Announcement • May 30
BBB 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 29
New major risk - Share price stability The 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. Announcement • May 28
BBB 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 07
First 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. Announcement • Apr 28
BBB Foods Inc. to Report Q1, 2026 Results on May 06, 2026 BBB Foods Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026 Announcement • Apr 09
BBB Foods Inc., Annual General Meeting, Apr 29, 2026 BBB Foods Inc., Annual General Meeting, Apr 29, 2026. Location: meetnow.global/tbbb2026, United States Reported Earnings • Mar 12
Full 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. Announcement • Mar 03
BBB Foods Inc. to Report Q4, 2025 Results on Mar 11, 2026 BBB Foods Inc. announced that they will report Q4, 2025 results After-Market on Mar 11, 2026 Buy Or Sell Opportunity • Feb 23
Now 22% undervalued Over 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 05
New minor risk - Shareholder dilution The 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 20
Third 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. Announcement • Nov 07
BBB Foods Inc. to Report Q3, 2025 Results on Nov 19, 2025 BBB Foods Inc. announced that they will report Q3, 2025 results After-Market on Nov 19, 2025 Buy Or Sell Opportunity • Aug 28
Now 21% overvalued Over 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 13
Second 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. Announcement • Jul 30
BBB Foods Inc. to Report Q2, 2025 Results on Aug 11, 2025 BBB Foods Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025 Buy Or Sell Opportunity • Jun 12
Now 20% overvalued after recent price rise Over 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 10
High number of new directors There 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. Announcement • Apr 29
BBB Foods Inc. to Report Q1, 2025 Results on May 07, 2025 BBB Foods Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025 Buy Or Sell Opportunity • Apr 24
Now 23% overvalued Over 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 11
Full 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. Announcement • Apr 08
BBB Foods Inc., Annual General Meeting, Apr 29, 2025 BBB Foods Inc., Annual General Meeting, Apr 29, 2025. Announcement • Apr 05
Daniel Gertsacov and Jean-François Le Ruyet Elect Not to Stand for Re-Election as a Class I Directors of BBB Foods Inc BBB 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 29
New major risk - Share price stability The 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. Announcement • Mar 20
BBB Foods Inc. to Report Q4, 2024 Results on Apr 09, 2025 BBB Foods Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 09, 2025 Announcement • Feb 07
BBB 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 06
Third 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. Announcement • Feb 05
BBB 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 05
Now 27% undervalued after recent price drop Over 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 26
Third 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. Announcement • Nov 21
BBB Foods Inc. to Report Q3, 2024 Results on Nov 25, 2024 BBB Foods Inc. announced that they will report Q3, 2024 results After-Market on Nov 25, 2024 Reported Earnings • Aug 22
Second quarter 2024 earnings released Second 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. Announcement • Aug 09
BBB Foods Inc. to Report Q2, 2024 Results on Aug 21, 2024 BBB Foods Inc. announced that they will report Q2, 2024 results After-Market on Aug 21, 2024 Board Change • Jun 04
High number of new directors There 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.