Chefs' WarehouseCHEF
About: The Chefs' Warehouse Inc is a specialty food distributor in metropolitan areas across the United States and Canada. The company's product portfolio is comprised of imported and local specialty food products such as cheese, cooking oils, chocolates, dried food, baking products, meats, and other food products. The Chefs' Warehouse operates via one reporting segment called Food Product Distribution. Operations are concentrated on the east, mid and west coasts of the U.S. The company provides service to restaurants, clubs, hotels, caterers, schools, bakeries, casinos and speciality food stores.
Employees: 4,873
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
275% more call options, than puts
Call options by funds: $12.7M | Put options by funds: $3.4M
76% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 21
9% more funds holding
Funds holding: 179 [Q2] → 195 (+16) [Q3]
2% more capital invested
Capital invested by funds: $1.48B [Q2] → $1.5B (+$23.8M) [Q3]
5.21% less ownership
Funds ownership: 94.89% [Q2] → 89.67% (-5.21%) [Q3]
12% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 67
25% less funds holding in top 10
Funds holding in top 10: 4 [Q2] → 3 (-1) [Q3]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Jefferies Alexander Slagle 50% 1-year accuracy 2 / 4 met price target | 20%upside $58 | Buy Maintained | 16 Dec 2024 |
Lake Street Ben Klieve 40% 1-year accuracy 4 / 10 met price target | 24%upside $60 | Buy Maintained | 16 Dec 2024 |
BMO Capital Kelly Bania 75% 1-year accuracy 18 / 24 met price target | 14%upside $55 | Outperform Maintained | 31 Oct 2024 |
Financial journalist opinion
