Shake Shack Gestione
Criteri Gestione verificati 3/4
Shake Shack Il CEO è Rob Lynch, nominato in May2024, e ha un mandato di 2.17 anni. la retribuzione annua totale è $ 7.21M, composta da 13.9% di stipendio e 86.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.045% delle azioni della società, per un valore di $ 1.12M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.5 anni e 3.8 anni.
Informazioni chiave
Rob Lynch
Amministratore delegato
US$7.2m
Compenso totale
| Percentuale dello stipendio del CEO | 13.87% |
| Mandato del CEO | 2.2yrs |
| Proprietà del CEO | 0.04% |
| Durata media del management | 1.5yrs |
| Durata media del Consiglio di amministrazione | 3.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jul 02
SHAK: Reset Guidance And CFO Transition Will Test Margin Recovery Expectations
Analysts have cut the fair value estimate for Shake Shack to $60 from $66, reflecting lower margin expectations and updated guidance that has led to a series of reduced price targets across the Street. Analyst Commentary Recent Street research on Shake Shack points to a clear reset in expectations, with multiple bearish analysts revising price targets lower and, in some cases, adjusting ratings following the company's reduced guidance for the current quarter and 2026.Articolo di analisi • Jun 18
Shake Shack (SHAK) Stock Could Be 56.3% Undervalued After Calgary Debut And Board Update
Board Expansion and New Director Appointment Shake Shack (SHAK) is drawing investor attention after two corporate updates, including an upcoming Calgary Stampede debut and a boardroom change that adds experienced consumer executive Christiane Pendarvis as an independent director. The board has approved an expansion from eight to nine members and appointed Pendarvis as a Class II director, effective July 2, 2026, with a term running until the 2029 Annual Meeting of Stockholders. She will sit...
Aggiornamento della narrazione • Jun 18
SHAK: Reset 2026 Guidance And Expansion Plan Will Drive Future Earnings Potential
The updated analyst price target for Shake Shack has shifted lower, from $110.83 to $83.13, as analysts factor in the company's reduced guidance, slightly softer revenue growth and margin assumptions, a higher discount rate, and a more conservative future P/E outlook following a series of target cuts and rating changes across the Street. Analyst Commentary Recent research on Shake Shack highlights a wide range of views on how the updated guidance, revised 2026 EBITDA outlook, and macro pressures should feed into valuation and expectations for growth and execution.Seeking Alpha • Jun 05
Shake Shack: The Show-Me Burger Story (Rating Downgrade)
Summary Shake Shack Inc. faces valuation pressure as fast-casual peers struggle amid fast-food value promotions and shifting consumer price sensitivity. SHAK's digital and loyalty initiatives, including the "$1-$3-$5" app deals, boosted app downloads by 35% and drove a 4.6% same-store sales increase, but margin risks remain. Management cut FY 2026 guidance: restaurant-level margin now 22–23%, adjusted EBITDA $225–235M, and EPS $1.11–1.36, reflecting SG&A deleverage and competitive headwinds. I rate SHAK Hold—undervalued if EPS CAGR and margin expansion materialize, but upside hinges on loyalty program success and improved profitability. Read the full article on Seeking AlphaAggiornamento della narrazione • Jun 03
SHAK: Reset Guidance And New CFO Will Test Rich Forward P/E Multiple
Analysts have reduced the Shake Shack fair value estimate to $66 from $95, citing a series of lowered price targets across the Street following Q2 guidance cuts, tempered same-store sales expectations, and updated 2026 EBITDA guidance, even as some still see attainable targets and ongoing value in the stock. Analyst Commentary Street research on Shake Shack has turned more cautious after the Q2 guidance update, with several bearish analysts cutting price targets and reassessing the risk profile tied to execution and growth.
