earnings
confidence high
sentiment positive
materiality 0.80
Chefs' Warehouse Q2 net sales up 12.9% to $1.17B; adjusted EPS $0.78 vs $0.52
Chefs' Warehouse, Inc.
- Net sales $1.17B (+12.9% YoY); GAAP EPS $0.76 vs $0.49; adjusted EPS $0.78 vs $0.52.
- Adjusted EBITDA $88.1M vs $65.4M; operating income $58.6M vs $40.2M.
- Organic sales +12.2%; specialty case count +6.0%; center-of-plate pounds +8.8%.
- FY2026 guidance: net sales $4.50B-$4.60B; adjusted EBITDA $305M-$315M.
- Gross profit margin up 49 bps to 25.1%; Middle East operations at ~94% of prior year.