CHEF
Chefs' Warehouse, Inc.Price & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $60.1M | first quarter of 2026 | — |
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| ABL facility availability | $155.6M | first quarter 2026 call | — |
| adjusted operating expenses as a percentage of net sales non-GAAP | 18.6% | first quarter 2026 call | — |
| center-of-the-plate inflation | 8.2% | first quarter 2026 call | — |
| center-of-the-plate inflation excluding Texas attrition | 4.5% | first quarter 2026 call | — |
| gross margin in the center-of-the-plate category increase | 110 | first quarter 2026 call | — |
| gross margin in the specialty category increase | 43 | first quarter 2026 call | — |
| gross profit margins increase | 53 | first quarter 2026 call | — |
| net debt to adjusted EBITDA non-GAAP | 1.9 | first quarter 2026 call | — |
| net inflation | 4.1% | first quarter 2026 call | — |
| organic net sales growth | 10.4% | first quarter 2026 call | — |
| organic specialty sales growth | 6.8% | first quarter 2026 call | — |
| pounds in center-of-the-plate growth | 6.2% | first quarter 2026 call | — |
| specialty case growth | 5.7% | first quarter 2026 call | — |
| specialty category inflation | 1.5% | first quarter 2026 call | — |
| total liquidity | $278.3M | first quarter 2026 call | — |
| total net debt | $522M | first quarter 2026 call | — |
| unique customer growth | 1.9% | first quarter 2026 call | — |
| unique customer growth excluding Texas attrition | 4.3% | first quarter 2026 call | — |
| unique placement growth | 6.2% | first quarter 2026 call | — |
| Adjusted net income per share non-GAAP | $0.68 | Q4 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Food Distribution — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CHEF
this stock
Chefs' Warehouse, Inc.
|
$3.96B | +53.7% | +9.1% | 53.0 | 11.6% |
|
SYY
Sysco Corp
|
$40.09B | +14.6% | +11.2% | 23.2 | 3.1% |
|
USFD
US Foods Holding Corp.
|
$22.24B | +34.1% | +4.1% | 34.0 | 5.9% |
|
PFGC
Performance Food Group Co
|
$17.68B | +26.1% | +5.1% | 53.3 | 3.7% |
|
BZLFY
Bunzl PLC
|
$11.62B | +32.1% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CHEF | +0.2% | +12.3% | +48.4% | -0.3% | +53.7% |
| SPY | +1.4% | +4.1% | +9.1% | +1.1% | +10.7% |
| vs SPY | -1.2% | +8.3% | +39.3% | -1.4% | +43.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.