Chefs' Warehouse Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 4/6
Chefs' Warehouse verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 56.5%, während die Gewinne der Branche Consumer Retailing jährlich um gewachsen und zwar um 15.7%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 21.8%. Die Eigenkapitalrendite von Chefs' Warehouse beträgt 13.1% und die Nettomargen betragen 1.9%.
Wichtige Informationen
56.53%
Wachstumsrate der Gewinne
56.43%
EPS-Wachstumsrate
| Consumer Retailing Wachstum der Industrie | 10.91% |
| Wachstumsrate der Einnahmen | 21.76% |
| Eigenkapitalrendite | 13.05% |
| Netto-Marge | 1.87% |
| Nächste Ertragsaktualisierung | 29 Jul 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Seeking Alpha • 9h
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.Narrative-Update • Jun 24
CHEF: Future Returns Will Depend On AI Efficiency And Premium Dining Execution
Analysts have raised The Chefs' Warehouse fair value estimate from $86 to $88.25, citing higher Street price targets and expectations for improved efficiency and margin expansion as the company benefits from recent investments and AI driven initiatives. Analyst Commentary Recent Street research on Chefs' Warehouse highlights a mix of optimism around execution and efficiency, alongside some caution on how those plans translate into long term returns.Analyseartikel • Jun 20
Chefs' Warehouse (CHEF) Stock Could Be 31% Below Fair Value After Its Recent Rally
Chefs' Warehouse (CHEF) has drawn investor attention after its recent share price move, with the stock closing at $95.40 and showing double digit returns over the past month and over the past 3 months. See our latest analysis for Chefs' Warehouse. For context, Chefs' Warehouse has seen strong recent momentum, with a 22.18% 1 month share price return and a 64.37% 3 month share price return, alongside a 1 year total shareholder return of 55.12% and 3 year total shareholder return of 187.44%...Narrative-Update • Jun 06
CHEF: Future Returns Will Hinge On Premium Dining Execution And New Partnership Integration
The fair value estimate for Chefs' Warehouse has been increased from $76.13 to $86.00 as analysts factor in updated assumptions for discount rate, revenue growth, profit margin, and future P/E, alongside recent price target revisions across the Street. Analyst Commentary Recent Street research on Chefs' Warehouse has centered on revised price targets, with several bullish analysts raising their views and one more cautious firm trimming its target.Narrative-Update • Jan 09
CHEF: Future Returns Will Depend On Upper Tier Food Away From Home
Analysts have kept their fair value estimate roughly steady at about US$76.13, while a new US$75 Street target and recent coverage framing Chefs' Warehouse as a focused play on the upper end of the food away from home market help explain the modest adjustments to discount rate, margin, growth, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view Chefs' Warehouse as a focused way to get exposure to the upper tier of the food away from home market, which they see as a differentiated demand driver that can support the current fair value framework around US$76.13.Analyseartikel • Jan 06
Is The Chefs' Warehouse, Inc. (NASDAQ:CHEF) Trading At A 32% Discount?
Key Insights The projected fair value for Chefs' Warehouse is US$89.47 based on 2 Stage Free Cash Flow to Equity...Narrative-Update • Dec 24
CHEF: Future Upside Will Rely On Upper Tier Food Away From Home
Analysts modestly lifted their price target on Chefs' Warehouse to $75.00 from $76.13, citing the company's strong positioning as a leading specialty distributor serving the upper end of the food-away-from-home market. Analyst Commentary Recent research highlights Chefs' Warehouse as a focused play on the upper tier of the food away from home market, with coverage initiated at an Overweight rating and a $75 price target.Narrative-Update • Dec 10
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.Analyseartikel • Dec 03
We Ran A Stock Scan For Earnings Growth And Chefs' Warehouse (NASDAQ:CHEF) Passed With Ease
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Narrative-Update • Nov 26
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.Analyseartikel • Nov 21
Is Chefs' Warehouse (NASDAQ:CHEF) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Analyseartikel • Oct 22
Chefs' Warehouse (NASDAQ:CHEF) Is Experiencing Growth In Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analyseartikel • Jul 25
At US$61.89, Is The Chefs' Warehouse, Inc. (NASDAQ:CHEF) Worth Looking At Closely?
