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.
Price Chart
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
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%
Risk Factors
- Inflationary pressure on food costs and labor
- Potential consumer spending slowdown impacting restaurant demand
- Execution risk in integration of acquisitions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001517175-26-000021 |
| Document: chef-20260429.htm | 0001517175-26-000021 |
| Document: 0001517175-26-000021-index-headers.html | 0001517175-26-000021 |
| Document: 0001517175-26-000021-index.html | 0001517175-26-000021 |
| Document: 0001517175-26-000021.txt | 0001517175-26-000021 |
| 8-K Data (Synthetic) | 0001517175-26-000021 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | 8-K | $110.88 | awaiting T+60 | — | $106.33 (−4.10%) |
Aug 18, 2026 9w ago | Insider Cluster | $107.36 | awaiting T+60 | — | $106.33 (−0.96%) |
Jul 29, 2026 12w ago | 8-K | $105.63 $107.29 | ▲ +1.57% | ▼ −3.16% | $106.33 (+0.66%) |
Apr 29, 2026 25w ago | 8-K | $75.70 $94.86 | ▲ +25.31% | ▲ +21.20% | $106.33 (+40.46%) |
Apr 29, 2026 25w ago | Press Release | $75.70 $94.86 | ▲ +25.31% | ▲ +21.20% | $106.33 (+40.46%) |
Mar 25, 2026 30w ago | DEFA14A | $60.46 $92.80 | ▲ +53.48% | ▲ +39.53% | $106.33 (+75.87%) |
US Market Status
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