Chefs Warehouse Inc (CHEF)

Chefs’ Warehouse tops Q4 forecasts, shares slip as investors weigh 2026 outlookFebruary 11, 2026 10:42 AM
IH Market News
Chefs’ Warehouse Inc. (NASDAQ:CHEF) delivered stronger-than-expected fourth-quarter 2025 results, posting adjusted earnings per share of $0.68, $0.06 above consensus estimates. Revenue climbed 10.5% year over year to $1.14 billion, surpassing analysts’ projections of $1.1 billion.Even so, the stock edged down 1.33% in pre-market trading as investors digested the company’s guidance for 2026.The specialty food distributor reported quarterly net sales of $1.14 billion, up from $1.03 billion a year earlier. Growth was driven primarily by a 9.7% increase in organic sales, with acquisitions contributing an additional 0.8%.“Business activity and demand remained consistently strong through the fourth quarter amidst a healthy environment for our core upscale-casual to higher-end dining customer base,” said Christopher Pappas, Chairman and Chief Executive of the Company. “During the quarter, we continued growing market share, closing the year with strong year-over-year organic volume growth, unique item placements and new customer acquisition.”Adjusted EBITDA rose to $80.3 million, compared with $68.2 million in the same period of 2024. Within the specialty category, organic case volume increased about 3.3%, while unique customer growth and placement gains reached 1.2% and 4.2%, respectively.Looking ahead, Chefs’ Warehouse forecast fiscal 2026 revenue of $4.35 billion to $4.45 billion, broadly aligned with the $4.4 billion analysts expect. Adjusted EBITDA is projected in a range of $276 million to $286 million.Gross profit advanced 10.2% to $276.6 million, though gross margin slipped 8 basis points to 24.2%. Selling, general and administrative expenses rose 8.9% to $225.2 million, but improved slightly as a share of net sales, declining to 19.7% from 20.0% in the prior-year quarter.Chefs’ Warehouse stock price

Original: Chefs’ Warehouse tops Q4 forecasts, shares slip as investors weigh 2026 outlook

Interesting $CHEF "SHOCKING: 90% of cheese made with Pfizer GMO derived product.

Even I didn’t know about this until recently.

You might have heard about something called rennet. It is used to coagulate milk into cheese and it has traditionally come from the stomach of a young calf.

But in 1990, the FDA approved a very different kind of rennet to be used in cheese called FPC.

This FPC rennet is in fact made from GMO products invented by none other than Pfizer.

And guess what – The company DSM-firmenich that makes the infamous Bovaer is also today a major producer of this GMO rennet.

DSM-firmenich has also received millions of dollars in funding from none other than Bill Gates.

A staggering 90% of cheese in the USA is now made with this Pfizer GMO derived rennet – You have probably been eating this stuff today without even knowing it!

Even a lot of European cheese is made with this.

You don’t want to eat the fake lab-grown meat. But what about the lab-made rennet from Pfizer?

The thing is, they get away without even having to call it GMO, so you don’t even know about it. You are being lied to about your cheese.

And there is no long-term human trials on the safety of this product.
You will never be able to guess how they make this stuff.

They insert cow genes into black mold or E. Coli bacteria. Sounds disgusting, right?

The truth is even worse than you can imagine.

It involves CRISPR gene editing to make an abomination of a product.

So I’m here to tell you all about this secret Pfizer ingredient that is in your cheese and how they make it…

And I will also tell you about some cheeses that do NOT contain this Pfizer GMO derived product...

I’m here to report the news that is being censored by the mainstream media, and unlike them, I get nothing in funding from Bill Gates and George Soros.

Therefore I need your support to be able to continue bringing you stories like this – By becoming a paid subscriber you will help me to reach even more people with real uncensored news.

And as a paid subscriber you also get access to exclusive in-depth articles and exclusive posts.

Your support is highly appreciated and much needed, as I am constantly under attack by the establishment for daring to report the news they don’t want you to hear!
"

SHOCKING: 90% of cheese made with Pfizer GMO derived product.

