Dafinchi AI

CHEF

Consumer

Adjusted EBITDA rose to $65.4 million from $56.2 million, and adjusted net income was $22.5 million or $0.52 per share.
Excluding attrition impacts, net inflation was approximately 3% overall, 2.3% specialty, and 4.1% center-of-the-plate.
GAAP net income was $21.2 million or $0.49 per diluted share versus $15.5 million or $0.37 per share prior year.
Gross profit increased 11.1% to $254.3 million with gross margin up 59 basis points to 24.6%.
Net debt was approximately $544.1 million with net debt to adjusted EBITDA at 2.3x.
Net inflation was 7.2% in Q2, with 5% inflation in specialty and 10.8% in center-of-the-plate categories.
Net sales for Q2 2025 increased 8.4% to $1.035 billion from $954.7 million in Q2 2024.
Operating income increased to $40.2 million from $33.9 million year-over-year.
Selling, general and administrative expenses rose 9.7% to $213.8 million, driven by compensation, depreciation, and self-insurance costs.
Total liquidity at quarter end was $260.3 million, including $96.9 million cash and $163.4 million availability under ABL facility.

SFM

Consumer

Diluted earnings per share reached $1.35, a 44% increase compared to the same period last year.
Gross margin improved by 91 basis points to 38.8%, primarily due to inventory and category management improvements and sales leverage.
Net income was $134 million with an effective tax rate of 26%.
Operating cash flow year-to-date was $410 million, funding $138 million in capital expenditures and $292 million in share repurchases.
SG&A expenses totaled $645 million, with a 33 basis points leverage compared to last year, driven by labor and occupancy efficiencies.
Sprouts ended the quarter with 455 stores across 24 states and $261 million in cash and cash equivalents.
Sprouts reported total sales of $2.2 billion in Q2 2025, a 17% increase year-over-year, driven by a 10.2% comparable store sales increase and strong new store performance.

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