Growth PotentialThe current ~310 US company store base can grow to ~900 and the global store base from ~550 to ~1,900 by 2033.
LeadershipNewly appointed CEO Rob Lynch is expected to bring significant opportunities for value unlock with priorities including growing same-store sales, improving new unit economics, and enhancing profitability.
Marketing StrategyAdvertising spend will not just be greater, but also differently allocated as Shake Shack shifts from performance digital marketing to branded market channels following a test run in Seattle.