Chefs’ Warehouse (CHEF) Valuation Check After Recent Share Price Pullback
Chefs' Warehouse (CHEF) has seen an 18% monthly share price decline, contrasting with an 8% gain over the past year. Despite this pullback, its long-term performance remains strong, and the stock is considered undervalued with a narrative fair value of $76.13, suggesting a potential buying opportunity. However, its current P/E ratio of 33.2x is high compared to industry averages, indicating that significant future growth is already priced in.
The Chefs' Warehouse Stock Hits Day Low Amid Price Pressure at $57.44
The Chefs' Warehouse Inc. experienced a significant stock decline of 7.55%, hitting an intraday low of $57.44, contrasting with the overall market. Despite short-term losses (10.14% weekly, 16.24% monthly), the company demonstrates long-term resilience with an 11.57% one-year performance and strong financial health, including substantial net sales and operating profit increases. The company maintains a market capitalization of $2,607 million, indicating its continued prominence in the retailing sector.
CHEF SEC Filings - Chefs' Warehouse 10-K, 10-Q, 8-K Forms
This page provides access to SEC filings for The Chefs' Warehouse, Inc. (CHEF), a specialty food distributor. It offers investors resources for annual reports (10-K), quarterly earnings (10-Q), material events (8-K), and insider trading forms, with AI-powered summaries of key documents. Recent filings indicate insider transactions, a detailed annual report outlining a $4.1 billion distribution model, a boosted 2026 outlook, and a significant stake disclosed by Wellington Management.
CHEF SEC Filings - Chefs' Warehouse 10-K, 10-Q, 8-K Forms
This page provides access to SEC filings for The Chefs’ Warehouse, Inc. (CHEF), a specialty food distributor. It offers comprehensive regulatory documents, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. The platform also utilizes AI-powered tools to summarize and highlight key information from these filings for investors.
Chefs’ Warehouse (CHEF) outlines 2026 virtual meeting, director slate and pay vote
The Chefs' Warehouse (CHEF) has scheduled its 2026 virtual annual stockholder meeting for May 8, 2026, where shareholders will vote on the election of nine directors, the ratification of BDO USA, P.C. as the independent auditor, and an advisory resolution on executive compensation. The company emphasizes a pay-for-performance culture, with executive compensation tied to Adjusted EBITDA, Return on Invested Capital (ROIC), and share price goals, and also highlights strong corporate governance and ESG practices. Shareholders of record as of March 16, 2026, will be eligible to participate and vote on these proposals.
Chefs’ Warehouse (NASDAQ: CHEF) 2025: $4.15B revenue; Adjusted EBITDA $258M
The Chefs' Warehouse (NASDAQ: CHEF) reported strong financial results for fiscal year 2025, with revenue increasing to $4.15 billion, a 9.4% rise from fiscal 2024, and Adjusted EBITDA growing by 18% to $258.3 million. The company generated $87.8 million in free cash flow and maintained a net debt leverage ratio of 2.1. Strategic initiatives included the acquisition of Italco Specialty Foods, expansion of distribution capacity in Qatar and Oman, and share repurchases totaling $15 million.
Tudor Investment Corp ET AL Takes Position in The Chefs' Warehouse, Inc. $CHEF
Tudor Investment Corp ET AL has acquired a new stake of 122,443 shares, worth approximately $7.14 million, in The Chefs' Warehouse, Inc. (NASDAQ:CHEF) during the third quarter, representing 0.30% of the company's stock. Other institutional investors like Woodline Partners also increased their holdings, with overall institutional ownership at 91.55%. Despite recent insider selling, analysts maintain a "Moderate Buy" rating with a consensus price target of $77.67, following the company's better-than-expected quarterly earnings and 10.5% revenue growth.
The Chefs' Warehouse, Inc. (NASDAQ:CHEF) Receives Average Rating of "Moderate Buy" from Analysts
The Chefs' Warehouse, Inc. (NASDAQ:CHEF) has received an average "Moderate Buy" rating from analysts, with five buy ratings, one hold, and one sell, and an average 12-month price target of $77.67. The company recently surpassed EPS and revenue expectations, reporting $0.68 EPS versus $0.62 expected and $1.14 billion in revenue versus $1.10 billion. Despite recent insider selling totaling approximately $9.06 million, institutional investors maintain substantial ownership at 91.55%.
