CHEF at a glance
Chefs' Warehouse, Inc. (CHEF, SEC CIK 1517175) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 29, 2026 and Form 4 insider filings as recently as August 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 26, 2025 (FY2025), Chefs' Warehouse, Inc. (CHEF) reported revenue of $4.1 billion (up 9.4% from FY2024) and net income of $72.4 million. Diluted EPS was $1.68.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding Chefs' Warehouse, Inc. (CHEF) shares worth $1.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Aldous Alexandros on August 14, 2026 of 3,057 shares at $107.65 per share.
- In the last 90 days, CHEF insiders reported 0 open-market purchases ($0) and 10 open-market sales ($15.2M) on Form 4, a net sale of $15.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.1B
- +9.4% vs prior year
- Insiders · 90 days
- 0 buys · 10 sells
- Net −$15.2M
- 13F holders
- 29 funds
- $1.8B · +2 vs prior quarter
- Latest 8-K
- Jul 29, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 26, 2025
Business Overview
- Core business: premier distributor of specialty and center-of-the-plate food products serving chefs in the U.S., Middle East, and Canada
- Expanded market footprint into Middle East (Dubai, Abu Dhabi, Qatar, Oman) beginning 2022, with 44 distribution centers globally
- Strategic emphasis on digital transformation: integration of AI, robotics, and advanced analytics to enhance e-commerce, supply chain, and sales efficiency
- Employee count at 5,156 with approximately 1,100 sales professionals; net revenues surged from $1.7B in 2021 to $4.1B in 2025
- Ongoing implementation of wearable inventory scanning technology replacing voice picking to increase order fulfillment speed and accuracy
Risk Factors
- Geopolitical risk: Fuel price and supply volatility due to Ukraine war and Middle East hostilities impacting delivery and product costs
- Operational risk: Dependency on non-long-term contracts with suppliers causing supply interruptions, price increases, and inability to fulfill orders
- Competitive risk: Group purchasing organizations may force price reductions, eroding margins and risking customer loss
- Financial risk: Credit profile changes could prompt suppliers to shorten payment terms, materially straining liquidity
- Macroeconomic risk: Reduced consumer discretionary spending, especially in expensive restaurants, could lower customer sales and profitability
Management Discussion & Analysis
- Revenue $4.15B, up 9.4% YoY (+$355.3M), driven 9.1% organic growth and 0.3% acquisitions
- Gross profit $1.00B, up 9.8% YoY (+$89.9M), gross margin 24.2% vs 24.1%, specialty margin +43 bps, center-of-the-plate margin -31 bps
- Specialty segment strong with $90.4M sales increase and margin +43 bps; center-of-the-plate segment sales down $32.5M with margin -31 bps
- Operating income $145.1M vs $128.2M prior year; SG&A $849.8M up 8.3% but ratio improved to 20.5% from 20.7%
- Operating cash flow $129.2M vs $153.1M prior year; Capex $41.4M (2025), expected $45-55M (2026); $32.4M stock buybacks completed in 2025, no dividends disclosed
- Management sees sufficient liquidity from $121M cash, $159.5M untapped ABL capacity; risks include customer intangible impairment ($8M) and inventory timing impacting cash flow
AI summary of the CHEF 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 26, 2026
Management Discussion & Analysis
- Quarterly revenue $1,168.6M, up 12.9% YoY from $1,034.9M
- Gross margin 25.1% vs 24.6% YoY; specialty margin up 47 basis points, center-of-the-plate up 75 basis points
- Best-performing center-of-the-plate: pounds sold up 8.8%, adding $34.8M; specialty case count up 6.0%, adding $38.7M
- Operating cash flow $96.7M vs $64.1M; cash $135.5M vs $121.0M at December 26, 2025
- Capital deployment: $10.0M share repurchases; fiscal 2026 capital expenditures expected at $45.0M-$55.0M
Risk Factors
- Risk Factors section not provided in supplied filing text
- Share-repurchase authorization extended ten years in February 2026 under existing $100.0 million limit
- $57.617 million remained available under the repurchase program at June 26, 2026
- 582 shares withheld for employee tax obligations at average $81.57 per share
AI summary of the CHEF 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q2 2026 results cover thirteen weeks ended June 26, 2026
- Fiscal first-half 2026 results cover twenty-six weeks ended June 26, 2026
Item EX-99.1: Item EX-99.1
- Q2 net sales rose 12.9% to $1.17B, with organic growth of 12.2% and specialty case volume up approximately 6.0%
- Profitability improved materially: gross margin reached 25.1%, operating margin 5.1%, and adjusted EBITDA increased to $88.1M
Item 5.07: Submission of Matters to a Vote of Security Holders
