CHEF Chefs' Warehouse, Inc.

BULLISH Impact: 7/10 8-K
Horizon days Filed Apr 29, 2026 Processed 1mo ago SEC 0001517175-26-000021
8-K Item 2.02: Earnings release
Latest settled — T+20d ⚠ clustered
CHEF ▲ +2.92% at T+20d
LONG call ✓ call won +2.92% · α vs SPY -3.13% · entry $75.70 → $77.91
Next anchor: T+60d in 6w
Currently $90.75 · +19.88% from $75.70 entry
Entry anchored
Apr 29, 2026
via day open
T+1d
+2.51%
call +2.51% · α +1.49%
$77.60
settled 6w ago
T+5d
+5.89%
call +5.89% · α +2.78%
$80.16
settled 5w ago
T+20d
+2.92%
call +2.92% · α -3.13%
$77.91
settled 16d ago
T+60d
—
call — · α —
—
in 6w

Price Chart

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Executive Summary

Chefs' Warehouse reported Q1 2026 EPS of $0.40 (60% beat vs. $0.25 consensus) and revenue of $1.06B (4.9% beat vs. $1.01B consensus), with net sales up 11.4% YoY. The company reiterated its full-year FY2026 guidance, signaling confidence in sustained momentum.

Key Financial Metrics

Guidance
$4.35B-$4.45B
maintained
Free Cash Flow
$30.6M
Gross Margin
24.3%

Actionable Insight

The strong beat and reiteration of guidance reinforce positive momentum. With 11.4% revenue growth and margin expansion, the stock should trade up. Monitor upcoming quarters for sustained volume growth and any guidance revision.

Key Facts

  • Q1 2026 net sales grew 11.4% YoY to $1.06B, organic sales up 10.4%
  • GAAP diluted EPS of $0.40 vs. $0.25 consensus, a 60% beat
  • Adjusted EBITDA rose 26.6% YoY to $60.1M
  • Gross margin expanded 53 bps to 24.3%, operating margin improved to 3.1% from 2.4%
  • Full-year FY2026 guidance maintained: net sales $4.35B-$4.45B, Adj. EBITDA $276M-$286M

Financial Impact

EPS beat by 60%, revenue beat by ~4.9%

revenueepsgross marginebitda

Risk Factors

  • Inflationary pressure on food costs and labor
  • Potential consumer spending slowdown impacting restaurant demand
  • Execution risk in integration of acquisitions

Market Snapshot

Exchange
Nasdaq
Sector
Wholesale-Groceries, General Line
Analyst Consensus
86% bullish (14 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001517175-26-000021
Document: chef-20260429.htm0001517175-26-000021
Document: 0001517175-26-000021-index-headers.html0001517175-26-000021
Document: 0001517175-26-000021-index.html0001517175-26-000021
Document: 0001517175-26-000021.txt0001517175-26-000021
8-K Data (Synthetic)0001517175-26-000021
3 reports for CHEF
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for CHEF — sortable, filterable
Type Now
Apr 29, 2026
6w ago
8-K
BULLISH ★ 7/10
$75.70 $77.91▲ +2.92%▼ −3.13%$90.75 (+19.88%)
Apr 29, 2026
6w ago
Press Release
BULLISH ★ 8/10
$75.70 $77.91▲ +2.92%▼ −3.13%$90.75 (+19.88%)
Mar 25, 2026
11w ago
DEFA14A
NEUTRAL ★ 2/10
$60.46 $65.47▲ +8.29%▼ −2.38%$90.75 (+50.10%)
Showing 3 of 3

US Market Status

Market Closed — Opens Mon (49h 16m)

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