The Chefs' Warehouse, Inc.

The Chefs' Warehouse, Inc.

CHEFยทNASDAQ

$77.69

-0.045%
Consumer DefensiveFood Distribution

The Chefs' Warehouse, Inc., together with its subsidiaries, engages in distribution of specialty food products in the United States and Canada. The company's product portfolio includes approximately 50,000 stock-keeping units, such as specialty food products, such as artisan charcuterie, specialty cheeses, unique oils and vinegars, truffles, caviar, chocolate, and pastry products. It also offers a line of center-of-the-plate products, including custom cut beef, seafood, and hormone-free poultry, as well as food products, such as cooking oils, butter, eggs, milk, and flour. The company serves menu-driven independent restaurants, fine dining establishments, country clubs, hotels, caterers, culinary schools, bakeries, patisseries, chocolatiers, cruise lines, casinos, and specialty food stores. It markets its center-of-the-plate products directly to consumers through a mail and e-commerce platform. The company was founded in 1985 and is headquartered in Ridgefield, Connecticut.

At a Glance

Live Snapshot
Market Cap$3.17B
EPS1.8700
P/E Ratio41.55
Earnings Date07/29/2026
chef

The Chefs' Warehouse, Inc. Street Expectations Map

CHEF ยท NASDAQ

Wall Street analysts project that CHEF stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 83.33, with estimates ranging from a low of 83.00 to a high of 84.00.

Lowest Target
83.00
6.83%
Consensus Target
83.33
7.26%
Highest Target
84.00
8.12%

The consensus 1-year price target stands at 83.33, with estimates ranging from a low of 83.00 to a high of 84.00.

Analyst Consensus Analysis

Upside Potential

+7.3%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

1.2% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

chef

The Chefs' Warehouse, Inc. Forward Estimates of Revenue

CHEF ยท NASDAQ
Latest Revenue
4.15B
FY 2025
Avg Estimate
4.47B
FY 2026
Estimate Range
4.46B - 4.52B
Analyst Spread

Forward Growth Analysis

Projected Growth+7.6%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

chef

The Chefs' Warehouse, Inc. Forward Estimates of Net Income

CHEF ยท NASDAQ
Latest Net Income
72.36M
FY 2025
Avg Estimate
103.06M
FY 2026
Estimate Range
101.73M - 104.40M
Analyst Spread

Forward Growth Analysis

Projected Growth+42.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

chef

The Chefs' Warehouse, Inc. Forward Estimates of EPS

CHEF ยท NASDAQ
Latest EPS
1.87
FY 2025
Avg Estimate
$2.24
FY 2026
Estimate Range
$2.21 - $2.27
Analyst Spread

Forward Growth Analysis

Projected Growth+19.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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The Chefs' Warehouse, Inc. Forward Estimates of EBIT

CHEF ยท NASDAQ
Latest EBIT
145.11M
FY 2025
Avg Estimate
283.15M
FY 2026
Estimate Range
282.52M - 286.27M
Analyst Spread

Forward Growth Analysis

Projected Growth+95.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

chef

The Chefs' Warehouse, Inc. Forward Estimates of EBITDA

CHEF ยท NASDAQ
Latest EBITDA
223.24M
FY 2025
Avg Estimate
362.66M
FY 2026
Estimate Range
361.86M - 366.66M
Analyst Spread

Forward Growth Analysis

Projected Growth+62.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The Chefs' Warehouse, Inc. Forward Estimates of SG&A Expense

CHEF ยท NASDAQ
Latest SG&A Expense
849.79M
FY 2025
Avg Estimate
922.35M
FY 2026
Estimate Range
920.30M - 932.50M
Analyst Spread

Forward Growth Analysis

Projected Growth+8.5%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

chef

The Chefs' Warehouse, Inc. Insider Positioning

CHEF ยท NASDAQ

During the last 12 months, insiders have sold $21.35M worth of CHEF shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

129.5K

10.11M

Net Activity

-10.1M

-$10.11M

3-6 Months

Bought

0

0.00

Sold

139.3K

9.06M

Net Activity

-9.1M

-$9.06M

6-9 Months

Bought

0

0.00

Sold

22.0K

1.37M

Net Activity

-1.4M

-$1.37M

9-12 Months

Bought

0

0.00

Sold

12.5K

812.62K

Net Activity

-813K

-$813K

Top Buyers

No buying activity

Top Sellers

1
PC

Pappas Christopher

Director, Officer: President And Ceo

220.9K sharesโ€ข2 transactions

$15.75M

2
AA

Aldous Alexandros

Officer: General Counsel

29.5K sharesโ€ข1 transactions

$2.10M

3
LJ

Leddy James

Officer: Chief Financial Officer

22.0K sharesโ€ข1 transactions

$1.37M

4
MT

Mccauley Tim

Officer: Chief Accounting Officer

20.0K sharesโ€ข2 transactions

$1.34M

5
PC

Polychroni Christina

Officer: Chief Human Resources Officer

10.9K sharesโ€ข3 transactions

$794K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $21.35M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$10.11M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.