BBB Foods (TBBB) Hisse Özeti
BBB Foods Inc. iştirakleri aracılığıyla Meksika'da bir perakende market zinciri işletmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 5/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
Risk kontrollerimizden TBBB için herhangi bir risk tespit edilmedi.
TBBB Community Fair Values
Create NarrativeSee what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
BBB Foods Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$36.74 |
| 52 Haftanın En Yüksek Seviyesi | US$40.09 |
| 52 Haftanın En Düşük Seviyesi | US$23.81 |
| Beta | 0.024 |
| 1 Aylık Değişim | -1.42% |
| 3 Aylık Değişim | -0.16% |
| 1 Yıllık Değişim | 23.29% |
| 3 Yıllık Değişim | n/a |
| 5 Yıllık Değişim | n/a |
| Halka arzdan bu yana değişim | 92.86% |
Son Haberler & Güncellemeler
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
Anlatı Güncellemesi • 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.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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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
Yeni Anlatı • 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.Analiz Makalesi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaHissedar Getirileri
| TBBB | US Consumer Retailing | US Pazar | |
|---|---|---|---|
| 7D | -0.7% | -6.9% | 1.2% |
| 1Y | 23.3% | 14.7% | 28.7% |
Getiri vs. Endüstri: TBBB geçen yıl % 14.7 oranında getiri sağlayan US Consumer Retailing sektörünü aştı.
Getiri vs Piyasa: TBBB geçen yıl % 28.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| TBBB volatility | |
|---|---|
| TBBB Average Weekly Movement | 5.6% |
| Consumer Retailing Industry Average Movement | 5.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: TBBB son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: TBBB 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2004 | 29,202 | Kamal Hatoum | tiendas3b.com |
BBB Foods Inc. iştirakleri aracılığıyla Meksika'da bir perakende market zinciri işletmektedir. Şirket, gıda ve giyim, elektronik, ev eşyaları ve diğerleri gibi gıda dışı ürünlerden oluşan spot ürünler sunmaktadır. Ayrıca markalı ve özel etiketli ürünler de sunmaktadır.
BBB Foods Inc. Temel Bilgiler Özeti
| TBBB temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$4.33b |
| Kazançlar(TTM) | -US$191.19m |
| Gelir(TTM) | US$4.84b |
0.9x
P/S Oranı-22.6x
F/K OranıTBBB aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| TBBB gelir tablosu (TTM) | |
|---|---|
| Gelir | Mex$83.88b |
| Gelir Maliyeti | Mex$70.28b |
| Brüt Kâr | Mex$13.60b |
| Diğer Giderler | Mex$16.91b |
| Kazançlar | -Mex$3.31b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -28.09 |
| Brüt Marj | 16.22% |
| Net Kâr Marjı | -3.95% |
| Borç/Özkaynak Oranı | 39.7% |
TBBB uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/25 02:10 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
BBB Foods Inc. 15 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Antonio Hernandez Velez Leija | Actinver Case de Bolsa, S.A. de C.V. |
| Robert Ford Aguilar | BofA Global Research |
| Álvaro García | BTG Pactual |