Latest revenue
$1.06B
as of 2026-03-27
Latest net income
$17.4M
as of 2026-03-27
Net margin
1.6%
as of 2026-03-27
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $3.12B
- Enterprise value
- $3.12B
- P/E (trailing)
- 43.1×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $82.81
- 52-wk low
- $53.20
- Beta
- —
- Shares out
- 40.8M
5-year trend
What this company does
Item 1. BUSINESS We are a premier distributor of specialty food and center-of-the-plate products in the United States, the Middle East, and Canada. We are focused on serving the specific needs of chefs who own and/or operate some of the leading menu-driven independent restaurants, fine dining establishments, country clubs, hotels, caterers, culinary schools, bakeries, patisseries, chocolateries, cruise lines, casinos and specialty food stores in the United States, the Middle East, and Canada (collectively, our “Core Customers”). We believe that we have a distinct competitive advantage in serving these customers as a result of our extensive selection of distinctive and hard-to-find specialty…
AI summary unavailable — showing raw filing excerpt
Generated from CHEF's filing dated 2024-02-27
Key risks
Item 1A. RISK FACTORS Our business, financial condition and results of operations are subject to various risks and uncertainties, including those described below and elsewhere in this Annual Report on Form 10-K. This section discusses factors that, individually or in the aggregate, we think could cause our actual results to differ materially from our expected and historical results. Our business, financial condition or results of operations could be materially adversely affected by any of these risks. This information should be read in conjunction with Management’s Discussion and Analysis of Financial Condition and Results of Operations and the consolidated financial statements and related…
AI summary unavailable — showing raw filing excerpt
Generated from CHEF's filing dated 2024-02-27
Profitability
Gross margin
24.2%
0.4%Operating margin
3.5%
3.5%Net margin
1.7%
19.3%Return on equity
13.5%
10.3%Return on assets
3.6%
19.5%Leverage
Debt / equity
2.77×
10.2%Long-term debt / equity
1.34×
11.6%Debt / assets
73.5%
2.7%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-27 | $1.06B | +11.4% | $17.4M | +68.8% | 1.6% |
Q4 2025 2025-12-26 | $1.14B | +10.5% | $21.7M | -9.4% | 1.9% |
Q3 2025 2025-09-26 | $1.02B | +9.6% | $19.1M | +35.8% | 1.9% |
Q2 2025 2025-06-27 | $1.03B | +8.4% | $21.2M | +36.8% | 2.1% |
Q1 2025 2025-03-28 | $950.7M | +8.7% | $10.3M | +432.8% | 1.1% |
Q4 2024 2024-12-27 | $1.03B | — | $23.9M | — | 2.3% |
Q3 2024 2024-09-27 | $931.5M | +5.6% | $14.1M | +92.5% | 1.5% |
Q2 2024 2024-06-28 | $954.7M | +8.3% | $15.5M | +57.3% | 1.6% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Wholesale-Groceries, General Line · SIC 5141
Your notes
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Insider activity
Insider buying
$0
Insider selling
$21.7M
Net activity
−$21.7M
Distinct insiders
5
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns CHEF
Institutional value
$1.20B
Total shares held
20.8M
Distinct holders
150
-92 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.8M | $344.1M | +330.8K (+6.1%) | Added |
| 2 | JPMORGAN CHASE & CO | 1.9M | $110.9M | +206.6K (+12.3%) | Added |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $96.2M | — | New |
| 4 | Invesco Ltd. | 1.0M | $61.5M | +149.4K (+16.9%) | Added |
| 5 | DIMENSIONAL FUND ADVISORS LP | 977.5K | $58.1M | +15.3K (+1.6%) | Added |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 948.2K | $56.4M | — | New |
| 7 | KENNEDY CAPITAL MANAGEMENT LLC | 677.6K | $40.3M | -138.4K (-17.0%) | Trimmed |
| 8 | JENNISON ASSOCIATES LLC | 612.5K | $36.4M | -89.6K (-12.8%) | Trimmed |
| 9 | FEDERATED HERMES, INC. | 508.9K | $30.3M | -38.8K (-7.1%) | Trimmed |
| 10 | TimesSquare Capital Management, LLC | 421.3K | $25.0M | -127.6K (-23.2%) | Trimmed |
| 11 | Nuveen, LLC | 341.0K | $20.3M | -23.5K (-6.4%) | Trimmed |
| 12 | WCM INVESTMENT MANAGEMENT, LLC | 335.5K | $19.7M | -12.4K (-3.6%) | Trimmed |
| 13 | UBS Group AG | 302.3K | $18.0M | +37.6K (+14.2%) | Added |
| 14 | WASATCH ADVISORS LP | 273.2K | $16.2M | +47.2K (+20.9%) | Added |
| 15 | Penn Capital Management Company, LLC | 269.2K | $16.0M | +4.6K (+1.7%) | Added |
| 16 | VANGUARD FIDUCIARY TRUST CO | 252.7K | $15.0M | — | New |
| 17 | Pictet Asset Management Holding SA | 228.1K | $13.6M | -174.0K (-43.3%) | Trimmed |
| 18 | PRINCIPAL FINANCIAL GROUP INC | 226.7K | $13.5M | -16.2K (-6.7%) | Trimmed |
| 19 | Bank of New York Mellon Corp | 224.7K | $13.4M | -8.3K (-3.5%) | Trimmed |
| 20 | abrdn plc | 213.6K | $12.7M | +6.5K (+3.1%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once CHEF's latest filing finishes processing.