BBB Foods Performance degli utili passati
Criteri Il passato verificati 0/6
Gli utili di BBB Foods sono diminuiti a un tasso medio annuo di -44.8%, mentre il settore Consumer Retailing ha visto gli utili crescere a un tasso medio annuo di 12.9%. I ricavi sono cresciuti crescere a un tasso medio annuo di 35.5%.
Informazioni chiave
-44.75%
Tasso di crescita degli utili
-20.47%
Tasso di crescita dell'EPS
| Consumer Retailing Crescita del settore | 10.91% |
| Tasso di crescita dei ricavi | 35.54% |
| Rendimento del capitale proprio | -77.20% |
| Margine netto | -3.95% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • May 20
BBB Foods: Hatoum Might Be Building Mexico's BIM
Summary 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. While long-term scenarios suggest up to 30% undervaluation if BIM-like margins are achieved, LatAm risks and lack of dividends temper the near-term bull case. Read the full article on Seeking Alpha
Aggiornamento della narrazione • May 02
TBBB: Rich Future P E Will Likely Outweigh Recent Rating Upgrades
The analyst price target for BBB Foods has been raised by $2 to $42, with analysts pointing to updated assumptions around fair value, revenue growth, profit margin, and a revised future P/E as key drivers of the change. Analyst Commentary Recent Street research on BBB Foods has centered on reassessments of fair value, with targets clustered in the low US$40s and a mix of rating changes that highlight both interest in the name and lingering caution.Aggiornamento della narrazione • Apr 17
TBBB: Rating Upgrades Will Likely Fail To Offset Rich P E Multiple
Analysts lifted the fair value estimate for BBB Foods by about $2.77 per share to roughly $30.71, citing higher long term growth assumptions, a richer future P/E profile, and recent target hikes from firms that have moved their price targets toward the low $40s after the stock's 20% pullback. Analyst Commentary Recent Street research around BBB Foods has centered on how to reconcile the stock's pullback with higher published fair values and fresh target prices in the low US$40s.
Aggiornamento della narrazione • Apr 03
TBBB: Future Sector Role Will Depend On Post Decline Execution Confidence
Analysts have trimmed the fair value estimate for BBB Foods by about $0.23 per share, while still supporting higher Street price targets around $42 to $43 after recent upgrades that leaned on valuation following the stock's 20% decline. Analyst Commentary Recent Street commentary on BBB Foods has shifted after the stock's 20% decline, with some price targets moving higher and ratings changing as analysts reassess the risk and reward profile.
Aggiornamento della narrazione • Mar 20
TBBB: Future Upside Will Rely On Pullback Driven UBS P/E Support
Analysts have trimmed their fair value estimate for BBB Foods by about $1.34 to $47.43, reflecting slightly lower revenue growth and profit margin assumptions, even as some recent price target changes on the Street highlight differing views on the stock following its recent share price moves. Analyst Commentary Recent Street commentary around BBB Foods has turned more constructive, with several bullish analysts pointing to valuation and updated price targets after recent share price moves.Aggiornamento della narrazione • Mar 05
TBBB: Future Upside Will Rely On Refined Earnings And UBS P/E Assumptions
Narrative Update The updated analyst price target for BBB Foods moves to $48.77. Analysts cite refreshed fair value estimates, adjusted discount rate assumptions, and revised revenue growth and P/E inputs following recent rating changes and the UBS target hike to $43.Aggiornamento della narrazione • Feb 19
TBBB: Future Sector Role Will Depend On Sustaining High Multiple Execution
Analysts slightly lowered their average price target for BBB Foods to about $40.21 from roughly $40.30, reflecting a mix of views following a recent downgrade and upgrade, while keeping core assumptions such as revenue growth, profit margin and a high future P/E broadly unchanged. Analyst Commentary Recent research on BBB Foods reflects a split view, with one downgrade and one upgrade coming in close succession.Aggiornamento della narrazione • Feb 05
TBBB: Future Sector Role Will Depend On Delivering Higher Margin Execution
Analysts have raised their price target on BBB Foods to about US$40 from roughly US$35, citing updated assumptions around revenue growth, margins, and future P/E as the main factors behind the change. Analyst Commentary Recent research around BBB Foods focuses on how updated assumptions on revenue growth, margins, and future P/E may justify the higher price target, while also flagging a few areas where execution will need to keep pace with expectations.Aggiornamento della narrazione • Jan 22
TBBB: Future Upside Will Rely On Refined Earnings And P/E Expectations
Analysts have nudged their price target for BBB Foods higher from about US$46.46 to roughly US$47.89, citing slight adjustments to fair value estimates, discount rate, revenue growth, profit margin assumptions, and future P/E expectations. Valuation Changes Fair Value Estimate adjusted slightly from about US$46.46 to roughly US$47.89 per share.Articolo di analisi • Jan 20
We Think BBB Foods (NYSE:TBBB) Can Stay On Top Of Its Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Aggiornamento della narrazione • Jan 08
TBBB: Future Upside Will Rely On Defensible Earnings And Sector Leadership
Narrative Update on BBB Foods Analysts have raised their price target on BBB Foods to US$39 from US$35.50, citing updated assumptions around revenue growth, profit margins, and a lower future P/E multiple as key drivers of the change. Analyst Commentary Recent research around BBB Foods points to a constructive tone, even as some sector level expectations are more cautious.Aggiornamento della narrazione • Dec 17
