CHEF · Chefs' Warehouse, Inc. Q1 FY2026 earnings call record财报电话会记录

“You know, when you have 90,000 products flowing through your distribution center for, you know, centers for a company our size and our customer base that demands quality and diversity of product, sourced from all around the world, you become very good at managing through, you know, dairy is deflationary year-over-year, but sequentially, the prices in dairy and eggs and other dairy products have been within a range that's very manageable, that you can provide your customer with high-quality products at a good value and still manage the gross profit dollars to what we need to meet our targets.”

“As I just discussed, our North American operations, which represent over 90% of The Chefs' Warehouse, continues to grow well above our guidance while generating operating leverage and compiling year-over-year adjusted EBITDA growth.”