The Chefs’ Warehouse, Inc. (NASDAQ:CHEF) Q4 2025 earnings call transcript
This document is an earnings call transcript for The Chefs' Warehouse, Inc. (NASDAQ:CHEF) for their Q4 2025 financial results. It contains the detailed discussions from the call where company executives likely presented their financial performance, operational achievements, and future outlook, followed by a question-and-answer session with analysts. More specific content needs to be provided for a richer summary.
Penn Capital Management Company LLC Reduces Holdings in The Chefs' Warehouse, Inc. $CHEF
Penn Capital Management Company LLC reduced its stake in The Chefs' Warehouse, Inc. by 6.6% in the third quarter, now owning 230,603 shares valued at approximately $13.49 million. Despite this reduction, Chefs' Warehouse reported strong quarterly results, beating EPS and revenue expectations. The stock currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $77.67, even as insiders have sold shares totaling over $9 million in the last three months.
The Chefs' Warehouse Inc (CHEF) Stock Price Down 3.14% on Mar 17
Shares of The Chefs' Warehouse Inc (CHEF) fell 3.14% on March 17, reaching an intraday low of $61.44 before closing slightly higher at $62.06. This places CHEF 16.07% below its 52-week high and 37.91% above its 52-week low. According to Wall Street analysts, the average target price for CHEF is $77.89, suggesting a 25.51% upside, while GuruFocus estimates a fair value of $51.14, indicating a potential downside of 17.59%.
A Look At Chefs’ Warehouse (CHEF) Valuation After Resilience And Growth Plans Reignite Investor Interest
Chefs' Warehouse (CHEF) has garnered renewed investor attention due to its resilience, technology investments, facility expansion, and acquisition integration strategies. While a narrative suggests the stock is undervalued at $76.13 compared to its current price of $64.60, its P/E ratio of 36.3x is higher than peers and industry averages. Investors should carefully consider growth prospects versus valuation premiums when evaluating CHEF.
A Look At Chefs’ Warehouse (CHEF) Valuation After Resilience And Growth Plans Reignite Investor Interest
Chefs' Warehouse (CHEF) has seen renewed investor interest due to management's emphasis on resilience, technology investments, expansion, and acquisition integration. While the company's shares are currently trading around $64.60, Simply Wall St's narrative suggests it is undervalued at a fair value of $76.13, based on projected revenue growth of 7.6% annually and increased profit margins. However, the current P/E ratio of 36.3x is higher than peers and the industry average, suggesting the market may already be pricing in future growth.
Aristotle Capital Boston LLC Sells 92,112 Shares of The Chefs' Warehouse, Inc. $CHEF
Aristotle Capital Boston LLC significantly reduced its stake in The Chefs' Warehouse, Inc. (NASDAQ:CHEF) by 52.2%, selling 92,112 shares and now holding 84,461 shares valued at approximately $4.93 million. This comes as company insiders also sold a substantial amount of shares totaling around $9.06 million in the last quarter. Despite these sales, Chefs' Warehouse reported strong quarterly earnings, beating analyst estimates with $0.68 EPS and $1.14 billion in revenue, leading to a consensus "Moderate Buy" rating from analysts with an average target price of $77.67.
CHEF - Chefs' Warehouse Latest Stock News & Market Updates
This page provides the latest news and analysis for Chefs' Warehouse (CHEF), a specialty food distributor. It aggregates company-issued updates, market announcements, and financial results, including significant events from 2020 such as Q2 financial results, conference participations, and a proposed public offering of common stock. The company's financial performance in 2020 was notably impacted by the COVID-19 pandemic, leading to a net loss in Q1 and Q2, and the suspension of guidance.
AI Push and Global Expansion Might Change The Case For Investing In Chefs' Warehouse (CHEF)
The Chefs' Warehouse (CHEF) is implementing an AI-driven sales strategy and expanding its facilities in Texas and the Middle East, while continuing the integration of Hardie's. These efforts aim to improve sales execution and supply chain reliability, which could impact the company's investment narrative. While the company projects significant revenue and earnings growth by 2028, the success of these initiatives and ongoing acquisition integration will be key factors for investors.
