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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Shake Shack
Shake Shack (SHAK) investor relations material
Shake Shack 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary12 Jan, 2026
Operational performance and margin expansion
Achieved strong momentum in 2024, with Q3 comp sales near 5% and over 2% traffic growth, continuing into Q4 despite weather challenges.
Built a foundation for ongoing top and bottom-line growth, with best-in-class operations and improved margins.
Restaurant-level margins expanded by over 100 basis points in 2024, doubling initial guidance.
Labor attainment improved from 50% to over 90% in the back half of 2024, driving guest metric improvements.
Team member tenure doubled year-over-year, supporting better training and service speed.
Marketing and digital initiatives
Shifted to targeted digital media, focusing on potential guests within five miles of each location.
Launched the 1-3-5 app promotion, increasing app downloads by over 50% and boosting digital sales.
Digital sales remained strong during adverse weather, highlighting brand demand.
Planning to launch a loyalty platform, leveraging new app users as future loyalty members.
Marketing spend increased to 2-3% of sales, with a focus on profitable, data-driven investments.
Menu innovation and culinary leadership
Accelerated premium menu innovation, balancing price promotions with high-quality limited-time offers (LTOs).
Emphasized culinary leadership with fresh, all-natural ingredients and visually appealing menu items.
Supported LTOs and core business with targeted media and culinary-focused marketing.
Detail labor deployment changes and impact
Explain 135 promotion's app growth strategy
How will new kitchen design optimize build costs?
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Next Shake Shack earnings date
Q4 202520 Feb, 2026
Shake Shack
Next Shake Shack earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
Shake Shack Inc is a restaurant company that owns and operates a chain of fast-casual restaurants. The company offers burgers, chicken, hot dogs, fries, shakes, and beverages, and emphasizes premium ingredients and sustainability. It operates both company-owned and licensed locations globally. Shake Shack Inc is headquartered in New York, New York, and its shares are listed on the NYSE.
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