TBBB

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.

MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. Announces Closing of Follow-On Offering and Exercise in Full of the Underwriter's Option to Purchase Additional Shares.

BBB Foods remains a well-executing grocer, but current valuation leaves little near-term upside, justifying a 'Hold' rating with a ~$35 to $40 price target. TBBB's Q1 FY 2026 showed robust 33.4% revenue growth, strong volume-driven traffic gains, and margin expansion despite flat in-store inflation. Scaling efficiencies, private-label penetration, and a potential fresh product rollout could drive future EBITDA margin improvement, mirroring Turkish peer BIM's model.

BBB Foods Inc. (TBBB) Q1 2026 Earnings Call Transcript

Krispy Kreme (DNUT) 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.

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.