Shake Shack Inc. 8-K

What Happened

• Shake Shack Inc. filed an 8-K (Mar 2, 2026) to correct an error in its Annual Report on Form 10-K for the year ended December 31, 2025 (filed Feb 26, 2026).
• The company amended the “Shack Sales” disclosure to state that the 45 new Company-operated Shacks opened in fiscal 2025 contributed $68.3 million to Shack sales — not $218.5 million as originally reported.
• The corrected disclosure reiterates Shack sales increased 15.2% to $1.4 billion in 2025, and, excluding the 53rd week, Shack sales increased 12.9% versus the prior year. No other changes were made to the Form 10-K.

Key Details

• Correction filed via Form 8-K on March 2, 2026.
• Original incorrect contribution reported: $218.5 million. Corrected contribution: $68.3 million.
• Number of new Company-operated Shacks in fiscal 2025: 45.
• Shack sales growth for fiscal 2025: +15.2% to $1.4 billion; +12.9% excluding the 53rd week.

Why It Matters

• The change lowers the amount of 2025 revenue attributed to new store openings by $150.2 million, which affects how investors assess revenue growth drivers (new-unit openings vs. traffic/comps).
• This is a disclosure correction only; Shake Shack states there are no other changes to the 10-K. Investors reviewing the company’s 2025 sales performance or comparable-store trends should use the corrected $68.3M figure.