CHEF · Chefs' Warehouse, Inc. Q2 FY2026 earnings call record财报电话会记录

“Second quarter 2026 displayed strong growth in both revenue and profitability.”

“The growth in net sales was a result of an increase in organic sales of approximately 12.2%, as well as the contribution of sales from acquisitions, which added approximately 0.7% to sales growth for the quarter.”

“Gross profit margins increased approximately 49 basis points to 25.1%.”

“Gross profit to be between $1.102 billion and $1.125 billion, and adjusted EBITDA to be between $305 million and $315 million.”

“Our organic growth has exceeded the 4%-7% target range established in 2023, with the focus on full year 2028.”

“An annual revenue growth rate of 7%-10%, reaching full year 2030 revenue of $6 billion-$6.5 billion.”

“Adjusted EBITDA of $450 million-$520 million, adjusted EBITDA margin of 7.5%-8%.”

“Is that additional market share gain baked in, kind of going from 4%-7% to, I guess, 6%-9%, the organic sales growth outlook?”

“We talked to a lot of our customers, and they did not see a huge uptick.”

“Our forecast, again, is based on continuing to do what we're doing, moving into new buildings, expanding into new territories, and continuing to execute with our team sell, our cross-sell, and continuing to add new customers and sell our customers more products, which we think we can execute into a 2030 plan.”

“Our customers are very demanding, and we have to execute at a very high level.”

“It was producing some noise on our reported volume and inflation because it was such a big program in the center of the plate category, but very low margin and really no profitability.”