Chefs’ Warehouse (CHEF) Valuation Check After 2026 Guidance And Renewed Analyst Buy Rating

Simply Wall St.

Jan 16

Chefs' Warehouse (CHEF) has just put fresh numbers on the table for fiscal 2026, issuing preliminary guidance that includes net sales of US$4.35b to US$4.45b and net income of US$88m to US$92m. See ...

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See ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-retailing/nasdaq-chef/chefs-warehouse/news/chefs-warehouse-chef-valuation-check-after-2026-guidance-and\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chefs’ Warehouse (CHEF) Valuation Check After 2026 Guidance And Renewed Analyst Buy Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChefs’ Warehouse (CHEF) Valuation Check After 2026 Guidance And Renewed Analyst Buy Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-16 00:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/consumer-retailing/nasdaq-chef/chefs-warehouse/news/chefs-warehouse-chef-valuation-check-after-2026-guidance-and><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chefs' Warehouse (CHEF) has just put fresh numbers on the table for fiscal 2026, issuing preliminary guidance that includes net sales of US$4.35b to US$4.45b and net income of US$88m to US$92m. See ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-retailing/nasdaq-chef/chefs-warehouse/news/chefs-warehouse-chef-valuation-check-after-2026-guidance-and\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CHEF","symbol_name":"The Chefs’ Warehouse","start_time":0,"source_url":"https://simplywall.st/stocks/us/consumer-retailing/nasdaq-chef/chefs-warehouse/news/chefs-warehouse-chef-valuation-check-after-2026-guidance-and","article_id":"2603339349","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/5022000-choice1-main-header/1585186733105"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/consumer-retailing/nasdaq-chef/chefs-warehouse/news/chefs-warehouse-chef-valuation-check-after-2026-guidance-and","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603339349","pubTimestamp":1768494101,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Chefs' Warehouse (CHEF) has just put fresh numbers on the table for fiscal 2026, issuing preliminary guidance that includes net sales of US$4.35b to US$4.45b and net income of US$88m to US$92m.\nSee our latest analysis for Chefs' Warehouse.\nThe new 2026 guidance lands after a steady run in the shares, with a 90 day share price return of 4.33% and a 1 year total shareholder return of 14.58%. The 5 year total shareholder return of 118.49% points to momentum that has built over a longer period...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"CHEF":"The Chefs’ Warehouse"},"translate_title":"厨师仓库(CHEF)在2026年指导和更新分析师买入评级后进行估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHEF":1.5},"content_text":"Chefs' Warehouse (CHEF) has just put fresh numbers on the table for fiscal 2026, issuing preliminary guidance that includes net sales of US$4.35b to US$4.45b and net income of US$88m to US$92m. See our latest analysis for Chefs' Warehouse. The new 2026 guidance lands after a steady run in the shares, with a 90 day share price return of 4.33% and a 1 year total shareholder return of 14.58%. The 5 year total shareholder return of 118.49% points to momentum that has built over a longer period despite some recent softness, including a 30 day share price return of 4.79%. If this earnings outlook has you looking at the broader food and consumer space, it can be useful to compare against other ideas with strong ownership trends. Now could be a good time to broaden your watchlist with fast growing stocks with high insider ownership. With Chefs' Warehouse trading at US$60.26 and sitting about 27% below one analyst price target and a 32% gap to an estimated intrinsic value, the key question is whether there is still a buying opportunity here or whether the market is already pricing in the growth implied by 2026 guidance. AdvertisementMost Popular Narrative: 20.8% Undervalued Chefs' Warehouse is being framed as worth about US$76.13 a share, compared with the latest close at US$60.26, which is a meaningful gap that hinges on specific growth and margin assumptions.  Operational improvements, such as investments in procurement, digital ordering (now ~60% of specialty sales), predictive demand forecasting, and inventory optimization technology, are already contributing to margin efficiency and scalability, laying the groundwork for further net margin and earnings expansion as these initiatives mature.  Read the complete narrative. Curious what earnings path and margin profile could justify that higher value, even with a richer future P/E than the sector and a rising discount rate? The full narrative spells out the revenue trajectory, profitability step up, and valuation multiple that need to line up. Result: Fair Value of $76.13 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to keep an eye on rising labor and integration costs, along with Chefs' Warehouse reliance on premium urban foodservice markets, as potential pressure points. Find out about the key risks to this Chefs' Warehouse narrative. Another View: Market Multiple Sends A Different Signal That US$76.13 fair value hinges on detailed growth and margin work, but the market is also looking at simple earnings multiples. Chefs' Warehouse trades on a P/E of 32.9x, compared with 21.7x for the US Consumer Retailing industry and 29.6x for peers, while its fair ratio is 17.6x. This gap suggests investors are paying a clear premium for CHEF, even though our model flags it as 32.2% below fair value. The question is whether you see that premium multiple as justified by its niche and earnings profile, or as extra valuation risk if expectations cool. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:CHEF P/E Ratio as at Jan 2026 Build Your Own Chefs' Warehouse Narrative If you see the numbers differently or want to stress test your own assumptions, you can create a custom view of Chefs' Warehouse in just a few minutes, starting with Do it your way. A great starting point for your Chefs' Warehouse research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If you are ready to widen your watchlist beyond Chefs' Warehouse, the Simply Wall St screener can help you quickly surface focused sets of stocks tailored to different themes.  Target potential mispricings by scanning these 886 undervalued stocks based on cash flows that might be trading below what their cash flows suggest. Ride the next wave of computing progress by checking out these 29 quantum computing stocks shaping tomorrow's hardware and software breakthroughs. Act on income opportunities by reviewing these 12 dividend stocks with yields > 3% that offer yields above 3% while still passing basic quality checks.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}