BBB Foods Inc. (TBBB) Q1 2026 Earnings Call Transcript
BBB Foods Inc. (TBBB) Q1 2026 Earnings Call Transcript
BBB Foods (TBBB) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for BBB Foods (TBBB) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
BBB Foods (TBBB) Reports Q1 Loss, Beats Revenue Estimates
BBB Foods (TBBB) came out with a quarterly loss of $0.27 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to a loss of $0.04 per share a year ago.
Analysts Estimate BBB Foods (TBBB) to Report a Decline in Earnings: What to Look Out for
BBB Foods (TBBB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
BBB Foods: Trade-Down Winner
BBB Foods is experiencing a valuation-driven pullback, now trading near fair value after prior overextension. Despite macro headwinds, TBBB benefits from Mexican consumers trading down, driving strong same-store sales and private label penetration. FY 2026 guidance implies slowing same-store sales growth (13–16%) and continued aggressive store openings, with EBITDA margin expected around 5.2%.
Meet a Discount Retailer Stacking Monster Comps on Top of Monster Comps
BBB Foods is a fast-growing chain offering low prices in a small-box concept, generating more than half of its sales from private labels. A 21% jump in store locations -- on top of a 16.6% increase in comps -- led to another quarter of better-than-30% top-line growth.
BBB Foods Inc. (TBBB) Q4 2025 Earnings Call Transcript
BBB Foods Inc. (TBBB) Q4 2025 Earnings Call Transcript
Compared to Estimates, BBB Foods (TBBB) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for BBB Foods (TBBB) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
BBB Foods (TBBB) Reports Q4 Loss, Lags Revenue Estimates
BBB Foods (TBBB) came out with a quarterly loss of $0.49 per share versus the Zacks Consensus Estimate of a loss of $0.28. This compares to a loss of $0.01 per share a year ago.
Unveiling BBB Foods (TBBB) Q4 Outlook: Wall Street Estimates for Key Metrics
Beyond analysts' top-and-bottom-line estimates for BBB Foods (TBBB), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.
BBB Foods: Rethinking Tiendas 3B After A 30% Rally
BBB Foods delivered another robust quarter, with sales up 36.7% and EBITDA margins reaching 5.8%, near the high end of expectations. TBBB's store expansion remains aggressive, compounding at 21.6% annually, while same-store sales growth of 17.9% outpaces broader Mexican retail benchmarks. Despite strong fundamentals, TBBB trades at 54x EBITDA; my revised price target is $35, maintaining a 'Hold' rating with only ~6% upside from current levels.
BBB Foods Inc. (TBBB) Q3 2025 Earnings Call Transcript
BBB Foods Inc. ( TBBB ) Q3 2025 Earnings Call November 20, 2025 11:00 AM EST Company Participants Kamal Hatoum - Founder, CEO & Chairman Eduardo Pizzuto - CFO & Investor Relations Officer Conference Call Participants Robert Ford - BofA Securities, Research Division Joseph Giordano - JPMorgan Chase & Co, Research Division Alvaro Garcia - Banco BTG Pactual S.A., Research Division Alejandro Fuchs - Itaú Corretora de Valores S.A.