Even I didn’t know about this until recently.

You might have heard about something called rennet. It is used to coagulate milk into cheese and it has traditionally come from the stomach of a young calf.

But in… pic.twitter.com/br6fIe0qRi— PeterSweden (@PeterSweden7) July 15, 2025

Another solid earnings, with continued growth!

Would like to see it break into the $40s, and stay awhile, forming a new channel.

In time..

The Chefs’ Warehouse announces Category and Regional Expansion with the acquisition of Hardie’s Fresh Foods and Greenleaf Produce & Specialty Foods

https://ih.advfn.com/stock-market/NASDAQ/chefs-warehouse-CHEF/stock-news/90916787/the-chefs-warehouse-announces-category-and-regio

Automatic shelf registration statement of securities of well-known seasoned issuers


https://www.conferencecalltranscripts.org/summary/?id=12009980

The Chefs' Warehouse
(NASDAQ:CHEF): Q4 Non-GAAP EPS of $0.48 beats by $0.01.

Revenue of $791.3M (+41.7% Y/Y) beats by $55.04M.

*Net sales increased 36.7% to $661.9 million for the third quarter of 2022 from $484.3 million for the third quarter of 2021.

*GAAP net income was $8.3 million, or $0.21 per diluted share, for the third quarter of 2022 compared to $3.5 million, or $0.09 per diluted share, in the third quarter of 2021.

*Adjusted net income per share1 was $0.41 for the third quarter of 2022 compared to $0.12 for the third quarter of 2021.

*Adjusted EBITDA1 was $41.0 million for the third quarter of 2022 compared to $23.4 million for the third quarter of 2021.

*Net sales increased 53.2% to $648.1 million for the second quarter of 2022 from $423.0 million for the second quarter of 2021.

*GAAP net income was $16.9 million, or $0.42 per diluted share, for the second quarter of 2022 compared to $1.1 million, or $0.03 per diluted share, in the second quarter of 2021.

*Adjusted net income per share1 was $0.51 for the second quarter of 2022 compared to $0.04 for the second quarter of 2021.

*Adjusted EBITDA1 was $45.3 million for the second quarter of 2022 compared to of $17.2 million for the second quarter of 2021.

I should have unloaded here. This could easily fall back to $20s from here. Might revisit if it does. Buyers dry up fast at highs. Who wants to buys highs, with a couple dollars of upside?

Yeah, kick myself too.... sold half to get some vaca money.. That's gone and now Chef is pushing $40. pps

$CHEF

Should have never sold $CHEF. This is a gem you lock up, and hold for years. Ugh...

This could be $80 in a couple years.

They are smart. Might just park a bunch here while this market eats pain. Dip for me!!! Or make me grab $37s!

Idc. This is a safe play during this downturn.

They just keep growing.

The new purchase.

https://www.capitalseaboard.com/

Go $CHEF.... been holding this since Mar 20 and just opened my IRA ... DAMMMMM its looking good.,

https://www.globenewswire.com/news-release/2021/10/05/2309167/15197/en/The-Chefs-Warehouse-Acquires-Silver-State-Meats.html

$CHEF looking strong!

$CHEF, $COOP, $IRNT

Wolfe Research Starts The Chefs' Warehouse, Inc (CHEF) at Outperform


https://www.streetinsider.com/dr/news.php?id=19003171&gfv=1

I really like Mr.Pappas, and Mr.Leddy. They are impressive minds with a passion. The kind of people that have generations smiling down on them.


Np doubt many other Chefs Warehouse players deserve golf claps.


