BBB FoodsTBBB
TBBB
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
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
255% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 11
90% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 21
52% more call options, than puts
Call options by funds: $603K | Put options by funds: $397K
33.4% more ownership
Funds ownership: 101.71% [Q4 2024] → 135.11% (+33.4%) [Q1 2025]
33% more funds holding
Funds holding: 79 [Q4 2024] → 105 (+26) [Q1 2025]
28% more capital invested
Capital invested by funds: $1.11B [Q4 2024] → $1.43B (+$317M) [Q1 2025]
25% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 5 (+1) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$33
26%
upside
Avg. target
$35
32%
upside
High target
$36
38%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
UBS Rodrigo Alcantara | 26%upside $33 | Neutral Maintained | 4 Jun 2025 |
Itau BBA Alejandro Fuchs | 38%upside $36 | Outperform Upgraded | 21 Apr 2025 |
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
BBB Foods Inc. (TBBB) Q1 2025 Earnings Call Transcript
BBB Foods Inc. (NYSE:TBBB ) Q1 2025 Earnings Conference Call May 8, 2025 12:00 PM ET Company Participants Anthony Hatoum - Chairman & Chief Executive Officer Eduardo Pizzuto - Chief Financial Officer Conference Call Participants Bob Ford - Merrill Lynch Alvaro Garcia - BTG Pactual Joseph Giordano - JPMorgan Alejandro Fuchs - Itaú Ulises Argote - Santander Andrew Ruben - Morgan Stanley Héctor Maya - Scotiabank Operator Good morning, everyone. My name is Leonard [ph] and I will be your conference operator.
Neutral
Business Wire
1 month ago
Tiendas 3B 1Q25 Earnings Release
MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. (“Tiendas 3B” or the “Company”) (NYSE: TBBB), a leading grocery hard discounter in Mexico, announced today its consolidated results for the first quarter of 2025 ("1Q25"). The figures presented in this release are expressed in nominal Mexican Pesos (Ps.) and are prepared in accordance with International Financial Reporting Standards (“IFRS”), unless otherwise stated. HIGHLIGHTS First QUARTER 2025 Opened 117 net new stores during the quarter, reaching.
Neutral
Business Wire
1 month ago
BBB Foods Inc. Announces the Filing of its Annual Report on Form 20-F for Fiscal Year 2024
MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. (“Tiendas 3B” or “the Company”) (NYSE: TBBB), a leading grocery hard discounter in Mexico, announced today that its Annual Report on Form 20-F for the fiscal year ended December 31, 2024 was filed with the U.S. Securities and Exchange Commission (the “SEC”) on April 29, 2025 and is available on Tiendas 3B's website at https://www.investorstiendas3b.com and on the SEC's website at www.sec.gov. Investors can receive a printed copy of the Annual Report.
Neutral
Business Wire
1 month ago
TBBB Invites You to Join Its First Quarter 2025 Earnings Conference Call
MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. (NYSE: TBBB) (“Tiendas 3B” or “the Company”) will report its first quarter 2025 earnings on May 7, 2025, after market close. You are invited to join our quarterly conference call, which will be webcast on May 8, 2025, at 12:00 p.m. ET. Anthony Hatoum, Chairman and CEO, and Eduardo Pizzuto, CFO, will host the call and take questions on the results. Event: Tiendas 3B First Quarter 2025 Earnings Conference Call When: May 8, 2025, 12:00 p.m. ET Webinar /.
Positive
The Motley Fool
1 month ago
Is This Fast-Growing Chain the Next Costco?
You might not be familiar with BBB Foods (TBBB 3.50%). And that's OK.
Positive
The Motley Fool
2 months ago
2 Stocks I'd Buy Right Now, Even if a Recession Is Coming
After the president announced his tariff plan and the stock market plunged, many experts believe the probability of a recession in the United States has increased sharply. However, in this video, longtime Fool.com contributors Matt Frankel and Tyler Crowe each discuss a stock they'd buy right now, even with a recession likely to occur.
Neutral
Seeking Alpha
2 months ago
BBB Foods Inc. (TBBB) Q4 2024 Earnings Call Transcript
BBB Foods Inc. (NYSE:TBBB ) Q4 2024 Earnings Conference Call April 10, 2025 12:00 PM ET Company Participants Anthony Hatoum - Chairman & Chief Executive Officer Eduardo Pizzuto - Chief Financial Officer Conference Call Participants Bob Ford - Merrill Lynch Joseph Giordano - JPMorgan Andrew Ruben - Morgan Stanley Alejandro Fuchs - Itaú Ulises Argote - Santander Daniela Bretthauer - HSBC Froylan Mendez - JPMorgan Jorge Izquierdo - BTG Pactual Operator Good morning, everyone. My name is Daniella, and I will be your conference operator.
Neutral
Business Wire
2 months ago
CORRECTING and REPLACING Tiendas 3B 4Q24 & FY2024 Earnings Release
MEXICO CITY--(BUSINESS WIRE)--Please replace the release dated April 9, 2025 with the following corrected version due to changes in the 4Q24 and 2024 "Building Lease Payments" bullet points and the corresponding footnotes. The updated release reads: TIENDAS 3B 4Q24 & FY2024 EARNINGS RELEASE BBB Foods Inc. (“Tiendas 3B” or the “Company”) (NYSE: TBBB), a leading grocery hard discounter in Mexico, announced today its consolidated results for the fourth quarter of 2024 (4Q24) and for the year.
Neutral
Business Wire
2 months ago
Tiendas 3B 4Q24 & FY2024 Earnings Release
MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. (“Tiendas 3B” or the “Company”) (NYSE: TBBB), a leading grocery hard discounter in Mexico, announced today its consolidated results for the fourth quarter of 2024 (4Q24) and for the year ended December 31, 2024. The figures presented in this release are expressed in nominal Mexican Pesos (Ps.) and are prepared in accordance with International Financial Reporting Standards (“IFRS”), unless otherwise stated. HIGHLIGHTS FOURTH QUARTER 2024 Opened 138 ne.
Neutral
Business Wire
2 months ago
TBBB Invites You to Join Its Fourth Quarter & Full Year 2024 Earnings Conference Call
MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. (NYSE: TBBB) (“Tiendas 3B” or “the Company”) will report its fourth quarter and full year 2024 earnings on April 9, 2025, after market close. You are invited to join our quarterly conference call, which will be webcast on April 10, 2025, at 12:00 p.m. ET. Anthony Hatoum, Chairman and CEO, and Eduardo Pizzuto, CFO, will host the call and take questions on the results. Event: Tiendas 3B Fourth Quarter and Full Year 2024 Earnings Conference Call When: A.
Charts implemented using Lightweight Charts™