Aggiornamento della narrazione • May 19
SHAK: Project Catalyst And Loyalty Platform Will Support Same Store Sales Momentum
Analysts have trimmed the Shake Shack price target by about $7, reflecting slightly lower fair value estimates and adjustments to assumptions around discount rates, growth, margins, and future P/E multiples highlighted in recent research updates. Analyst Commentary Recent research on Shake Shack shows a wide range of views, with several price target cuts balanced by a solid group of upgrades, initiations with positive ratings, and upward price target revisions.Aggiornamento della narrazione • May 01
SHAK: Project Catalyst And Digital Initiatives Will Support Same Store Sales Momentum
Analysts have nudged their fair value estimate for Shake Shack slightly lower to about $141.91, even as supportive research highlighting an extended growth runway, improving same store sales drivers and fine tuning of discount rate, revenue growth, profit margin and future P/E assumptions has led to a series of price target raises across the Street. Analyst Commentary Recent Street research on Shake Shack is skewed toward a constructive view, with several bullish analysts lifting price targets and initiating coverage with positive ratings.Aggiornamento della narrazione • Apr 16
SHAK: Project Catalyst And Loyalty Rollout Will Support Margin Upside
Analysts have nudged the fair value estimate for Shake Shack higher from $140.00 to about $142.47, citing updated expectations for revenue growth, profit margins, and a lower future P/E multiple, supported by a wave of recent price target hikes and upgrades across the Street. Analyst Commentary Recent research updates show a clear tilt toward more constructive views on Shake Shack, with several bullish analysts lifting price targets and initiating coverage at premium levels.Aggiornamento della narrazione • Apr 02
SHAK: 2026 Same Store Sales Expectations Will Test Rich Forward P E Multiple
Analysts have increased their Shake Shack fair value estimate from $88.00 to $95.00, citing Street research that highlights stronger same-store sales drivers, incremental margin progress, and support for a higher forward P/E multiple. Analyst Commentary Recent Street research on Shake Shack reflects a mix of optimism on same-store sales momentum and unit growth, alongside some more conservative views around valuation and execution risk.Aggiornamento della narrazione • Mar 19
SHAK: Early 2026 Menu And Digital Catalysts Will Support Margin Upside
Analysts have nudged the Shake Shack fair value estimate down from $145.28 to $140.00, reflecting slightly softer revenue growth assumptions, better margin expectations, and a more moderate future P/E. This view is supported by recent research highlighting menu initiatives, digital engagement, and early 2026 catalysts as key drivers for the updated price targets across the Street.Aggiornamento della narrazione • Mar 05
SHAK: Elevated 2026 Same Store Sales Hurdle Will Pressure Rich P E
Narrative Update: Shake Shack We have raised our Shake Shack fair value estimate to $88 from $85, reflecting analysts' higher price targets and their focus on same store sales momentum, margin progress, and early 2026 catalysts highlighted in recent research. Analyst Commentary Across recent research, analysts have been updating their views on Shake Shack following Q4 results, Q1 commentary, and 2026 guidance.Aggiornamento della narrazione • Feb 19
SHAK: Early 2026 Catalyst Path Will Drive Long Term Earnings Upside
Narrative Update on Shake Shack The analyst price target for Shake Shack has been trimmed by about $3.50 per share, as analysts balance expectations for slightly stronger revenue growth against more conservative profit margin and valuation assumptions. These are reflected in a higher future P/E and recent target resets from firms across the Street.Aggiornamento della narrazione • Feb 04
SHAK: Elevated 2026 Expectations Will Pressure Shares Despite Sector Headwinds
Analysts have modestly reduced their average Shake Shack price targets to a range around US$105 to US$110, citing expectations for comparable sales into 2026 and a strong overall growth outlook, even as they factor in sector wide sales challenges and a higher assumed future P/E of about 51x in their updated models. Analyst Commentary Recent research updates on Shake Shack point to a split view.Aggiornamento della narrazione • Jan 21
SHAK: Future Margin Upside Expected From 2026 Catalysts And Tariff Relief
Narrative Update: Shake Shack The analyst price target for Shake Shack has been trimmed from about US$150 to roughly US$145, as analysts factor in slightly softer revenue growth and profit margin assumptions. They are still using a higher forward P/E and are pointing to 2026 same store sales and early year catalysts as key support for the updated view.Aggiornamento della narrazione • Jan 06
