BBB Foods

TBBB

Market cap $4.31B

MEXICO CITY--(BUSINESS WIRE)--Tiendas 3B 1Q26 Earnings Call.

COHU, TBBB and AMTB have been added to the Zacks Rank #5 (Strong Sell) List on March 24, 2026.

BBB Foods is experiencing a valuation-driven pullback, now trading near fair value after prior overextension. Despite macro headwinds, TBBB benefits from Mexican consumers trading down, driving strong same-store sales and private label penetration. FY 2026 guidance implies slowing same-store sales growth (13–16%) and continued aggressive store openings, with EBITDA margin expected around 5.2%.

BBB Foods is a fast-growing chain offering low prices in a small-box concept, generating more than half of its sales from private labels. A 21% jump in store locations -- on top of a 16.6% increase in comps -- led to another quarter of better-than-30% top-line growth.

BBB Foods Inc. (TBBB) Q4 2025 Earnings Call Transcript

While the top- and bottom-line numbers for BBB Foods (TBBB) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

BBB Foods (TBBB) came out with a quarterly loss of $0.49 per share versus the Zacks Consensus Estimate of a loss of $0.28. This compares to a loss of $0.01 per share a year ago.

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 2025 (“4Q25”) and for the year ended December 31, 2025. 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 2025 Opened 184.

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 December 2025.

MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. (NYSE: TBBB) (“Tiendas 3B” or “the Company”) will report its fourth quarter and full year 2025 earnings on March 11, 2026, after market close. You are invited to join our quarterly conference call, which will be webcast on March 12, 2026, 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 2025 Earnings Conference Call When:.