Zacks Investment Research·Sep 16, 2026
Can Chefs' Warehouse's Pricing Execution Keep Lifting Margins?Chefs' Warehouse expands margins through sharper pricing, procurement and technology as inflation keeps pressure on product costs.
CHEF is executing a successful growth strategy, with revenue accelerating to 12.9% YoY in 2026Q2 and operating leverage driving a 45.8% increase in operating income. Gross margin expansion to 25.1% and strong cash conversion (cumulative OCF of $378.4M vs. net ...
Price trend, volume and key moving averages
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $0.78+32.2% vs $0.59 | $1.2B+3.9% vs $1.1B |
Q2 2026 Apr 29, 2026 | $0.40+73.9% vs $0.23 | $1.1B+5.0% vs $1.0B |
Q1 2026 Feb 11, 2026 | $0.68+9.7% vs $0.62 | $1.1B+4.0% vs $1.1B |
Q4 2025 Oct 29, 2025 | $0.50+16.3% vs $0.43 | $1.0B-7.0% vs $1.1B |
Chefs' Warehouse expands margins through sharper pricing, procurement and technology as inflation keeps pressure on product costs.
BBB Foods (NYSE: TBBB - Get Free Report) and Chefs' Warehouse (NASDAQ: CHEF - Get Free Report) are both mid-cap consumer staples companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, dividends, earnings, analyst recommendations, profitability, institutional ownership and risk. Profitability This table compares BBB Foods
Investors need to pay close attention to CHEF stock based on the movements in the options market lately.
CHEF, NTAP and HTHIY made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 10, 2026.
Benchmark CHEF against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Chefs' Warehouse, Inc. (CHEF)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $108.36 | $4.42B | 64.50 | 9.36% | 1.74% | 12.67% | — | |
| $94.20 | $20.74B | 32.04 | 4.08% | 2.1% | 19.77% | — | |
| $78.67 | $37.62B | 21.49 | 3.91% | 2.08% | 74.67% | — | |
| $92.19 | $14.48B | 40.26 | 7.17% | 0.53% | 7.63% | — | |
| $13.20 | $1.26B | 19.13 | 8.23% | 0.63% | 4% | — | |
| $45.86 | $2.78B | -23.40 | 2.6% | 0.27% | 5.32% | — |
The Chefs' Warehouse, Inc. (CHEF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Chefs' Warehouse, Inc. (CHEF) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 29, 2026·SEC
May 11, 2026·SEC
Apr 29, 2026·SEC
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The Chefs' Warehouse, Inc. (CHEF) stock FAQ — growth, dividends, profitability & financials explained
The Chefs' Warehouse, Inc. (CHEF) reported $4.39B in revenue for fiscal year 2025. This represents a 1230% increase from $330.1M in 2010.
The Chefs' Warehouse, Inc. (CHEF) grew revenue by 9.4% over the past year. This is steady growth.
Yes, The Chefs' Warehouse, Inc. (CHEF) is profitable, generating $92.0M in net income for fiscal year 2025 (1.7% net margin).
The Chefs' Warehouse, Inc. (CHEF) has a return on equity (ROE) of 12.7%. This is reasonable for most industries.
The Chefs' Warehouse, Inc. (CHEF) generated $125.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
