The Chefs' Warehouse, Inc. (CHEF)

The Chefs’ Warehouse beat expectations on both the top and bottom line in the second fiscal quarter of 2026 (period ended June 26, 2026), reported July 29, 2026, as adjusted EPS of $0.78 topped the $0.59 estimate (+32.2%) and revenue of $1.169 billion topped the $1.125 billion estimate (+3.9%). Revenue rose ~13% to about $1.2 billion from roughly $1.0 billion a year ago, alongside net income of roughly $33.8 million, up ~59% from about $21.2 million a year ago, and adjusted EPS increased ~50% from $0.52. Profitability held at a gross margin of ~25% and an operating margin near 5%, with gross profit of about $292.9 million and operating income of roughly $58.6 million. The company generated operating cash flow of about $58.4 million during the quarter. Chefs’ Warehouse supplies specialty food products and center-of-the-plate proteins to hospitality and culinary customers across the United States and Canada. Consensus for the next period calls for EPS of $0.61 on revenue of $1.118 billion.