Chefs' Warehouse, Inc. (CHEF)

Over the past six months, The Chefs' Warehouse, Inc. (CHEF) stock has experienced significant momentum. Morgan Stanley initiated coverage with an "Overweight" rating and a $75.00 price target, viewing CHEF as a strong play in the upper end of the food-away-from-home market. Weiss Ratings reissued a "Hold (C+)" rating. Benchmark maintained its "Buy" rating and raised its price target to $79.00, encouraged by a post-Labor Day acceleration in traffic trends for high-end dining. Zacks Research downgraded CHEF from a "strong-buy" to a "hold" rating. Piper Sandler initiated coverage with a "Neutral" rating and a $66.00 target price. The company reported strong Q2 2025 results, surpassing analyst expectations with $1.03 billion in revenue and $0.52 EPS. UBS maintained a "Buy" rating and raised its price target to $78.00 from $72.00, and Benchmark also maintained a "Buy" rating and raised its price target to $79.00 from $68.00.

The demand for The Chefs' Warehouse's products is likely influenced by the seasonality of the hospitality and fine dining industries. Demand may fluctuate with holiday periods, event seasons, and general consumer spending on dining out. Benchmark's analysis showed a rebound in traffic after Labor Day, suggesting solid demand throughout the upcoming holiday period.

The Chefs' Warehouse, Inc. (CHEF) is a specialty food distributor serving metropolitan areas across the United States, Canada, and the Middle East, operating within the Food Products sector. It offers a wide range of specialty food items and caters to a diverse customer base, including fine dining establishments, hotels, and specialty food stores, focusing on high-quality ingredients and exceptional service.

The Chefs' Warehouse, Inc. primarily operates on the East, Midwest, and West Coasts of the U.S., as well as in Canada and select markets in the Middle East. The company delivers to over 50,000 customer locations from 53 distribution center locations across North America and the world.

The Chefs' Warehouse maintains a strong brand reputation among foodservice professionals, emphasizing its expertise in specialty, protein, and produce. The company is recognized as a Great Place to Work-Certified™ Company. Positive analyst coverage has reinforced its market position, with Morgan Stanley highlighting CHEF's strong market position and Benchmark noting solid demand for fine dining.

The ownership of The Chefs' Warehouse, Inc. is a mix of institutional, retail, and individual investors. Institutional investors own approximately 27.31% to 47.40% of the company's stock. Insiders own about 10.02% of the stock, with corporate insider sentiment being negative in the past quarter. Public companies and retail investors own approximately 20.10% to 42.58% of the company's stock.