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SHAKShake Shack, Inc.Sell5.4·$69.40+0.14%

Shake Shack (SHAK) Q2 2026 earnings — TrendMatrix coverage

BEAT+41.7% vs estimateEPS $0.43 vs $0.30 estCurrent verdict Sell 5.4/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$0.43
Estimate
$0.30
Surprise
+41.7%
Revenue (period 2026-07-01)
$417.6M
Score today
5.4/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

Shake Shack (SHAK) beat the $0.30 estimate with diluted EPS of $0.43 — a large 41.7% upside surprise.

Current read · as of 2026-09-05

Where TrendMatrix's rating stands now

TrendMatrix currently rates SHAK Sell at 5.4/10; no pre/post engine snapshot brackets this report.

3 of the last 4 quarters beat the estimate; this quarter's +41.7% surprise compares with a -8.8% four-quarter average. Next scheduled report: 2026-10-29.

What argues against it

  • Concentration risk — Supplier: 'Shroom Burgers
  • Concentration risk — Supplier: ShackSauce
  • Quality below floor (3.5 < 4.0)

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$69.40
Price target
$74.27
Stop
$64.54
Upside to target
+7.0%
Reward-to-risk
1.0:1

The stock trades at 71.4× trailing but 49.5× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-05 — shown for context, not personalized investment advice.

Consumer Cyclical context

SHAK at TrendMatrix's latest read

Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.

Industry
Restaurants
Market cap
$2.96B
P/E (fwd)
49.5
P/E (ttm)
71.4
52-week range
$51.60$107.46
Off 52-week high
35.4%
RSI (14)
37
Volume vs avg
0.99×
Score today
5.4/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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