image
Consumer Defensive - Food Distribution - NASDAQ - US
$ 63.94
0.741 %
$ 2.6 B
Market Cap
42.07
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one CHEF stock under the worst case scenario is HIDDEN Compared to the current market price of 63.9 USD, The Chefs' Warehouse, Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one CHEF stock under the base case scenario is HIDDEN Compared to the current market price of 63.9 USD, The Chefs' Warehouse, Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one CHEF stock under the best case scenario is HIDDEN Compared to the current market price of 63.9 USD, The Chefs' Warehouse, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart CHEF

image
$68.0$68.0$66.0$66.0$64.0$64.0$62.0$62.0$60.0$60.0$58.0$58.0$56.0$56.0$54.0$54.0$52.0$52.0$50.0$50.0$48.0$48.015 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 JunJul '25Jul '25
FINANCIALS
3.79 B REVENUE
10.50%
128 M OPERATING INCOME
27.01%
55.5 M NET INCOME
60.39%
153 M OPERATING CASH FLOW
148.32%
-49.8 M INVESTING CASH FLOW
72.22%
-38.5 M FINANCING CASH FLOW
-427.10%
951 M REVENUE
-8.01%
22.7 M OPERATING INCOME
-51.06%
10.3 M NET INCOME
-57.00%
49.6 M OPERATING CASH FLOW
-32.11%
-12.3 M INVESTING CASH FLOW
-47.39%
-35.4 M FINANCING CASH FLOW
-5298.17%
Balance Sheet The Chefs' Warehouse, Inc.
image
Current Assets 868 M
Cash & Short-Term Investments 115 M
Receivables 366 M
Other Current Assets 387 M
Non-Current Assets 991 M
Long-Term Investments 0
PP&E 467 M
Other Non-Current Assets 523 M
6.17 %19.71 %20.83 %25.14 %28.16 %Total Assets$1.9b
Current Liabilities 425 M
Accounts Payable 267 M
Short-Term Debt 40 M
Other Current Liabilities 119 M
Non-Current Liabilities 896 M
Long-Term Debt 689 M
Other Non-Current Liabilities 207 M
20.19 %3.03 %8.98 %52.14 %15.66 %Total Liabilities$1.3b
EFFICIENCY
Earnings Waterfall The Chefs' Warehouse, Inc.
image
Revenue 3.79 B
Cost Of Revenue 2.88 B
Gross Profit 914 M
Operating Expenses 785 M
Operating Income 128 M
Other Expenses 72.7 M
Net Income 55.5 M
4b4b4b4b3b3b3b3b2b2b2b2b1b1b500m500m004b(3b)914m(785m)128m(73m)55mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
24.09% GROSS MARGIN
24.09%
3.38% OPERATING MARGIN
3.38%
1.46% NET MARGIN
1.46%
10.32% ROE
10.32%
2.98% ROA
2.98%
6.07% ROIC
6.07%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis The Chefs' Warehouse, Inc.
image
120m120m100m100m80m80m60m60m40m40m20m20m00(20m)(20m)(40m)(40m)(60m)(60m)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 55.5 M
Depreciation & Amortization 64.9 M
Capital Expenditures -49.5 M
Stock-Based Compensation 17.8 M
Change in Working Capital 0
Others 13.4 M
Free Cash Flow 104 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets The Chefs' Warehouse, Inc.
image
Wall Street analysts predict an average 1-year price target for CHEF of $53 , with forecasts ranging from a low of $51 to a high of $55 .
CHEF Lowest Price Target Wall Street Target
51 USD -20.24%
CHEF Average Price Target Wall Street Target
53 USD -17.11%
CHEF Highest Price Target Wall Street Target
55 USD -13.98%
Price
Max Price Target
Min Price Target
Average Price Target
70706565606055555050454540403535Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26Jul '26Jul '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 8
6. Ownership
Insider Ownership The Chefs' Warehouse, Inc.
image
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
8.73 M USD 4
6-9 MONTHS
10.2 M USD 3
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
10 Under-the-Radar Consumer Goods Stocks With Incredible Growth Potential Investors are always on the lookout for the next Amazon or Nvidia, a stock you can find before the market catches on and sends it soaring. Today, investors may see the greatest opportunities in artificial intelligence (AI). fool.com - 3 weeks ago
Frozen Pastry Industry Outlook 2025-2030 Featuring Key Global Market Players - AGRANA Beteiligungs-AG, BRIDOR SAS, The Chef's Warehouse and More Opportunities lie in premium and artisanal offerings and innovations in flavors and formats. Expansion in the foodservice sector and rising disposable incomes further boost the market. Opportunities lie in premium and artisanal offerings and innovations in flavors and formats. Expansion in the foodservice sector and rising disposable incomes further boost the market. globenewswire.com - 1 month ago
