Value's Full Plate: Food Stocks Worth Watching & YUM Options Trade

Looking for a place to take your Valentine's Day date? Many consumers are searching for value this year amid sticky inflation, with Dan Ahrens turning to companies in the food industry he sees leading the charge.

YUMC or SHAK: Which Is the Better Value Stock Right Now?

Investors with an interest in Retail - Restaurants stocks have likely encountered both Yum China Holdings (YUMC) and Shake Shack (SHAK). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • Feb 11, 2026

Shake Shack to Announce Fourth Quarter and Fiscal Year 2025 Financial Results on February 26, 2026

NEW YORK--(BUSINESS WIRE)--Shake Shack Inc. (“Shake Shack” or the “Company”) (NYSE: SHAK), will release fourth quarter and fiscal year 2025 financial results on February 26, 2026, before the market opens. In conjunction with the earnings release, Shake Shack will host a conference call at 8:00 a.m. ET. Hosting the call will be Rob Lynch, Chief Executive Officer. The conference call can be accessed live over the phone by dialing (877) 407-0792, or for international callers by dialing (201) 689-8.

Business Wire • Feb 5, 2026

Shake Shack: You Shouldn't Shake Off New Buying Opportunities

Shake Shack, Inc. demonstrates robust revenue growth, expanding 21.8% YoY in Q4 2025, with 12 consecutive quarters of increases. SHAK's strategic expansion—85 new restaurants in 2025, including 40 licensed units—boosts global penetration and capital efficiency. Valuation is compelling: SHAK trades at 2.69x sales, its lowest multiple since 2021, with a target price of $120.35 after risk adjustment.

Seeking Alpha • Feb 4, 2026

Shake Shack Appoints Jim Taylor as Chief Commercial Officer

NEW YORK--(BUSINESS WIRE)--Shake Shack Inc. (“Shake Shack” or the “Company”) (NYSE: SHAK) today announced the appointment of Jim Taylor as Chief Commercial Officer, effective Tuesday, January 20. Taylor will report to Rob Lynch, CEO of Shake Shack and his role marks a new addition to the Company's leadership structure. As Chief Commercial Officer, Taylor will lead Shake Shack's marketing and culinary teams and oversee the brand's end-to-end revenue and growth strategy. “Jim is a proven leader w.

Business Wire • Jan 20, 2026

Calls of the Day: ServiceTitan, Shake Shack, Toast, Delta Air Lines and TKO Group

The Investment Committee debate the latest Calls of the Day.

CNBC Television • Jan 20, 2026

1 Number That Has to Change Before I Buy Shake Shack Shares

Shake Shack is already making good on plans to more than triple its store count. Restaurant-level margins are growing, and same-store sales growth is an industry standout.

The Motley Fool • Jan 18, 2026

Shake Shack Releases Preliminary FY25 Results, Sets 2026 Growth Path

SHAK posts $1.45B FY25 revenues, steady same-Shack sales and margins and lays out 2026 plans with higher revenues, margin expansion and unit growth.

Zacks Investment Research • Jan 13, 2026

Shake Shack's Quarterly Sales Hurt by Inclement Weather

Shake Shack said inclement weather in some of its most heavily penetrated markets hurt sales during the recent quarter, resulting in lower than expected revenue.

WSJ • Jan 12, 2026

Shake Shack Provides Fiscal Fourth Quarter 2025 Business Update

NEW YORK--(BUSINESS WIRE)--Shake Shack Inc. (“Shake Shack” or the “Company”) (NYSE: SHAK) provided a business update for the fiscal fourth quarter and fiscal year ended December 31, 2025 ahead of presenting at the 28th Annual ICR Conference today in Orlando, Florida. The Company also provided its initial fiscal 2026 outlook and reiterated its current long-term targets. “Shake Shack team members have delivered strong 2025 business results despite a challenging macroeconomic environment. In Janua.

Business Wire • Jan 12, 2026