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The Chefs' Warehouse Inc (DE:2CF)
NASDAQ:2CF

The Chefs' Warehouse (2CF) Price & Analysis

3 Followers

2CF Stock Chart & Stats

€53.50
-€0.20(-0.42%)
At close: 4:00 PM EST
€53.50
-€0.20(-0.42%)

Bulls Say, Bears Say

Bulls Say
Sustained Revenue GrowthThe company has delivered durable multi-year top-line growth and returned to sustained profitability, reflecting broad market adoption of its specialty distribution model. Recurring, frequent deliveries to restaurants and cross-selling across categories create stable recurring demand and revenue visibility over months.
Improving Margins & ProfitabilityMargin expansion and rising adjusted EBITDA indicate structural operating improvements from product mix, pricing and route-level leverage. Investments in temperature-controlled logistics and route density yield sustainable gross profit per route gains, improving resilience to cost shocks over the medium term.
Stronger Cash Generation & LiquidityPositive operating cash flow and meaningful free cash flow, coupled with ~$278M total liquidity (cash + ABL), provide durable financial flexibility. This supports gradual deleveraging, opportunistic buybacks and selective M&A while funding working capital for seasonal distribution needs over the coming months.
Bears Say
Elevated LeverageSustained elevated leverage limits financial flexibility and heightens sensitivity to margin or demand shocks. With leverage near ~2x, the company has less cushion for sustained cost inflation or slower sales, constraining the pace of deleveraging and reducing optionality on large strategic investments.
Structurally Thin MarginsPersistently low net and operating margins mean earnings are highly exposed to commodity inflation, freight and labor cost swings. Even modest input cost increases or volume declines can materially compress profitability, requiring continuous operational excellence to preserve net income.
Mixed Cash ConversionEarnings have not consistently converted into cash, with FCF below net income and prior periods of negative FCF. Volatile cash conversion increases funding risk for capex, debt paydown and buybacks, and may force tougher allocation choices if working capital or inventory needs rise.

The Chefs' Warehouse News

2CF FAQ

What was The Chefs' Warehouse Inc’s price range in the past 12 months?
The Chefs' Warehouse Inc lowest stock price was €46.20 and its highest was €87.50 in the past 12 months.
    What is The Chefs' Warehouse Inc’s market cap?
    The Chefs' Warehouse Inc’s market cap is €3.40B.
      When is The Chefs' Warehouse Inc’s upcoming earnings report date?
      The Chefs' Warehouse Inc’s upcoming earnings report date is Jul 29, 2026 which is in 2 days.
        How were The Chefs' Warehouse Inc’s earnings last quarter?
        The Chefs' Warehouse Inc released its earnings results on Apr 29, 2026. The company reported €0.351 earnings per share for the quarter, beating the consensus estimate of €0.221 by €0.13.
          Is The Chefs' Warehouse Inc overvalued?
          According to Wall Street analysts The Chefs' Warehouse Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does The Chefs' Warehouse Inc pay dividends?
            The Chefs' Warehouse Inc does not currently pay dividends.
            What is The Chefs' Warehouse Inc’s EPS estimate?
            The Chefs' Warehouse Inc’s EPS estimate is 0.52.
              How many shares outstanding does The Chefs' Warehouse Inc have?
              The Chefs' Warehouse Inc has 40,777,630 shares outstanding.
                What happened to The Chefs' Warehouse Inc’s price movement after its last earnings report?
                The Chefs' Warehouse Inc reported an EPS of €0.351 in its last earnings report, beating expectations of €0.221. Following the earnings report the stock price went up 3.509%.
                  Which hedge fund is a major shareholder of The Chefs' Warehouse Inc?
                  Currently, no hedge funds are holding shares in DE:2CF
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    The Chefs' Warehouse Inc

                    The Chefs' Warehouse, Inc. (CHEF), operating through its various subsidiaries, focuses on supplying high-end and gourmet food products across both the United States and Canada. The company maintains an extensive catalog, featuring more than 50,000 distinct stock-keeping units. This vast selection encompasses a diverse array of specialty items, such as artisanal charcuterie, premium cheeses, unique oils and vinegars, truffles, caviar, exquisite chocolates, and various pastry essentials. Beyond these niche offerings, Chefs' Warehouse also provides "center-of-the-plate" proteins, including custom-cut beef, fresh seafood, and hormone-free poultry. Their inventory further extends to everyday kitchen staples like cooking oils, butter, eggs, milk, and flour. The company serves a broad spectrum of professional culinary clients, which includes independent restaurants with distinctive menus, fine dining establishments, country clubs, hotels, catering services, culinary schools, bakeries, patisseries, chocolatiers, cruise lines, casinos, and specialized food retailers. Certain "center-of-the-plate" items are also made available directly to individual consumers via dedicated mail and e-commerce channels. Founded in 1985, the firm's corporate headquarters are situated in Ridgefield, Connecticut.

                    The Chefs' Warehouse (2CF) Earnings & Revenues

                    2CF Company Deck

                    2CF Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call was broadly positive: the company delivered strong organic and reported revenue growth, notable margin and profitability expansion, improved operational metrics, healthy liquidity and deleveraging, and maintained full-year guidance with upside potential. The primary negatives were external and transitory: the geopolitical impact in the Middle East (reducing recent demand to ~75% of prior year and shaving ~50 bps from Q1 organic growth), weather-related disruptions, Texas customer attrition tied to a strategic transition, and elevated SG&A and commodity inflation that management says it is effectively managing.View all DE:2CF earnings summaries

                    2CF Stock 12 Month Forecast

                    Average Price Target

                    €91.87
                    ▲(71.72% Upside)
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