TBBB: Price Outlook Will Reward Defensible Earnings And Sector Leadership
Analysts have nudged their price target on BBB Foods higher, raising it by roughly $4 to around $39 per share, citing the stock's sector-leading position despite expectations for softer near term Mexican retail trends. Analyst Commentary JPMorgan recently lifted its price target on BBB Foods to $39 from $35.50 and reiterated an Overweight rating, underscoring the stock as its top pick within the Mexican retail sector.Aggiornamento della narrazione • Dec 03
TBBB: Future Sector Leadership Will Depend On Executing Store Expansion
Analysts have raised their price target on BBB Foods by $3.50 to $39.00, citing its status as a top retail sector pick despite expectations for softer near term trends. Analyst Commentary Bullish analysts highlight that the higher price target reflects confidence in BBB Foods' ability to execute on its growth strategy, even as near term sector trends soften.Articolo di analisi • Jun 11
BBB Foods (NYSE:TBBB) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Mar 21
Revenues Tell The Story For BBB Foods Inc. (NYSE:TBBB)
When close to half the companies in the Consumer Retailing industry in the United States have price-to-sales ratios (or...Seeking Alpha • Feb 28
BBB Foods: Hidden Gem In Hard-Discount Retail
Summary Tiendas 3B's growth strategy leverages small format stores in underserved markets, focusing on cost-conscious consumers and operational efficiencies to drive expansion and margin growth. The company benefits from strong local supplier relationships and efficient inventory management, enabling competitive pricing and higher sales per square meter. Despite low margins typical of hard discount retailers, Tiendas 3B maintains competitive net margins and strong cash flows, supporting its aggressive expansion plans. Key risks include high wage growth, potential tariffs with the U.S., and slower store openings, but the company's experienced leadership and strategic positioning mitigate these concerns. Read the full article on Seeking Alpha
Nuova narrazione • Feb 09
Aggressive Expansion And Operational Efficiencies Will Shape Future Success
Aggressive store expansion and strong same-store sales growth indicate a strategic focus on boosting market presence and revenues.Articolo di analisi • Dec 02
Shareholders Can Be Confident That BBB Foods' (NYSE:TBBB) Earnings Are High Quality
Even though BBB Foods Inc. ( NYSE:TBBB ) posted strong earnings, investors appeared to be underwhelmed. We have done...Seeking Alpha • Oct 24
BBB Foods Inc.: Buy The Growth
Summary The company just recently IPOed giving it fresh cash to continue its aggressive expansion. Management knows how to improve the bottom line with its improving profit margins. The company has low levels of debt making it well positioned for more growth and potential downside. Read the full article on Seeking AlphaSeeking Alpha • Jul 15
Tiendas BBB: Operates A Very Efficient Model That Enables Fast Growth
Summary TBBB has an efficient operating model allowing for 40% EBITDA growth. The Mexican hard discount retail market has the potential for 12,000 stores based on population size. TBBB's solid execution track record and profitability expansion support a positive outlook. Read the full article on Seeking AlphaSeeking Alpha • Jun 19
Argosy Investors - BBB Foods: What I Find Attractive About TBBB
Summary While a small position, it is worth explaining what I find attractive about Tiendas BBB. Tiendas BBB is a hard discounter a la Aldi or Lidl, retailers well-known in the United States. What allows the hard discounter model to thrive is the low number of stock-keeping units (SKUs), which results in higher sales per SKU. TBBB is capable of growing stores by 15% peryear in addition to growing same-store sales at 5-10% per year going forward. Read the full article on Seeking AlphaSeeking Alpha • May 03
BBB Foods: Sizing Up Mexico's Fastest Growing Grocery Retailer
Summary BBB Foods operates deep-discount grocery stores in Mexico under the 'Tiendas 3B' brand. The company has posted strong growth, with sales more than doubling over the past three years and accelerating earnings momentum. We are bullish on shares of BBB Foods. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come BBB Foods guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 83,882 | -3,311 | 14,492 | 0 |
| 31 Dec 25 | 78,153 | -2,840 | 13,217 | 0 |
| 30 Sep 25 | 72,527 | -1,821 | 11,825 | 0 |
| 30 Jun 25 | 67,082 | -139 | 9,644 | 0 |
| 31 Mar 25 | 61,887 | 478 | 8,852 | 0 |
| 31 Dec 24 | 57,439 | 334 | 8,109 | 0 |
| 30 Sep 24 | 53,408 | 261 | 7,373 | 0 |
| 30 Jun 24 | 49,999 | -336 | 6,973 | 0 |
| 31 Mar 24 | 47,071 | -596 | 6,566 | 0 |
| 31 Dec 23 | 44,078 | -306 | 6,202 | 0 |
| 30 Sep 23 | 41,178 | -190 | 5,687 | 0 |
| 31 Dec 22 | 32,580 | -565 | 4,413 | 0 |
| 31 Dec 21 | 23,091 | -817 | 3,047 | 0 |
| 31 Dec 20 | 18,050 | -770 | 2,266 | 0 |
Guadagni di qualità: TBBB al momento non è redditizia.
Margine di profitto in crescita: TBBB al momento non è redditizia.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: TBBB non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 44.8% all'anno.
Accelerare la crescita: Impossibile confrontare la crescita degli utili di TBBB nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia
Guadagni vs Settore: TBBB non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Consumer Retailing ( 12.2% ).
Rendimento del capitale proprio
ROE elevato: TBBB ha un Return on Equity negativo ( -77.2% ), in quanto al momento non è redditizio.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 17:32 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
BBB Foods Inc. è coperta da 15 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Antonio Hernandez Velez Leija | Actinver Case de Bolsa, S.A. de C.V. |
| Robert Ford Aguilar | BofA Global Research |
| Álvaro García | BTG Pactual |