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BBB Foods Inc
NYSE:TBBB

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BBB Foods Inc
NYSE:TBBB
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Price: 34.44 USD 1.83% Market Closed
Market Cap: 4B USD

BBB Foods Inc
Investor Relations

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.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 20, 2025
AI Summary
Q3 2025

Strong Revenue Growth: Total revenues rose 36.7% year-over-year to MXN 20.3 billion, with same-store sales up 17.9%.

Rapid Expansion: 131 net new stores and 2 new distribution centers were opened in the quarter, bringing the total to 3,162 stores and 18 DCs.

EBITDA Turnaround: Reported EBITDA showed a loss of MXN 404 million, but excluding noncash share-based payments, EBITDA reached a positive MXN 1.2 billion, up 43.6%.

Operating Cash Flow: Cash flow from operating activities for the first nine months reached MXN 3 billion, a 30% increase year-on-year.

Margins Improving: Older store cohorts are now achieving EBITDA margins near 7%, in line with other hard discounters, and margin expansion is expected to continue naturally with scale.

Store Maturation Accelerating: Newer stores are reaching maturity and higher returns faster due to stronger brand recognition and improved value proposition.

Private Label Growth: Private label penetration continues to climb, reaching the mid-50% range.

Positive Outlook: Management remains confident in sustaining strong same-store sales growth and sees significant room for further expansion in Mexico.

Key Financials
Revenue
MXN 20.3 billion
Same-Store Sales
17.9%
Net New Stores (Quarter)
131
Total Stores
3,162
Distribution Centers
18
EBITDA
MXN -404 million (reported); MXN 1.2 billion (excluding noncash share-based payments)
Operating Cash Flow (9 months)
MXN 3 billion
Net Cash Position
MXN 1.1 billion
Short-Term Deposits
$151 million
Sales Expenses as % of Revenue
10.2%
Admin Expenses (excl. share-based payments)
up 16 basis points
EBITDA Margin (Older Store Cohorts)
close to 7%
Private Label Penetration
mid-50% range (end of 2024)
CapEx (budget for 2025)
MXN 3.65 billion (budget), MXN 2.4 billion spent in first 9 months
Negative Working Capital (September 2025)
MXN 7.8 billion
Earnings Call Recording
Other Earnings Calls

Management

Mr. Kamal Anthony Hatoum
Founder, CEO & Chairman
No Bio Available
Mr. Eduardo Pizzuto
CFO & Investor Relations Officer
No Bio Available
Mr. Diego Apalategui
Director of Sales & Operations
No Bio Available
Mr. Javier Suarez
Director of Human Resources
No Bio Available
Mr. Alejandro Davila
Director of Real Estate
No Bio Available
Mr. Pablo Grattarola
Director of Information Technology
No Bio Available
Mr. Luis Bermúdez
Director of Central Purchasing
No Bio Available

Contacts

Address
MEXICO, D.F.
Mexico City
Rio Danubio 51, Col. Cuauhtemoc
Contacts
+525511021200