Chefs' Warehouse Croissance future
Future contrôle des critères 2/6
Chefs' Warehouse devrait augmenter ses bénéfices et son chiffre d'affaires de 17.9% et de 7.8% par an respectivement. Le BPA devrait croître de de 15.6% par an. Le rendement des capitaux propres devrait être 16.2% dans 3 ans.
Informations clés
17.9%
Taux de croissance des bénéfices
15.57%
Taux de croissance du BPA
| Consumer Retailing croissance des bénéfices | 9.3% |
| Taux de croissance des recettes | 7.8% |
| Rendement futur des capitaux propres | 16.16% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 16 Sep 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • Sep 09
CHEF: Strong Execution And Middle East Recovery Will Test Rich Future P E Assumptions
Analysts have lifted the fair value estimate for Chefs' Warehouse from about $93.85 to roughly $104.01. This reflects higher price targets from several firms as they point to stronger recent results, improved Middle East sales trends, raised long term guidance and a higher assumed future P/E of about 30.1x.Mise à jour du récit • Aug 26
CHEF: Elevated Debt Refinancing Plans Will Likely Constrain Future Share Upside
Analysts have lifted the fair value estimate for Chefs' Warehouse from about $81.42 to about $93.85, citing higher projected revenue growth, a richer future P/E assumption, and support from a series of recent price target increases that include multiple $125 targets alongside updated long term margin guidance. Analyst Commentary Recent research on Chefs' Warehouse shows a mix of enthusiasm and caution, with several firms lifting price targets into the low US$120s while others are flagging valuation risk after a strong share price move.
Mise à jour du récit • Aug 12
CHEF: Future Returns Will Balance Premium Dining Demand With Margin And AI Execution
Analysts have raised the fair value estimate for Chefs' Warehouse from about $102 to roughly $117, citing higher price targets of up to $125, stronger recent quarterly performance including recovery in the Middle East business, and updated assumptions for revenue growth, profit margins, and long-term EBITDA margin potential that support slightly lower future P/E expectations. Analyst Commentary Recent research on Chefs' Warehouse highlights a mix of enthusiasm about the growth outlook and some caution tied mainly to valuation.Nouveau récit • Jul 31
Expansion And AI Productivity Gains Will Likely Strain Margins Over The Long Term
Catalysts About Chefs' Warehouse Chefs' Warehouse supplies specialty and center of the plate ingredients to higher end and upscale casual foodservice customers in North America and the Middle East. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Jul 30
The Chefs' Warehouse: Earnings Came Out Hotter Than I Expected
Summary Chef's Warehouse delivered stronger-than-expected results, prompting a significant upward revision in EBITDA guidance to $305–$315 million for FY 2025. CHEF's organic sales growth of 12.2% and margin expansion reflect robust demand and operational leverage in a resilient, premium restaurant economy. Valuation remains stretched, with shares trading at 17–18x EBITDA and a forward P/E of 44x, well above historical averages and requiring optimistic assumptions for upside. I maintain a 'Sell' rating, as justifying current prices demands both aggressive EBITDA growth and sustained premium multiples, leaving little margin of safety. Read the full article on Seeking AlphaMise à jour du récit • Jul 29
CHEF: Future Returns Will Balance Premium Dining Demand With AI Efficiency Execution
