Nama Insights

Chefs' Warehouse (CHEF)

Consumer Defensive · Food Distribution · NASDAQ

Chefs' Warehouse (CHEF) is a Consumer Defensive company in the Food Distribution industry. It has a market capitalization of $4.51B, a trailing price-to-earnings ratio of 41.2 and a free-cash-flow yield of 1.8%. Over the most recent reported fiscal year, revenue grew 9.4% and free cash flow per share fell 15.2%. Nama's AI scorecard rates it Buy, 6.8 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Buy · 6.8/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Leading · +74.4% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-12.4%
How far the last close sits under the highest price of the past five years.
Market cap$4.51B
Trailing P/E41.2
Price / book6.2
Price / sales1.0
FCF yield1.8%
Dividend yield—
Gross margin24.7%
Operating margin4.3%
Net margin2.3%
Revenue growth (YoY)+9.4%
Revenue growth (3-yr annual)+16.7%
EPS growth (YoY)+33.6%
FCF/share growth (YoY)-15.2%
Beta1.4
ExchangeNASDAQ
SectorConsumer Defensive
IndustryFood Distribution

CHEF earnings

Next report: Feb 10, 2027 (Q4 2026, EPS estimate $0.74). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 28, 2026 $0.66 $0.59 +11.9% $1.14B
Q2 2026 Jul 29, 2026 $0.78 $0.59 +32.2% $1.17B
Q1 2026 Apr 29, 2026 $0.40 $0.25 +60.0% $1.06B
Q4 2025 Feb 11, 2026 $0.68 $0.62 +9.7% $1.14B

CHEF analyst price target

Median target $125.00 from 8 analysts, ranging $119.00 – $135.00.

Food Distribution peers

TickerCompanyMarket capP/E
SYY Sysco $37.84B 16.5
USFD US Foods $23.08B 23.6
PFGC Performance Food Group $16.96B 22.9
UNFI United Natural Foods $2.72B 17.2
ANDE Andersons $1.86B 8.2
AVO Mission Produce $1.02B 19.4
Explore live CHEF data on Nama Insights →

Recent Congressional trades

Chefs' Warehouse trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Thomas R Tillis Senate Sell $1,001 - $15,000 —

CHEF FAQ

Is CHEF a buy?
Nama's AI scorecard currently rates Chefs' Warehouse Buy (6.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is CHEF's P/E ratio?
Chefs' Warehouse trades at a trailing price-to-earnings ratio of 41.2.
When does CHEF report earnings?
Chefs' Warehouse's next scheduled report is on Feb 10, 2027. Analysts expect EPS of $0.74.
What is the CHEF price target?
The median analyst price target from 8 analysts is $125.00, with a range of $119.00 – $135.00.
Is CHEF Shariah compliant?
Nama's AAOIFI-style screen reads Chefs' Warehouse as Not Shariah Compliant. At least one of the three ratios or the industry test failed.