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The Chefs' Warehouse, Inc. Stock Price

NasdaqGS:CHEF Community·US$4.0b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 11 Fair Values set on narratives written by author

CHEF Share Price Performance

US$97.09
31.47 (47.97%)
US$92.44
Fair Value
US$97.09
31.47 (47.97%)
5.0% overvalued intrinsic discount
US$92.44
Fair Value
Price US$97.09
AnalystConsensusTarget US$92.44

CHEF Community Narratives

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Fair Value US$92.44 5.0% overvalued intrinsic discount

Urban Expansion And Premium Dining Will Define Future Success

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Updated Narratives

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CHEF: Future Returns Will Hinge On AI Efficiencies And Premium Dining Resilience

Fair Value: US$92.44 5.0% overvalued intrinsic discount
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Snowflake Analysis

Proven track record with mediocre balance sheet.

2 Risks
3 Rewards

The Chefs' Warehouse, Inc. Key Details

US$4.3b

Revenue

US$3.2b

Cost of Revenue

US$1.0b

Gross Profit

US$956.0m

Other Expenses

US$79.4m

Earnings

Last Reported Earnings
Mar 27, 2026
Next Reporting Earnings
Jul 29, 2026
1.95
24.32%
1.87%
102.6%
View Full Analysis

About CHEF

Founded
1985
Employees
5156
CEO
Christopher Pappas
WebsiteView website
www.chefswarehouse.com

The Chefs' Warehouse, Inc., together with its subsidiaries, distributes specialty food and center-of-the-plate products in the United States, the Middle East, and Canada. It offers specialty food products, such as artisan charcuterie, specialty cheeses, unique oils and vinegars, truffles, caviar, chocolate, and pastry products and center-of-the-plate products that includes custom cut beef, seafood, and hormone-free poultry, as well as produce and broadline food products comprising cooking oils, butter, eggs, milk, and flour. The company serves menu-driven independent restaurants, fine dining establishments, country clubs, hotels, caterers, culinary schools, bakeries, patisseries, chocolatiers, cruise lines, casinos, and specialty food stores. It markets its center-of-the-plate products directly to consumers through a mail and e-commerce platform. The Chefs' Warehouse, Inc. was founded in 1985 and is headquartered in Ridgefield, Connecticut.

Recent CHEF News & Updates

Seeking Alpha Jul 15

The Chefs' Warehouse: A Wonderful Distributor At A Not So Wonderful Price

Summary Chefs’ Warehouse specializes in premium food distribution, leveraging strong customer relationships and high switching costs in fine dining. CHEF trades at a premium EV/EBITDA multiple (~16.4x), well above peers and its historical average, driven by bolt-on acquisitions and organic growth. Management targets $300–$350M adjusted EBITDA and $4.6–$5B revenue by FY 2028, but current share price exceeds all modeled scenarios. I rate CHEF a 'Sell' given its stretched valuation, limited buyback yield, and risk of multiple compression if K-shaped economy weakens. Read the full article on Seeking Alpha
Narrative Update Jul 15

CHEF: Future Returns Will Hinge On AI Efficiencies And Premium Dining Resilience

The Analyst Price Target for Chefs' Warehouse has been raised by about $4, with analysts pointing to stronger full-service dining traffic, higher organic case growth assumptions, and expectations for margin efficiencies as key drivers behind the updated view. Analyst Commentary Recent research on Chefs' Warehouse clusters around higher price targets and upbeat assumptions on volume, mix, and margins, but it also flags a few areas where execution and market conditions could matter for how the stock trades.

Recent updates

No updates