Good job, Chefs Warehouse employees! You people are smart, hard working, really good people! I'm very impressed with this company and it's people

https://www.marketbeat.com/instant-alerts/nasdaq-chef-consensus-analyst-rating-2021-09-2-3/

https://www.southcoasttoday.com/story/business/2021/09/15/new-bedford-ma-sid-wainer-son-food-distribution-retail-store-jansal-valley-opens-march-2020-fire/8280510002/

https://nypost.com/2021/08/27/new-yorkers-spending-big-money-on-luxury-fine-dining/

8-12-2021 Moodys-changes-Chefs-Warehouse-outlook-to-stable

https://m.moodys.com/research-preview/Moodys-changes-Chefs-Warehouse-outlook-to-stable--PR_452324?orgid=825087301

Impressive earnings.

https://www.marketbeat.com/instant-alerts/nasdaq-chef-consensus-analyst-rating-2021-05-2-3/


Wall Street analysts predict that The Chefs' Warehouse, Inc. (NASDAQ:CHEF) will post sales of $354.73 million for the current fiscal quarter, Zacks Investment Research reports. Two analysts have made estimates for The Chefs' Warehouse's earnings, with the highest sales estimate coming in at $361.10 million and the lowest estimate coming in at $348.35 million. The Chefs' Warehouse posted sales of $200.50 million during the same quarter last year, which suggests a positive year over year growth rate of 76.9%.

https://seekingalpha.com/news/3688044-chefs-warehouse-tipped-for-more-ma-amid-tough-industry-conditions

BTIG analyst Peter Saleh maintained a Buy rating on The Chefs’ Warehouse (CHEF) yesterday and set a price target of $40.00. The company’s shares closed last Wednesday at $32.69, close to its 52-week high of $35.57.

According to TipRanks.com, Saleh is a 5-star analyst with an average return of 26.0% and a 78.9% success rate. Saleh covers the Services sector, focusing on stocks such as Texas Roadhouse, Kura Sushi USA, and Drive Shack.

The word on The Street in general, suggests a Moderate Buy analyst consensus rating for The Chefs’ Warehouse with a $39.00 average price target.


https://www.smarteranalyst.com/new-blurbs/btig-believes-the-chefs-warehouse-chef-wont-stop-here/

https://www.fool.com/earnings/call-transcripts/2021/04/28/chefs-warehouse-inc-chef-q1-2021-earnings-call-tra/

$CHEF!!

The Chefs' Warehouse, Inc. (NASDAQ:CHEF), a premier distributor of specialty food products in North America, today announced that it has acquired substantially all of the assets of M.F. Foley Company Inc., based in New Bedford, Massachusetts. For over 100 years, and four generations, Foley Fish has been a staple purveyor of the finest seafood products to restaurants across the country.
“We are thrilled to welcome Foley Fish into the Chefs’ Warehouse family of companies,” said Christopher Pappas, Chairman and Chief Executive Officer of The Chefs' Warehouse, Inc. “Foley’s uncompromising dedication to quality aligns perfectly with our focus of supplying the world’s best ingredients to North America’s top chefs and will become a centerpiece of our strategy to grow the seafood category nationally.”

Since inception in 1985, The Chefs’ Warehouse has been purveying high-quality, luxury, artisan, local and specialty products for the nation’s top restaurants. Founded in New York, the Northeast is the Company’s largest market in North America.

“We couldn’t hope for a better home for our valued employees, customers and vendors that have supported us over so many years,” said Laura Foley Ramsden, fourth generation owner of Foley Fish. “The Chefs’ Warehouse focus on quality and service will preserve the essence of what makes Foley an exceptional company, while leveraging technology and infrastructure to ensure our continued growth.”


https://ih.advfn.com/stock-market/NASDAQ/chefs-warehouse-CHEF/stock-news/84911814/the-chefs-warehouse-acquires-foley-fish

The Chefs' Warehouse, Inc. (NASDAQ:CHEF) saw some unusual options trading activity on Wednesday. Stock investors bought 2,219 call options on the stock. This represents an increase of 1,399% compared to the typical daily volume of 148 call options.

https://www.marketbeat.com/instant-alerts/nasdaq-chef-options-data-report-2021-04-2-3/

The Chefs' Warehouse (NASDAQ:CHEF) had its price target raised by stock analysts at BTIG Research from $36.00 to $40.00


https://www.marketbeat.com/instant-alerts/nasdaq-chef-a-buy-or-sell-right-now-2021-04-2-3/

https://www.cnbc.com/2021/04/11/wall-street-analysts-like-stocks-like-tesla-the-chefs-warehouse.html


$CHEF

23M LOW Float.

