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TBBB · NYSE · Discount Stores

BBB Foods

Runs a Mexican neighborhood grocery discounter built on limited assortments and private-label value.

$50.65

After-hours close+1.65 (+3.36%)

At close$49.00(+0.62%)

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Profile

BBB Foods Inc.TBBBConsumer Staples

Operates Tiendas 3B, a Mexican grocery hard discounter selling a limited mix of branded, private-label and rotating spot products. The neighborhood-store chain relies on standardized no-frills formats, efficient logistics and dense expansion in central Mexico to support low sustainable prices.

Operates Tiendas 3B, a Mexican neighborhood-store grocery hard discounter built around a deliberately limited assortment of branded, private-label and rotating spot products. Standardized, no-frills stores and a growing private-label base support low sustainable prices and frequent visits for daily essentials.

The chain is concentrated in Mexico City and central Mexico, where neighborhood locations, dense rollout, streamlined logistics and efficient procurement reinforce the model. Its assortment is designed for frequent needs rather than broad choice, with spot products rotating in limited quantities.

Execution depends on retaining efficient procurement and logistics while preserving standardized stores and inventory control as the network grows. Founder K. Anthony Hatoum remains Chairman and CEO.

Company facts

CEOK. Anthony Hatoum

ListedFeb 9, 2024

ExchangeNYSE

HeadquartersMexico City, Mexico

CountryMexico

Employees29,202

CIK0001978954

ISINVGG0896C1032

Key statistics

Market cap$5.68B

EPS (ttm)−$1.71

P/E (ttm)−28.69

ROE-72.3%

P/B16.50

P/S1.07

Dividend yield—

Beta0.51vs XLP 0.35

Year to date +42.6% · Average volume (30d) 673.1K

Analysts

Price target, next 12 months$52.50+7.2%Median of 7 analysts · vs the Aug 28 close

ConsensusBuy6 of 7 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $48.99

High$65.00+32.7%

Median$52.50+7.2%

Low$42.00−14.3%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Aug 28, 2026	UBS	Reiterate		Buy	$51	$58
Aug 27, 2026	Scotiabank	Reiterate		Outperform	$48	$65
Aug 4, 2026	UBS	Upgrade	Neutral	Buy	$43	$51
Jul 31, 2026	Citigroup	Initiate		Buy
May 27, 2026	HSBC	Upgrade	Hold	Buy	$31	$47

Earnings

EPS

Estimate−$0.14

ReportedDue Nov 18, 2026

Revenue

Estimate$1.60B

ReportedDue Nov 18, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 12, 2026Q2 FY26	−$0.16	−$0.19	−22.0%	$1.42B	$1.49B	+4.5%	+16.31%
May 6, 2026Q1 FY26	−$0.19	−$0.27	−42.1%	$1.27B	$1.27B	+0.5%	+2.81%
Mar 11, 2026Q4 FY25	−$0.28	−$0.49	−75.0%	$1.21B	$1.22B	+0.9%	−6.67%
Nov 19, 2025Q3 FY25	−$0.55	−$0.66	−20.6%	$1.10B	$1.09B	−0.6%	+3.54%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$1.01B	$1.10B	$1.18B	$1.27B	$1.34B	$1.54B
Gross profit	$161.1M	$178.6M	$190.1M	$206.8M	$217.5M	$257.3M
Operating income	$17.5M	$23.1M	−$52.0M	−$16.5M	−$1.1M	$19.8M
Net income	−$5.1M	−$16.8M	−$82.6M	−$60.2M	−$32.8M	−$22.8M
Diluted EPS	−$0.04	−$0.15	−$0.72	−$0.52	−$0.28	−$0.19
Gross margin	16.0%	16.2%	16.2%	16.3%	16.2%	16.8%
Operating margin	1.7%	2.1%	-4.4%	-1.3%	-0.1%	1.3%

Fiscal years (4-quarter sums)FY23 $2.58B · FY24 $3.37B · FY25 $4.55B

Balance sheet, Jun 30, 2026Cash & short-term investments $358.7M · Total debt $910.4M · Total assets $2.16B · Shareholders' equity $352.5M

Dividends

No dividends on record.

Ownership

Institutions 51.15%59.26M sharesInsiders 23.30%27.00M sharesOther 25.55%29.61M shares

Shares outstanding 115.87M · Float —

Float — provider float is below the insider stake.

The provider's float is smaller than the insider stake it should exclude, so it is not shown.

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Quilvest Capital Partners SA	33.39M	46.30%	13G	Nov 12, 2024
Kamal Anthony Hatoum	22.95M	17.60%	13D	Jun 17, 2026
Kamal Anthony Hatoum · director, officer: Chairman & CEO	21.84M	18.85%	Form 4	Aug 12, 2026
QS Management Ltd.	11.23M	15.30%	13G	May 12, 2025
Orbis Investment Management Ltd	6.70M	10.70%	13G	Jun 5, 2026

Insider tradesForm 4

Date	Insider	Role	Shares
Jun 1, 2026	Kamal Anthony Hatoum	director, officer: Chairman & CEO	+10,000
Jun 1, 2026	Kamal Anthony Hatoum	director, officer: Chairman & CEO	−150,000
Jun 1, 2026	Diego Ezequiel Apalategui	officer: Director of Sales & Operations	−133,336
Jun 1, 2026	Sami Gabriel Khouri	director	−350,000
Jun 1, 2026	Espinosa Eduardo Pizzuto	officer: Chief Financial Officer	−180,000