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BBB Foods Inc. Stock Price

NYSE:TBBB Community·US$5.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 33 Fair Values set on narratives written by author

TBBB Share Price Performance

US$48.99
22.35 (83.90%)
US$46.32
Fair Value
US$48.99
22.35 (83.90%)
5.8% overvalued intrinsic discount
US$46.32
Fair Value
Price US$48.99
AnalystConsensusTarget US$46.32
AnalystHighTarget US$49.98
AnalystLowTarget US$41.08

TBBB Community Narratives

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Fair Value US$46.32 5.8% overvalued intrinsic discount

Expanding Retail Stores In Mexico Will Unlock Long Term Value

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Fair Value US$49.98 2.0% undervalued intrinsic discount

Urbanization And Digital Trends Will Transform Modern Grocery Retail

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Fair Value US$41.08 19.2% overvalued intrinsic discount

Rapid Expansion Will Erode Margins Yet Sustain Value

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Trending Discussion

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Updated Narratives

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

Fair Value: US$41.08 19.2% overvalued intrinsic discount
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TBBB: Discount Model And Earnings Leverage May Support Balanced Future Outlook

Fair Value: US$46.32 5.8% overvalued intrinsic discount
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TBBB: Future Upside Will Rely On Structural Low-Price Market Share Gains

Fair Value: US$49.98 2.0% undervalued intrinsic discount
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Snowflake Analysis

High growth potential with mediocre balance sheet.

0 Risks
1 Reward

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%
View Full Analysis

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 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

Recent updates

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