BBB Foods

TBBB

Market cap $3.9B

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:.

BBB Foods delivered another robust quarter, with sales up 36.7% and EBITDA margins reaching 5.8%, near the high end of expectations. TBBB's store expansion remains aggressive, compounding at 21.6% annually, while same-store sales growth of 17.9% outpaces broader Mexican retail benchmarks. Despite strong fundamentals, TBBB trades at 54x EBITDA; my revised price target is $35, maintaining a 'Hold' rating with only ~6% upside from current levels.

BBB Foods delivered 36.7% revenue growth and 17.9% same-store sales growth in Q3. It continues aggressive expansion, opening 131 net new stores in Q3. BBB Foods now operates 3,162 locations. Despite negative GAAP earnings and high valuation, the company's core business momentum remains strong.

Investors with an interest in Consumer Products - Staples stocks have likely encountered both Albertsons Companies, Inc. (ACI) and BBB Foods (TBBB). But which of these two stocks offers value investors a better bang for their buck right now?