Earnings summaries and quarterly performance for Chefs' Warehouse.
Executive leadership at Chefs' Warehouse.
Christopher Pappas
Detailed
Chairman, President and Chief Executive Officer
CEO
AA
Alexandros Aldous
Detailed
General Counsel, Corporate Secretary, Chief Government Relations Officer and Chief Administrative Officer
CP
Christina Polychroni
Detailed
Chief Human Resources Officer
JL
James Leddy
Detailed
Chief Financial Officer
JP
John Pappas
Detailed
Vice Chairman and Chief Operating Officer
Board of directors at Chefs' Warehouse.
Research analysts who have asked questions during Chefs' Warehouse earnings calls.
Kelly Bania
BMO Capital Markets
7 questions for CHEF
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TB
Todd Brooks
The Benchmark Company
7 questions for CHEF
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AS
Alexander Slagle
Jefferies
6 questions for CHEF
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PS
Peter Saleh
BTIG
6 questions for CHEF
Also covers: BYND, DPZ, DRI +14 more
Mark Carden
UBS
4 questions for CHEF
Also covers: ACI, AZO, BJ +8 more
AP
Andrew Paul Wolf
CL King & Associates
3 questions for CHEF
Also covers: BJRI, CBRL, DNUT +9 more
Brian Harbour
Morgan Stanley
3 questions for CHEF
Also covers: BLMN, BROS, CAKE +21 more
Benjamin Klieve
Lake Street Capital Markets
2 questions for CHEF
Also covers: ANDE, AVD, AVO +10 more
Elle Niebuhr
Lake Street Capital Markets
2 questions for CHEF
Also covers: PUBM, QNST
Margaret-May Binshtok
Wolfe Research LLC
2 questions for CHEF
Also covers: EAT, USFD, WEN
AR
Alexander Russell Slagle
Jefferies LLC
1 question for CHEF
Ben Klieve
Lake Street Capital Markets
1 question for CHEF
Also covers: ANDE, AVD, AVO +13 more
MM
Margaret Ma
Wolfe Research
1 question for CHEF
Also covers: USFD
Mark David Carden
UBS Investment Bank
1 question for CHEF
MR
Matt Roden
UBS Investment Bank
1 question for CHEF
MR
Matt Rothway
UBS Investment Bank
1 question for CHEF
PM
Peter Mokhlis Saleh
BTIG LLC
1 question for CHEF
Recent press releases and 8-K filings for CHEF.
The Chefs' Warehouse Reports Strong Q4 2025 Results and Provides 2026 Guidance
CHEF
Earnings
Guidance Update
M&A
- The Chefs' Warehouse reported Q4 2025 net sales of $1.143 billion, an increase of 10.5% year-over-year, with organic sales up 9.7%.
- For the full year 2025, the company achieved 9.1% organic revenue growth, exceeding $4 billion in revenue for the first time, and saw approximately 18% adjusted EBITDA growth and 29% adjusted EPS growth versus 2024.
- Adjusted EBITDA for Q4 2025 was $80.3 million, and adjusted diluted EPS was $0.68.
- The company provided full-year 2026 guidance, estimating net sales between $4.35 billion and $4.45 billion and Adjusted EBITDA between $276 million and $286 million.
- The balance sheet was strengthened with net debt to Adjusted EBITDA at approximately 2.1x as of December 26, 2025, and the company completed a term loan repricing in January 2026 reducing the fixed spread above SOFR. Capital allocation priorities include acquired growth, balance sheet strengthening, and opportunistic share buybacks.
Feb 11, 2026, 1:30 PM
The Chefs' Warehouse Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
CHEF
Earnings
Guidance Update
M&A
- The Chefs' Warehouse reported net sales of $1.143 billion for Q4 2025, an increase of 10.5% year-over-year, with adjusted EBITDA of $80.3 million and adjusted diluted earnings per share of $0.68.
- For the full year 2025, the company achieved 9.1% organic revenue growth, with total revenue exceeding $4 billion for the first time, alongside an 18% increase in adjusted EBITDA and 29% adjusted EPS growth compared to 2024.
- The company issued full-year 2026 guidance, projecting net sales between $4.35 billion and $4.45 billion and adjusted EBITDA between $276 million and $286 million.
- At the end of Q4 2025, total liquidity stood at $280.5 million, with net debt to adjusted EBITDA at approximately 2.1 times, and the company plans to continue opportunistic share buybacks while seeking strategic acquisitions.
Feb 11, 2026, 1:30 PM
Chefs' Warehouse Announces Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
CHEF
Earnings
Guidance Update
Share Buyback
- Chefs' Warehouse reported Q4 2025 net sales of $1.143 billion, an increase of 10.5% year-over-year, driven by 9.7% organic sales growth. Adjusted EBITDA for the quarter was $80.3 million, and adjusted diluted EPS reached $0.68.
- For the full year 2025, the company achieved 9.1% organic revenue growth, surpassing $4 billion in revenue for the first time, alongside approximately 18% adjusted EBITDA growth and 29% adjusted EPS growth.
- The company issued full-year 2026 guidance, projecting net sales between $4.35 billion and $4.45 billion and Adjusted EBITDA between $276 million and $286 million.
- As of December 26, 2025, net debt to Adjusted EBITDA was approximately 2.1 times. The company plans to continue opportunistic share buybacks and pursue accretive and strategic acquisitions.
Feb 11, 2026, 1:30 PM
Chefs' Warehouse Reports Q4 2025 Financial Results and Provides 2026 Guidance
CHEF
Earnings
Guidance Update
Revenue Acceleration/Inflection
- For the fourth quarter ended December 26, 2025, net sales increased 10.5% to $1.14 billion from $1.03 billion in the fourth quarter of 2024. Full-year 2025 net sales reached $4.15 billion.
