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Dec 26, 2025
Chefs' Warehouse Q4 2025 Earnings Report
Chefs' Warehouse reported strong fourth quarter 2025 sales growth with higher adjusted EBITDA despite lower operating margin.
Key Takeaways
For Q4 2025, Chefs' Warehouse generated net sales of 1142564000, up 10.5% year-over-year, with net income of 21684000 and diluted EPS of 0.50. Adjusted EBITDA increased to 80284000, while gross profit margin slightly declined to 24.2% and operating income margin decreased to 3.8%.
Net sales increased 10.5% year-over-year to 1142564000, driven primarily by organic growth of 9.7%.
Adjusted EBITDA rose to 80284000 from 68210000 in the prior year quarter.
Gross profit increased to 276565000, with gross margin of 24.2%.
Operating income declined to 43219000, representing 3.8% of net sales.
Forward Guidance
For fiscal 2026, Chefs' Warehouse expects net sales between 4350000000 and 4450000000, gross profit between 1053000000 and 1076000000, and adjusted EBITDA between 276000000 and 286000000.
Positive Outlook
- Net sales guidance range of 4350000000 to 4450000000.
- Gross profit expected between 1053000000 and 1076000000.
- Adjusted EBITDA guidance of 276000000 to 286000000.
- Continued strength in core upscale-casual and fine dining customer base.
- Ongoing organic growth and market share gains.
Challenges Ahead
- Gross profit margin pressure in center-of-the-plate category.
- Exit of non-core commodity poultry program impacting volume.
- Higher compensation and benefits costs.
- Impairment charge of 8000000 recorded in Q4.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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