CHEFConsumer Defensive · Food DistributionThe 8 Wall Street analysts covering The Chefs' Warehouse, Inc. hold a median 12-month price target of $125 — +7.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 82 of 100 as at 3 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores The Chefs' Warehouse, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (99): The shares have been drifting up relative to others.
Volatility (43): The share price moves around a lot.
Size (24): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CHEF, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +7.4% from it.
Of the 20 most recent actions, 8 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 11 Sept 2026 | TD Cowen | Maintains | Buy | $123 → $131 |
| 30 July 2026 | Benchmark | Maintains | Buy | $106 → $125 |
| 30 July 2026 | Benchmark | Maintains | Buy | — |
| 30 July 2026 | BTIG | Maintains | Buy | — |
| 30 July 2026 | BTIG | Maintains | Buy | $100 → $125 |
| 30 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $97 → $104 |
| 30 July 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 30 July 2026 | TD Cowen | Maintains | Buy | — |
| 30 July 2026 | TD Cowen | Maintains | Buy | $110 → $123 |
| 30 July 2026 | UBS | Maintains | Buy | — |
| 30 July 2026 | UBS | Maintains | Buy | $114 → $125 |
| 15 July 2026 | Morgan Stanley | Downgrade | Equal-Weight | $83 → $97 |
| 15 July 2026 | Morgan Stanley | Downgrade | Equal-Weight | — |
| 14 July 2026 | Benchmark | Maintains | Buy | $90 → $106 |
| 14 July 2026 | Benchmark | Maintains | Buy | — |
| 7 July 2026 | TD Cowen | Initiates | Buy | $110 |
| 7 July 2026 | TD Cowen | Initiates | Buy | — |
| 11 June 2026 | BTIG | Maintains | Buy | — |
| 30 Apr 2026 | Benchmark | Maintains | Buy | — |
| 30 Apr 2026 | BTIG | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CHEF appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 2 Oct 2026, The Chefs' Warehouse, Inc. returned +111.1% against +16.2% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 13% of US stocks
Cheaper than 68% of US stocks
Cheaper than 13% of US stocks
Cheaper than 14% of US stocks
Higher than 59% of US stocks
Higher than 77% of US stocks
Higher than 27% of US stocks
Higher than 55% of US stocks
Higher than 52% of US stocks
Higher than 74% of US stocks
Higher than 81% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
The Chefs' Warehouse, Inc. has a market value of $4.6B and an enterprise value of $5.4B.
Revenue in the twelve months to 30 June 2026: $4.4B. The latest quarter grew 12.9% year on year.
Net income over the same four quarters: $92.0M, a 2.1% net margin.
Diluted earnings per share, trailing twelve months: $2.10.
Free cash flow in the twelve months to 30 June 2026: $125.8M, after $36.0M of capital spending.
The Chefs' Warehouse, Inc. spent $15.0M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 53.3×; forward P/E: 36.8× — the forward figure prices analyst consensus estimates, not reported earnings.
The Chefs' Warehouse, Inc. employs 5,156 people — $852K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own The Chefs' Warehouse, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Chefs' Warehouse is targeting continued margin expansion in 2026, citing sales growth, capacity utilization, and expense leverage as supports for profitability.
Why it matters — CHEF watchers would care because the company's outlook points to sustained profitability improvements into 2026.
The article discusses Chefs' Warehouse's 2026 outlook, focusing on its plan to scale its distribution network to gain market share. It notes the company maintains a strong competitive moat through its deep catalog of specialty gourmet food products, while also relying on debt-funded acquisitions for growth, creating balance sheet risks.
Why it matters — A CHEF watcher would care because the piece highlights both the company's growth strategy through distribution expansion and its potential balance sheet risks from debt-funded acquisitions.
A Zacks Investment Research article compares the year-to-date performance of The Chefs' Warehouse (CHEF) against Kerry Group PLC (KRYAY) and their consumer staples sector, examining whether CHEF has outpaced its peers.
Why it matters — CHEF watchers would care because the piece assesses how the company's stock performance stacks up against both a comparable firm and its broader sector this year.
Chefs' Warehouse is expanding its margins through sharper pricing, procurement improvements, and technology adoption, even as inflation continues to pressure product costs. The item examines whether this pricing execution can sustain the margin gains.
Why it matters — A CHEF watcher would care because sustained margin expansion through pricing and operational efficiency is central to the company's profitability outlook amid ongoing inflationary cost pressure.
Zacks Investment Research reports that movements in the options market for The Chefs' Warehouse (CHEF) deserve investor attention, asking whether those movements signal a potential spike in the stock. The article highlights recent options activity as a reason for close monitoring.
Why it matters — A CHEF watcher would care because unusual options-market activity can provide signals about where investors expect the stock to move.
The 8 Wall Street analysts covering The Chefs' Warehouse, Inc. have a median 12-month price target of $125, with estimates ranging from $104 to $131. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering The Chefs' Warehouse, Inc., 7 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks The Chefs' Warehouse, Inc. 82 out of 100 across roughly 4,600 US stocks as at 3 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Oct 2026, The Chefs' Warehouse, Inc. ranks 82 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (99 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +7.4% from the last close, and Ticker Nerd's factor model ranks The Chefs' Warehouse, Inc. 82 out of 100 as at 3 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering The Chefs' Warehouse, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CHEF are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $104 to $131 over the next 12 months.
The Chefs' Warehouse, Inc. returned +111.1% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
The Chefs' Warehouse, Inc. is a specialty food distributor that supplies restaurants, hotels, country clubs, caterers, culinary schools, bakeries, specialty retailers, and other foodservice operators.
The most recent item we track (Zacks Investment Research, 1 Oct 2026): "Can Chefs' Warehouse Margin Expansion Continue Through 2026?". Chefs' Warehouse is targeting continued margin expansion in 2026, citing sales growth, capacity utilization, and expense leverage as supports for profitability.
The Chefs' Warehouse, Inc. is a specialty food distributor that supplies restaurants, hotels, country clubs, caterers, culinary schools, bakeries, specialty retailers, and other foodservice operators. The company focuses on hard-to-find ingredients and center-of-the-plate products, along with a broad assortment of everyday staples used in professional kitchens. Its portfolio includes specialty cheeses, charcuterie, premium proteins, seafood, produce, oils, dairy, baking ingredients, and other culinary essentials. The Chefs' Warehouse serves customers across the United States, Canada, the Middle East, and selected metropolitan foodservice markets, supporting chefs and operators with product selection, category expertise, and distribution services. Founded in 1985 and headquartered in Ridgefield, Connecticut, The Chefs' Warehouse plays a key role in the foodservice supply chain by connecting specialty suppliers with high-end culinary customers.
CEO Mr. Christopher Pappas · 5,156 employees · United States · https://www.chefswarehouse.com