SHAK: Reset Expectations And 2026 Catalysts Will Shape Risk Reward Balance
Analysts have reset their price target framework for Shake Shack, trimming the fair value estimate from $110 to $85. They highlighted a mix of higher modeled revenue growth, slightly lower profit margins, a reduced future P/E, and a modestly higher discount rate that reflects recent research calling out early 2026 catalysts, traffic support from marketing, and more balanced risk/reward after the stock's selloff.Aggiornamento della narrazione • Dec 17
SHAK: Future Margin Upside Expected From Potential Tariff Cuts On Key Inputs
Analysts have trimmed their Shake Shack price target to $150 from $162, reflecting a modestly higher discount rate and softer long term margin and valuation assumptions. They also acknowledge still solid revenue growth prospects and a reset, more balanced risk reward backdrop following recent sector wide demand softness.Aggiornamento della narrazione • Dec 03
SHAK: Margin Expansion And Development Pipeline Will Drive Long Term Earnings Upside
Analysts have modestly lowered their price target on Shake Shack, reflecting concerns about softer near term demand and traffic in a challenging environment, even as they highlight the company’s compelling same store sales trajectory, margin expansion, and development pipeline. Analyst Commentary Recent research notes reflect a mixed but constructive stance on Shake Shack, with modestly reduced price targets alongside acknowledgement of a healthier long term growth profile and improved risk reward following the recent share price pullback.Aggiornamento della narrazione • Nov 19
SHAK: Margin Expansion Will Drive Earnings Upside Amid Sector Uncertainty
Shake Shack's analyst price target was modestly raised to $114.36, as analysts note gradual improvements in revenue growth, profit margin, and a balanced risk/reward outlook despite ongoing near-term challenges in the fast casual dining space. Analyst Commentary Recent analyst updates present a nuanced view on Shake Shack's outlook, with both encouraging developments and notable headwinds shaping sentiment on the stock.Aggiornamento della narrazione • Nov 01
SHAK: Demand Reset And Global Expansion Will Drive Renewed Investor Optimism
Analysts have revised Shake Shack's price target downward from approximately $125 to $114, citing a noticeable slowdown in demand during September and a more balanced risk/reward outlook after softer performance in the fast casual and quick service segments. Analyst Commentary Recent analyst reports on Shake Shack reflect a nuanced perspective on the company's short-term outlook, with opinions split between cautious optimism and ongoing concerns over sales performance and sector trends.Aggiornamento della narrazione • Oct 17
Menu Revamp And Urban Expansion Will Redefine Fast Casual Dining
Shake Shack's average analyst price target has been modestly reduced, with analysts now valuing shares at approximately $125, down from about $132. Analysts cite a reset in expectations following recent margin performance and a more balanced risk/reward outlook in light of mixed same-store sales results.Aggiornamento della narrazione • Oct 03
Menu Revamp And Urban Expansion Will Redefine Fast Casual Dining
Analysts have slightly lowered their fair value price target for Shake Shack by $3. They cited modest Q2 comparable sales along with strong margin and earnings performance as factors behind the revision.Articolo di analisi • Aug 02
Is Shake Shack Inc. (NYSE:SHAK) Potentially Undervalued?
Shake Shack Inc. ( NYSE:SHAK ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...Articolo di analisi • Jul 12
Shake Shack (NYSE:SHAK) Has A Rock Solid Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • May 08
Some Investors May Be Willing To Look Past Shake Shack's (NYSE:SHAK) Soft Earnings
Shake Shack Inc.'s ( NYSE:SHAK ) stock was strong despite it releasing a soft earnings report last week. We think that...Articolo di analisi • Apr 25
Revenues Not Telling The Story For Shake Shack Inc. (NYSE:SHAK)
Shake Shack Inc.'s ( NYSE:SHAK ) price-to-sales (or "P/S") ratio of 2.9x may not look like an appealing investment...Articolo di analisi • Apr 04
These 4 Measures Indicate That Shake Shack (NYSE:SHAK) Is Using Debt Reasonably Well
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Apr 01
Shake Shack: Finally, The Drop I Was Waiting For
Summary Shake Shack's stock has dropped 33% YTD due to tariff concerns, presenting a buying opportunity with a 20% margin of safety. Despite macroeconomic challenges, Shake Shack's strong unit growth, improving margins, and compelling valuation suggest a favorable risk-reward ratio. The stock is trading at a discount compared to fast-casual peers, with potential upside of approximately 25% and Wall Street targets indicating even greater potential. I change my rating to 'Buy' with a price target of $110, seeing the current levels as an attractive entry point. Read the full article on Seeking AlphaArticolo di analisi • Mar 14
