are declining.
Uber Technologies has introduced autonomous robotaxis in Dallas, covering nine square miles, allowing riders to book Avride electric Hyundai Ioniq 5 vehicles through the Uber app at no extra cost.
Dutch Bros, a fast-growing drive-thru coffee chain, is expanding rapidly with over 1,000 stores and plans to reach 7,000 nationwide. The company offers a unique model focused on convenience, speed, and personalized service, targeting younger consumers with cold and energy drinks.
Mane Global Capital Management LP completely sold its entire stake in Shake Shack during Q3 2025, disposing of 570,507 shares worth $80.21 million, leaving zero shares remaining in its portfolio.
Serve Robotics will report its Q2 2025 financial results on August 7, hosting a conference call and webcast at 2 p.m. PT. Investors can submit questions via email and access the webcast through the company's investor website.
