BBB Foods Inc. (TBBB) Q4 2025 Earnings Call Transcript
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) 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.
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 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 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.
While the top- and bottom-line numbers for BBB Foods (TBBB) give a sense of how the business performed in the quarter ended September 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) came out with a quarterly loss of $0.66 per share versus the Zacks Consensus Estimate of a loss of $0.43. This compares to earnings of $0.1 per share a year ago.
BBB Foods Inc. (NYSE:TBBB ) Q2 2025 Earnings Conference Call August 12, 2025 ET Company Participants Eduardo Pizzuto - CFO & Investor Relations Officer Kamal Anthony Hatoum - Founder, CEO & Chairman Conference Call Participants Alejandro Fuchs - Itaú Corretora de Valores S.A., Research Division Álvaro García - Banco BTG Pactual S.A.
Although the revenue and EPS for BBB Foods (TBBB) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
BBB Foods Inc. (NYSE:TBBB ) Q1 2025 Earnings Conference Call May 8, 2025 12:00 PM ET Company Participants Anthony Hatoum - Chairman & Chief Executive Officer Eduardo Pizzuto - Chief Financial Officer Conference Call Participants Bob Ford - Merrill Lynch Alvaro Garcia - BTG Pactual Joseph Giordano - JPMorgan Alejandro Fuchs - Itaú Ulises Argote - Santander Andrew Ruben - Morgan Stanley Héctor Maya - Scotiabank Operator Good morning, everyone. My name is Leonard [ph] and I will be your conference operator.
You might not be familiar with BBB Foods (TBBB 3.50%). And that's OK.