Shake Shack (NYSE:SHAK) Might Be Having Difficulty Using Its Capital Effectively
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Feb 20
Shake Shack: Not Shaken By Higher Restaurant Prices
Summary Shake Shack capitalizes on liquidity after expanding its footprint with 43 new restaurants, driving strong revenue growth. Inflation narrows price gaps between QSRs and fast-casual dining, enhancing Shake Shack's value proposition and boosting consumer demand for its premium offerings. With stable cash levels and manageable debt, Shake Shack is well-positioned to sustain growth and finance expansion, targeting 1,500 company-operated restaurants. Technical indicators and valuation models suggest Shake Shack is undervalued, presenting a decent upside potential; I recommend this stock as a buy. Read the full article on Seeking AlphaArticolo di analisi • Feb 17
Should You Be Adding Shake Shack (NYSE:SHAK) To Your Watchlist Today?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Jan 24
Shake Shack: Bigger Bites, Bigger Challenges
Summary Shake Shack aims to expand to 1,500 locations but faces challenges in cost-effectiveness, suburban market penetration, and maintaining its premium brand identity. SHAK reported strong growth in FY 2024 but expects a slight slowdown in FY 2025, with same-store sales growth projected at 3%. Despite a recent stock price drop, Shake Shack remains overvalued by 10%, leading to a 'Hold' rating with a price target of $110. Institutional investors hold 45.41% of shares, providing stability; a potential buying opportunity may arise if the stock price dips to the $100 zone. Read the full article on Seeking AlphaArticolo di analisi • Jan 07
A Look At The Fair Value Of Shake Shack Inc. (NYSE:SHAK)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Shake Shack fair value estimate is US$112 With US$132 share...Articolo di analisi • Dec 25
Pinning Down Shake Shack Inc.'s (NYSE:SHAK) P/S Is Difficult Right Now
When close to half the companies in the Hospitality industry in the United States have price-to-sales ratios (or "P/S...Articolo di analisi • Dec 12
Does Shake Shack (NYSE:SHAK) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Nov 28
Why Shake Shack Inc. (NYSE:SHAK) Could Be Worth Watching
Shake Shack Inc. ( NYSE:SHAK ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...Seeking Alpha • Nov 19
Shake Shack: Proving Premium Is 'Worth It' In Fast Food's Exodus
Summary Fast-casual chains like Shake Shack are outperforming traditional QSRs, driven by superior value perception and strategic pricing despite QSRs' value promotions. Shake Shack's Q3 results show strong comparable sales growth and traffic rebound, supported by menu innovations, price increases, and expanded ad spend. Despite growing pains and market cannibalization, Shake Shack's operational leverage and cost management have led to significant EBITDA growth and improved margins. I maintain a 'Hold' rating on Shake Shack with a PT of $112, recommending accumulation if the price drops to the $100-$110 range. Read the full article on Seeking AlphaArticolo di analisi • Nov 14
Is Now The Time To Put Shake Shack (NYSE:SHAK) On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Seeking Alpha • Nov 04
Shake Shack: Operational Excellence Is Shining Through
Summary Shake Shack's stock has surged over 60% YTD, driven by new locations, increased customer traffic, and improved operating margins despite price hikes. Shares have continued to rally after a strong Q3 earnings print, featuring acceleration in same-store sales growth and a boost in restaurant operating margins. Importantly, the company expects to also lower new build costs due to new store designs, which will come in handy as the company picks up its pace of restaurant openings. Despite potential macroeconomic and valuation risks, Shake Shack's operational improvements and expansion strategy make it a compelling long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Oct 16
Shake Shack: Surfing The Wave Of Fast-Food Inflation
Summary Shake Shack's strong performance is driven by its successful value proposition, premium pricing, and consistent comparable sales growth, outperforming QSRs and other fast-casual chains. The company leverages kiosks for upselling, strategic menu price increases, and a robust three-pillar plan to maintain perceived value and drive repeat visits. Shake Shack's expansion strategy includes opening new restaurants with attractive ROI, reducing construction costs, and focusing on international markets with high growth potential. Despite positive financial health and growth prospects, Shake Shack's current stock price is close to fair value, leading to a 'Hold' recommendation for now. Read the full article on Seeking AlphaArticolo di analisi • Oct 06
