This Consumer Staple Stock Is Up 25% in 2025. 1 Reason This Could Be Just the Beginning.

It's one of the lesser-known consumer staples brands on the market, but The Chef's Warehouse (NASDAQ: CHEF) is one of the most well-known food distributors among the wealthy. The company sells and distributes high-end food products to clients who cater to the top 10% of the world's earners. Luxury hotels, Michelin-starred restaurants, country clubs, and cruise lines are among the most typical clients of the distributor.

While luxury food product distribution may seem like a niche market, it's highly unlikely that the world's top earners will stop spending money on fine dining.

The Chef's Warehouse's performance is consistent

The luxury food distributor has exceeded earnings expectations for eight straight quarters as of Dec. 12, 2025, including its latest Q3 report in late October, where revenue reached $1.02 billion, a 10% year-over-year increase from Q3 2024, and surpassing the consensus estimate of $986 million. Investment firm Morgan Stanley has even highlighted The Chef's Warehouse's consistency in surpassing expectations.

The company's stock has climbed 113% over the past two years as of Dec. 12, closing out 2025 strong with three consecutive months of gains, and up 25% on the year.

Rising profits have fueled those gains. Alongside consistent positive earnings, analysts remain optimistic, with consensus estimates of a 7.2% increase in total sales for 2026. The Chef's Warehouse appears to be on the right growth trajectory.

Adé Hennis has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.