Chefs' Warehouse, Inc. (CHEF) Form 8-K — Oct 28, 2026
The Chefs' Warehouse reported strong Q3 2026 results, with net sales up 11.2% to $1.14 billion and GAAP net income of $29.6 million ($0.67 diluted EPS) versus $19.1 million ($0.44) a year ago. Adjusted EBITDA rose 26% to $82.2 million, gross margin expanded 84 basis points to 25.0%, and organic sales grew 10.3% on solid specialty case and center-of-the-plate volume gains.
Key figures
- Eps
- $0.67 diluted GAAP; $0.66 adjusted
- Revenue
- 1135379000
- Guidance
- FY2026 net sales $4.56-$4.61B; gross profit $1.130-$1.140B; adjusted EBITDA $317-$321M (raised)
- Net Income
- 29617000
- Revenue Yoy
- 11.2%
- Total Assets
- 2083219000
- Cash Position
- 164725000
- Ytd net sales
- 3363002000
- Ytd net income
- 80751000
- Gross margin q3
- 25.0% (+84 bps)
- Gross profit q3
- 284335000
- Adjusted ebitda q3
- 82186000
- Operating income q3
- 51486000
- Organic sales growth
- 10.3% ($105.4M)
- Effective tax rate q3
- 30.3%
- Acquisition sales growth
- 0.9% ($8.7M)
- Adjusted ebitda prior year q3
- 65053000
- Specialty organic case growth
- 6.1%
- Center of plate organic pound growth
- 6.6%
AI analysis
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