There Are Reasons To Feel Uneasy About Shake Shack's (NYSE:SHAK) Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Nuova narrazione • Aug 30
Global Expansion And Critical Investments Propel Brand Growth And Profitability
Shake Shack's premium positioning and focus on innovation and technology suggest a strong potential for increased revenue through differentiated products and pricing strategies.Articolo di analisi • Aug 22
After Leaping 31% Shake Shack Inc. (NYSE:SHAK) Shares Are Not Flying Under The Radar
Shake Shack Inc. ( NYSE:SHAK ) shareholders would be excited to see that the share price has had a great month, posting...Seeking Alpha • Aug 22
Shake Shack: Set To Thrive Under New Leadership
Summary Shake Shack has risen more than 40% year to date, but there's further upside ahead. Initiating the stock with a buy rating. The company has continued to drive accelerating same-store sales growth, as recent price increases have done little to dent profit. And amid an inflationary environment, particularly in labor and the price of beef, the company has increased its gross margins. The stock also trades at cheaper revenue and adjusted EBITDA multiples versus fast-casual industry peers like Sweetgreen and Chipotle. Read the full article on Seeking AlphaSeeking Alpha • Aug 16
Shake Shack: A Solid Performance Outlook For The Business
Summary SHAK is expected to grow at a mid-teen percentage level for the next two years. Strong 2Q24 performance with 16% revenue growth and expanding margins. Marketing initiatives and drive-through improvements are expected to drive further growth. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Apr 01 2026 | n/a | n/a | US$41m |
| Dec 31 2025 | US$7m | US$1m | US$46m |
| Sep 24 2025 | n/a | n/a | US$43m |
| Jun 25 2025 | n/a | n/a | US$20m |
| Mar 26 2025 | n/a | n/a | US$12m |
| Dec 25 2024 | US$13m | US$604k | US$10m |
Compensazione vs Mercato: La retribuzione totale di Rob ($USD 7.21M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 6.95M ).
Compensazione vs guadagni: La retribuzione di Rob è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Rob Lynch (49 yo)
2.2yrs
Mandato
US$7,210,818
Compensazione
Mr. Robert M. Lynch, also known as Rob, is Independent Director of Five Below, Inc. from June 16, 2026. He is CEO & Director of Shake Shack Inc. from May 20, 2024. He was President & Director of Papa John'...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder & Chairman of the Board of Directors | 16.5yrs | US$185.09k | 4.14% $ 103.8m | |
| CEO & Director | 2.2yrs | US$7.21m | 0.045% $ 1.1m | |
| Chief Operations Officer | 2yrs | US$1.72m | 0.00048% $ 12.0k | |
| Chief Financial Officer | less than a year | Nessun dato | 0.00015% $ 3.8k | |
| Chief Information & Technology Officer | 1.5yrs | Nessun dato | Nessun dato | |
| Head of Investor Relations | 1yr | Nessun dato | Nessun dato | |
| Chief Legal Officer | 9.4yrs | US$1.25m | Nessun dato | |
| Chief Communications Officer | 1.5yrs | Nessun dato | Nessun dato | |
| Chief People Officer | 1yr | Nessun dato | Nessun dato | |
| President of Global Licensing | 7.4yrs | Nessun dato | Nessun dato | |
| Chief Brand Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Commercial Officer | less than a year | Nessun dato | Nessun dato |
1.5yrs
Durata media
48yo
Età media
Gestione esperta: Il team dirigenziale di SHAK non è considerato esperto (durata media 1.5 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder & Chairman of the Board of Directors | 16.5yrs | US$185.09k | 4.14% $ 103.8m | |
| CEO & Director | 2.2yrs | US$7.21m | 0.045% $ 1.1m | |
| Independent Director | no data | Nessun dato | Nessun dato | |
| Lead Independent Director | 16.5yrs | US$222.57k | 0.014% $ 339.9k | |
| Independent Director | 3yrs | US$185.09k | 0.016% $ 399.1k | |
| Independent Director | 6.1yrs | US$185.67k | 0.014% $ 356.7k | |
| Independent Director | 3.2yrs | US$205.02k | 0.012% $ 297.6k | |
| Independent Director | 7.3yrs | US$217.57k | 0.033% $ 833.1k | |
| Independent Director | 3.8yrs | US$200.04k | 0.0087% $ 218.6k |
3.8yrs
Durata media
55yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SHAK sono considerati esperti (durata media dell'incarico 3.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/12 19:11 |
| Prezzo dell'azione a fine giornata | 2026/07/10 00:00 |
| Utili | 2026/04/01 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Shake Shack Inc. è coperta da 34 analisti. 25 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Tarantino | Baird |
| Jeffrey Bernstein | Barclays |
| Stephen McManus | BNP Paribas |