View ValuationBBB Foods 향후 성장Future 기준 점검 5/6BBB Foods (는) 각각 연간 73.8% 및 21.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 77% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.9% 로 예상됩니다.핵심 정보73.8%이익 성장률76.99%EPS 성장률Consumer Retailing 이익 성장8.4%매출 성장률21.6%향후 자기자본이익률14.88%애널리스트 커버리지Good마지막 업데이트22 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • Apr 08BBB Foods Inc., Annual General Meeting, Apr 29, 2025BBB Foods Inc., Annual General Meeting, Apr 29, 2025.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.이익 및 매출 성장 예측BMV:TBBB N - 애널리스트 향후 추정치 및 과거 재무 데이터 (MXN Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028164,7047691,108N/A912/31/2027131,685-3151,1233,4121112/31/2026102,692-1,7111,0671,312103/31/202683,882-3,3111,7095,447N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TBBB N 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(9%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: TBBB N (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: TBBB N 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: TBBB N 의 수익(연간 21.6%)이 MX 시장(연간 6.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: TBBB N 의 수익(연간 21.6%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TBBB N의 자본 수익률은 3년 후 14.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-retailing 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 03:20종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스BBB Foods Inc.는 15명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Antonio Hernandez Velez LeijaActinver Case de Bolsa, S.A. de C.V.Robert Ford AguilarBofA Global ResearchÁlvaro GarcíaBTG Pactual12명의 분석가 더 보기
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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • Apr 08BBB Foods Inc., Annual General Meeting, Apr 29, 2025BBB Foods Inc., Annual General Meeting, Apr 29, 2025.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.