BBB Foods

TBBB

Market cap $4.95B

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

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.

MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. Announces Pricing of Follow-On Offering.

MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. Announces Proposed Follow-On Offering.

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

Although the revenue and EPS for BBB Foods (TBBB) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

BBB Foods (TBBB) came out with a quarterly loss of $0.27 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to a loss of $0.04 per share a year ago.