Chefs' Warehouse, Inc.

CHEF · Nasdaq · ·

Compare

$107.33-0.8%Nov 11 close

Figures through September 25, 2026, from the 10-Q filed October 28, 2026

1W: +3.4%
1M: -0.4%

Chefs' Warehouse, Inc. (CHEF) stock — is it a good business? — InspectStocks

Chefs' Warehouse, Inc.

CHEF · Nasdaq · ·

Compare

$107.33-0.8%Nov 11 close

Figures through September 25, 2026, from the 10-Q filed October 28, 2026

1W: +3.4%
1M: -0.4%

Just reported

Q3 2026 results

From Chefs' Warehouse's results release of October 28, 2026; its quarterly report has since been filed.

Revenue
Actual
$1.14B
+11% y/y
-2.8% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$0.67
+52% y/y
-12% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$51.5M
+32% y/y
-12% q/q
Guided
—
No guide given

Company outlook

Full year 2026

Revenue$4.56B – $4.61B+10% y/y Raised +0.8%

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Keep exploring

The themes Chefs' Warehouse is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

Highest-graded in Food Distribution

Graded A or B and worth $2B or more: A first, then the largest.

All 11 graded companies in its industry

Grade rose recently in Consumer Staples

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

How it makes money

Center-of-the-plate products40%
Dry goods16%
Pastry products14%
Produce13%
Cheese and charcuterie7%
Dairy and eggs6%

Shares of revenue are estimates for quarter ended 2026-03-31, not figures from a filing.

Competes with

SYYSysco
A
Size
$37.9B
Margin
2.1%
USFDUS Foods
B
Size
$23.6B
Margin
2.0%
PFGCPerformance Food Group
B
Size
$17.5B
Margin
0.6%
Gordon Food Service

What it sells6

Specialty foods and ingredients
Artisan cured meats, specialty cheeses, oils and vinegars, truffles, caviar, chocolate and pastry products.
Meat, seafood and poultry
Includes custom-cut beef, seafood and poultry.
Produce
Fresh produce supplied to professional kitchens.

Show 3 more

Everyday food staples
Items such as cooking oils, butter, eggs, milk and flour.
Allen Brothers
Meat and other center-of-the-plate products sold directly to consumers by mail and online.
Proprietary-brand staples
Company-branded products that include bulk olive oil, Italian grating cheeses and butter.

Who buys it4

Independent restaurants and fine-dining establishments, which buy food for their menus.
Hotels, country clubs, caterers, cruise lines and casinos, which buy food for kitchens and food-service operations.
Bakeries, pastry shops, chocolate shops, culinary schools and specialty food stores, which buy ingredients and specialty products.
Individual consumers, who can buy some Allen Brothers meat products by mail or online.

What it stands on, and what could break it

What the business leans on

1It relies on many food suppliers, including overseas producers, for the specialty ingredients and other products it sells.
2Its business depends on distribution centers, delivery trucks, warehouse staff and drivers to store and deliver food.
3It extends credit to most business customers, so timely payment by customers matters to its cash flow.
4It must meet food safety, labeling, transport and facility rules in the United States, Canada and the Middle East.

What could go wrong

1A fall in consumer spending or restaurant activity can reduce demand for the food it distributes; customers generally are not required to keep buying from it.
2Food, labor, fuel and other operating costs can rise, and changes in the timing or extent of passing food-cost changes on to customers can affect its thin profit margins.
3Supplier interruptions or higher product costs can limit what it can deliver or reduce the margin on sales; food safety problems can also lead to recalls or regulatory penalties.

Full financial statements →

About Chefs' Warehouse, Inc.

It sells specialty foods and everyday kitchen staples, as well as meat, seafood, poultry and produce, to professional kitchens in the United States, Canada and the Middle East. Its catalog contained more than 90,000 stock-keeping units—individual product listings (2025-12-26, high)—and it served more than 55,000 customer locations (2026-09-25, high). Its Allen Brothers business also sells some meat products directly to consumers by mail and online.

Head office: Ridgefield, Connecticut
Founded: 1985
Employees: 5,156 (2025-12-26, high)
Listed on: Nasdaq
Financial year ends: December (fiscal year ended December 26, 2025)

Built from Chefs' Warehouse, Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

Just reported