Shares of Chefs' Warehouse (NASDAQ: CHEF) are soaring 8.21% in Wednesday's trading session following the company's release of impressive third-quarter 2025 financial results that exceeded analyst expectations. The specialty food distributor also raised its full-year guidance, further fueling investor optimism.
For the third quarter ended September 26, 2025, Chefs' Warehouse reported net sales of $1.02 billion, up 9.6% from $931.5 million in the same period last year and surpassing the FactSet analyst consensus of $986.4 million. The company's adjusted earnings per share (EPS) came in at $0.50, significantly beating the FactSet estimate of $0.42 and showing strong growth from $0.36 in the prior-year quarter.
In light of the robust performance, Chefs' Warehouse has raised its fiscal 2025 outlook. The company now expects net sales between $4.085 billion and $4.115 billion, up from its previous guidance of $4 billion to $4.06 billion. This new projection also surpasses the current FactSet analyst consensus of $4.06 billion. Additionally, the company increased its adjusted EBITDA guidance to a range of $247 million to $253 million for the full year.
Christopher Pappas, Chairman and CEO of Chefs' Warehouse, commented on the results, stating, "Business and demand trends improved sequentially through the third quarter and momentum in demand and market share gains continued into October." He also highlighted strong growth in unique item placements and the company's progress in increasing relevance with its customer base.
The market's enthusiastic response to Chefs' Warehouse's earnings report underscores investor confidence in the company's growth trajectory and its ability to navigate the current economic landscape successfully. As the company heads into the busy holiday season, it appears well-positioned to capitalize on the improving demand trends in the specialty food distribution sector.
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