BBB Foods Inc., operates grocery retail stores in Mexico. The company is headquartered in Mexico City, Mexico.
| Revenue (TTM) | $99.32B |
| Gross Profit (TTM) | $16.39B |
| EBITDA | $1.58B |
| Operating Margin | 2.40% |
| Return on Equity | -36.20% |
| Return on Assets | 0.88% |
| Revenue/Share (TTM) | $833.24 |
| Book Value | $2.78 |
| Price-to-Book | 22.15 |
| Price-to-Sales (TTM) | 0.08 |
| EV/Revenue | 1.549 |
| EV/EBITDA | 50.41 |
| Quarterly Earnings Growth (YoY) | 249.70% |
| Quarterly Revenue Growth (YoY) | 40.30% |
| Shares Outstanding | $77.94M |
| Float | $98.36M |
| % Insiders | 1.54% |
| % Institutions | 72.06% |
Volatility is currently expanding
Revenue rose 40.3%, and most of the gain came from stores open more than a year. Falling stock-based pay did more than better operations to swing the company to a profit.
BBB Foods NYSE: TBBB, operator of Tiendas 3B, reported continued growth in the third quarter of 2026, driven by rapid store expansion, same-store sales gains and operating leverage. The company said it opened 141 net new stores during the quarter, bringing its network to 3,765 locations.
While the top- and bottom-line numbers for BBB Foods (TBBB) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
MEXICO CITY--(BUSINESS WIRE)--TBBB Invites You to Join Its Third Quarter 2026 Earnings Conference Call.
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
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on TBBB and any ticker you trade — then tracks every position and per-strategy win rate.
