Chefs' WarehouseCHEF
About: The Chefs' Warehouse Inc is a specialty food distributor in metropolitan areas across the United States and Canada. The company's product portfolio is comprised of imported and local specialty food products such as cheese, cooking oils, chocolates, dried food, baking products, meats, and other food products. It operates via one reporting segment called Food Product Distribution. Operations are concentrated on the east, midwest, and west coasts of the U.S. The company provides service to restaurants, clubs, hotels, caterers, schools, bakeries, casinos, and specialty food stores.
Employees: 5,029
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
231% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 16
19% more funds holding
Funds holding: 185 [Q4 2024] → 220 (+35) [Q1 2025]
11% more capital invested
Capital invested by funds: $1.85B [Q4 2024] → $2.06B (+$210M) [Q1 2025]
2.54% less ownership
Funds ownership: 94.74% [Q4 2024] → 92.2% (-2.54%) [Q1 2025]
12% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 76
25% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 3 (-1) [Q1 2025]
34% less call options, than puts
Call options by funds: $5.21M | Put options by funds: $7.91M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
UBS Mark Carden | 11%upside $68 | Buy Maintained | 1 May 2025 |
Benchmark Todd Brooks | 11%upside $68 | Buy Reiterated | 17 Mar 2025 |
Financial journalist opinion
Based on 3 articles about CHEF published over the past 30 days
