ATLANTA--(BUSINESS WIRE)--CIM Group and Centennial Yards Company today announced the signing of a long-term lease with fast-casual restaurant chain Shake Shack for a new 3,010-square-foot restaurant lease at Centennial Yards, the $5 billion, 50-acre mixed-use development in Downtown Atlanta. Shake Shack's first Downtown Atlanta location, expected to open in 2026, will bring its modern take on American classics to the Entertainment District in Centennial Yards and offer its signature favorites,. ...

This story was originally published on Restaurant Dive. To receive daily news and insights, subscribe to our free daily Restaurant Dive newsletter. Dive Brief: Shake Shack appointed Michael Fanuele as its first chief brand officer, the company said in a Monday press release. Fanuele, who reports to CEO Rob Lynch, started on Sept. 15.  Since earlier this year, Fanuele has worked with the company as a consultant and “played a key role in strategic brand positioning and the selection of a new creative agen ...

You can find original article here Nrn. Subscribe to our free daily Nrn newsletter. Shake Shack has named Michael Fanuele to the newly created position of chief brand officer, effective immediately, the fast-casual chain said Monday. He reports to chief executive officer Rob Lynch. He will work closely with chief growth officer Steph So and chief communications officer Luke DeRouen with responsibility for overseeing advertising, paid media, insights, and analytics. He has been consulting with Shake Shack ...

出品｜虎嗅商业消费组 作者｜李佳琪 编辑｜苗正卿 题图｜AI生成 北京国贸CBD的一角，午休的白领们从写字楼涌出，迅速分流至各路餐厅与外卖柜前。 在众多穿着各平台制服、步履匆匆的外卖员中，很少有人会特意留意到，一栋高级写字楼低区裙楼的转角处，新开了一家颇为"特殊"的门店：没有座 位，没有炫目的霓虹灯，甚至没有诱人的食物香气弥漫出来，只有一个简单的取餐台和几位忙碌的员工。 这是近期开业的Shake Shack外卖专门店。就在几年前，这个来自纽约、客单价超过80元的高端汉堡品牌每进入一座中国城市，还必然引发一波社交媒 体的刷屏和线下的长队，是当之无愧的排队王和网红顶流。 从门庭若市到"低调潜入"，从精心设计的社交空间到只设取餐台的纯外卖业态，Shake Shack的这一转变，是面对市场现实的精明"优雅降级"，还是一 种品牌战略上的退缩？ 网红餐厅的光环正在褪色 "排队王"的巨大光环，曾是Shake Shack在中国市场无往不利的利器。2018年其内地首店在上海新天地开业时，排队时长甚至超过三小时，购买汉堡变 成一种需要炫耀的"成就"，汉堡本身不仅是食物，更是一种社交货币和身份象征。这种策略与其在本土及全球很多市场 ...

核心观点 - Shake Shack在中国市场从高端网红品牌转向开设纯外卖专门店 标志着品牌战略从注重体验向追求效率与成本优化的转变 反映中国餐饮市场竞争加剧和消费习惯变化 [1][5][6] 品牌定位演变 - 2018年进入中国时定位高端汉堡品牌 客单价超过80元 通过制造排队现象（上海首店排队超3小时）打造社交货币和身份象征属性 [1] - 当前网红光环逐渐褪去 从门庭若市状态转入常态发展阶段 消费者非吃不可的冲动减弱 [2] 市场竞争环境 - 高端市场面临FIVE GUYS等国际品牌分流追求"正宗"的顾客 [2] - 中端市场遭遇麦当劳 肯德基等本土化成功的国际巨头 这些品牌具有价格优势且产品线丰富 外卖网络渗透深入 [2] - 本土连锁品牌和独立汉堡店持续瓜分市场份额 导致市场格局极为分裂 [2] 外卖专门店战略动因 - 纯外卖模式显著降低门店成本 标准店需选址黄金地段并配备大型厨房和用餐区 而外卖店可选址写字楼非黄金角落 面积大幅缩小 专注于餐食制作功能 [3] - 迎合后疫情时代消费习惯变化 外卖和外带成为餐饮消费不可或缺部分 有助于提升出餐效率和优化外卖包装 [3] 战略风险与权衡 - 核心品牌价值与"体验"深度绑定（门店空间 社区氛围 排队狂欢感） 外卖业态可能解构品牌魅力 [5] - 本质是品牌价值与市场规模之间的权衡 尝试在保持产品品质前提下通过业态创新触达两类客群：看重口味但不愿支付全服务餐厅溢价的顾客 以及单纯追求效率的消费者 [5] - 存在品牌溢价流失风险 如果消费者认为高昂价格需搭配环境体验 则纯外卖形式可能加速与价格更亲民竞争者的直接对比 [5] 战略意义与行业启示 - 外卖专门店是测试市场反应的探针 用于回答网红光环褪去后的品牌定位问题 [6] - 试验结果将决定品牌在中国市场走向普及化规模化还是巩固高端定位 [6] - 标志中国餐饮市场竞争进入更精细复杂阶段 单纯依靠光环难以持续生存 [6][7]

I’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In addition to restaurants, I cover consumer discretionary, food & beverage, casinos & gaming, and IPOs, with a particular focus on mic ...

I’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In addition to restaurants, I cover consumer discretionary, food & beverage, casinos & gaming, and IPOs, with a particular focus on mic ...

Three months after my second analysis , Shake Shack Inc. (NYSE: SHAK ) is now back to reality. After hitting its new all-time high, SHAK went into a pullback below $100. I must say I was a bit too earlyI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. ...

Three months after my second analysis , Shake Shack Inc. (NYSE: SHAK ) is now back to reality. After hitting its new all-time high, SHAK went into a pullback below $100. I must say I was a bit too earlyI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. ...

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter started as a continuation of the first quarter. As the liberation day tariffs were catastrophic, sending both equities and treasuries steeply lower. Later, the administration set a pause in the tariff implementation, which led equities to rebound, supported by better-than-expected macroeconomic data, particularly regarding infl ...