Michael Tamas's questions to Shake Shack Inc (SHAK) leadership • Q3 2024
Question
Michael Tamas of Consumer Edge Research asked about the near-term impact of planned 2025 investments in marketing and loyalty on sales momentum and margins.
Answer
CEO Rob Lynch stated that the loyalty platform is a longer-term technology investment and is not expected to have a significant impact in 2025. He clarified that near-term growth will rely on the successful 2024 drivers, emphasizing the company's model of driving top-line sales growth while simultaneously expanding restaurant margins through surgical marketing.