View ValuationBBB Foods 将来の成長Future 基準チェック /56BBB Foods利益と収益がそれぞれ年間73.1%と21.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.9% 80.7%なると予測されています。主要情報73.1%収益成長率80.72%EPS成長率Consumer Retailing 収益成長8.2%収益成長率21.8%将来の株主資本利益率14.88%アナリストカバレッジGood最終更新日02 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 30BBB Foods Inc. has completed a Follow-on Equity Offering in the amount of $432.385655 million.BBB Foods Inc. has completed a Follow-on Equity Offering in the amount of $432.385655 million. Security Name: Class A Common Shares Security Type: Common Stock Securities Offered: 13,304,174 Price\Range: $32.5 Discount Per Security: $0.78New Risk • May 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • May 28BBB Foods Inc. has filed a Follow-on Equity Offering.BBB Foods Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Shares Security Type: Common Stock Securities Offered: 13,304,174Reported Earnings • May 07First quarter 2026 earnings released: Mex$4.76 loss per share (vs Mex$0.76 loss in 1Q 2025)First quarter 2026 results: Mex$4.76 loss per share (further deteriorated from Mex$0.76 loss in 1Q 2025). Revenue: Mex$22.9b (up 33% from 1Q 2025). Net loss: Mex$558.3m (loss widened Mex$471.3m from 1Q 2025). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Retailing industry in Mexico.お知らせ • Apr 28BBB Foods Inc. to Report Q1, 2026 Results on May 06, 2026BBB Foods Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026お知らせ • Apr 09BBB Foods Inc., Annual General Meeting, Apr 29, 2026BBB Foods Inc., Annual General Meeting, Apr 29, 2026. Location: meetnow.global/tbbb2026, United StatesReported Earnings • Mar 12Full year 2025 earnings released: Mex$24.69 loss per share (vs Mex$3.06 profit in FY 2024)Full year 2025 results: Mex$24.69 loss per share (down from Mex$3.06 profit in FY 2024). Revenue: Mex$78.2b (up 36% from FY 2024). Net loss: Mex$2.84b (down Mex$3.17b from profit in FY 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Retailing industry in Mexico.お知らせ • Mar 03BBB Foods Inc. to Report Q4, 2025 Results on Mar 11, 2026BBB Foods Inc. announced that they will report Q4, 2025 results After-Market on Mar 11, 2026Buy Or Sell Opportunity • Feb 23Now 22% undervaluedOver the last 90 days, the stock has risen 6.3% to Mex$621. The fair value is estimated to be Mex$800, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 32% in a year. Earnings are forecast to grow by 27% in the next year.New Risk • Feb 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 23% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.8% average weekly change). Minor Risk Shareholders have been diluted in the past year (23% increase in shares outstanding).Reported Earnings • Nov 20Third quarter 2025 earnings released: Mex$12.34 loss per share (vs Mex$2.30 profit in 3Q 2024)Third quarter 2025 results: Mex$12.34 loss per share (down from Mex$2.30 profit in 3Q 2024). Revenue: Mex$20.3b (up 37% from 3Q 2024). Net loss: Mex$1.42b (down Mex$1.68b from profit in 3Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Consumer Retailing industry in Mexico.お知らせ • Nov 07BBB Foods Inc. to Report Q3, 2025 Results on Nov 19, 2025BBB Foods Inc. announced that they will report Q3, 2025 results After-Market on Nov 19, 2025Buy Or Sell Opportunity • Aug 28Now 21% overvaluedOver the last 90 days, the stock has fallen 12% to Mex$495. The fair value is estimated to be Mex$410, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last year. Earnings per share has grown by 59%. Revenue is forecast to grow by 29% in a year. Earnings are forecast to decline by 299% in the next year.Reported Earnings • Aug 13Second quarter 2025 earnings released: Mex$2.49 loss per share (vs Mex$2.95 profit in 2Q 2024)Second quarter 2025 results: Mex$2.49 loss per share (down from Mex$2.95 profit in 2Q 2024). Revenue: Mex$18.8b (up 38% from 2Q 2024). Net loss: Mex$286.1m (down 186% from profit in 2Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Retailing industry in Mexico.