Chefs' Warehouse (CHEF) Hisse Özeti
The Chefs' Warehouse, Inc. iştirakleriyle birlikte Amerika Birleşik Devletleri, Orta Doğu ve Kanada'da özel gıda ve tabak ortası ürünlerinin dağıtımını yapmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
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Analyst Price Targets
The Chefs' Warehouse, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$112.84 |
| 52 Haftanın En Yüksek Seviyesi | US$117.65 |
| 52 Haftanın En Düşük Seviyesi | US$53.20 |
| Beta | 1.38 |
| 1 Aylık Değişim | 3.45% |
| 3 Aylık Değişim | 21.15% |
| 1 Yıllık Değişim | 69.38% |
| 3 Yıllık Değişim | 305.17% |
| 5 Yıllık Değişim | 272.29% |
| Halka arzdan bu yana değişim | 544.80% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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%...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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.Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaHissedar Getirileri
| CHEF | US Consumer Retailing | US Pazar | |
|---|---|---|---|
| 7D | -1.3% | -1.4% | -0.9% |
| 1Y | 69.4% | 2.6% | 13.9% |
Getiri vs. Endüstri: CHEF geçen yıl % 2.6 oranında getiri sağlayan US Consumer Retailing sektörünü aştı.
Getiri vs Piyasa: CHEF geçen yıl % 13.9 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| CHEF volatility | |
|---|---|
| CHEF Average Weekly Movement | 5.0% |
| Consumer Retailing Industry Average Movement | 5.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
İstikrarlı Hisse Senedi Fiyatı: CHEF son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: CHEF 'nin haftalık oynaklığı ( 5% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1985 | 5,156 | Chris Pappas | www.chefswarehouse.com |
The Chefs' Warehouse, Inc. iştirakleri ile birlikte Amerika Birleşik Devletleri, Orta Doğu ve Kanada'da özel gıda ve tabak ortası ürünlerinin dağıtımını yapmaktadır. Artizan şarküteri ürünleri, özel peynirler, benzersiz yağlar ve sirkeler, yer mantarı, havyar, çikolata ve pastacılık ürünleri gibi özel gıda ürünleri ve özel kesim sığır eti, deniz ürünleri ve hormonsuz kümes hayvanlarını içeren tabağın ortasındaki ürünlerin yanı sıra yemeklik yağlar, tereyağı, yumurta, süt ve undan oluşan ürün ve geniş gıda ürünleri sunmaktadır. Şirket, menü odaklı bağımsız restoranlara, kaliteli yemek işletmelerine, kır kulüplerine, otellere, yemek şirketlerine, aşçılık okullarına, fırınlara, pastanelere, çikolatacılara, kruvaziyer hatlarına, kumarhanelere ve özel gıda mağazalarına hizmet vermektedir.
The Chefs' Warehouse, Inc. Temel Bilgiler Özeti
| CHEF temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$4.51b |
| Kazançlar(TTM) | US$91.97m |
| Gelir(TTM) | US$4.39b |
50.1x
F/K Oranı1.0x
P/S OranıCHEF aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| CHEF gelir tablosu (TTM) | |
|---|---|
| Gelir | US$4.39b |
| Gelir Maliyeti | US$3.32b |
| Brüt Kâr | US$1.07b |
| Diğer Giderler | US$982.05m |
| Kazançlar | US$91.97m |
Son Raporlanan Kazançlar
Jun 26, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 2.25 |
| Brüt Marj | 24.46% |
| Net Kâr Marjı | 2.09% |
| Borç/Özkaynak Oranı | 91.7% |
CHEF uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/14 22:24 |
| Gün Sonu Hisse Fiyatı | 2026/09/14 00:00 |
| Kazançlar | 2026/06/26 |
| Yıllık Kazançlar | 2025/12/26 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
The Chefs' Warehouse, Inc. 16 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Kelly Bania | BMO Capital Markets Equity Research |
| Peter Saleh | BTIG |
| Lynne Collier | Canaccord Genuity |