The Chefs' Warehouse, Inc. (CHEF)
The Chefs' Warehouse: An Appetizing Stock With Strong Margin Expansion Ahead
The Chefs' Warehouse is a specialty food distributor supplying high-end steaks, seafood and other premium products to fine-dining restaurants, gourmet stores and luxury hotels. The US foodservice distribution market is very large at $354 billion and provides ample scope to grow. EBITDA margins to improve to 6.5-7% by FY28 (vs 5.6% for FY23). I expect EBITDA to reach $323 million by 2028, growing at a CAGR of 11% (2024E-2028E).
The Chefs' Warehouse: Still Flavorful On Expectations Of A Bright Future
I remain bullish on The Chefs' Warehouse due to its strong revenue growth, improved profitability, and management's optimistic future projections. Recent performance shows a 20.5% stock increase, outpacing the S&P 500's 8%, with revenue up 5.6% year-over-year. Management's revised guidance for 2028 projects significant EBITDA growth, driven by organic revenue growth, cost efficiencies, and digital advancements.
Chefs' Warehouse (CHEF) is an Incredible Growth Stock: 3 Reasons Why
Chefs' Warehouse (CHEF) could produce exceptional returns because of its solid growth attributes.
The Chefs' Warehouse, Inc. (CHEF) Q3 2024 Earnings Call Transcript
The Chefs' Warehouse, Inc. (NASDAQ:CHEF ) Q3 2024 Earnings Conference Call October 30, 2024 8:30 AM ET Company Participants Alex Aldous - General Counsel, Corporate Secretary & Chief Government Relations Officer Christopher Pappas - Founder, Chairman & Chief Executive Officer James Leddy - Chief Financial Officer Conference Call Participants Mark Carden – UBS Alexander Slagle – Jefferies Andrew Wolf - C.L. King Kelly Bania - BMO Capital Markets Todd Brooks - The Benchmark Company Peter Saleh – BTIG Ben Klieve - Lake Street Capital Markets Operator Greetings, and welcome to the Chefs' Warehouse Third Quarter 2024 Earnings Conference Call.
Chefs' Warehouse (CHEF) Tops Q3 Earnings Estimates
Chefs' Warehouse (CHEF) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.33 per share a year ago.
Are Consumer Staples Stocks Lagging The Chef's Warehouse (CHEF) This Year?
Here is how Chefs' Warehouse (CHEF) and Kerry Group PLC (KRYAY) have performed compared to their sector so far this year.
Is The Chef's Warehouse (CHEF) Stock Outpacing Its Consumer Staples Peers This Year?
Here is how Chefs' Warehouse (CHEF) and Carriage Services (CSV) have performed compared to their sector so far this year.
Buy 4 Food Stocks With Strong Price Upside for a Healthy Portfolio
Include four stocks from the defensive food industry to stabilize our portfolio despite recent rally. These are: CHEF, NOMD, LWAY, LSF.
What Makes Chefs' Warehouse (CHEF) a Strong Momentum Stock: Buy Now?
Does Chefs' Warehouse (CHEF) have what it takes to be a top stock pick for momentum investors? Let's find out.
Kimberly-Clark Stock Up 20% YTD: Should You Buy or Hold Tight?
KMB's success comes from its volume-and-mix growth strategy, advanced technologies, streamlined operations, and effective cost management.
Are Consumer Staples Stocks Lagging The Chef's Warehouse (CHEF) This Year?
Here is how Chefs' Warehouse (CHEF) and BRF (BRFS) have performed compared to their sector so far this year.
Fast-paced Momentum Stock Chefs' Warehouse (CHEF) Is Still Trading at a Bargain
Chefs' Warehouse (CHEF) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.