お知らせ • Jul 30BBB Foods Inc. to Report Q2, 2025 Results on Aug 11, 2025BBB Foods Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025Buy Or Sell Opportunity • Jun 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to Mex$515. The fair value is estimated to be Mex$429, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Board Change • May 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Angela Bakker-Lee was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 29BBB Foods Inc. to Report Q1, 2025 Results on May 07, 2025BBB Foods Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025Buy Or Sell Opportunity • Apr 24Now 23% overvaluedOver the last 90 days, the stock has fallen 11% to Mex$554. The fair value is estimated to be Mex$450, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Reported Earnings • Apr 11Full year 2024 earnings released: EPS: Mex$3.06 (vs Mex$10.92 loss in FY 2023)Full year 2024 results: EPS: Mex$3.06 (up from Mex$10.92 loss in FY 2023). Revenue: Mex$57.4b (up 30% from FY 2023). Net income: Mex$334.4m (up Mex$640.6m from FY 2023). Profit margin: 0.6% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Retailing industry in Mexico.お知らせ • Apr 08BBB Foods Inc., Annual General Meeting, Apr 29, 2025BBB Foods Inc., Annual General Meeting, Apr 29, 2025.お知らせ • Apr 05Daniel Gertsacov and Jean-François Le Ruyet Elect Not to Stand for Re-Election as a Class I Directors of BBB Foods IncBBB Foods Inc. announced that Daniel Gertsacov and Jean-François Le Ruyet has elected not to stand for re-election as a Class I Directors of the Company, at its AGM to be held on April 29, 2025.New Risk • Mar 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Mar 20BBB Foods Inc. to Report Q4, 2024 Results on Apr 09, 2025BBB Foods Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 09, 2025お知らせ • Feb 07BBB Foods Inc. has completed a Follow-on Equity Offering in the amount of $593.25 million.BBB Foods Inc. has completed a Follow-on Equity Offering in the amount of $593.25 million. Security Name: Class A Common Shares Security Type: Common Stock Securities Offered: 21,000,000 Price\Range: $28.25 Discount Per Security: $0.8475Reported Earnings • Feb 06Third quarter 2024 earnings released: EPS: Mex$2.30 (vs Mex$12.09 loss in 3Q 2023)Third quarter 2024 results: EPS: Mex$2.30 (up from Mex$12.09 loss in 3Q 2023). Revenue: Mex$14.8b (up 30% from 3Q 2023). Net income: Mex$257.6m (up Mex$596.7m from 3Q 2023). Profit margin: 1.7% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 4 years, compared to a 7.8% growth forecast for the Consumer Retailing industry in Mexico.お知らせ • Feb 05BBB Foods Inc. has filed a Follow-on Equity Offering.BBB Foods Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Shares Security Type: Common Stock Securities Offered: 17,500,000Buy Or Sell Opportunity • Feb 05Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to Mex$580. The fair value is estimated to be Mex$794, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 40% per annum over the same time period.Reported Earnings • Nov 26Third quarter 2024 earnings released: EPS: Mex$2.30 (vs Mex$28.25 loss in 3Q 2023)Third quarter 2024 results: EPS: Mex$2.30 (up from Mex$28.25 loss in 3Q 2023). Revenue: Mex$14.8b (up 30% from 3Q 2023). Net income: Mex$257.6m (up Mex$596.7m from 3Q 2023). Profit margin: 1.7% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Consumer Retailing industry in Mexico.お知らせ • Nov 21BBB Foods Inc. to Report Q3, 2024 Results on Nov 25, 2024BBB Foods Inc. announced that they will report Q3, 2024 results After-Market on Nov 25, 2024Reported Earnings • Aug 22Second quarter 2024 earnings releasedSecond quarter 2024 results: EPS: Mex$2.95. Net income: Mex$331.3m (up Mex$331.3m from 2Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Consumer Retailing industry in Mexico.お知らせ • Aug 09BBB Foods Inc. to Report Q2, 2024 Results on Aug 21, 2024BBB Foods Inc. announced that they will report Q2, 2024 results After-Market on Aug 21, 2024Board Change • Jun 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Jean-François Le Ruyet was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.業績と収益の成長予測BMV:TBBB N - アナリストの将来予測と過去の財務データ ( )MXN Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028165,4997831,289N/A912/31/2027131,966-3421,166N/A1112/31/2026102,864-1,7361,067N/A113/31/202683,882-3,3111,7095,447N/A12/31/202578,153-2,8401,1084,682N/A9/30/202572,527-1,8211,3134,465N/A6/30/202567,082-1391,5744,448N/A3/31/202561,8874781,5394,141N/A12/31/202457,4393341,3103,749N/A9/30/202453,4082611,0733,576N/A6/30/202449,999-3361,3383,391N/A3/31/202447,071-5961,5093,355N/A12/31/202344,078-3061,3413,140N/A9/30/202341,178-1901,5332,816N/A12/31/202232,580-5659912,116N/A12/31/202123,091-8178321,366N/A12/31/202018,050-7707841,083N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TBBB Nは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 9% ) よりも高い成長率であると考えられます。