The Chefs’ Warehouse, Inc. (CHEF): A Bear Case Theory

We came across a bearish thesis on The Chefs’ Warehouse, Inc. on Valueinvestorsclub.com by yarak775. In this article, we will summarize the bears’ thesis on CHEF. The Chefs’ Warehouse, Inc.'s share was trading at $63.81 as of June 30t^h. CHEF’s trailing and forward P/E were 41.98 and 37.04 respectively according to Yahoo Finance.

The Chef’s Warehouse (CHEF) presents a compelling short opportunity due to a confluence of structural and macro headwinds. Once a high-growth food distributor focused on premium products for fine dining and hospitality, CHEF’s expansion relied...