CHEF
Market read
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Invalidation: The isolated read changes if CHEF's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“19 Interest Expense 2026 2025 $ Change % Change Interest expense $ 19,807 $ 20,968 $ (1,161) (5.5) % Interest expense decreased primarily due to lower aggregate principal amounts of debt outstanding and lower interest rates in the current period compared to t…”10-Q · Jul 29, 2026 ↗
“Gross profit margin increased approximately 51 basis points due to effective pricing in an inflationary “food away from home” environment and product cost management.”10-Q · Jul 29, 2026 ↗
“Other operating expenses, net in fiscal 2024 included charges associated with employee severance, partially offset by non-cash credits of $3.3 million for changes in the fair value of our contingent earn-out liabilities.”10-K · Feb 24, 2026 ↗
“The decrease in cash provided by operating activities was primarily due to timing inventory purchases and supplier payments, partially offset by sales growth.”10-Q · Apr 29, 2026 ↗
Valuation discipline
Price/sales 1.2× · EV/sales 1.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for CHEF. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-29 against the comparable filing from 2025-04-30.
No thresholded deterioration was identified.
“The decrease in cash provided by operating activities was primarily due to timing inventory purchases and supplier payments, partially offset by sales growth.”
“Selling, General and Administrative Expenses 2026 2025 $ Change % Change Selling, general and administrative expenses $ 224,145 $ 202,763 $ 21,382 10.5 % Percentage of net sales 21.2 % 21.3 % The increase in selling, general and administrative expenses was primarily due to higher costs associated with compensation and benefits to support sales growth, higher depreciation expense driven by facility and fleet investments and higher self-insurance expense.”
“Gross Profit 2026 2025 $ Change % Change Gross profit $ 257,368 $ 225,995 $ 31,373 13.9 % Gross profit margin 24.3 % 23.8 % Gross profit dollars increased $25.7 million as a result of sales growth which includes inflation and acquisitions, with the remainder of the increase primarily due to improved gross profit margin rates.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
CHEF is currently a Leader in the organic co-movement group Food Distribution. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for CHEF; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.