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BBB Foods Community
NYSE:TBBB Community
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BBB Foods
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BBB Foods
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Rapid Expansion Will Erode Margins Yet Sustain Value
Key Takeaways Aggressive store expansion and tech investments could pressure margins and earnings until operational efficiencies and scale benefits are fully realized. Exposure to low-income consumers and rising compliance and labor costs create earnings volatility and may limit near-term profit growth despite strong demand trends.
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US$28.16
FV
7.0% undervalued
intrinsic discount
25.26%
Revenue growth p.a.
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5 days ago
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BBB Foods
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
500 New Stores And Four Regions Will Expand Retail Reach
Key Takeaways Aggressive store expansion and new regional operations in 2025 will drive significant revenue growth and operational efficiency. Increased private label penetration and efficient cost management will enhance profit margins despite short-term rise in SG&A expenses.
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US$38.81
FV
32.5% undervalued
intrinsic discount
25.92%
Revenue growth p.a.
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2
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5 days ago
author updated this narrative
BBB Foods
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Urbanization And Digital Trends Will Transform Modern Grocery Retail
Key Takeaways Undervalued store expansion potential and technological advancements position BBB Foods for outsized operational efficiency and long-term margin gains. Urbanization and formal retail migration, combined with strong cash flow, enable sustainable growth and diversification into new revenue streams.
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US$43.64
FV
40.0% undervalued
intrinsic discount
29.79%
Revenue growth p.a.
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8 days ago
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Your Valuation for
TBBB
TBBB
BBB Foods
Your Fair Value
US$
Current Price
US$26.18
33.7% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-781m
153b
2015
2018
2021
2024
2025
2027
2030
Revenue Mex$152.8b
Earnings Mex$1.2b
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