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BBB Foods Inc. Stock Price

NYSE:TBBB Community·US$6.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 34 Fair Values set on narratives written by author
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TBBB Share Price Performance

US$52.47
26.62 (102.98%)
​
US$51.69
Fair Value
US$52.47
26.62 (102.98%)
1.5% overvalued intrinsic discount
US$51.69
Fair Value
Price US$52.47
AnalystConsensusTarget US$51.69
AnalystHighTarget US$49.98
AnalystLowTarget US$41.08

TBBB Community Narratives

Fair Value
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Fair Value US$51.69 1.5% overvalued intrinsic discount

Expanding Retail Stores In Mexico Will Unlock Long Term Value

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Fair Value
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Fair Value US$49.98 5.0% overvalued intrinsic discount

Urbanization And Digital Trends Will Transform Modern Grocery Retail

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Fair Value
·
Fair Value US$41.08 27.7% overvalued intrinsic discount

Rapid Expansion Will Erode Margins Yet Sustain Value

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BBB Foods
1.5% overvalued intrinsic discount

Expanding Retail Stores In Mexico Will Unlock Long Term Value

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Updated 10 Sep
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TBBB logo
BBB Foods
27.7% overvalued intrinsic discount

Rapid Expansion Will Erode Margins Yet Sustain Value

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Updated 27 Aug
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TBBB logo
BBB Foods
5.0% overvalued intrinsic discount

Urbanization And Digital Trends Will Transform Modern Grocery Retail

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Updated 29 Jun
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Trending Discussion

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Updated Narratives

TBBB logo

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

Fair Value: US$51.69 1.5% overvalued intrinsic discount
18 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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TBBB: Expansion Losses And Q2 Execution Risks Will Test Lofty Expectations

Fair Value: US$41.08 27.7% overvalued intrinsic discount
0 users have set this as their fair value
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TBBB: Future Upside Will Rely On Structural Low-Price Market Share Gains

Fair Value: US$49.98 5.0% overvalued intrinsic discount
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Snowflake Analysis

High growth potential with mediocre balance sheet.

1 Risk
1 Reward
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BBB Foods Inc. Key Details

Mex$91.1b

Revenue

Mex$76.2b

Cost of Revenue

Mex$14.9b

Gross Profit

Mex$18.3b

Other Expenses

-Mex$3.4b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-28.15
16.37%
-3.74%
30.1%
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About TBBB

Founded
2004
Employees
29202
CEO
Kamal Hatoum
WebsiteView website
tiendas3b.com

BBB Foods Inc., through its subsidiaries, operates a chain of grocery retail stores in Mexico. The company provides 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.

Recent TBBB News & Updates

Narrative Update • 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.
Narrative Update • 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.

Recent updates

No updates

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