The Chefs Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $0.230 |
| EPS actual | $0.400 |
| EPS Surprise | 73.91% |
| Revenue estimate | 1.008B |
| Revenue actual | 1.059B |
| Revenue Surprise | 5.02% |
| Release date | Feb 11, 2026 |
| EPS estimate | $0.620 |
| EPS actual | $0.680 |
| EPS Surprise | 9.68% |
| Revenue estimate | 1.099B |
| Revenue actual | 1.143B |
| Revenue Surprise | 4.01% |
| Release date | Oct 29, 2025 |
| EPS estimate | $0.430 |
| EPS actual | $0.500 |
| EPS Surprise | 16.28% |
| Revenue estimate | 1.099B |
| Revenue actual | 1.021B |
| Revenue Surprise | -7.03% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.450 |
| EPS actual | $0.520 |
| EPS Surprise | 15.56% |
| Revenue estimate | 986.739M |
| Revenue actual | 1.035B |
| Revenue Surprise | 4.88% |
Last 4 Quarters for The Chefs
Below you can see how CHEF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $66.92 |
| EPS estimate | $0.450 |
| EPS actual | $0.520 |
| EPS surprise | 15.56% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $61.89 |
| Jul 25, 2025 | $62.23 |
| Jul 28, 2025 | $62.68 |
| Jul 29, 2025 | $61.56 |
| Jul 30, 2025 | $66.92 |
| Jul 31, 2025 | $68.56 |
| Aug 01, 2025 | $67.42 |
| Aug 04, 2025 | $66.90 |
| Aug 05, 2025 | $65.51 |
| 4 days before | 8.13% |
| 4 days after | -2.11% |
| On release day | 2.45% |
| Change in period | 5.85% |
| Release date | Oct 29, 2025 |
| Price on release | $62.35 |
| EPS estimate | $0.430 |
| EPS actual | $0.500 |
| EPS surprise | 16.28% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $58.76 |
| Oct 24, 2025 | $58.54 |
| Oct 27, 2025 | $58.33 |
| Oct 28, 2025 | $58.61 |
| Oct 29, 2025 | $62.35 |
| Oct 30, 2025 | $59.97 |
| Oct 31, 2025 | $59.00 |
| Nov 03, 2025 | $60.72 |
| Nov 04, 2025 | $62.10 |
| 4 days before | 6.11% |
| 4 days after | -0.401% |
| On release day | -3.82% |
| Change in period | 5.68% |
| Release date | Feb 11, 2026 |
| Price on release | $64.15 |
| EPS estimate | $0.620 |
| EPS actual | $0.680 |
| EPS surprise | 9.68% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $64.14 |
| Feb 06, 2026 | $66.67 |
| Feb 09, 2026 | $66.89 |
| Feb 10, 2026 | $65.36 |
| Feb 11, 2026 | $64.15 |
| Feb 12, 2026 | $67.80 |
| Feb 13, 2026 | $68.44 |
| Feb 17, 2026 | $68.47 |
| Feb 18, 2026 | $69.29 |
| 4 days before | 0.0156% |
| 4 days after | 8.01% |
| On release day | 5.69% |
| Change in period | 8.03% |
| Release date | Apr 29, 2026 |
| Price on release | $75.78 |
| EPS estimate | $0.230 |
| EPS actual | $0.400 |
| EPS surprise | 73.91% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $64.95 |
| Apr 24, 2026 | $65.47 |
| Apr 27, 2026 | $66.85 |
| Apr 28, 2026 | $64.24 |
| Apr 29, 2026 | $75.78 |
| Apr 30, 2026 | $77.60 |
| May 01, 2026 | $78.83 |
| May 04, 2026 | $77.99 |
| May 05, 2026 | $79.03 |
| 4 days before | 16.67% |
| 4 days after | 4.28% |
| On release day | 2.40% |
| Change in period | 21.67% |
The Chefs Earnings Call Transcript Summary of Q1 2026
Chefs' Warehouse reported a strong Q1 2026 with net sales of $1.059 billion, up ~11.4% year-over-year (organic growth ~10.4%). Key operational highlights: specialty sales up 6.8%, unique customer growth ~1.9% (adjusted ~4.3% excluding noncore Texas attrition), center-of-the-plate pounds up ~6.2%, and gross profit up 13.9% with gross margin expanding ~53 basis points to 24.3%. Adjusted EBITDA was $60.1 million (vs. $47.5M prior year). GAAP net income was $17.4 million ($0.40/sh), and adjusted net income was $17.2 million ($0.40/sh). Liquidity at quarter-end was $278.3 million (cash $122.7M, $155.6M availability under ABL); net debt ~$522M and net debt / adjusted EBITDA ~1.9x. Management notes Q2 started with continued momentum and expects double-digit top-line growth in April. The company is maintaining full-year 2026 guidance (net sales $4.35B–$4.45B; gross profit $1.053B–$1.076B; adjusted EBITDA $276M–$286M) despite uncertainty from the Middle East, which represents <10% of sales and has recently operated at ~75% of prior-year run rates. Management emphasized continued operating leverage from investments in facilities, technology, and people, opportunistic share repurchases, and a patient M&A stance.
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