Chefs' Warehouse (CHEF) Q4 Earnings and Revenues Beat Estimates

Core Viewpoint - Chefs' Warehouse (CHEF) reported quarterly earnings of $0.68 per share, exceeding the Zacks Consensus Estimate of $0.62 per share, and showing an increase from $0.55 per share a year ago, indicating a positive earnings surprise of +9.68% [1] Financial Performance - The company achieved revenues of $1.14 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.38%, and up from $1.03 billion in the same quarter last year [2] - Chefs' Warehouse has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Stock Performance - Chefs' Warehouse shares have increased approximately 4.9% since the beginning of the year, compared to a 1.4% gain in the S&P 500 [3] Future Outlook - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates of $0.30 for the upcoming quarter and $2.22 for the current fiscal year [7] - The Zacks Rank for Chefs' Warehouse is currently 4 (Sell), indicating expectations of underperformance in the near future [6] Industry Context - The Food - Miscellaneous industry, to which Chefs' Warehouse belongs, is currently ranked in the bottom 23% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Another company in the same industry, Flowers Foods (FLO), is expected to report a quarterly earnings decline of -27.3% year-over-year, with revenues projected at $1.23 billion, reflecting a 10.9% increase from the previous year [9][10]