Chefs' Warehouse

Urban Expansion And Premium Dining Will Define Future Success

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Sep 24

Updated

10 Dec 25

Views

79

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

29.5%

7D

5.1%

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1Y

29.5%

7D

5.1%

You can edit this narrative until Dec 11 11:05 AM. Then, changes will post as Updates.

Author's Valuation

US$76.1316.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

Fair value Decreased 0.33%

CHEF: Future Upside Will Depend On Premium Food Away From Home Position

Analysts have nudged their price target on Chefs' Warehouse slightly lower, trimming it by $0.25 to $76.13, as they balance a modestly higher long term growth outlook and stable profitability assumptions against a more normalized valuation backdrop, informed by recent Street views on the company as a leading specialty distributor in the upper end of the food away from home market. Analyst Commentary Street commentary on Chefs' Warehouse remains largely constructive, with recent coverage reinforcing the view that the company is a targeted way to gain exposure to the higher end of the food away from home market.

Shared on 26 Nov 25

Fair value Decreased 0.33%

CHEF: Future Performance Will Rely On Premium Market Position And Margin Stability

Analysts have slightly reduced their price target for Chefs' Warehouse from $76.63 to $76.38. This update comes as a result of modestly softer profit margins and revenue growth expectations after recent coverage updates.

Shared on 31 Jul 25

Fair value Increased 3.95%

The consensus price target for Chefs' Warehouse has increased modestly to $75.43, as both net profit margin and future P/E remained essentially stable. What's in the News The Chefs' Warehouse, Inc.

Shared on 01 May 25

Fair value Increased 8.20%

Shared on 23 Apr 25

Fair value Decreased 3.03%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 17 Apr 25

Fair value Increased 1.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 4.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 4.19%

Shared on 11 Mar 25

Fair value Decreased 4.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$76.13

16.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.90%

Food and Staples Retail revenue growth rate

0.18%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.47%

Calculation

US$115.75m

Earnings '28

x

33.50x

PE Ratio '28

=

US$3.88b

Market Cap '28

US$3.88b

Market Cap '28

/

41.96m

No. shares '28

=

US$92.40

Share Price '28

US$92.40 Share Price '28

Discounted to 2025 @ 7.50% p.a.

=

US$74.38

Fair Value '25