While The Chefs' Warehouse, Inc. ( NASDAQ:CHEF ) might not have the largest market cap around , it saw a decent share...Analyseartikel • Jul 08
Chefs' Warehouse (NASDAQ:CHEF) Is Looking To Continue Growing Its Returns On Capital
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Analyseartikel • Jun 14
The Chefs' Warehouse, Inc.'s (NASDAQ:CHEF) Intrinsic Value Is Potentially 79% Above Its Share Price
Key Insights Chefs' Warehouse's estimated fair value is US$110 based on 2 Stage Free Cash Flow to Equity Chefs...Analyseartikel • May 20
Chefs' Warehouse (NASDAQ:CHEF) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Analyseartikel • May 08
The Chefs' Warehouse, Inc. (NASDAQ:CHEF) Looks Just Right With A 25% Price Jump
The Chefs' Warehouse, Inc. ( NASDAQ:CHEF ) shareholders would be excited to see that the share price has had a great...Analyseartikel • May 02
We Think The Chefs' Warehouse, Inc.'s (NASDAQ:CHEF) CEO Compensation Looks Fair
Key Insights Chefs' Warehouse's Annual General Meeting to take place on 9th of May CEO Chris Pappas' total compensation...Analyseartikel • Apr 22
We Ran A Stock Scan For Earnings Growth And Chefs' Warehouse (NASDAQ:CHEF) Passed With Ease
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analyseartikel • Apr 07
Chefs' Warehouse (NASDAQ:CHEF) Might Have The Makings Of A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Analyseartikel • Feb 07
The Price Is Right For The Chefs' Warehouse, Inc. (NASDAQ:CHEF)
With a price-to-earnings (or "P/E") ratio of 47.5x The Chefs' Warehouse, Inc. ( NASDAQ:CHEF ) may be sending very...Seeking Alpha • Jan 23
The Chefs' Warehouse: An Appetizing Stock With Strong Margin Expansion Ahead
Summary The Chefs’ Warehouse is a specialty food distributor supplying high-end steaks, seafood and other premium products to fine-dining restaurants, gourmet stores and luxury hotels. The US foodservice distribution market is very large at $354 billion and provides ample scope to grow. EBITDA margins to improve to 6.5-7% by FY28 (vs 5.6% for FY23). I expect EBITDA to reach $323 million by 2028, growing at a CAGR of 11% (2024E-2028E). I believe the strong uptick in profitability outlook is not yet fully reflected in the stock price. While the stock has surged 68% over the past year, it still trades at 13x forward EBITDA (vs. peak of 17.5x in Feb 2023). My target price is $63. Read the full article on Seeking AlphaAnalyseartikel • Jan 20
Is Chefs' Warehouse (NASDAQ:CHEF) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Analyseartikel • Jan 04
Chefs' Warehouse (NASDAQ:CHEF) Is Experiencing Growth In Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Seeking Alpha • Dec 17
The Chefs' Warehouse: Still Flavorful On Expectations Of A Bright Future
Summary I remain bullish on The Chefs' Warehouse due to its strong revenue growth, improved profitability, and management's optimistic future projections. Recent performance shows a 20.5% stock increase, outpacing the S&P 500's 8%, with revenue up 5.6% year-over-year. Management's revised guidance for 2028 projects significant EBITDA growth, driven by organic revenue growth, cost efficiencies, and digital advancements. Despite trading in the fair value range, the company's future growth potential and planned share repurchases make it a soft 'buy' candidate. Read the full article on Seeking AlphaAnalyseartikel • Nov 21
Here's Why Chefs' Warehouse (NASDAQ:CHEF) Has Caught The Eye Of Investors
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analyseartikel • Sep 27
Investors Appear Satisfied With The Chefs' Warehouse, Inc.'s (NASDAQ:CHEF) Prospects
With a price-to-earnings (or "P/E") ratio of 41.7x The Chefs' Warehouse, Inc. ( NASDAQ:CHEF ) may be sending very...
Neues Narrative • Sep 24
Critical Expansion And Digital Innovations Propel Market Reach And Revenue Growth
Strategic expansions in distribution and focus on organic sales growth are enhancing distribution reach and operational efficiency, fostering revenue growth and improved margins.Analyseartikel • Sep 09
The Return Trends At Chefs' Warehouse (NASDAQ:CHEF) Look Promising
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...Seeking Alpha • Aug 26
The Chefs' Warehouse: Shares Are Undervalued, With Revenue Growth And Profitability