収益対市場: TBBB N今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: TBBB N今後 3 年以内に収益を上げることが予想されます。収益対市場: TBBB Nの収益 ( 21.8% ) MX市場 ( 6.4% ) よりも速いペースで成長すると予測されています。高い収益成長: TBBB Nの収益 ( 21.8% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TBBB Nの 自己資本利益率 は、3年後には低くなると予測されています ( 14.9 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-retailing 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/13 08:03終値2026/06/12 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BBB Foods Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Antonio Hernandez Velez LeijaActinver Case de Bolsa, S.A. de C.V.Robert Ford AguilarBofA Global ResearchÁlvaro GarcíaBTG Pactual11 その他のアナリストを表示
お知らせ • May 30BBB Foods Inc. has completed a Follow-on Equity Offering in the amount of $432.385655 million.BBB Foods Inc. has completed a Follow-on Equity Offering in the amount of $432.385655 million. Security Name: Class A Common Shares Security Type: Common Stock Securities Offered: 13,304,174 Price\Range: $32.5 Discount Per Security: $0.78
New Risk • May 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • May 28BBB Foods Inc. has filed a Follow-on Equity Offering.BBB Foods Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Shares Security Type: Common Stock Securities Offered: 13,304,174
Reported Earnings • May 07First quarter 2026 earnings released: Mex$4.76 loss per share (vs Mex$0.76 loss in 1Q 2025)First quarter 2026 results: Mex$4.76 loss per share (further deteriorated from Mex$0.76 loss in 1Q 2025). Revenue: Mex$22.9b (up 33% from 1Q 2025). Net loss: Mex$558.3m (loss widened Mex$471.3m from 1Q 2025). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Retailing industry in Mexico.
お知らせ • Apr 28BBB Foods Inc. to Report Q1, 2026 Results on May 06, 2026BBB Foods Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026
お知らせ • Apr 09BBB Foods Inc., Annual General Meeting, Apr 29, 2026BBB Foods Inc., Annual General Meeting, Apr 29, 2026. Location: meetnow.global/tbbb2026, United States
Reported Earnings • Mar 12Full year 2025 earnings released: Mex$24.69 loss per share (vs Mex$3.06 profit in FY 2024)Full year 2025 results: Mex$24.69 loss per share (down from Mex$3.06 profit in FY 2024). Revenue: Mex$78.2b (up 36% from FY 2024). Net loss: Mex$2.84b (down Mex$3.17b from profit in FY 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Consumer Retailing industry in Mexico.
お知らせ • Mar 03BBB Foods Inc. to Report Q4, 2025 Results on Mar 11, 2026BBB Foods Inc. announced that they will report Q4, 2025 results After-Market on Mar 11, 2026
Buy Or Sell Opportunity • Feb 23Now 22% undervaluedOver the last 90 days, the stock has risen 6.3% to Mex$621. The fair value is estimated to be Mex$800, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 32% in a year. Earnings are forecast to grow by 27% in the next year.
New Risk • Feb 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 23% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.8% average weekly change). Minor Risk Shareholders have been diluted in the past year (23% increase in shares outstanding).
Reported Earnings • Nov 20Third quarter 2025 earnings released: Mex$12.34 loss per share (vs Mex$2.30 profit in 3Q 2024)Third quarter 2025 results: Mex$12.34 loss per share (down from Mex$2.30 profit in 3Q 2024). Revenue: Mex$20.3b (up 37% from 3Q 2024). Net loss: Mex$1.42b (down Mex$1.68b from profit in 3Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Consumer Retailing industry in Mexico.
お知らせ • Nov 07BBB Foods Inc. to Report Q3, 2025 Results on Nov 19, 2025BBB Foods Inc. announced that they will report Q3, 2025 results After-Market on Nov 19, 2025
Buy Or Sell Opportunity • Aug 28Now 21% overvaluedOver the last 90 days, the stock has fallen 12% to Mex$495. The fair value is estimated to be Mex$410, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last year. Earnings per share has grown by 59%. Revenue is forecast to grow by 29% in a year. Earnings are forecast to decline by 299% in the next year.
