BBB Foods Inc.

TBBB

$49.57

-0.22%

2026-09-04 09:43:12 EDT-$0.11

Consumer Defensive

Discount Stores

NYSE

Active Trading

Through its various subsidiaries, BBB Foods Inc. manages a network of grocery retail outlets throughout Mexico. The company provides a comprehensive selection ...

Price Action of TBBB

$49.57

-0.22%-$0.11

High—

Low—

52W High-4.0%

Rel. vol—

Interval

Range12m

Volume—SMA5SMA10

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BBB Foods Inc. (TBBB) operates a grocery hard-discount model in Mexico, aiming to provide consistently value-oriented shopping for households that prioritize price and everyday availability. The company runs retail outlets across Mexico through subsidiaries and offers customers a comprehensive assortment spanning both food and non-food categories. On the food side, ...BBB Foods Inc. (TBBB) operates a grocery hard-discount model in Mexico, aiming to provide consistently value-oriented shopping for households that prioritize price and everyday availability. The company runs retail outlets across Mexico through subsidiaries and offers customers a comprehensive assortment spanning both food and non-food categories. On the food side, BBB Foods’ merchandising includes essentials such as beverages and staple grocery items, along with dessert items and other commonly purchased categories. On the non-food side, it carries hygiene and beauty products and household cleaning supplies, reflecting a “one-stop” approach for frequent replenishment needs. A key element of the business model is breadth of sourcing and mix. BBB Foods’ assortment includes well-established brands as well as the company’s own private label lines, which typically allow retailers to improve margins and maintain price competitiveness. In addition, the company offers “spot products”—limited or opportunistic items acquired for short-term availability—which helps differentiate store offerings, attract repeat visits, and create promotional cadence. Customers can shop both through brick-and-mortar locations and via the company’s digital platform, supporting omnichannel convenience while leveraging the retailer’s purchasing relationships. Operationally, running a hard-discount grocery chain requires tight control of procurement and working capital, because product availability depends on inventory flow and supply reliability. The company’s cost structure is characteristic of discount grocery retail: logistics and distribution, procurement costs for bulk and private label goods, and store-level operating expenses (rent/leases, labor, utilities, and shrink/handling). While retailer financials can fluctuate with consumer demand and input costs, hard-discount operators generally focus on keeping gross margin stable through disciplined buying, efficient assortment planning, and private label penetration, alongside operational efficiency at the store network level. Governance-wise, BBB Foods is led by founder and CEO Kamal Anthony Hatoum, who also serves as Chairman. The company was founded in 2004 and is headquartered in Mexico City. Investors typically view such retailers through the lens of store growth, same-store sales, inventory turns, and the ability to sustain competitive pricing without eroding profitability. Overall, BBB Foods positions itself as a pioneer and leader of grocery hard discount in Mexico and frames its strategy around fast growth, value leadership, and a customer-focused product mix delivered through both physical stores and digital channels.ExpandCollapse

Founded

2004

Employees

29202

CEO

Kamal Anthony Hatoum

Full Name

BBB Foods Inc.

