The Chefs' Warehouse, Inc.

NasdaqGS:CHEF Stok Raporu

Piyasa değeri: US$3.8b

Chefs' Warehouse Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 0/6

Chefs' Warehouse şirketinin temettü ödeme geçmişi bulunmamaktadır.

Anahtar bilgiler

n/a

Temettü verimi

0.9%

Geri Alım Getirisi

Toplam Hissedar Getirisi0.9%
Gelecekteki Temettü Verimi0%
Temettü Büyümesin/a
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranın/a

Son temettü ve geri alım güncellemeleri

Recent updates

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%...
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
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 Alpha
Analiz 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 Alpha
Analiz 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...
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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 Alpha
Analiz 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 Alpha
Seeking 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 Alpha
Seeking 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.
Analiz Makalesi 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...
Analiz Makalesi 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...

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: CHEF şirketinin hisse başına düşen temettülerinin geçmişte istikrarlı olup olmadığını belirlemek için yeterli veri yok.

Büyüyen Temettü: CHEF şirketinin temettü ödemelerinin artıp artmadığını belirlemek için yeterli veri yok.


Piyasaya Karşı Temettü Getirisi

Chefs' Warehouse Piyasaya Karşı Temettü Getirisi
CHEF temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (CHEF)n/a
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.3%
Sektör Ortalaması (Consumer Retailing)1.0%
Analist tahmini (CHEF) (3 yıla kadar)0%

Önemli Temettü: CHEF şirketinin temettü getirisi, şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, temettü ödeyenlerin en alttaki %25'lik dilimine göre değerlendirilemiyor.

Yüksek Temettü: Şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, CHEF şirketinin temettü getirisi, temettü ödeyenlerin en üst %25'ine göre değerlendirilemiyor.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: CHEF şirketinin temettü ödemelerinin kazançlarla karşılanıp karşılanmadığını belirlemek için ödeme oranını hesaplamak üzere yeterli veri yok.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: CHEF herhangi bir ödeme bildirmediğinden temettülerin sürdürülebilirliği hesaplanamıyor.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/23 01:42
Gün Sonu Hisse Fiyatı2026/06/23 00:00
Kazançlar2026/03/27
Yıllık Kazançlar2025/12/26

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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. 15 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Todd BrooksBenchmark Company
Kelly BaniaBMO Capital Markets Equity Research
Peter SalehBTIG