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The Chefs' Warehouse
The Chefs' Warehouse (CHEF) investor relations material
The Chefs' Warehouse Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Q4 2025 saw strong business activity, with net sales up 10.5% year-over-year and robust demand, especially among upscale casual and high-end dining customers.
Achieved significant organic volume growth, new customer acquisition, and market share gains.
Adjusted EBITDA increased to $80.3 million, up 17.7% from Q4 2024, reflecting operational improvements.
Eliminated two non-core Texas programs, impacting reported metrics but representing only 1% of full-year revenue.
Continued focus on high-growth markets, route consolidation, and technology-driven operations.
Financial highlights
Q4 2025 net sales rose 10.5% year-over-year to $1.143 billion, with organic sales up 9.7%.
Gross profit increased 10.2% to $276.6 million; gross margin decreased by 8 basis points to 24.2%.
Adjusted EBITDA for Q4 2025 was $80.3 million, up from $68.2 million in Q4 2024.
Adjusted net income per share was $0.68, up from $0.55 in Q4 2024.
Free cash flow for FY 2025 was $88 million, with net debt leverage reduced to 2.1x.
Outlook and guidance
Fiscal 2026 net sales expected between $4.35 billion and $4.45 billion.
Gross profit guidance: $1.053 billion–$1.076 billion; Adjusted EBITDA: $276 million–$286 million.
FY 2026 free cash flow expected between $80 million–$110 million.
Guidance assumes 6–8% revenue growth, with inflation expected at 2–4%.
2028 financial goals target 4–7% organic sales growth and $300 million–$350 million adjusted EBITDA.
Explain Q4 GAAP net income decline vs. Adj. growth
Drivers of specialty vs. center-of-plate margin shifts
Reconcile 2026 Adj. EBITDA guidance to Q4 run rate
Given 'frothy' M&A, what defines a 'good fold in' deal?
What drives continued improvement in EBITDA per employee?
Prioritize top 3 regional growth investment areas.
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Next The Chefs' Warehouse earnings date
Q1 202629 Apr, 2026
The Chefs' Warehouse
Next The Chefs' Warehouse earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
The Chefs' Warehouse Inc is a distributor of specialty food products intended for chefs and high-end foodservice establishments. The company offers a wide range of items including artisan cheeses, oils, meats, and seafood, serving restaurants, hotels, caterers, and gourmet retail stores. It operates through both warehouse and direct-store delivery models across various U.S. markets. The company is headquartered in Ridgefield, Connecticut, and its shares are listed on the NASDAQ.
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