Q2 2026 Chefs' Warehouse Inc Earnings Call Transcript

Jul 29, 2026 / 12:30 PM GMT

Release Date Price: €86 (+4.88%)

Transcript 10-Q8-K

Key Points

Positve

The Chefs' Warehouse Inc (CHEF) reported a strong growth in both revenue and profitability for the second quarter of 2026, with net sales increasing by approximately 12.9% year-over-year.
Organic net sales grew by 12.2%, driven by unique placement growth of 7.2% and specialty case growth of 6%.
Gross profit increased by 15.2% compared to the prior year, with gross profit margins improving by approximately 49 basis points.
The company raised its full-year 2026 financial guidance, expecting net sales to be in the range of $4.5 billion to $4.6 billion.
The Chefs' Warehouse Inc (CHEF) is implementing AI-based technology across various functions to enhance operational efficiency and customer service, which is expected to support future growth.

Negative

Selling, general, and administrative expenses increased by approximately 9.6% due to higher costs associated with compensation, benefits, and facility investments.
The company's Middle East operations are facing challenges due to regional conflicts, impacting unique customer growth and causing logistical issues.
There is a noted increase in product prices due to logistical changes in the Middle East, affecting overall cost management.
The company has built in conservatism into its forward guidance due to uncertainties in tourism levels in the Middle East, which could impact future performance.
Despite strong growth, the company acknowledges the competitive environment and the challenges of maintaining market share against other specialty players.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CHEF.OQ - Chefs' Warehouse Inc
Q2 2026 Chefs' Warehouse Inc Earnings Call
Jul 29, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Chef's Warehouse second quarter 2026 earnings conference call.

As a reminder, this conference is being recorded.

I would now like to turn the conference over to your host, Alex Aldus, general counsel, corporate secretary, and chief government relations officer.

Please go ahead sir.

Thank you, operator, good morning, everyone.

With me on today's call are Chris Pappas, founder, Chairman and CEO, and Jim Leddy, our CFO.

By now you should have access to our second quarter 2026 earnings press release.

It can also be found at www.chefswarehouse.com under the investor relations section.

Throughout this conference call, we will be

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