Added to YB: 2025-07-04
Pitch date: 2025-05-16
CHEF [bearish]
The Chefs' Warehouse, Inc.
+2.69%
current return
Author Info
No bio for this author
Company Info
The Chefs' Warehouse, Inc., together with its subsidiaries, distributes specialty food and center-of-the-plate products in the United States, the Middle East, and Canada.
Market Cap
$2.6B
Pitch Price
$64.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.73
P/E
42.74
EV/Sales
0.87
Sector
Consumer Staples Distribution and Retail
Category
N/A
The Chefs' Warehouse, Inc. - $CHEF (short)
CHEF short: Food distributor faces stalling growth post-M&A spree (16 deals, $326M). No acquisition opportunities ahead per CEO. Now SYSCO ($35B mkt cap) & US Foods ($17B) targeting specialty market, threatening CHEF's niche. 40x 2025E PE vulnerable as growth slows from 30%+ to MSD organic. Insiders dumping stock amid travel/restaurant macro risks.
Read full article (5 min)