Shake Shack Inc.

SHAKleader

Shake Shack is a premium fast-casual burger brand (400+ units globally) repositioning upmarket from QSR with high-quality ingredients, urban-cool brand identity, and a growing licensed format.

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产品与营收

产品营收占比

营收构成 ($1.19B)

静态数据（加载实时财务…）

Company-Operated Shacks (87%)

Licensing (airports, stadiums) (13%)

业务板块构成与主要客户

产品详情

ShackBurgers & Chicken Shack70%

Premium burgers made from 100% Angus beef, crispy chicken sandwiches — the core menu driving repeat visits.

Concretes & Frozen Custard15%

Dense frozen custard 'concretes' with mix-ins — a key differentiator from standard fast-food ice cream.

Beverages (Beer, Wine, Shakes)15%

Alcohol in select locations and premium milkshakes, differentiating the Shack experience.

供应链关系

竞争对手

McDonald's Corporation

Premium value burger segment

影响: minor

宏观与市场背景

소비재 (경기민감)行业新闻

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

近期催化剂

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

AI 分析

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企业信息

总部

New York, New York, USA

成立时间

2001

员工人数

12,000

官网

shakeshack.com

行业概况 — 소비재 (경기민감)

行业新闻