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Earnings transcript
Read the complete earnings call transcript.
TBBB
BBB Foods Inc.
$39.22
-0.38
(-0.96%)
| Exchange: | NYSE |
| Market Cap: | 4.544B |
| Shares Outstanding: | 84.15M |
Delayed data
About The Company
| Sector: | Consumer Defensive | |||||
| Industry: | Discount Stores | |||||
| CEO: | Kamal Anthony Hatoum | |||||
| Full Time Employees: | 25300 | |||||
| Address: |
| |||||
| Website: | https://tiendas3b.com |
Through its various subsidiaries, BBB Foods Inc. manages a network of grocery retail outlets throughout Mexico. The company provides a comprehensive selection of merchandise, ranging from essential food and beverages to personal care and household cleaning products, alongside coffee, tea, dessert items, and specialized goods for infants and pets. Customers can find a mix of well-established brands, the company’s own private label lines, and specially acquired spot products. These offerings are accessible both at its brick-and-mortar stores and via its digital platform. BBB Foods primarily targets and serves households with low to middle incomes. The company, established in 2004, maintains its headquarters in Mexico City, Mexico.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 44,078,459 | 57,439,019 | 73,302,772.457 |
| Gross Profit | 7,039,917 | 9,376,106 | 11,858,820.174 |
| EBITDA | 2,431,061 | 3,487,432 | 1,242,989.058 |
| Operating Income | 793,863 | 1,328,509 | -538,294.089 |
| Net Income | -306,153 | 334,422 | -2,663,347.256 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 14,963,802 | 22,776,813 | 30,575,925 |
| Total Liabilities | 19,598,650 | 18,742,031 | 26,443,770 |
| Total Stockholders Equity | -4,634,848 | 4,034,782 | 4,132,156 |
| Total Debt | 11,906,129 | 9,198,948 | 14,002,176 |
| Cash and Cash Equivalents | 1,195,245 | 1,410,281 | 1,429,574 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 3,140,349 | 3,748,537 | 4,461,338.861 |
| Capital Expenditure | -1,799,204 | -2,438,144 | -3,328,695.555 |
| Free Cash Flow | 1,341,145 | 1,310,393 | 1,132,643.306 |
| Net Income | -100,905 | 717,546 | -2,663,347.256 |
| Net Change in Cash | 235,495 | 226,695 | 176,169.555 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 262,690,121.951 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 278,223,191.479 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 270,159,059.051 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 11,385,062.426 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 12,058,269.949 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 11,708,768.222 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 2,184,897.468 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 2,354,295.106 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 2,266,350.917 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 34,312,931.721 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 36,341,881.840 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 35,288,534.180 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 19.700 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 20.470 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 19 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 3 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Revenue Performance: TBBB has demonstrated robust revenue growth, as highlighted in the latest earnings call transcript and income statement data, with consistent increases in reported revenue over recent periods. This aligns with positive industry trends within the sector, as evidenced by industry performance metrics showing upward momentum over 1-year and 5-year periods.
- Healthy Cash Flow Generation: Free cash flow metrics from the cash flow statements indicate strong operational efficiency, with significant net cash provided by operating activities. This provides TBBB with financial flexibility for reinvestment or debt management, supported by a favorable free cash flow yield (TTM) in key metrics.
- Solid Profitability Metrics: Gross profit margin (TTM) and net profit margin (TTM) from key metrics reflect efficient cost management and profitability, positioning TBBB competitively within its industry, as compared to the industry average price-to-earnings ratio (TTM).
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates TBBB intrinsic value between $127.54 – $138.28 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about TBBB valuation
Is BBB Foods Inc. (TBBB) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for BBB Foods Inc. (TBBB) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is TBBB a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether TBBB trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is TBBB’s P/E ratio?
You can see TBBB’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for TBBB?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is TBBB a good long-term investment?
Whether TBBB fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
TBBB
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
-0.96
Trading Metrics:
| Open: | 40 | Previous Close: | 39.6 | |
| Day Low: | 39.09 | Day High: | 40.08 | |
| Year Low: | 23.81 | Year High: | 40.09 | |
| Price Avg 50: | 36.87 | Price Avg 200: | 32.59 | |
| Volume: | 305957 | Average Volume: | 657107 |
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Login — it's freeTBBB full analysis
Welcome to MARKETSNAP’s SWOT analysis for TBBB! Hey everyone, I’m thrilled to dive into this one with you today. Whether you’re building your portfolio for the long haul or just keeping an eye on market movers, we’re going to break down everything you need to know about TBBB—where it shines, where it struggles, and what could be coming down the pipeline. Let’s get right into it with a quick overview of who TBBB is and what’s been happening with them…
