BBB Foods Inc
NYSE:TBBB
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BBB Foods Inc
NYSE:TBBB
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BBB Foods Inc
BBB Foods Inc is a MX-based company operating in industry. The company is headquartered in Mexico City, Mexico, D.F.. The company went IPO on 2024-02-08. BBB Foods Inc is a Mexico-based holding company. The Company, through its subsidiaries, is primarily engaged in the sale, acquisition, purchase, and distribution of all types of products, items and consumer goods. BBB Foods Inc is also involved in the operation of stores and distribution centers focused on the marketing and sale of such products. Its product range consists of approximately 800 stock keeping units (SKUs) of branded, private label and spot products. The firm directly owns two Scottish entities- BBB Foods Limited Partnership and Lothian Shelf Limited. Besides that, it also acts as a shareholder of such Mexican companies as: Tiendas Tres B, S. A. de C. V., Tiendas BBB, S. A. de C. V., and Desarrolladora Tres B, S. A. de C. V.
BBB Foods Inc is a MX-based company operating in industry. The company is headquartered in Mexico City, Mexico, D.F.. The company went IPO on 2024-02-08. BBB Foods Inc is a Mexico-based holding company. The Company, through its subsidiaries, is primarily engaged in the sale, acquisition, purchase, and distribution of all types of products, items and consumer goods. BBB Foods Inc is also involved in the operation of stores and distribution centers focused on the marketing and sale of such products. Its product range consists of approximately 800 stock keeping units (SKUs) of branded, private label and spot products. The firm directly owns two Scottish entities- BBB Foods Limited Partnership and Lothian Shelf Limited. Besides that, it also acts as a shareholder of such Mexican companies as: Tiendas Tres B, S. A. de C. V., Tiendas BBB, S. A. de C. V., and Desarrolladora Tres B, S. A. de C. V.
Growth: Revenue grew strongly — MXN 22 billion in Q4 (+34% YoY) and MXN 78 billion for 2025 (+36% YoY); same-store sales were 16.6% in Q4 and 18.3% for the full year.
Store rollout: Company opened 184 net new stores in Q4 and 574 net new stores in 2025 (record year); guidance calls for 590–630 net new stores in 2026.
Profitability: Reported EBITDA was MXN 79 million in Q4 and MXN 1.2 billion for the year; adjusted EBITDA was MXN 1.2 billion in Q4 and MXN 4.4 billion for 2025 (adjustments exclude noncash share-based comp and a MXN 230 million write-off).
Cash flow & working capital: Operating cash flow for the trailing 12 months reached MXN 4.7 billion; negative working capital was MXN 8.9 billion at December 2025 (vs MXN 6.0 billion in 2024).
One-time charge: MXN 230 million write-off of an accounts receivable tied to a terminated payment-terminal provider; payment processing migrated to a top-3 Mexican bank with no operational disruption.
Unit economics & capex: Targeting ~MXN 5.5 million average CapEx per store, ~26-month payback and ~55% cash-on-cash return by year 3 (company says these figures are conservative and exclude incremental revenue from added equipment).
Guidance: 2026 guidance: same-store sales growth stated as “between 13% and [ 10% ]”, revenue growth 29%–32%, and 590–630 net new stores.