- 93.79% shareholder participation, with 38,249,121 shares represented at the May 8, 2026 annual meeting
- Eight director nominees elected; Ivy Brown’s seat remains vacant following her decision not to stand for reelection
Item 2.02: Results of Operations and Financial Condition
- Fiscal first-quarter results cover the 13 weeks ended March 27, 2026
- Full financial results and management commentary furnished in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q1 2026 sales rose 11.4% to $1.06B, with organic growth of 10.4% and acquisitions contributing 1.0%
- Gross margin expanded 53 basis points to 24.3%, while SG&A leverage improved to 21.2% of sales from 21.3%
AI summaries of CHEF 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CHEF
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Aldous Alexandros | Sell | Aug 14, 2026 | 3,057 | $107.65 |
| Aldous Alexandros | Sell | Aug 14, 2026 | 4,213 | $108.78 |
| Aldous Alexandros | Sell | Aug 14, 2026 | 8,364 | $112.16 |
| Aldous Alexandros | Sell | Aug 14, 2026 | 6,172 | $113.19 |
| Aldous Alexandros | Sell | Aug 14, 2026 | 9,514 | $110.93 |
| Aldous Alexandros | Sell | Aug 14, 2026 | 3,380 | $110.16 |
| Pappas Christopher | Sell | Aug 14, 2026 | 50,000 | $109.75 |
| Polychroni Christina | Sell | Aug 14, 2026 | 2,752 | $112.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.8B | $4.1B |
| Gross Profit | $814.5M | $914.1M | $1.0B |
| Operating Income | - | $128.2M | $145.1M |
| Net Income | $34.6M | $55.5M | $72.4M |
| Gross Margin | - | 24.1% | 24.2% |
| Op. Margin | - | 3.4% | 3.5% |
| Net Margin | - | 1.5% | 1.7% |
| Balance Sheet | |||
| Total Assets | $1.7B | $1.9B | $2.0B |
| Equity | - | $537.6M | $604.3M |
| ROE | - | 10.3% | 12.0% |
| Per Share | |||
| EPS | $0.88 | $1.32 | $1.68 |
| Cash Flow | |||
| Operating CF | - | $153.1M | $129.2M |
Source: XBRL data in Chefs' Warehouse, Inc. (CHEF)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CHEF share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $1.76B |
| Q1 2026 | 27 | $1.06B |
| Q4 2025 | 26 | $1.12B |
| Q3 2025 | 28 | $1.08B |
| Q2 2025 | 28 | $1.13B |
| Q1 2025 | 24 | $661.5M |
| Q4 2024 | 20 | $413.2M |
| Q3 2024 | 18 | $212.4M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 200 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CHEF filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jun 26, 2026 | Analysis | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 8-K | May 11, 2026 | - | Analysis | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 10-Q | Apr 29, 2026 | Mar 27, 2026 | Analysis | |
| 8-K | Apr 24, 2026 | - | Analysis | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
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CHEF SEC filings: frequently asked questions
Are CHEF insiders buying or selling?
In the last 90 days, Chefs' Warehouse, Inc. (CHEF) officers, directors and 10% owners reported no open-market purchases and 10 open-market sales worth $15.2 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CHEF stock?
As of June 30, 2026, the largest Chefs' Warehouse, Inc. (CHEF) holders among the 13F filers tracked by SignalX were BlackRock ($580.4 million), Vanguard Capital Management LLC ($155.8 million), JPMorgan Chase & Co ($148.6 million), State Street Corp ($144.8 million), Vanguard Portfolio Management LLC ($96.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CHEF's revenue in fiscal year 2025?
For the fiscal year ended December 26, 2025 (FY2025), Chefs' Warehouse, Inc. (CHEF) reported revenue of $4.1 billion (up 9.4% from FY2024) and net income of $72.4 million. Diluted EPS was $1.68. The figures come from the XBRL data in the 10-K.
What are the main risks in CHEF's latest 10-K?
In the 10-K filed February 24, 2026, Chefs' Warehouse, Inc. (CHEF) flagged: Geopolitical risk: Fuel price and supply volatility due to Ukraine war and Middle East hostilities impacting delivery and product costs. Operational risk: Dependency on non-long-term contracts with suppliers causing supply interruptions, price increases, and inability to fulfill orders. (AI summary of the Risk Factors section.)
What did CHEF report in its latest 8-K?
Chefs' Warehouse, Inc. (CHEF) filed an 8-K on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal Q2 2026 results cover thirteen weeks ended June 26, 2026.
What are the latest CHEF SEC filings?
Chefs' Warehouse, Inc. (CHEF) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on July 29, 2026 and a Form 4 insider filing on August 18, 2026.
What is CHEF's SEC CIK number?
Chefs' Warehouse, Inc. (CHEF)'s SEC Central Index Key (CIK) is 1517175. EDGAR lists every CHEF filing under that number.
Ask anything about CHEF
The research agent reads CHEF's filings, financials, insider trades and 13F holders, then answers with sources.