Sector

Consumer Defensive

Industry

Discount Stores

ROE

-72.30%

Market Cap

$5.98B

Current Ratio

0.68

WACC

5.91%

ROIC

-7.14%

Contact Information

https://tiendas3b.com

52 55 1102 1200

Av. Presidente Masaryk 8, Mexico City, DF 11560

Key Metrics of TBBB

Snapshot

Latest / TTM · 6 periods

Market Cap

$5.98B

ROCE

-4.5%

EV / EBITDA

96.07x

-0.9% YoY

FCF Yield

3.3%

+1.7% YoY

Cash Conversion Cycle

-42.4d

Current Ratio

0.68

Quick take

TTM —

Current ratio below 1.0

Negative working capital

Financial Highlights of TBBB

Profitability trend

Latest / TTM · 6 periods

Gross Margin

16.4%

Net Margin

-3.7%

P/E Ratio

-28.88x

n/a

Debt / Equity

2.65

n/a

Current Ratio

0.68

Dividend Yield

0.0%

Understanding

TTM —

Current ratio below 1.0

High debt to equity

Calendar of TBBB

Upcoming

Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $-10.79 · Revenue $107.38B · 3 analysts
Dec 31, 2027
FY2027 · Estimated annual results
Est. EPS $-1.06 · Revenue $139.07B · 3 analysts
Sep 30, 2028
Q3 FY2028 · Estimated results
Est. EPS $0.00 · Revenue $51.47B · 1 analysts
Dec 30, 2028
Q4 FY2028 · Estimated results
Est. EPS $0.00 · Revenue $57.41B · 1 analysts

Recent history

Jun 30, 2026
Q2 FY2026 · Results reported
EPS MXN -3.32 · Revenue MXN 26.16B
Mar 31, 2026
Q1 FY2026 · Results reported
EPS MXN -4.76 · Revenue MXN 22.86B
Dec 31, 2025
FY2025 · Annual results
EPS MXN -23.23 · Revenue MXN 73.30B
Sep 30, 2025
Q3 FY2025 · Results reported
EPS MXN -12.19 · Revenue MXN 20.04B
Jun 30, 2025
Q2 FY2025 · Results reported
EPS MXN -2.50 · Revenue MXN 18.77B
Mar 31, 2025
Q1 FY2025 · Results reported
EPS MXN -0.76 · Revenue MXN 17.13B

Financial Statements of TBBB

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$73.3B	+27.6%	+14.4%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$-2.7B	-896.4%	+30.5%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+16.2%	-0.9%	+3.4%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	-0.7%	-131.7%	+1700.6%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	-3.6%	-724.1%	+39.2%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$1.1B	-13.6%	+11.5%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+1.5%	-32.3%	-2.6%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	338.9%	+48.6%	-22.1%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	0.62x	-18.5%	+12.5%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$30.6B	+34.2%	+14.1%

Actual vs Estimate

A Dec 31Q Sep 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	-23.23 vs -19.63	-18.4%	—	—
Revenue Surprise	$73.3B vs $77.8B	-5.8%	$26.2B vs $51.5B	-49.2%

Insider Transactions of TBBB

Acquisitions (A)

Since Aug 7, 2026

Disposals (D)

Since Aug 7, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Aug 7, 2026	Hatoum Kamal Anthony	director, officer: Chairman & CEO	Class A Common Shares	A	16,003,914	—
Aug 7, 2026	Hatoum Kamal Anthony	director, officer: Chairman & CEO	Class C Common Shares	D	16,003,914	—
Aug 7, 2026	Reich Sapire Rose Nicole Dominique	director	Stock Options (Right to Buy)	D	20,000	$9.67
Aug 7, 2026	Reich Sapire Rose Nicole Dominique	director	Class A Common Shares	A	20,000	$9.67
Aug 7, 2026	Reich Sapire Rose Nicole Dominique	director	Class A Common Shares	D	4,754	$40.67

