Chefs' Warehouse Résultats passés
Passé contrôle des critères 4/6
Chefs' Warehouse a connu une croissance annuelle moyenne de ses bénéfices de 56.5%, tandis que le secteur Consumer Retailing a vu ses bénéfices augmenter de en hausse à 15.7% par an. Les revenus ont augmenté de en hausse à un taux moyen de 21.8% par an. Le rendement des capitaux propres de Chefs' Warehouse est 13.1% et ses marges nettes sont de 1.9%.
Informations clés
56.53%
Taux de croissance des bénéfices
56.43%
Taux de croissance du BPA
| Consumer Retailing Croissance de l'industrie | 10.91% |
| Taux de croissance des recettes | 21.76% |
| Rendement des fonds propres | 13.05% |
| Marge nette | 1.87% |
| Dernière mise à jour des bénéfices | 27 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
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%...Seeking Alpha • Jun 12
The Chefs' Warehouse: Geared Towards The High-End
Summary The Chefs’ Warehouse, Inc. (CHEF) benefits from secular fine dining growth and holds a dominant specialty food distribution position. CHEF leverages operating efficiencies, route density, and premium product expansion to drive EBITDA and margin growth. Strong 1Q26 results, robust cash flow, and management’s positive outlook support a continued BUY rating despite premium valuation. Key risks include potential affluent demand slowdown, increased competition, and inflationary pressures impacting margins. Read the full article on Seeking Alpha
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 AlphaSeeking Alpha • Oct 10
Chefs' Warehouse: Eyeing Up A Long Entry (Technical Analysis)
Summary Solid trends in play in this stock concerning top line sales and margin growth. Book value also continues to grow. We now have a low-risk setup, as shares continue to trade very close to their September lows but have also turned the 10-day moving average upward. Intro We may have a low-risk long entry in The Chefs' Warehouse, Inc. (CHEF), as shown in the stock's technical chart below. Shares recently gave a buy signal using a bullish crossover of the MACD indicator, resulting in the share price moving above its 10-day moving average. Furthermore, the 10-day moving average has also turned up so it will be interesting to see if the lows of approximately $29 a share printed on the 26th of September last can hold here in the short term. These September lows are about 5% below Chef´s current share price ($30.61). The downcycle trendline which coincides with the stock´s 200-day moving average provides meaningful overhead resistance at least in the short term. However, if profitability remains strong and keeps growing significantly in CHEF, then it should only be a matter of time before that overhead resistance is taken out. Potential Bottom in CHEF (Stockcharts.com) Q2 Earnings We state this because we witnessed plenty of encouraging signs in the company´s second-quarter earnings report which was announced at the back end of July. CHEF beat earnings (EPS of $0.51) and revenue ($648.1 million) expectations by quite some distance as consumer demand remained buoyant in the quarter. Gross margin came in higher in the quarter, with strength in the center of plate category superseding the specialty category. Suffice it to say, sales growth (53%+) is not only acquisition-based but also is being organically led (36% Organic growth in Q2). Moreover rising gross margins have the capacity to increase earnings significantly going forward and that is what consensus seems to be pricing in. In fact, management announced a further raise in guidance on the second quarter earnings call, where top-line sales of approximately $2.425 billion are expected to return $564 million in gross profit. If realized, this would result in Chef's gross margin returning sooner rather than later, returning to its 5-year average gross margin print of approximately 24%. Bullish Growth Trends Suffice it to say, CHEF's growth trends are making themselves known in the financials. Cash flow is expected to grow in the firm as recent elevated Capex spending (331% year-over-year growth) drives the balance sheet forward. Book value increased by close to $20 million in the second quarter ($373.7 million), which means this metric has increased by over $40 million (12%) over the same quarter of 12 months prior. Furthermore, the company's increasing net worth is not being achieved through lower liquidity numbers. Liquidity surpassed $210 million in the second quarter, of which almost $52 million is made up of the balance sheet cash balance. CHEF's current ratio came in at 2.07 at the end of the company's second quarter (June 2022). Valuation From a valuation standpoint, it is evident that CHEF's earnings are not cheap, but we would advise investors to look more at the company's rising book value (trailing price to book ratio of 3.13) and in particular the company's rising sales. (Forward sales multiple of 0.48). Although the low sales multiple comes as a consequence of the added sales from the various acquisitions (University Foods, Master purveyors & Alexa Specialty Foods), we believe the market is underestimating the synergies and margin expansion that is going to come off these and future deals. We are already seeing the ramifications of this with respect to how forward-looking earnings expectations have been revised upward in recent times. Suffice it to say, if these trends persist, it will be sooner rather than later before that overhead resistance on the technical chart gets breached to the upside.Article d’analyse • Aug 30
At US$32.72, Is It Time To Put The Chefs' Warehouse, Inc. (NASDAQ:CHEF) On Your Watch List?
While The Chefs' Warehouse, Inc. ( NASDAQ:CHEF ) might not be the most widely known stock at the moment, it received a...Article d’analyse • Aug 02
Here's Why Chefs' Warehouse (NASDAQ:CHEF) Has A Meaningful Debt Burden
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Chefs' Warehouse gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 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 |
| 26 Jun 15 | 914 | 14 | 199 | 0 |
Des revenus de qualité: CHEF a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de CHEF sont plus élevées que l'année dernière CHEF. (1.9%) sont plus élevées que l'année dernière (1.6%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: CHEF est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 56.5% par an.
Accélération de la croissance: La croissance des bénéfices de CHEF au cours de l'année écoulée ( 24.6% ) est inférieure à sa moyenne sur 5 ans ( 56.5% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices CHEF au cours de l'année écoulée ( 24.6% ) a dépassé celle du secteur Consumer Retailing 13.3%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de CHEF ( 13.1% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/21 22:35 |
| Cours de l'action en fin de journée | 2026/06/18 00:00 |
| Les revenus | 2026/03/27 |
| 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 pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale 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 15 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 |
|---|---|
| Todd Brooks | Benchmark Company |
| Kelly Bania | BMO Capital Markets Equity Research |
| Peter Saleh | BTIG |