Shake Shack Inc. (NYSE:SHAK) is one of the stocks on Jim Cramer’s radar recently. A caller asked about the stock, and here’s what Mad Money’s host had to say: “Okay, this is such a great question. Now, you have to understand that Rob Lynch is doing a remarkable job, and he’s a great CEO. Here’s the problem: this stock is trading with the price of beef and cattle, went up and up and up. I think the president’s going to try to bring cattle down. I think that means you buy Shake Shack. I think it doesn’t mat ...

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McDonald’s Corporation (NYSE:MCD) is one of the stocks Jim Cramer was recently asked about. When a caller showed curiosity about the stock, concerning the stock price and the dividend with respect to commodities, Cramer said: “Okay, here’s how I think about that. There’s two ways I want to look at it. I don’t know if you’re, if you’re on the app of McDonald’s or you get the deals. Every day, they come at you with something that just is, just a doorbuster idea. Secondly, I think cattle’s peaked. I think it ...

Core Viewpoint - McDonald's Corporation, valued at $213.4 billion, operates over 38,000 restaurants globally, but has underperformed the broader market in stock performance over the past year [1][2]. Financial Performance - McDonald's stock prices have gained 3.4% year-to-date and 1.7% over the past 52 weeks, significantly lagging behind the S&P 500 Index's gains of 14.4% in 2025 and 12.7% over the past year [2]. - The company reported a 6% increase in systemwide sales on a constant currency basis and an 8% increase after forex translation, with comparable sales growing by 3.6% [4]. - Total revenue for the quarter grew 3% year-over-year to $7.1 billion, exceeding market expectations by 15 basis points [4]. - Adjusted EPS declined by 31 basis points to $3.22, missing consensus estimates by 3.9% [4]. Analyst Expectations - For the full fiscal year 2025, analysts project an adjusted EPS of $12.15, reflecting a 3.7% year-over-year increase [5]. - The consensus rating among 36 analysts covering McDonald's stock is a "Moderate Buy," with 14 "Strong Buys," one "Moderate Buy," 20 "Holds," and one "Strong Sell" [5]. Analyst Ratings - On November 6, Baird analyst David Tarantino maintained a "Neutral" rating on McDonald's and raised the price target from $322 to $325 [7].

Core Insights - McDonald's is a leading player in the fast-food industry, known for its extensive global presence and iconic branding [1] - The company is set to report quarterly earnings on November 5, 2025, with an estimated EPS of $3.35, reflecting a 3.7% increase from the previous year [2][6] - Projected revenue for the upcoming quarter is approximately $7.09 billion, up from $6.87 billion a year earlier [2][6] - McDonald's maintains a dividend yield of 2.51%, translating to a quarterly dividend of $1.86 per share [3][6] Financial Performance - The company has a history of exceeding analyst revenue estimates, achieving this in six of the last ten quarters [2] - In the previous quarter, McDonald's surpassed the Zacks Consensus Estimate by 1.3% and has exceeded earnings estimates in three of the last four quarters, with an average surprise of 1% [4] - McDonald's financial metrics include a P/E ratio of approximately 25.4 and a price-to-sales ratio of about 8.17 [5] - The company has a negative debt-to-equity ratio of -20.24, indicating a unique capital structure [5] - A current ratio of 1.30 suggests the company's ability to cover short-term liabilities with short-term assets [5] Strategic Initiatives - McDonald's is focusing on menu innovation, digital engagement, and value deals to sustain global sales amidst challenges like inflation and reduced U.S. traffic [4] - Strong international demand is expected to support the company's performance despite domestic pressures [4]

Core Insights - Shake Shack Inc. has recently shown resilience in the restaurant sector, reporting better-than-expected same shack sales and a revenue beat, leading to a stock rally of nearly 2% [1] - The stock experienced a significant decline from over $140 to just under $90 before the recent positive earnings report [1] - Despite not providing perfect guidance for the current quarter, the results were sufficient to boost investor confidence [1] Company Overview - Shake Shack operates a chain of restaurants that serve a variety of food items including burgers, chicken, hot dogs, fries, shakes, frozen custard, and beverages [2]

Core Insights - Carillon Tower Advisers reported a continued upward trend in equity markets, driven by AI acceleration, reduced inflationary impacts, and potential interest rate cuts from the U.S. Federal Reserve [1] - The Russell 2000® Growth Index increased by 12.19% in Q3 2025, slightly underperforming the Russell 2000 Value Index, which rose by 12.60% [1] Company Overview: Shake Shack Inc. (NYSE: SHAK) - Shake Shack Inc. operates a fast-casual restaurant chain offering a variety of food and beverage options, including burgers and milkshakes [3] - The stock experienced a one-month return of -2.60% and a 52-week decline of 19.75%, closing at $91.18 per share with a market capitalization of $3.892 billion on October 28, 2025 [2] Financial Performance - Shake Shack reported total revenue of $356.5 million in Q2 2025, exceeding its guidance range [4] - Despite strong results, the stock price declined due to quarterly results not meeting elevated investor expectations and slower traffic trends in the fast-casual dining sector [3][4] Investment Sentiment - Shake Shack is not among the 30 most popular stocks among hedge funds, with 34 hedge fund portfolios holding the stock at the end of Q2 2025, down from 39 in the previous quarter [4] - While the company has potential as an investment, certain AI stocks are viewed as offering greater upside potential with less downside risk [4]

Restaurant franchise Steak 'n Shake scrapped plans to accept Ethereum for its burgers and shakes, sticking to Bitcoin following blowback. https://t.co/LEGvOxY7A2 ...

Core Insights - Shake Shack Inc. is facing challenges due to the current economic conditions affecting consumer spending, with concerns that its pricing may be too high for some customers [1] - The company reported strong earnings with the highest restaurant level margins in six years, but same-store sales growth of 1.8% fell short of analysts' expectations of 2.2% [2] Company Performance - Shake Shack's recent earnings report showed a clean top and bottom line beat, indicating strong operational performance [2] - The company achieved its highest restaurant level margins in six years, highlighting effective cost management and operational efficiency [2] Market Sentiment - Jim Cramer expressed surprise at the negative sentiment surrounding Shake Shack despite its strong earnings, indicating a potential disconnect between market perception and actual performance [2] - The overall consumer sentiment is poor, which may impact the stock's performance as consumers are feeling the pinch from rising beef prices [1]

Core Insights - FAT Brands Inc. has opened its first co-branded Fatburger and Buffalo's Express location in Oklahoma, specifically at the Arbuckle Travel Center in Springer, OK, offering a unique dining experience with both burger and chicken wing options [1][3]. Company Overview - FAT Brands is a leading global franchising company that owns and operates 18 restaurant brands, including Fatburger and Buffalo's Express, and has over 2,300 units worldwide [4]. - Fatburger is recognized for its customizable, grilled-to-order burgers and has a legacy of over 70 years, appealing to a loyal customer base that includes celebrities [5]. - Buffalo's Express, founded in 1985, is known for its chicken wings and proprietary sauces, and has successfully co-branded with over 100 Fatburger locations [6]. Market Strategy - The co-branded locations of Fatburger and Buffalo's Express have shown strong performance across the country, indicating a successful market strategy that combines popular menu items to attract both travelers and locals [3]. - The opening celebration included a promotional offer of free fries with any purchase, aimed at driving initial customer traffic to the new location [3].