Summary The Chefs' Warehouse operates in the food distribution market, distributing 70,000 SKUs to 44,000 customers, primarily in the foodservice space. Despite underperforming the market recently, the company has shown revenue growth, improved profitability, and optimistic guidance for the future. Management continues to invest in expanding physical capacity and making acquisitions to reach revenue targets of $4-5 billion by 2028, with potential for significant upside for investors. Read the full article on Seeking AlphaAnalyseartikel • Aug 20
Here's Why Chefs' Warehouse (NASDAQ:CHEF) Has A Meaningful Debt Burden
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • May 10
Chefs' Warehouse Stock: A Solid Start To 2024, But Valuation Appears Fully Cooked
Summary We recap the Q1 results from The Chefs' Warehouse. CHEF stock has benefited from strong demand for its specialty and gourmet foods. A pricey valuation relative to industry peers may limit the upside in shares from the current level. Read the full article on Seeking AlphaSeeking Alpha • Feb 15
The Chefs' Warehouse Looks Appetizing After Strong Q4 Results
Summary The Chefs' Warehouse saw its share price close up 7.6% after announcing strong financial results for Q4 of the 2023 fiscal year. Revenue grew significantly year over year, exceeding analysts' expectations by $41.3 million. Earnings per share fell short of expectations, but adjusted earnings per share came in higher than anticipated. Shares of the business are also attractively priced and likely have some upside potential from here. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Chefs' Warehouse Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 27 Mar 26 | 4,258 | 79 | 869 | 0 |
| 26 Dec 25 | 4,150 | 72 | 847 | 0 |
| 26 Sep 25 | 4,041 | 75 | 829 | 0 |
| 27 Jun 25 | 3,951 | 70 | 814 | 0 |
| 28 Mar 25 | 3,870 | 64 | 795 | 0 |
| 27 Dec 24 | 3,794 | 55 | 783 | 0 |
| 27 Sep 24 | 3,711 | 48 | 766 | 0 |
| 28 Jun 24 | 3,661 | 41 | 753 | 0 |
| 29 Mar 24 | 3,589 | 35 | 737 | 0 |
| 29 Dec 23 | 3,434 | 35 | 703 | 0 |
| 29 Sep 23 | 3,275 | 20 | 668 | 0 |
| 30 Jun 23 | 3,055 | 21 | 618 | 0 |
| 31 Mar 23 | 2,821 | 28 | 564 | 0 |
| 30 Dec 22 | 2,613 | 28 | 518 | 0 |
| 23 Sep 22 | 2,380 | 35 | 474 | 0 |
| 24 Jun 22 | 2,203 | 30 | 443 | 0 |
| 25 Mar 22 | 1,978 | 14 | 409 | 0 |
| 24 Dec 21 | 1,746 | -5 | 379 | 0 |
| 24 Sep 21 | 1,469 | -50 | 353 | 0 |
| 25 Jun 21 | 1,239 | -65 | 330 | 0 |
| 26 Mar 21 | 1,016 | -87 | 308 | 0 |
| 25 Dec 20 | 1,112 | -83 | 321 | 0 |
| 25 Sep 20 | 1,256 | -35 | 320 | 0 |
| 26 Jun 20 | 1,399 | -19 | 319 | 0 |
| 27 Mar 20 | 1,610 | 9 | 339 | 0 |
| 27 Dec 19 | 1,592 | 24 | 330 | 0 |
| 27 Sep 19 | 1,559 | 22 | 332 | 0 |
| 28 Jun 19 | 1,524 | 22 | 337 | 0 |
| 29 Mar 19 | 1,483 | 21 | 327 | 0 |
| 28 Dec 18 | 1,445 | 20 | 298 | 0 |
| 28 Sep 18 | 1,408 | 21 | 309 | 0 |
| 29 Jun 18 | 1,371 | 20 | 299 | 0 |
| 30 Mar 18 | 1,332 | 17 | 292 | 0 |
| 29 Dec 17 | 1,302 | 14 | 289 | 0 |
| 29 Sep 17 | 1,287 | 14 | 287 | 0 |
| 30 Jun 17 | 1,260 | 13 | 282 | 0 |
| 31 Mar 17 | 1,220 | 0 | 274 | 0 |
| 30 Dec 16 | 1,193 | 3 | 254 | 0 |
| 23 Sep 16 | 1,143 | 1 | 246 | 0 |
| 24 Jun 16 | 1,121 | 4 | 237 | 0 |
| 25 Mar 16 | 1,111 | 16 | 237 | 0 |
| 25 Dec 15 | 1,047 | 16 | 228 | 0 |
| 25 Sep 15 | 982 | 15 | 215 | 0 |
Qualität der Erträge: CHEF hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: CHEFDie aktuellen Gewinnspannen (1.9%) sind höher als im letzten Jahr (1.6%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: CHEF ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 56.5% pro Jahr gesteigert.
Beschleunigtes Wachstum: CHEFDas Gewinnwachstum des Unternehmens im letzten Jahr (24.6%) liegt unter seinem 5-Jahres-Durchschnitt (56.5% pro Jahr).
Erträge im Vergleich zur Industrie: CHEF Das Gewinnwachstum im vergangenen Jahr (24.6%) übertraf das der Branche Consumer Retailing 12.5% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: CHEFDie Eigenkapitalrendite des Unternehmens (13.1%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/15 02:49 |
| Aktienkurs zum Tagesende | 2026/07/15 00:00 |
| Gewinne | 2026/03/27 |
| Jährliche Einnahmen | 2025/12/26 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
The Chefs' Warehouse, Inc. wird von 16 Analysten beobachtet. 9 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Todd Brooks | Benchmark Company |
| Kelly Bania | BMO Capital Markets Equity Research |
| Peter Saleh | BTIG |