Chefs' Warehouse
CHEF
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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
41% more call options, than puts
Call options by funds: $11M | Put options by funds: $7.85M
29% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 31
20% more capital invested
Capital invested by funds: $2.06B [Q1] → $2.48B (+$418M) [Q2]
17% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 76
3.18% more ownership
Funds ownership: 92.26% [Q1] → 95.44% (+3.18%) [Q2]
3% more funds holding
Funds holding: 221 [Q1] → 227 (+6) [Q2]
67% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 1 (-2) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Piper Sandler
Brian Mullan
|
$66
|
Neutral
Initiated
|
27 Aug 2025 |
Benchmark
Todd Brooks
|
$79
|
Buy
Maintained
|
31 Jul 2025 |
UBS
Mark Carden
|
$78
|
Buy
Maintained
|
31 Jul 2025 |
Financial journalist opinion