Chefs' Warehouse sees its analyst fair value estimate move from $92.44 to $102.44 as analysts lift price targets into a roughly $97 to $110 range, highlighting strong Q2 full service dining traffic, robust sales trends, and expectations for margin efficiencies and potential share gains in its niche distribution market. Analyst Commentary Recent Street research on Chefs' Warehouse presents a mix of enthusiasm about growth opportunities and caution on valuation, which gives you a clearer picture of how professionals are framing risk and reward today.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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%...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Article d’analyse • 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 AlphaArticle d’analyse • 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 AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 5,389 | 163 | 194 | 240 | 5 |
| 12/31/2027 | 4,974 | 138 | 150 | 181 | 8 |
| 12/31/2026 | 4,583 | 113 | 170 | 188 | 8 |
| 6/26/2026 | 4,392 | 92 | 126 | 162 | N/A |
| 3/27/2026 | 4,258 | 79 | 81 | 118 | N/A |
| 12/26/2025 | 4,150 | 72 | 88 | 129 | N/A |
| 9/26/2025 | 4,041 | 75 | 87 | 128 | N/A |
| 6/27/2025 | 3,951 | 70 | 118 | 157 | N/A |
| 3/28/2025 | 3,870 | 64 | 127 | 172 | N/A |
| 12/27/2024 | 3,794 | 55 | 104 | 153 | N/A |
| 9/27/2024 | 3,711 | 48 | 58 | 122 | N/A |
| 6/28/2024 | 3,661 | 41 | 44 | 111 | N/A |
| 3/29/2024 | 3,589 | 35 | 29 | 95 | N/A |
| 12/29/2023 | 3,434 | 35 | 4 | 62 | N/A |
| 9/29/2023 | 3,275 | 20 | -38 | 11 | N/A |
| 6/30/2023 | 3,055 | 21 | -31 | 14 | N/A |
| 3/31/2023 | 2,821 | 28 | -30 | 11 | N/A |
| 12/30/2022 | 2,613 | 28 | -23 | 23 | N/A |
| 9/23/2022 | 2,380 | 35 | -14 | 38 | N/A |
| 6/24/2022 | 2,203 | 30 | -29 | 24 | N/A |
| 3/25/2022 | 1,978 | 14 | -48 | 2 | N/A |
| 12/24/2021 | 1,746 | -5 | -59 | -20 | N/A |
| 9/24/2021 | 1,469 | -50 | -57 | -37 | N/A |
| 6/25/2021 | 1,239 | -65 | -41 | -29 | N/A |
| 3/26/2021 | 1,016 | -87 | 2 | 9 | N/A |
| 12/25/2020 | 1,112 | -83 | 36 | 43 | N/A |
| 9/25/2020 | 1,256 | -35 | 66 | 75 | N/A |
| 6/26/2020 | 1,399 | -19 | 59 | 71 | N/A |
| 3/27/2020 | 1,610 | 9 | N/A | 60 | N/A |
| 12/27/2019 | 1,592 | 24 | N/A | 45 | N/A |
| 9/27/2019 | 1,559 | 22 | N/A | 35 | N/A |
| 6/28/2019 | 1,524 | 22 | N/A | 48 | N/A |
| 3/29/2019 | 1,483 | 21 | N/A | 42 | N/A |
| 12/28/2018 | 1,445 | 20 | N/A | 45 | N/A |
| 9/28/2018 | 1,408 | 21 | N/A | 42 | N/A |
| 6/29/2018 | 1,371 | 20 | N/A | 29 | N/A |
| 3/30/2018 | 1,332 | 17 | N/A | 34 | N/A |
| 12/29/2017 | 1,302 | 14 | N/A | 31 | N/A |
| 9/29/2017 | 1,287 | 14 | N/A | 41 | N/A |
| 6/30/2017 | 1,260 | 13 | N/A | 57 | N/A |
| 3/31/2017 | 1,220 | 0 | N/A | 38 | N/A |
| 12/30/2016 | 1,193 | 3 | N/A | 39 | N/A |
| 9/23/2016 | 1,143 | 1 | N/A | 42 | N/A |
| 6/24/2016 | 1,121 | 4 | N/A | 35 | N/A |
| 3/25/2016 | 1,111 | 16 | N/A | 39 | N/A |
| 12/25/2015 | 1,047 | 16 | N/A | 38 | N/A |
| 9/25/2015 | 982 | 15 | N/A | 26 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de CHEF ( 17.9% par an) est supérieure au taux d'épargne ( 3.7% ).
Bénéfices vs marché: Les bénéfices de CHEF ( 17.9% par an) devraient croître plus rapidement que le marché US ( 17.4% par an).
Croissance élevée des bénéfices: Les bénéfices de CHEF devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de CHEF ( 7.8% par an) devrait croître plus lentement que le marché de US ( 13.5% par an).
Croissance élevée des revenus: Le chiffre d'affaires de CHEF ( 7.8% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de CHEF devrait être faible dans 3 ans ( 16.2 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/19 11:56 |
| Cours de l'action en fin de journée | 2026/09/18 00:00 |
| Les revenus | 2026/06/26 |
| Revenus annuels | 2025/12/26 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
The Chefs' Warehouse, Inc. est couverte par 16 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Kelly Bania | BMO Capital Markets Equity Research |
| Peter Saleh | BTIG |
| Lynne Collier | Canaccord Genuity |