BBB Foods Inc.

NYSE:TBBB 주식 리포트

시가총액: US$6.1b

BBB Foods 과거 순이익 실적

과거 기준 점검 0/6

BBB Foods 의 수입은 연평균 -51.6%의 비율로 감소해 온 반면, Consumer Retailing 산업은 연평균 14.7%의 비율로 증가했습니다. 매출은 연평균 28.8%의 비율로 증가해 왔습니다.

핵심 정보

-51.57%

순이익 성장률

-33.41%

주당순이익(EPS) 성장률

Consumer Retailing 산업 성장률10.91%
매출 성장률28.81%
자기자본이익률-56.81%
순이익률-3.74%
최근 순이익 업데이트30 Jun 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 • Sep 10

TBBB: Discount Model Execution And Earnings Leverage Will Shape Balanced Outlook

Analysts have raised their fair value estimate for BBB Foods from $46.32 to $51.69. They cite recent price target increases and research that highlights stronger same-store sales, a more profitable store base, and what they describe as an attractive growth profile.
내러티브 업데이트 • Aug 27

TBBB: Expansion Losses And Q2 Execution Risks Will Test Lofty Expectations

Analysts have raised their price targets on BBB Foods to a higher range of $48 to $51, pointing to stronger same store sales, a more profitable store base and what they view as an outstanding growth profile for the business. Analyst Commentary Recent research coverage on BBB Foods has highlighted a mix of optimism about the business model and awareness of the risks that could affect how the stock trades from here.
Seeking Alpha • Aug 17

BBB Foods: Great Business But Lacks Margin Of Safety At Current Valuations

Summary Tiendas 3B delivered another exceptional quarter, with same-store sales up ~20% and revenue growth accelerating to 38.7% year-over-year. TBBB continues aggressive expansion, opening 155 new stores in Q2 and maintaining strong traffic despite low food inflation and broader retail weakness. Adjusted EBITDA grew 43.8% to ~6.1% margin, but share count dilution from SBC remains a concern, potentially reaching ~142 million shares by FY 2030. I maintain a 'Hold' rating; TBBB is a great business but lacks margin of safety at current valuations, even under bullish FY 2030 scenarios. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 13

TBBB: Discount Model And Earnings Leverage May Support Balanced Future Outlook

The analyst price target for BBB Foods has increased from $43.44 to $46.32 as analysts factor in higher estimated profit margins, a slightly higher discount rate, and updated expectations for revenue growth and future P/E multiples, supported by recent Buy ratings and higher Street targets in the $47 to $51 range. Analyst Commentary Recent research on BBB Foods has shifted more positive, with several firms lifting ratings and price targets.
내러티브 업데이트 • Jul 29

TBBB: Future P/E Will Face Test From Q2 Execution Risks

The analyst fair value estimate for BBB Foods has shifted from $31.79 to $37.82, reflecting higher Street price targets around $47 to $48 as analysts highlight strong same store sales, potential market share gains in Mexico, and what they describe as structural growth drivers in a soft local retail market. Analyst Commentary Recent research on BBB Foods points to a mixed backdrop for the stock.
내러티브 업데이트 • Jul 14

TBBB: Rich Future P E Will Likely Lag Strong Same Store Sales

Analysts have lifted their fair value estimate for BBB Foods from $30.20 to $31.79, reflecting updated assumptions on discount rates and future P/E, alongside recent price target increases tied to views of strong same-store-sales trends and potential market share gains in Mexico's low price segment. Analyst Commentary Recent research on BBB Foods centers on how its same store sales trends and positioning in Mexico's low price segment line up with current valuation.
내러티브 업데이트 • Jun 29

TBBB: Future Upside Will Rely On Structural Low-Price Market Share Gains

Analysts have nudged their fair value estimate for BBB Foods higher to $49.98 from $47.43, citing updated assumptions around a lower discount rate, slightly different revenue growth expectations, improved profit margin forecasts, and a reduced future P/E multiple. These changes are supported by recent research that highlights strong same-store sales and potential market share gains in the low-price segment.
내러티브 업데이트 • Jun 15

TBBB: Store Expansion And Low Price Focus May Support Balanced Outlook

Analysts have nudged their price target for BBB Foods higher to $43.44 from $42.87, citing expectations for solid same store sales, potential market share gains in Mexico's low price segment, and slightly improved margin and P/E assumptions in their models. Analyst Commentary Recent research reports point to growing interest in BBB Foods as analysts refresh their views on the stock's growth profile, valuation, and execution risks.
내러티브 업데이트 • Jun 01

TBBB: Future Store Expansion And Low Price Focus May Drive Rerating

The analyst price target for BBB Foods has increased from $39.99 to $42.87, as analysts highlight what they describe as structural growth potential, strong same store sales in a soft Mexican retail market, and additional room for market share gains in the low price segment. Analyst Commentary Bullish Takeaways Bullish analysts point to what they describe as structural growth potential in a soft Mexican retail market, which they see as a key support for long term revenue expansion and store productivity.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
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
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새로운 내러티브 • 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.
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

매출 및 비용 세부 내역

BBB Foods가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NYSE:TBBB 매출, 비용 및 순이익 (MXN Millions)
날짜매출순이익일반관리비연구개발비
30 Jun 2691,149-3,41115,8100
31 Mar 2683,882-3,31114,4930
31 Dec 2578,153-2,84013,2170
30 Sep 2572,527-1,82111,8250
30 Jun 2567,082-1399,6440
31 Mar 2561,8874788,8360
31 Dec 2457,4393348,1090
30 Sep 2453,4082617,3730
30 Jun 2449,999-3366,9730
31 Mar 2447,071-5966,5660
31 Dec 2344,078-3066,2020
30 Sep 2341,178-1905,6870
31 Dec 2232,580-5654,4130
31 Dec 2123,091-8173,0470
31 Dec 2018,050-7702,2660

양질의 수익: TBBB 은(는) 현재 수익성이 없습니다.

이익 마진 증가: TBBB는 현재 수익성이 없습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: TBBB은 수익성이 없으며 지난 5년 동안 손실이 연평균 51.6% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 TBBB의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: TBBB은 수익성이 없어 지난 해 수익 성장률을 Consumer Retailing 업계(5.5%)와 비교하기 어렵습니다.

자기자본이익률

높은 ROE: TBBB는 현재 수익성이 없으므로 자본 수익률이 음수(-56.81%)입니다.

총자산이익률

투하자본수익률

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/14 08:54
종가2026/09/11 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

BBB Foods Inc.는 15명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Antonio Hernandez Velez LeijaActinver Case de Bolsa, S.A. de C.V.
Robert Ford AguilarBofA Global Research
Álvaro GarcíaBTG Pactual