Earnings Call Transcript of TBBB

1 transcript segments

Q2 2026

Unknown Speaker

Operator: Good morning, everyone. My name is Daniela, and I will be your conference operator. Welcome to Tiendas 3B's second quarter 2026 conference call. All lines have been placed on mute to prevent any background noise. There will be a question and answer session after the speaker's remarks, and instructions will be given at that time. Please ensure that your full name is displayed correctly on Zoom. If not, please take a moment to edit your display name. Also note that this call is for investors and analysts only. Questions from the media will not be taken, nor should the call be reported on. Any forward-looking statements made during this conference call are based on information that is currently available to us. Today, we are joined by Tiendas 3B's Chairman and Chief Executive Officer, Anthony Hatoum, and Chief Financial Officer, Eduardo Pizzuto. I will now turn the call over to Anthony. Please go ahead. Anthony Hatoum: Good morning, and thank you for joining us today. I will begin with a review of our operating results for the quarter, and will be followed by our CFO, Eduardo Pizzuto, who will provide an overview of our financial performance. We will conclude with our Q&A session. We delivered another strong quarter, sustaining and even building on the momentum we achieved in the first quarter. Here are the key highlights from our second quarter results. We opened 155 net new stores during the quarter, bringing our total store count to 3,624 as of June 30, 2026. Over the last 12 months, we have opened 593 net new stores. We also opened one new distribution center, expanding our network to 21 regions as of the end of June. Same-store sales grew 20% compared to the second quarter of 2025. Total revenue increased 39% year-over-year to MXN 26 billion. Reported EBITDA reached MXN 960 million. Excluding non-cash share-based compensation, EBITDA increased 44% to MXN 1.6 billion. For the first half of the year, cash flow generated from operating activities reached MXN 4.3 billion, representing 119% growth compared to the first half of 2025. Let's now turn to our operational performance. As I mentioned, we opened 155 net new stores during the second quarter. Over the last 12 months, we have opened 593 net new stores, representing 20% growth in our store base compared to June 2025. Our expansion strategy remains unchanged. We continue to balance densifying our presence in existing regions while selectively expanding our footprint in others. Our revenue growth remained exceptionally strong, and we believe 3B continues to be amongst the fastest-growing retailers globally. Total revenue reached MXN 26 billion in the second quarter, up 39% year-over-year. Same-store sales increased 20%, reflecting another quarter of outstanding performance. This strong growth continues to be driven by ongoing improvements to our value proposition, increasing brand awareness, and growing customer loyalty. Our same-store sales performance continued to significantly …

Leadership Team of TBBB

8 executives

Name	Title	Gender	Year Born	Status
Eduardo Pizzuto	Chief Financial Officer & Investor Relations Officer	Male	1971	Active
Javier Suarez	Director of Human Resources	Male	1977	Active
Luis Bermúdez	Director of Purchasing	Male	1971	Active
Pablo Grattarola	Director of Information Technology	Male	1973	Active
Amparo Martínez Ruiz	General Counsel	Female	1979	Active
Kamal Anthony Hatoum	Founder, Chief Executive Officer & Chairman	Male	1964	Active
Diego Apalategui	Director of Sales & Operations	Male	1977	Active
Alejandro Davila	Director of Real Estate	Male	1978	Active

Recent News of TBBB

Seeking Alpha8/13/2026Neutral

BBB Foods Inc. (TBBB) Q2 2026 Earnings Call Transcript

The Motley Fool8/13/2026Neutral

Why BBB Foods Stock Is Skyrocketing Higher Today

Sales and adjusted EBITDA rose 39% and 44% during the second quarter. This revenue growth wasn't just expansion-driven, as same-store sales also increased by 20%.

Fool - Investing News8/13/2026Neutral

Breakfast News: BBB Foods Opens Shops at Full Tilt

TBBB rallies on strong expansion, Anthropic could IPO with $2 trillion valuation, and more

Zacks Investment Research8/12/2026Neutral

BBB Foods (TBBB) Reports Q2 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for BBB Foods (TBBB) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research8/12/2026Neutral

BBB Foods (TBBB) Reports Q2 Loss, Beats Revenue Estimates

BBB Foods (TBBB) came out with a quarterly loss of $0.19 per share versus the Zacks Consensus Estimate of a loss of $0.18. This compares to a loss of $0.13 per share a year ago.

Historical Employee Count of TBBB

Current

29,202

Change

+15.42%

Minimum

21,924

Maximum

29,202

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	29,202	20-F	Apr 2, 2026	View
Dec 31, 2024	25,300	20-F	Apr 29, 2025	View
Dec 31, 2023	21,924	20-F	Apr 30, 2024	View

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BBB Foods Inc.