CHEF PRESS-RELEASE SEC Filing Analysis

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

Last close $80.90 (close Jun 8) · +6.87% 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 13d ago

T+60d

—

call — · α —

—

in 6w

Price Chart

Loading chart...

Executive Summary

The Chefs' Warehouse reported a massive Q1 2026 earnings beat, with GAAP EPS of $0.40 crushing the $0.25 consensus by 60% and revenue of $1.06B exceeding estimates by 4.85%. The company also initiated fiscal 2026 guidance with net sales of $4.35B-$4.45B, signaling continued growth. Results reflect strong organic volume growth and margin expansion.

Key Financial Metrics

Guidance

$4.35B-$4.45B

initiated

Gross Margin

24.3%

Actionable Insight

The strong Q1 beat and above-consensus full-year guidance suggest accelerating momentum. Traders should watch for potential analyst upgrades and positive price momentum in the coming days. However, given the magnitude of the beat, some near-term profit-taking is possible.

Key Facts

Net sales increased 11.4% YoY to $1.06B from $950.7M
GAAP diluted EPS $0.40 vs consensus $0.25 (60% beat)
Revenue beat consensus of $1.01B
Gross profit margin expanded 53 bps to 24.3%
Operating income rose to $33.1M from $22.7M
Adjusted EBITDA $60.1M vs $47.5M
Fiscal 2026 guidance: net sales $4.35B-$4.45B, adjusted EBITDA $276M-$286M

Financial Impact

EPS beat of $0.15 (60%), revenue beat of ~$49M (4.85%), gross margin +53bps

revenueepsgross marginoperating incomeadjusted EBITDA

Risk Factors

Ongoing conflict in the Middle East and extreme weather events could disrupt operations
Inflationary pressures on labor and commodities may impact margins
Competitive pressures in food distribution

Market Snapshot

Exchange

Nasdaq

Sector

Wholesale-Groceries, General Line

Analyst Consensus

86% bullish (14 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3283602

3 reports for CHEF

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for CHEF — sortable, filterable
	Type				Now
Apr 29, 2026 5w ago	8-K BULLISH ★ 7/10	$75.70 $77.91	▲ +2.92%	▼ −3.13%	$80.90 (+6.87%)
Apr 29, 2026 5w ago	Press Release BULLISH ★ 8/10	$75.70 $77.91	▲ +2.92%	▼ −3.13%	$80.90 (+6.87%)
Mar 25, 2026 10w ago	DEFA14A NEUTRAL ★ 2/10	$60.46 $65.47	▲ +8.29%	▼ −2.38%	$80.90 (+33.81%)

US Market Status

Market Closed — Opens in 6h 56m

Related Tickers

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access