Chefs' Warehouse Says Demand Is Resilient at UBS Conference, Highlights AI, Tariff Flexibility
Chefs' Warehouse (NASDAQ: CHEF) executives reported resilient demand at a UBS conference, despite broader pressures in the food-away-from-home sector, attributing this to diversified sourcing and strategic sales. They highlighted a flexible approach to tariffs and supply chain challenges, leveraging a broad import footprint and private-label capabilities. The company is also investing in digital tools and AI to improve efficiency and productivity, particularly in inventory management and sales enablement.
AI Push and Global Expansion Might Change The Case For Investing In Chefs' Warehouse (CHEF)
The Chefs’ Warehouse (CHEF) is emphasizing AI and digital tools, alongside facility expansions and integration of Hardie's, to improve sales and operations. While these efforts are expected to support execution, the primary investment narrative still hinges on managing acquisition complexity and successfully integrating new businesses like Hardie's. Analysts project significant revenue and earnings growth by 2028, leading to a fair value estimate with potential upside.
Kennedy Capital Management LLC Buys 65,584 Shares of The Chefs' Warehouse, Inc. $CHEF
Kennedy Capital Management LLC increased its stake in The Chefs' Warehouse, Inc. (NASDAQ:CHEF) by 7.7% in the third quarter, acquiring an additional 65,584 shares to own a total of 912,353 shares valued at approximately $53.2 million. Other institutional investors also adjusted their positions, and despite recent insider stock sales, analysts maintain a "Moderate Buy" rating for CHEF with an average price target of $77.67. The company recently reported strong quarterly earnings, beating analyst estimates for both EPS and revenue.
The Chefs' Warehouse, Inc. $CHEF Position Lowered by Schroder Investment Management Group
Schroder Investment Management Group reduced its stake in The Chefs' Warehouse, Inc. (NASDAQ:CHEF) by 9.8% in the third quarter, selling 35,900 shares and now owning 328,750 shares worth $19.23 million. Other institutional investors also adjusted their positions, while company insiders sold 139,309 shares totaling over $9 million in the last ninety days. Analysts have a "Moderate Buy" consensus rating for CHEF with an average price target of $77.67.
Chefs' Warehouse (CHEF) HR chief withholds 999 shares for tax obligations
Christina Polychroni, Chief Human Resources Officer at Chefs' Warehouse (CHEF), reported a Form 4 transaction where 999 shares were withheld to cover tax obligations upon the vesting of restricted stock. This disposition occurred at $62.52 per share and was part of the Amended and Restated 2019 Omnibus Equity Incentive Plan. Following this transaction, Polychroni directly owns 29,142 shares of the company.
The Chefs’ Warehouse, Inc. (CHEF) reports Q4 revenue of $1.14B versus consensus of $1.1B
The Chefs’ Warehouse, Inc. (CHEF) announced its fourth-quarter revenue reached $1.14 billion, surpassing the consensus estimate of $1.1 billion. This indicates a stronger financial performance than anticipated by analysts for the period.
Chefs' Warehouse (CHEF) COO has shares withheld to cover tax liability
Chefs' Warehouse COO, John Pappas, reported an insider transaction where 2,742 shares were withheld on March 4, 2026, at $62.52 per share to cover tax obligations from vested restricted stock. Following this, Pappas directly holds 769,575 shares and indirectly holds 400,000 shares through an LLC associated with a grantor retained annuity trust. This event was detailed in a Form 4 SEC filing.
Chefs' Warehouse (CHEF) CEO Pappas has 4,119 vested shares withheld for taxes
Chefs' Warehouse President and CEO Christopher Pappas had 4,119 shares of common stock withheld for tax purposes on March 4, 2026, upon the vesting of restricted stock. The shares, valued at $62.52 each, were withheld under the company's 2019 equity incentive plan. Following this transaction, Pappas directly holds 2,394,403 shares and indirectly holds 62,639 shares through GRATs.