- GAAP net income for Q4 2025 was $21.7 million, or $0.50 per diluted share, compared to $23.9 million, or $0.55 per diluted share, in Q4 2024.
- Adjusted net income per share for Q4 2025 was $0.68, an increase from $0.55 in the prior year quarter, and Adjusted EBITDA rose to $80.3 million from $68.2 million in Q4 2024.
- Chairman and CEO Christopher Pappas highlighted consistently strong business activity and demand throughout Q4 2025, supported by a healthy environment for their core upscale-casual to higher-end dining customer base and continued market share growth.
- The company issued fiscal 2026 full-year guidance, forecasting net sales in the range of $4.35 billion to $4.45 billion and Adjusted EBITDA between $276 million and $286 million.
Feb 11, 2026, 12:42 PM
Chefs' Warehouse Reports Fourth Quarter 2025 Financial Results and Provides 2026 Guidance
CHEF
Earnings
Guidance Update
Revenue Acceleration/Inflection
- The Chefs' Warehouse reported net sales increased 10.5% to $1.14 billion for the fourth quarter of 2025, up from $1.03 billion in the fourth quarter of 2024.
- GAAP net income for the fourth quarter of 2025 was $21.7 million, or $0.50 per diluted share, compared to $23.9 million, or $0.55 per diluted share, in the fourth quarter of 2024.
- Adjusted net income per share for Q4 2025 was $0.68, an increase from $0.55 in Q4 2024, and Adjusted EBITDA rose to $80.3 million from $68.2 million in the prior year quarter.
- For fiscal year 2026, the company expects net sales in the range of $4.35 billion to $4.45 billion and Adjusted EBITDA between $276 million and $286 million.
Feb 11, 2026, 12:00 PM
Chefs' Warehouse Announces Preliminary Fiscal Year 2026 Guidance
CHEF
Guidance Update
- The Chefs' Warehouse, Inc. announced its preliminary financial guidance for fiscal year 2026 on January 12, 2026.
- The company forecasts net sales to be between $4.35 billion and $4.45 billion, gross profit between $1.053 billion and $1.076 billion, and adjusted EBITDA between $276 million and $286 million for fiscal year 2026.
- The forecasted full year diluted share count for fiscal year 2026 is between 46.0 and 46.7 million shares, which includes approximately 6.5 million shares that could be issued upon conversion of senior convertible notes.
Jan 13, 2026, 10:25 PM
Chefs' Warehouse Discusses Optimistic 2026 Outlook and Long-Term Growth Targets
CHEF
Guidance Update
New Projects/Investments
M&A
- Chefs' Warehouse reports a healthy core consumer base with strong spending, particularly in celebratory events, and maintains an optimistic outlook for 2026, supported by a diversified customer portfolio.
- The company targets an Adjusted EBITDA margin of 6.5%-7% by fiscal 2028, driven by scaling operations, integrating past acquisitions, and investing in technology and automation.
- Management noted aggregate inflation in the first three quarters of 2025 was approximately 3%, an ideal range for their business, enabling effective price management across their 90,000 SKUs.
- Following a period of integration, Chefs' Warehouse is now "extremely opportunistic" for M&A, with debt leverage potentially dropping below two, providing significant capacity for future acquisitions, and expects to double its business over the next six years.
Jan 13, 2026, 4:30 PM
Chefs' Warehouse Discusses Strong 2026 Outlook, Inflation, and Growth Strategy
CHEF
Guidance Update
New Projects/Investments
M&A
- Chefs' Warehouse reported a very strong fourth quarter of 2025 and remains cautiously optimistic, with healthy customer spending and strong bookings for 2026.
- The company experienced aggregate inflation in the 3% range during the first three quarters of 2025, which is considered ideal for their business, and expects inflation to normalize between 1% and 4%.
- The company aims to achieve an Adjusted EBITDA margin of 6.5%-7% by fiscal 2028, driven by continued development, scaling operations, and investments in technology and automation.
- Chefs' Warehouse sees an addressable market of approximately $50 billion and believes it can double its business over the next six years, while remaining "extremely opportunistic" for M&A opportunities.
Jan 13, 2026, 4:30 PM
Chefs' Warehouse Provides FY 2026 Outlook and Strategic Growth Plans
CHEF
Guidance Update
M&A
New Projects/Investments
- Chefs' Warehouse is cautiously optimistic about the consumer and macro environment for FY 2026, following a strong Q4 2025, with no expected slowdown in their diversified customer base.
- The company reported aggregate inflation in the 3% range for the first three quarters of 2025, which is considered ideal, and anticipates a normal range of 1%-4% for FY 2026.
- Management aims to achieve 6.5%-7% Adjusted EBITDA margin by fiscal 2028 and believes the business can double over the next six years, driven by continued development of their model, scaling operations, and tactical initiatives.
- After a period of significant M&A, the company paused to integrate acquisitions and grow organically, but remains opportunistic for future acquisitions, supported by improved debt leverage and "dry powder".
Jan 13, 2026, 4:30 PM
Chefs' Warehouse Announces Preliminary Fiscal Year 2026 Guidance
CHEF
Guidance Update
Earnings
- The Chefs’ Warehouse, Inc. announced its preliminary financial outlook for fiscal year 2026 on January 12, 2026.
- The company forecasts net sales for fiscal year 2026 to be in the range of $4.35 billion and $4.45 billion.
- Gross profit is expected to be between $1.053 billion and $1.076 billion for fiscal year 2026.
- Adjusted EBITDA for fiscal year 2026 is projected to be between $276 million and $286 million.
- The full year diluted share count is forecasted to be between 46.0 million and 46.7 million shares.
Jan 12, 2026, 12:30 PM
Quarterly earnings call transcripts for Chefs' Warehouse.
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