Weight-loss drugs may trigger the next restaurant crisis [Globe and Mail, The (Toronto, Canada)]
Shake Shack, Inc. Class A (SHAK)
Last shake shack, inc. class a earnings: 2/24 04:05 pm
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Source: Globe and Mail, The
Fewer sides. Fewer toppings. Smaller portions. Unlike fad diets or short-lived wellness crazes, GLP-1 drugs reshape hunger signals at a biological level. People feel fuller, sooner. They snack less. They skip the impulse purchases that drive revenue for many food businesses – the extra topping, the appetizer, the dessert, the “make it a combo” nudge. This is likely to prove more than a trend, and may reshape restaurant menu design and pricing forever. It could also spell the next battleground of legal disputes between franchisors and franchisees. Chains are in the early stages of incorporating GLP-1-friendly items into their offerings, including Chipotle's and Shake Shack's high-protein menus. Opinion: Taking weight-loss drugs could mean spending less on food, but is it worth it? Restaurant menus and pricing are built on a specific set of assumptions about consumer behaviour: that customers will spend a predictable amount per visit, that upsizing and add-ons will boost standar
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SHAK
Earnings
- 10/30/25 - Beat
SHAK
Sec Filings
- 1/12/26 - Form 8-K
- 1/9/26 - Form 4
- 12/22/25 - Form 4
- SHAK's page on the SEC website