TBBB - BBB Foods Inc.
Stanley Druckenmiller doesn't do consensus. The Duquesne Family Office's latest 13F reveals a top-five long book that skips the mega-cap tech herd almost entirely: a Mexican discount grocer, two biotech names on wildly different trajectories, the one semiconductor stock nobody can ignore, and an Argentine oil producer sitting on a shale reserve about to unlock its first export pipeline.
MEXICO CITY--(BUSINESS WIRE)--Tiendas 3B Second Quarter 2026 Earnings Conference Call.
MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. Announces Closing of Follow-On Offering and Exercise in Full of the Underwriter's Option to Purchase Additional Shares.
MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. Announces Pricing of Follow-On Offering.
MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. Announces Proposed Follow-On Offering.
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.
BBB Foods Inc. (TBBB) Q1 2026 Earnings Call Transcript
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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) 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.
MEXICO CITY--(BUSINESS WIRE)--Tiendas 3B 1Q26 Earnings Release.
Krispy Kreme (DNUT) 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 (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.
MEXICO CITY--(BUSINESS WIRE)--Tiendas 3B 1Q26 Earnings Call.
WD-40 (NASDAQ: WDFC - Get Free Report) and BBB Foods (NYSE: TBBB - Get Free Report) are both mid-cap consumer staples companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, earnings, valuation, profitability, dividends, institutional ownership and analyst recommendations. Analyst Recommendations This is a summary of
JPMorgan Chase and Co. lessened its position in shares of BBB Foods Inc. (NYSE: TBBB) by 57.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 340,729 shares of the company's stock after selling 462,174 shares during the period. JPMorgan
COHU, TBBB and AMTB have been added to the Zacks Rank #5 (Strong Sell) List on March 24, 2026.
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%.
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