Chefs' Warehouse (CHEF) Q1 FY26 earnings call

The Chefs' Warehouse delivered a strong first quarter, driven by robust performance in its North American operations, which more than offset the impact of the Middle East conflict. The company's long-term investments in talent, technology, and infrastructure are yielding significant operating leverage and market share gains, particularly in high-growth markets. Management maintained its full-year guidance, noting potential for upward revision if the Middle East situation normalizes.