BBB Foods (TBBB)

• Market cap: $3B
• 1 day: -2.57%
• 5 days: -0.53%
• 1 month: -6.64%
• 3 months: -2.39%
• 6 months: 3.77%
• Year to date: -11.8%
• 1 year: -12.89%
• 5 years: 37.32%
• 10 years: 37.32%
• Sector: Consumer Staples
• Industry: Discount Stores

About: BBB Foods Inc is a company offering a grocery hard discount model in Mexico. Also that operates through three subsidiaries namely Tiendas Tres B, Tiendas BBB and Desarrolladora Tres BSA de CV of which the main activity of Tiendas Tres B is the sale, purchase, distribution and marketing of all types of products, items and goods, as well as the establishment, and operation of individual stores and distribution centers for the sale of such products.

Employees: 25,300

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

306% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $308K

40% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 7 (+2) [Q2]

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

0% less capital invested

Capital invested by funds: $1.43B [Q1] → $1.43B (-$2.6M) [Q2]

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

3% less funds holding

Funds holding: 105 [Q1] → 102 (-3) [Q2]

51.75% less ownership

Funds ownership: 135.17% [Q1] → 83.42% (-51.75%) [Q2]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $29
• Avg. target: $29
• High target: $29

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

Goldman Sachs Irma Sgarz

$29

Neutral Initiated

9 Jul 2025