TBBB Share Price Performance
US$32.15
3.44 (11.98%)
30.8% undervalued intrinsic discount
US$46.46
Fair Value
Price US$32.15
AnalystHighTarget US$46.46
AnalystConsensusTarget US$34.91
AnalystLowTarget US$27.93
Fair ValueUS$46.46
Share Pricen/a
BBB Foods Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 27 Fair Values set on narratives written by author
TBBB Community Narratives
AN
Fair Value US$46.46 30.8% undervalued intrinsic discount
Urbanization And Digital Trends Will Transform Modern Grocery Retail
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value US$34.91 7.9% undervalued intrinsic discount
Expanding Retail Stores In Mexico Will Unlock Long Term Value
3users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
AN
Fair Value US$27.93 15.1% overvalued intrinsic discount
Rapid Expansion Will Erode Margins Yet Sustain Value
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
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.Read more
9
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
US$46.46
30.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
31.54% p.a.
Profit Margin
0.74%
Future PE
101.06x
Price in 2028
US$59.96
Expanding Retail Stores In Mexico Will Unlock Long Term Value
Key Takeaways Aggressive expansion and private label growth are driving higher margins, market share gains, and improved profitability as store and product networks mature. Strong logistics, brand appeal, and formalization trends in key regions strengthen long-term operational efficiency and position the company for continued revenue growth.Read more
139
users have viewed this narrative3users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
AN
US$34.91
7.9% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
27.41% p.a.
Profit Margin
0.73%
Future PE
85.99x
Price in 2028
US$45.09
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.Read more
11
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
US$27.93
15.1% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
25.74% p.a.
Profit Margin
0.79%
Future PE
82.95x
Price in 2028
US$36.22
Trending Discussion
Recently Updated Narratives
AN
TBBB: Price Outlook Will Reward Defensible Earnings And Sector Leadership
Fair Value: US$46.46 30.8% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
TBBB: Future Sector Leadership Will Depend On Executing Store Expansion
Fair Value: US$34.91 7.9% undervalued intrinsic discount
16 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Rapid Expansion Will Erode Margins Yet Sustain Value
Fair Value: US$27.93 15.1% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
BBB Foods Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -15.86
- 16.22%
- -2.51%
- 38.9%
About TBBB
- Founded
- 2004
- Employees
- 25300
- CEO
- WebsiteView website
BBB Foods Inc., through its subsidiaries, operates a chain of grocery retail stores in Mexico. The company offers spot products comprising food and non-food products, such as clothing, electronics, household goods, and others. It also provides branded and private label products. The company serves low-to-middle income households. BBB Foods Inc. was incorporated in 2004 and is headquartered in Mexico City, Mexico.