[144] Chefs' Warehouse, Inc. SEC Filing
This article reports on a Form 144 SEC filing by Chefs' Warehouse, Inc. (CHEF). The filing details the proposed sale of 95,908 common shares with an aggregate market value of $6,846,872.00 acquired through a stock option award/exercise on March 7, 2016. The sale is being handled by Jefferies LLC and is expected to occur on March 3, 2026, on NASDAQ.
Chefs' Warehouse (CHEF) CFO has 1,822 shares withheld for tax obligations
Chefs' Warehouse CFO James Leddy reported a disposition of 1,822 common shares on March 4, 2026, which were withheld at $62.52 per share to cover tax obligations upon the vesting of restricted stock. This transaction was under the company’s Amended and Restated 2019 Omnibus Equity Incentive Plan and was not an open-market sale. Following this withholding, Leddy now directly holds 133,235 common shares in the company.
Chefs' Warehouse (CHEF) CAO has 531 vested shares withheld for tax
Chefs' Warehouse's Chief Accounting Officer, Tim McCauley, reported an automatic share disposition for tax obligations. This involved 531 vested restricted common shares, valued at $71.39 each, withheld under the company's 2019 Omnibus Equity Incentive Plan. After this transaction, McCauley directly holds 49,494 shares of common stock.
The Chefs' Warehouse Experiences Revision in Stock Evaluation Amid Market Dynamics
The Chefs' Warehouse, Inc. has seen a revision in its stock evaluation due to changing market conditions, with its stock currently priced at $63.22. Despite recent underperformance against the S&P 500, the company has demonstrated resilience with positive returns over longer timeframes, including an 82.09% return over three years. Technical indicators show mixed signals, with weekly bullish MACD and Bollinger Bands, but some monthly bearish trends.
Victory Capital Management Inc. Grows Position in The Chefs' Warehouse, Inc. $CHEF
Victory Capital Management Inc. increased its stake in The Chefs' Warehouse, Inc. ($CHEF) by 2.3% in Q3, holding over 1.38 million shares valued at approximately $80.7 million. Despite insider selling totaling almost $9.06 million in the last quarter, including CEO Christopher Pappas's sale of 95,908 shares, institutional investors now own about 91.55% of the company's stock. The company's Q4 results surpassed expectations with EPS of $0.68 and revenue of $1.14 billion, and analysts generally rate the stock a "Moderate Buy" with an average target price of $77.67.
[Form 4] Chefs' Warehouse, Inc. Insider Trading Activity
Chefs' Warehouse, Inc.'s Chief Accounting Officer, Tim McCauley, reported a disposal of 551 shares of company stock at $62.52 per share to cover tax liabilities related to the vesting of restricted common stock. Following this transaction, McCauley directly owns 48,943 shares of Chefs' Warehouse common stock. This transaction was filed as a Form 4 with the SEC.
Chefs’ Warehouse (-7.8%): Restaurant Profit Squeeze Hits Distributor Stocks
Shares of Chefs’ Warehouse (CHEF) fell 7.8% following a National Restaurant Association report, which highlighted severe margin compression for restaurant operators due to rising costs. This outlook suggests a potential slowdown in demand for premium food suppliers like CHEF. Despite an intact institutional trend and accelerating momentum, the stock faces an immediate technical test at the $62.77 support level.
Christopher Pappas Sells 95,908 Shares of Chefs' Warehouse (NASDAQ:CHEF) Stock
Chefs' Warehouse CEO Christopher Pappas sold 95,908 shares of company stock for approximately $5.997 million on March 3rd, reducing his stake by 3.84%. This sale occurred as CHEF stock traded down to $62.43 on heavy volume. The company recently beat Q4 earnings and revenue estimates, and analysts maintain a "Moderate Buy" rating with an average price target of $77.67.
Chefs’ Warehouse (-7.8%): Restaurant Profit Squeeze Hits Distributor Stocks
Shares of Chefs' Warehouse (CHEF) fell by 7.8% following a downbeat 2026 outlook from the National Restaurant Association, which highlighted severe margin compression for restaurants due to soaring costs. This report suggests potential headwinds for specialty food distributors like CHEF, including reduced orders and pricing pressure. Despite the sell-off, the article notes that the stock's institutional trend appears intact, classifying it as "Trending Up" based on moving averages.