The Chefs' Warehouse, Inc. (CHEF) Q1 2025 Earnings Call Transcript The Chefs' Warehouse, Inc. (NASDAQ:CHEF ) Q1 2025 Earnings Conference Call April 30, 2025 8:30 AM ET Company Participants Alex Aldous - General Counsel, Corporate Secretary and Chief Government Relations Officer Chris Pappas - Founder, Chairman and CEO Jim Leddy - CFO Conference Call Participants Alex Slagle - Jefferies Mark Carlin - UBS Peter Saleh - BTIG Andrew Wolf - CL King and Associates Kelly Bania - BMO Capital Markets Todd Brooks - The Benchmark Company Ben Klee - Lake Street Capital Markets Operator Greetings, and welcome to the Chefs' Warehouse First Quarter 2025 Earnings Conference Call. As a reminder, this conference is being recorded. seekingalpha.com - 2 months ago
Chefs' Warehouse (CHEF) Surpasses Q1 Earnings and Revenue Estimates Chefs' Warehouse (CHEF) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.15 per share a year ago. zacks.com - 2 months ago
The Chefs' Warehouse Reports First Quarter 2025 Financial Results RIDGEFIELD, Conn., April 30, 2025 (GLOBE NEWSWIRE) -- The Chefs' Warehouse, Inc. (NASDAQ: CHEF) (the “Company” or “Chefs'”), a premier distributor of specialty food products in the United States, the Middle East, and Canada, today reported financial results for its first quarter ended March 28, 2025. globenewswire.com - 2 months ago
The Chefs' Warehouse, Inc. (CHEF) Q4 2024 Earnings Call Transcript The Chefs' Warehouse, Inc. (NASDAQ:CHEF ) Q4 2024 Earnings Conference Call February 12, 2025 8:30 AM ET Company Participants Alexandros Aldous - General Counsel, Corporate Secretary, Chief Government Relations Officer & Chief Administrative Officer Christopher Pappas - Founder, Chairman, President and Chief Executive Officer James Leddy - Chief Financial Officer Conference Call Participants Mark Carden - UBS Alex Slagle - Jefferies Peter Sarra - BTIG Todd Brooks - The Benchmark Company Eli Niebuhr - Lake Street Capital Markets Kelly Bania - BMO Capital Markets Andrew Wolf - CL King Operator Greetings, and welcome to The Chefs' Warehouse Fourth Quarter 2024 Earnings Conference Call. As a reminder, this conference is being recorded. seekingalpha.com - 5 months ago
The Chefs' Warehouse Reports Fourth Quarter 2024 Financial Results RIDGEFIELD, Conn., Feb. 12, 2025 (GLOBE NEWSWIRE) -- The Chefs' Warehouse, Inc. (NASDAQ: CHEF) (the “Company” or “Chefs'”), a premier distributor of specialty food products in the United States, the Middle East, and Canada, today reported financial results for its fourth quarter ended December 27, 2024. globenewswire.com - 5 months ago
Chefs' Warehouse (CHEF) Earnings Expected to Grow: Should You Buy? Chefs' Warehouse (CHEF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 5 months ago
The Chefs' Warehouse to Announce Fourth Quarter and Fiscal Year 2024 Results on February 12, 2025 RIDGEFIELD, Conn., Jan. 29, 2025 (GLOBE NEWSWIRE) -- The Chefs' Warehouse, Inc. (NASDAQ: CHEF) today announced that the Company intends to release its financial results for the fourth quarter and fiscal year ended December 27, 2024 before the opening of the stock market on Wednesday, February 12, 2025 and host a conference call at 8:30 a.m. ET on Wednesday, February 12, 2025 to review those results. globenewswire.com - 5 months ago
GREENLEAF, A CHEFS' WAREHOUSE COMPANY, IS NOW DISTRIBUTING PRODUCE TO CHEFS' WAREHOUSE CUSTOMERS IN SOUTHERN CALIFORNIA GreenLeaf now delivers the highest quality produce to foodservice businesses, provides best-in-class service, and supports family-owned farms in Los Angeles, San Diego and Santa Barbara areas. WALNUT, Calif. prnewswire.com - 5 months ago
The Chefs' Warehouse: An Appetizing Stock With Strong Margin Expansion Ahead 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). seekingalpha.com - 5 months ago
The Chefs' Warehouse: Still Flavorful On Expectations Of A Bright Future 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. seekingalpha.com - 6 months ago
8. Profile Summary

The Chefs' Warehouse, Inc. CHEF

image
COUNTRY US
INDUSTRY Food Distribution
MARKET CAP $ 2.6 B
Dividend Yield 0.00%
Description 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.
Contact 100 East Ridge Road, Ridgefield, CT, 06877 https://www.chefswarehouse.com
IPO Date July 28, 2011
Employees 5029
Officers Mr. John Pappas Founder, Vice Chairman & Chief Operating Officer Mr. James F. Leddy Chief Financial Officer & Assistant Secretary Ms. Christina Polychroni Chief Human Resources Officer Mr. Timothy McCauley Chief Accounting Officer Mr. Jonathan Steckler Executive Vice President of Supply Chain & Business Intelligence Mr. Christopher Pappas Founder, Chairman, Chief Executive Officer & President Mr. Alexandros Aldous J.D. Gen. Counsel, Chief Government Relations Officer, Corporate Secretary & Chief Administrative Officer Mr. Ed Kauffeld Executive Vice President