BBB Foods Inc.

NYSE:TBBB Aktierapport

Börsvärde: US$4.4b

BBB Foods Framtida tillväxt

Future kriterier kontrolleras 5/6

BBB Foods förväntas öka intäkter och intäkter med 73.8% respektive 21.6% per år. EPS förväntas tillväxt med 77.1% per år. Avkastningen på eget kapital förväntas bli 14.9% om 3 år.

Viktig information

73.8%

Tillväxttakt i vinsten

77.06%

Tillväxttakt för EPS

Consumer Retailing vinsttillväxt8.9%
Intäkternas tillväxttakt21.6%
Framtida avkastning på eget kapital14.88%
Bevakning av analytiker

Good

Senast uppdaterad19 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Seeking Alpha • May 20

BBB Foods: Hatoum Might Be Building Mexico's BIM

Summary BBB Foods remains a well-executing grocer, but current valuation leaves little near-term upside, justifying a 'Hold' rating with a ~$35 to $40 price target. TBBB's Q1 FY 2026 showed robust 33.4% revenue growth, strong volume-driven traffic gains, and margin expansion despite flat in-store inflation. Scaling efficiencies, private-label penetration, and a potential fresh product rollout could drive future EBITDA margin improvement, mirroring Turkish peer BIM's model. While long-term scenarios suggest up to 30% undervaluation if BIM-like margins are achieved, LatAm risks and lack of dividends temper the near-term bull case. Read the full article on Seeking Alpha
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Analysartikel • 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...
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Analysartikel • Jun 11

BBB Foods (NYSE:TBBB) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysartikel • Mar 21

Revenues Tell The Story For BBB Foods Inc. (NYSE:TBBB)

When close to half the companies in the Consumer Retailing industry in the United States have price-to-sales ratios (or...
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
User avatar
Ny berättelse • 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.
Analysartikel • Dec 02

Shareholders Can Be Confident That BBB Foods' (NYSE:TBBB) Earnings Are High Quality

Even though BBB Foods Inc. ( NYSE:TBBB ) posted strong earnings, investors appeared to be underwhelmed. We have done...
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

Prognoser för vinst- och omsättningstillväxt

NYSE:TBBB - Analytikernas framtida uppskattningar och tidigare finansiella data (MXN Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/2028164,5507831,108N/A9
12/31/2027131,580-3121,1233,41211
12/31/2026102,651-1,6951,0671,31210
3/31/202683,882-3,3111,7095,447N/A
12/31/202578,153-2,8401,1084,682N/A
9/30/202572,527-1,8211,3134,465N/A
6/30/202567,082-1391,5744,448N/A
3/31/202561,8874781,5394,141N/A
12/31/202457,4393341,3103,749N/A
9/30/202453,4082611,0733,576N/A
6/30/202449,999-3361,3383,391N/A
3/31/202447,071-5961,5093,355N/A
12/31/202344,078-3061,3413,140N/A
9/30/202341,178-1901,5332,816N/A
12/31/202232,580-5659912,116N/A
12/31/202123,091-8178321,366N/A
12/31/202018,050-7707841,083N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: TBBB förväntas bli lönsam under de kommande 3 åren, vilket anses vara snabbare än sparkvoten ( 3.5% ).

Resultat vs marknad: TBBB förväntas bli lönsam under de kommande 3 åren, vilket anses överstiga genomsnittet på marknaden.

Höga tillväxtresultat: TBBB förväntas bli lönsam under de kommande 3 åren.

Intäkt vs marknad: TBBB s intäkter ( 21.6% per år) förväntas växa snabbare än US marknaden ( 11.6% per år).

Hög tillväxtintäkter: TBBB s intäkter ( 21.6% per år) förutspås växa snabbare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: TBBB s avkastning på eget kapital förväntas bli låg om 3 år ( 14.9 %).

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/21 22:19
Aktiekurs vid dagens slut2026/05/21 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

BBB Foods Inc. bevakas av 15 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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