Major Decision: Christopher Pappas Exercises Options, Realizing $4.05M At The Chefs' Warehouse
Christopher Pappas, President and CEO of The Chefs' Warehouse (NASDAQ: CHEF), recently exercised stock options for 95,908 shares, amounting to $4,047,317. This transaction was disclosed in an SEC filing on March 4. The Chefs' Warehouse, a specialty food distributor, demonstrates strong revenue growth and a balanced debt approach, though its market capitalization and earnings per share are below industry averages.
Alexandros Aldous Executes Sell Order: Offloads $2.10M In The Chefs' Warehouse Stock
Alexandros Aldous, General Counsel at The Chefs' Warehouse (NASDAQ: CHEF), sold 29,500 shares of the company's stock for a total of $2,100,990. This insider transaction was revealed in an SEC filing on March 4, 2026. The Chefs' Warehouse is a specialty food distributor with positive revenue growth and strong gross margins, though its EPS is below the industry average and its market capitalization is smaller than peers.
Chefs' Warehouse (NASDAQ:CHEF) Insider Christina Polychroni Sells 3,317 Shares
Chefs' Warehouse (NASDAQ:CHEF) insider Christina Polychroni sold 3,317 shares of the company's stock on March 2nd at an average price of $65.45, totaling over $217,000. This transaction reduced her stake by 9.91%. Following the sale, CHEF's stock dropped 5.2% to $62.43, though the company recently beat quarterly earnings estimates and analysts hold a "Moderate Buy" consensus rating with a $77.67 target price.
Alexandros Aldous Sells 29,500 Shares of Chefs' Warehouse (NASDAQ:CHEF) Stock
Chefs' Warehouse General Counsel Alexandros Aldous sold 29,500 shares of the company's stock, valued at over $2.1 million, decreasing his position by nearly 30%. This insider selling occurred as the stock experienced a significant drop, though the company recently beat earnings expectations. Analysts currently have a "Moderate Buy" rating for CHEF with a consensus target price of $77.67.
Chefs' Warehouse (-7.8%): Restaurant Profit Squeeze Hits Distributor Stocks
Chefs' Warehouse stock dropped 7.8% following concerns that a squeeze on restaurant profits is negatively impacting food distributor stocks. The article highlights how financial pressures on the restaurant industry are affecting suppliers like Chefs' Warehouse.
Chefs' Warehouse Breaks Below 200-Day Moving Average - Notable for CHEF
Shares of Chefs' Warehouse Inc (CHEF) fell below their 200-day moving average on Tuesday, trading as low as $60.20 per share and closing down about 6.8% for the day. The company's 200-day moving average was $62.78, indicating a potential bearish signal for investors. CHEF's 52-week trading range is $47.39 to $73.94.
CHEF PE Ratio & Valuation, Is CHEF Overvalued
Chefs' Warehouse Inc (CHEF) is currently in the "Fair zone" according to its valuation, with a forward PS ratio of 0.59. The fair price is estimated between $56.10 and $80.69 using a relative valuation method. While CHEF's P/S ratio is slightly above the industry average, its strong revenue growth might not justify the current premium.
Chefs' Warehouse (NASDAQ: CHEF) Form 144 lists dated private-sale entries
Chefs' Warehouse (NASDAQ: CHEF) has filed a Form 144, disclosing proposed sales of Class A Common shares by an account at UBS Financial Services Inc. The form details multiple private-transaction sale entries with quantities and dates from 2021 to 2025. Although such filings indicate intent to sell restricted securities, they do not confirm immediate market sales.
[Form 4] Chefs' Warehouse, Inc. Insider Trading Activity
Chefs' Warehouse General Counsel Alexandros Aldous reported insider trading activity detailing equity compensation and tax withholdings. He received grants of restricted common stock on February 24, 2026, and simultaneously disposed of some shares to cover tax liabilities. Following these transactions, Aldous directly owns 101,517 shares of Chefs' Warehouse common stock.
