Chefs' Warehouse 향후 성장
Future 기준 점검 2/6
Chefs' Warehouse (는) 각각 연간 17.9% 및 7.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.2% 로 예상됩니다.
핵심 정보
17.9%
이익 성장률
15.59%
EPS 성장률
| Consumer Retailing 이익 성장 | 9.3% |
| 매출 성장률 | 7.7% |
| 향후 자기자본이익률 | 16.16% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 30 Jul 2026 |
최근 향후 성장 업데이트
Recent updates
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 Alpha
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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%...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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 Alpha분석 기사 • 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 5,339 | 163 | 194 | 240 | 5 |
| 12/31/2027 | 4,930 | 138 | 150 | 181 | 9 |
| 12/31/2026 | 4,582 | 112 | 170 | 188 | 7 |
| 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 |
애널리스트 향후 성장 전망
수입 대 저축률: CHEF 의 연간 예상 수익 증가율(17.9%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: CHEF 의 연간 수익(17.9%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: CHEF 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: CHEF 의 수익(연간 7.7%)이 US 시장(연간 12.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: CHEF 의 수익(연간 7.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: CHEF의 자본 수익률은 3년 후 16.2%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/31 21:01 |
| 종가 | 2026/07/30 00:00 |
| 수익 | 2026/06/26 |
| 연간 수익 | 2025/12/26 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
The Chefs' Warehouse, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Todd Brooks | Benchmark Company |
| Kelly Bania | BMO Capital Markets Equity Research |
| Peter Saleh | BTIG |