The Chefs' Warehouse Inc. (CHEF) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$101.56 -5.43% NASDAQ • Public Delayed / 60s Snapshot

The Chefs' Warehouse Inc. (CHEF) carries a Roarable Rating of C- (Hold) with 59/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C- • HOLD / WATCH Cap $4.41B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C-
025507510059
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw D · Rk B
Cash (8)Whales (10)SEC (16)Macro (13)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+0.5% Base Target
$124 Bull$102 Base$80 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:51% Call Buyers ($2.3M)
49% PutsMax Pain: $100.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How CHEF Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$0 (0% FCF Margin)
Revenue$4.15BGross Profit $1.00B (24.2%)Cost of Sales $3.15BOp Profit $145.1M (3.5%)OpEx (R&D/SG&A) $859.0MNet Profit$72.4M (1.7%)Tax/Other $72.7M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $3.43B
FY24
Rev $3.79B
FY25
Rev $4.15B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$4.15B24.2%3.5%$72.4M-$57.5M9.5%
FY 2024$3.79B24.1%3.4%$55.5M-$17.7M9.1%
FY 2023$3.43B44%2.9%$34.6M-$92.9M3.2%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring CHEF)

  • ✓Live walkthrough of CHEF's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
Want Plain-English AI Custom Indicators, Daily Pro Trader Video Clips & SMS Crash Alerts?
CHEF // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +34.32%📐 HORIZONTAL RANGE
2026-10-30O $102.4H $104.5L $102.0C $104.2VOL 561.0K
RES: $119.1SUP: $95.45SMA50: $110.7SMA200: $86.98
$122.4$106.2$90.07$73.90$57.73RES $119.1SUP $95.45$104.22026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

CHEF Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
41.9%/yr Implied 5Y Growth

vs. +9.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on CHEF today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for CHEF. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for CHEF today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

CHEF Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is The Chefs' Warehouse Inc. (CHEF)?

In FY 2025 (10-K), CHEF converted $4.1B of revenue into a 24.2% gross margin, 3.5% operating margin, and $0 in free cash flow (0% FCF margin).