Chefs' Warehouse (NASDAQ:CHEF) CAO Tim Mccauley Sells 7,500 Shares
Chefs' Warehouse (NASDAQ:CHEF) CAO Tim Mccauley sold 7,500 shares of the company's stock on February 18th for $525,000, reducing his position by 14.38%. This sale leaves him with 44,662 shares valued at approximately $3.13 million. The company recently reported strong quarterly earnings, exceeding analyst estimates with $0.68 EPS and $1.14 billion in revenue.
Chefs' Warehouse (CHEF) CAO logs 7,500-share sale plus new stock grants
Chefs' Warehouse Chief Accounting Officer Tim McCauley reported an open-market sale of 7,500 shares at $70.00 each on February 18, 2026, executed under a Rule 10b5-1 trading plan. He also received new stock grants totaling 7,698 shares on February 24, 2026, tied to performance and restricted stock awards. After these transactions, including shares withheld for tax liabilities, McCauley's direct ownership in Chefs' Warehouse stands at 50,025 shares.
Specialty food supplier Chefs’ Warehouse set for UBS fireside chat Mar. 11
The Chefs’ Warehouse (NASDAQ: CHEF) will participate in a fireside chat at the UBS Global Consumer & Retail Conference on March 11, 2026, at 9:00 a.m. ET in New York. Investors can listen to the event live via webcast on the company’s investor relations website. This participation continues CHEF's pattern of regular investor engagement following recent positive financial performance and guidance updates.
A Look At Chefs' Warehouse (CHEF) Valuation After Q4 Beat And Upgraded Outlook
Chefs' Warehouse (CHEF) reported strong Q4 revenues of US$1.14 billion, surpassing estimates, and issued an optimistic 2026 revenue outlook. The stock has seen significant gains, and while a widely followed fair value estimate suggests it's 5.3% undervalued at $72.12, other analyses indicate it could be 35.4% undervalued, trading considerably below a fair value of $111.58. However, its high P/E ratio compared to peers and the industry raises questions about whether current pricing leaves a sufficient margin of safety for investors.
Chefs' Warehouse, Inc. SEC 10-K Report
Chefs' Warehouse, Inc. has released its annual 10-K report, showcasing strong financial performance with net sales reaching $4,149.5 million and net income at $72.4 million. The report details strategic growth initiatives, including acquisitions and expanded distribution centers, and outlines future plans for continued investment and market expansion. It also addresses various challenges and risks, such as macroeconomic conditions, operational inefficiencies, supply chain disruptions, and financial indebtedness.
The Chefs' Warehouse, Inc. (NASDAQ:CHEF) Receives Consensus Recommendation of "Hold" from Analysts
Seven analysts have issued an average "Hold" recommendation for The Chefs' Warehouse, Inc. (NASDAQ:CHEF), with a 12-month average price target of $77.67. The company recently exceeded Q4 earnings expectations with EPS of $0.68 and revenue of $1.14 billion, leading to several analysts raising their price targets. Institutional investors hold a significant 91.55% of the shares, with major firms like Wellington Management and Vanguard Group increasing their positions.
The Chefs’ Warehouse, Inc. (CHEF) Reports Q4 revenue of $1.14B Versus Consensus of $1.1B
The Chefs’ Warehouse, Inc. (CHEF) reported Q4 revenue of $1.14 billion, exceeding the consensus of $1.1 billion. Chairman and CEO Christopher Pappas highlighted strong business activity, market share growth, and positive performance across domestic and international markets. The company projects FY26 revenue of $4.35B to $4.45B, aligning with analyst consensus, and Benchmark recently raised its price target to $84 due to strong underlying momentum.
The Chefs' Warehouse, Inc. (CHEF) Reports Q4 revenue of $1.14B Versus Consensus of $1.1B
The Chefs' Warehouse, Inc. (CHEF) reported strong Q4 revenue of $1.14 billion, surpassing the consensus estimate of $1.1 billion. The company's CEO, Christopher Pappas, attributed this success to robust business activity in the upscale-casual to higher-end dining sector and effective execution across its markets. CHEF also provided optimistic FY26 revenue guidance of $4.35B to $4.45B, aligning with analyst expectations, and recently received a price target increase from Benchmark.