Reported Earnings • Aug 13Second quarter 2025 earnings released: Mex$2.49 loss per share (vs Mex$2.95 profit in 2Q 2024)Second quarter 2025 results: Mex$2.49 loss per share (down from Mex$2.95 profit in 2Q 2024). Revenue: Mex$18.8b (up 38% from 2Q 2024). Net loss: Mex$286.1m (down 186% from profit in 2Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Retailing industry in Mexico.
お知らせ • Jul 30BBB Foods Inc. to Report Q2, 2025 Results on Aug 11, 2025BBB Foods Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025
Buy Or Sell Opportunity • Jun 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.5% to Mex$515. The fair value is estimated to be Mex$429, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Board Change • May 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Angela Bakker-Lee was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 29BBB Foods Inc. to Report Q1, 2025 Results on May 07, 2025BBB Foods Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025
Buy Or Sell Opportunity • Apr 24Now 23% overvaluedOver the last 90 days, the stock has fallen 11% to Mex$554. The fair value is estimated to be Mex$450, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Reported Earnings • Apr 11Full year 2024 earnings released: EPS: Mex$3.06 (vs Mex$10.92 loss in FY 2023)Full year 2024 results: EPS: Mex$3.06 (up from Mex$10.92 loss in FY 2023). Revenue: Mex$57.4b (up 30% from FY 2023). Net income: Mex$334.4m (up Mex$640.6m from FY 2023). Profit margin: 0.6% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Consumer Retailing industry in Mexico.
お知らせ • Apr 08BBB Foods Inc., Annual General Meeting, Apr 29, 2025BBB Foods Inc., Annual General Meeting, Apr 29, 2025.
お知らせ • Apr 05Daniel Gertsacov and Jean-François Le Ruyet Elect Not to Stand for Re-Election as a Class I Directors of BBB Foods IncBBB Foods Inc. announced that Daniel Gertsacov and Jean-François Le Ruyet has elected not to stand for re-election as a Class I Directors of the Company, at its AGM to be held on April 29, 2025.
New Risk • Mar 29New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 7.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Mar 20BBB Foods Inc. to Report Q4, 2024 Results on Apr 09, 2025BBB Foods Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 09, 2025
お知らせ • Feb 07BBB Foods Inc. has completed a Follow-on Equity Offering in the amount of $593.25 million.BBB Foods Inc. has completed a Follow-on Equity Offering in the amount of $593.25 million. Security Name: Class A Common Shares Security Type: Common Stock Securities Offered: 21,000,000 Price\Range: $28.25 Discount Per Security: $0.8475
Reported Earnings • Feb 06Third quarter 2024 earnings released: EPS: Mex$2.30 (vs Mex$12.09 loss in 3Q 2023)Third quarter 2024 results: EPS: Mex$2.30 (up from Mex$12.09 loss in 3Q 2023). Revenue: Mex$14.8b (up 30% from 3Q 2023). Net income: Mex$257.6m (up Mex$596.7m from 3Q 2023). Profit margin: 1.7% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 4 years, compared to a 7.8% growth forecast for the Consumer Retailing industry in Mexico.
お知らせ • Feb 05BBB Foods Inc. has filed a Follow-on Equity Offering.BBB Foods Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Shares Security Type: Common Stock Securities Offered: 17,500,000
Buy Or Sell Opportunity • Feb 05Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to Mex$580. The fair value is estimated to be Mex$794, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 40% per annum over the same time period.
Reported Earnings • Nov 26Third quarter 2024 earnings released: EPS: Mex$2.30 (vs Mex$28.25 loss in 3Q 2023)Third quarter 2024 results: EPS: Mex$2.30 (up from Mex$28.25 loss in 3Q 2023). Revenue: Mex$14.8b (up 30% from 3Q 2023). Net income: Mex$257.6m (up Mex$596.7m from 3Q 2023). Profit margin: 1.7% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Consumer Retailing industry in Mexico.
お知らせ • Nov 21BBB Foods Inc. to Report Q3, 2024 Results on Nov 25, 2024BBB Foods Inc. announced that they will report Q3, 2024 results After-Market on Nov 25, 2024
Reported Earnings • Aug 22Second quarter 2024 earnings releasedSecond quarter 2024 results: EPS: Mex$2.95. Net income: Mex$331.3m (up Mex$331.3m from 2Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Consumer Retailing industry in Mexico.
お知らせ • Aug 09BBB Foods Inc. to Report Q2, 2024 Results on Aug 21, 2024BBB Foods Inc. announced that they will report Q2, 2024 results After-Market on Aug 21, 2024
Board Change • Jun 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Jean-François Le Ruyet was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.