$38 Current Price Target.

$44 Pre COVID Price Target.

Lake Street starts off coverage of Chefs Warehouse with buy rating and price target of $38.

https://seekingalpha.com/news/3679163-chefs-warehouse-called-a-compelling-reopening-play

RSI approaching oversold at around 29-30 pps, 30 RSI. Hold tight!

Last time RSI hit this was around 19 pps!

Eat! We always eat! We eat very good with $CHEF!

Debt to asset, and liquidity still looking ok here, even after a year of China flu.

When life opens fully in a couple months... This could really run hard, even from $35-$40.

Market is about to see unheard of injection of capital. This, on top of healthy numbers that shrugged China flu, and this could get pretty crazy!


The market will most likely spike incredibly hard to the upside, and bring new highs all over.

2021 will be the ying to 2020s yang!

Smart money is getting in hard NOW before the checks fly, and buy and hold money floods the market.

Small float will make this explosive!


Could see spikes to $70+ here.

Supply chain is everything, as 2020 proved the importance.


Food. Housing.

Looking good here time test $40 ?

Blackrock bought more $CHEF, now owns roughly 15%.


https://ih.advfn.com/stock-market/NASDAQ/chefs-warehouse-CHEF/stock-news/84163504/statement-of-ownership-sc-13g


https://www.nasdaq.com/market-activity/stocks/chef/institutional-holdings

Looking good here$$$$$ hold for the long term!!!!

https://www.nasdaq.com/articles/noteworthy-monday-option-activity%3A-chef-msft-aeo-2021-01-04

Cheers.....happy new yr

Great find my friend. Thanks

Trump rejected the "COVID" relief. He speaks on restaurants needing more. A good listen.


Trump speech starts around 2 minutes in.

Looks like the business meal tax break is included in the new stimulus deal, and will last two years. This is a huge incentive that will help restaurants greatly.


Totaling tax breaks — The legislation allows businesses to deduct expenses associated with their forgiven PPP loans, in addition to expanding the employee retention credit intended to prevent layoffs. It includes a two-year tax break for business meals — a priority for President Donald Trump — and rolls over a variety of temporary tax breaks known as “extenders,” some for multiple years. The package also extends a payroll tax subsidy for employers offering workers paid sick leave and boosts the Earned Income Tax Credit.

https://www.politico.com/news/2020/12/20/details-stimulus-package-omnibus-bill-449499


Trump talks deductibility at 2:25. I THINK that's what is what they are talking in the new stimulus.




Vaccines rolling out, incentives to super charge restaurants traffic, a couple months to get things open, and numbers should start getting back to normal and better.

Strong liquidity held through the pandemic shows this company could really do some growing in the future.

Looking very good!

Loving how the chart moves !!!!!!!slow and steady $$$$$

Yes sir, we’ve both been here through the highs and lows$$$$$

Still have solid core position... Tucked this away back in March/April and left it.

Cheers

I’m still holding my friend!!!!!!! Hope you are too$$$$$$$$$ still a long my friend. Slow and steady

MAN.. remember those days of $8 and $10 pps

$CHEF

Agreed my friend, happy thanksgiving and GLTU as well

Well done! This bronco has shook many after huge gains from under $10. I feel like $CHEF could hit around $50 with some healthy people, doing healthy things, and a bit of momo.

Gltu

Still holding strong..... plenty of room to grow $$$$$$$$$

National securities Corp maintains a buy, with a $30.00 price target.


https://www.smarteranalyst.com/new-blurbs/national-securities-corp-sticks-to-its-buy-rating-for-the-chefs-warehouse-chef-3/


Legion Partners Asset Management has sold out its position in CHEF.

https://www.gurufocus.com/news/1293681/legion-partners-asset-management-llc-buys-colony-capital-inc-kohls-corp-sells-boingo-wireless-inc-primo-water-corp-the-chefs-warehouse-inc