← BackChefs' Warehouse, Inc. · Groceries, General LineCHEF
Low riskNext report: In 1 days (est.)
The short versionA profitable company with growing sales.
Going well
- Sales up 11% in the latest quarter vs a year ago
- Profitable
- Brings in more cash than it spends
Watch out for
- Share count growing 5.9% a year
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 0.2% to their holdings in the quarter ending June 2026 (166 bought, 118 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$106.29+0.4% that day
- Company value
- $4.3B
- Share price times all shares
- Price vs profit (P/E)
- 58.1x
- You pay about $58 for each $1 of yearly profit
- Price vs sales
- 1.0x
- Company value is 1.0 times a year of sales
- Cash vs value
- 3%
- Cash as a share of company value
- Debt vs value
- 15%
- Debt as a share of company value
From CHEF's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Mar '26$1.1B+11% vs a year earlier
Jun '23Tap a barMar '26
Last 12 months: $4.3B, up 10% from the 12 months before. Over 5 years, sales grew about 30% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.12.7%
- MissDebt under half of equityNot relying on borrowed money.1.08x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.1.7%
- MissProfitable every yearSteady profits, not one good year.8 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$129.2M
- MissShare count not growingNot diluting owners. Falling means buybacks.+18.7% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.24.2%
- Revenue
- $4.1B
- +9.4% vs prior year
- 5-year growth
- +30.1%/yr
- revenue, per year
- Total debt
- $650.5M
- 1.08x equity
- Current ratio
- 2.05x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Mar 27, 2026- Revenue
- $1.1B
- +11.4% YoY
- EPS
- $0.40
- vs $0.25
- Op. margin
- 3.1%
- +0.7 pts
- Gross margin
- 24.3%
- +0.5 pts
- Free cash flow
- $30.6M
- Share count
- 0.0%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.8
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+0.2%Institutions added 0.2% to their holdings. 166 bought, 118 sold. 2 quarters of net buying in a row.
Shares held by institutions40.2M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+1.0%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
1.2x · $750.4M debtShares outstandingLatest reported
41MWhy low risk- 1 offering filing in 6 months (may sell new shares)
Next reportIn 1 days (est.)Estimated from the same quarter last year
- Results filedJul 29
- Results filedApr 29
- Results filedFeb 11
- Results filedOct 29, 2025
- Results filedJul 30, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
SoldChristopher PappasPresident and CEO, Director
100,000 shares at $110.11 avg ($109.75 to $110.47) · $11.0M
- -5% of holdings
- Now owns 2,105,480 shares
- Not a pre-planned sale
- 2 transactions
- Filed 4 days after trade
SoldChristina PolychroniChief Human Resources Officer
2,752 shares at $112.00 · $308K
- -11% of holdings
- Now owns 22,014 shares
- Not a pre-planned sale
- Filed 4 days after trade
SoldAlexandros AldousGeneral Counsel
35,000 shares at $110.97 avg ($106.93 to $113.19) · $3.9M
- -50% of holdings
- Now owns 34,442 shares
- Not a pre-planned sale
- 7 transactions
- Filed 4 days after trade
GiftChristopher PappasPresident and CEO, Director
21,819 shares
- +734% of holdings
- Now owns 24,793 shares
- Held by GRATs
- Filed 2 days after trade
SoldChristina PolychroniChief Human Resources Officer
4,500 shares at $79.21 · $356K
- -15% of holdings
- Now owns 24,642 shares
- Not a pre-planned sale
- Filed 1 day after trade