Shake Shack Q4 Revenue at $367.4M Up 15.9%, Q1 Growth Forecast 22.1%
Shake Shack generated $367.4 million in Q4 revenue, up 15.9% year-over-year, beating analysts’ same-store sales and EBITDA forecasts and is set to report Q1 revenue expected to rise 22.1% year-over-year. The stock has outperformed peers with a 3% gain over the past month while analysts target $110.83 per share.
1. Last Quarter Performance
Shake Shack closed Q4 with $367.4 million in revenue, marking a 15.9% year-over-year increase. The company also surpassed analysts’ same-store sales estimates and delivered an EBITDA beat, highlighting operational momentum.
2. Q1 Forecast
Analysts project Q1 revenue growth of 22.1% year-over-year, accelerating from last year’s 14.8% increase. Estimates have remained steady over the past 30 days despite the chain missing revenue projections multiple times in the last two years.
3. Peer Comparisons
Portillo’s reported flat year-over-year revenue in its latest quarter, meeting expectations, while Chipotle posted a 4.9% revenue gain, exceeding estimates by 0.6% and seeing a 1.9% stock lift. These results offer context for Shake Shack’s upcoming release.
4. Market Sentiment and Price Targets
Shake Shack shares have risen 3% over the past month, outpacing the modern fast-food group’s 4.1% decline. The stock trades near $89.21 with an average analyst price target of $110.83, reflecting continued optimism about its growth trajectory.