BBB Foods, Inc. Class A (TBBBN) AI Stock Analysis
BBB Foods, Inc. Class A
(BMV:TBBBN)
No summary available
BBB Foods, Inc. Class A (TBBBN) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 6.82B
- Dividend Yield
- ―
- Average Volume (3M)
- 7,221
- Price to Earnings (P/E)
- -36.5
- Beta (1Y)
- 0.42
- Revenue Growth
- 35.88%
- EPS Growth
- -2385.17%
- Country
- Mexico
- Employees
- 29,202
- Sector
- Consumer Defensive
- Sector Strength
- 62
- Industry
- Discount Stores
BBB Foods, Inc. Class A Business Overview & Revenue Model
Company Description
Through its various subsidiaries, BBB Foods Inc. manages a network of grocery retail outlets throughout Mexico. The company provides a comprehensive selection of merchandise, ranging from essential food and beverages to personal care and household cl...
BBB Foods, Inc. Class A Earnings Call Summary
The call presented a strong positive operational and financial performance: double-digit same-store sales growth (+20%), high revenue growth (+39% to MXN 26.0 billion), significant adjusted EBITDA expansion (+44% to MXN 1.6 billion), robust operating cash flow growth (+119% H1), rapid store network expansion (593 net new stores in 12 months, ~20% store base growth), and improved working capital (adjusted negative working capital MXN 10.2 billion). Lowlights were largely related to planned investments (G&A/talent), a one-time MXN 37 million follow-on expense, non-cash share-based compensation affecting reported EBITDA, and potential short-term logistics pressure from additional DC openings. Overall, the positives substantially outweigh the near-term costs and investments, and management reiterated confidence in long-term growth and unit economics.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management's forward-looking commentary emphasized continued rapid expansion funded by strong cash generation while flagging some near‑term costs from network build‑out: they opened 155 net new stores in Q2 (3,624 total stores as of June 30; 593 net new over the last 12 months, ~20% store‑base growth vs June 2025) and one DC in Q2, with two additional DCs recently opened and a third expected in Q3 (management warned this could put short‑term pressure on logistics expense); same‑store sales were +20% YoY, Q2 revenue was MXN 26.0 billion (+39% YoY), reported EBITDA MXN 960 million and EBITDA excl. non‑cash share‑based comp MXN 1.6 billion (+44% YoY) with adjusted EBITDA margin up 21 bps to 6.2% excluding a MXN 37 million one‑time follow‑on expense; H1 operating cash flow was MXN 4.3 billion (+119% YoY), adjusted negative working capital was MXN 10.2 billion (~11.2% of LTM revenue) and inventory days are below 20, and management said operating cash flow will fully fund organic expansion while G&A investment (roughly ~3% of revenue near term) will continue to add talent in purchasing, logistics and systems.
BBB Foods, Inc. Class A Peers Comparison
Overall Rating
WMT79Outperform
DLTR75Outperform
PSMT71Outperform
DG67Neutral
GO56Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| WMT | 79Outperform | $979.90B | 44.59 | 22.74% | 0.79% | 6.16% | 4.00% |
| DLTR | 75Outperform | $25.12B | 16.32 | 45.58% | ― | -7.85% | ― |
| PSMT | 71Outperform | $5.12B | 30.68 | 12.06% | 0.84% | 11.50% | 11.98% |
| DG | 67Neutral | $29.19B | 17.11 | 19.56% | 1.78% | 4.77% | 42.79% |
| Sector * | 62Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% |
| GO | 56Neutral | $1.28B | -3.34 | -40.07% | ― | 5.12% | -4889.01% |
* Consumer Defensive Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:TBBBN | BBB Foods, Inc. Class A | 1052.00 | 535.41 | 103.64% | |
| DG | Dollar General Corp | 132.30 | 35.00 | 35.97% | |
| DLTR | Dollar Tree | 133.87 | 33.02 | 32.74% | |
| PSMT | Pricesmart | 165.70 | 49.49 | 42.59% | |
| WMT | Walmart Inc. | 123.51 | 22.77 | 22.60% | |
| GO | Grocery Outlet Holding | 12.93 | -1.31 | -9.20% |
Disclaimer
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