TBBB

Tiendas 3B delivered another exceptional quarter, with same-store sales up ~20% and revenue growth accelerating to 38.7% year-over-year. TBBB continues aggressive expansion, opening 155 new stores in Q2 and maintaining strong traffic despite low food inflation and broader retail weakness. Adjusted EBITDA grew 43.8% to ~6.1% margin, but share count dilution from SBC remains a concern, potentially reaching ~142 million shares by FY 2030.

The transaction involved the disposal of 4,754 shares, valued at approximately $193,345 at a weighted-average price of $40.67 per share on August 7, 2026. This disposition represented 24% of the director's total direct common stock holdings, which included the shares acquired via the related option exercise.

The disposition involved 7,660 shares at $40.67 per share, representing a total transaction value of about $312,000. The transaction resulted in a 7% reduction in the director's total direct equity position.

The disposition involved 14,101 shares at $40.67 per share, representing a transaction value of about $573,500 on August 7. The activity represents 0.4% of the director's total equity position, with the insider retaining a total beneficial interest of 3.6 million shares, according to this filing.

BBB Foods NYSE: TBBB, which operates the Tiendas 3B discount retail chain, reported second-quarter 2026 revenue growth of 39% from a year earlier to MXN 26 billion, supported by a 20% increase in same-store sales and continued store expansion.

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

Beyond analysts' top-and-bottom-line estimates for BBB Foods (TBBB), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.

BBB Foods (TBBB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Stanley Druckenmiller doesn't do consensus. The Duquesne Family Office's latest 13F reveals a top-five long book that skips the mega-cap tech herd almost entirely: a Mexican discount grocer, two biotech names on wildly different trajectories, the one semiconductor stock nobody can ignore, and an Argentine oil producer sitting on a shale reserve about to unlock its first export pipeline.

MEXICO CITY--(BUSINESS WIRE)--Tiendas 3B Second Quarter 2026 Earnings Conference Call.