TBBB - BBB Foods Inc.

BBB Foods: Hatoum Might Be Building Mexico's BIM

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.

May 20, 2026 09:02 AM • seekingalpha.com

BBB Foods Inc. (TBBB) Q1 2026 Earnings Call Transcript

BBB Foods Inc. (TBBB) Q1 2026 Earnings Call Transcript

May 07, 2026 11:01 AM • seekingalpha.com

Breakfast News: Arm's Growth Story Hits Speed Bump

ARM drops on smartphone concerns, memory stocks soar with continued chip shortages, and more

May 07, 2026 03:30 AM • fool.com

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.

May 06, 2026 04:31 PM • zacks.com

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.

May 06, 2026 03:31 PM • zacks.com

Tiendas 3B 1Q26 Earnings Release

MEXICO CITY--(BUSINESS WIRE)--Tiendas 3B 1Q26 Earnings Release.

May 06, 2026 12:10 PM • businesswire.com

Will Krispy Kreme (DNUT) Report Negative Earnings Next Week? What You Should Know

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.

Apr 30, 2026 07:06 AM • zacks.com

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.

Apr 29, 2026 07:02 AM • zacks.com

TBBB Invites You to Join Its First Quarter 2026 Earnings Conference Call

MEXICO CITY--(BUSINESS WIRE)--Tiendas 3B 1Q26 Earnings Call.

Apr 27, 2026 01:25 PM • businesswire.com

Comparing WD-40 (NASDAQ:WDFC) & BBB Foods (NYSE:TBBB)

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

Apr 02, 2026 09:13 PM • defenseworld.net

JPMorgan Chase & Co. Sells 462,174 Shares of BBB Foods Inc. $TBBB

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

Mar 30, 2026 01:13 AM • defenseworld.net

New Strong Sell Stocks for March 24th

COHU, TBBB and AMTB have been added to the Zacks Rank #5 (Strong Sell) List on March 24, 2026.

Mar 24, 2026 02:06 AM • zacks.com

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%.

Mar 19, 2026 06:55 AM • seekingalpha.com

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.

Mar 13, 2026 07:36 AM • fool.com

BBB Foods Inc. (TBBB) Q4 2025 Earnings Call Transcript

BBB Foods Inc. (TBBB) Q4 2025 Earnings Call Transcript

Mar 12, 2026 11:32 AM • seekingalpha.com

Stock Market Today (LIVE): Google Maps Gets a Gemini Brain

Top insights from the latest market news from Thursday, March 12, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.

Mar 12, 2026 06:54 AM • fool.com

Breakfast News: BBB Foods Puts Growth Over Margins

BBB Foods falls despite revenue increase, U.S. targets nations over unfair trade, and more

Mar 12, 2026 03:30 AM • fool.com

Capital International Investors Has $175.38 Million Stake in BBB Foods Inc. $TBBB

Capital International Investors trimmed its stake in BBB Foods Inc. (NYSE: TBBB) by 3.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,505,188 shares of the company's stock after selling 218,564 shares during the quarter. Capital International Investors owned 5.70%

Mar 12, 2026 12:11 AM • defenseworld.net

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.

Mar 11, 2026 03:31 PM • zacks.com

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.

Mar 11, 2026 02:55 PM • zacks.com

BBB Foods price target raised to $48 from $37 at Scotiabank

$48.00 (was $37.02)

Scotiabank

May 05, 2026 09:58 AM • TheFly

Itau BBA Upgrades BBB Foods Inc (TBBB) to Outperform

$42.00 (was $31.79)

Wells Fargo

Mar 13, 2026 05:10 AM • StreetInsider

BBB Foods price target raised to $43 from $31 at UBS

$43.00 (was $38.27)

UBS

Feb 20, 2026 08:44 AM • TheFly

BBB Foods upgraded to Overweight from Equal Weight at Morgan Stanley

$46.00 (was $33.50)

Morgan Stanley

Jan 28, 2026 05:43 PM • TheFly

BBB Foods price target raised to $37 from $36 at Scotiabank

$37.00 (was $27.18)

Hector Maya · Scotiabank

Apr 11, 2025 10:23 AM • TheFly

BBB Foods upgraded to Hold on strong results at HSBC

$31.00 (was $29.83)

Daniela Bretthauer · HSBC

Aug 23, 2024 03:17 AM • TheFly

UBS Downgrades BBB Foods Inc (TBBB) to Neutral

$27.00 (was $22.99)

Rodrigo Alcantara · UBS

Apr 08, 2024 09:28 PM • StreetInsider

Scotiabank Starts BBB Foods Inc (TBBB) at Sector Outperform, 'Hungry for Disruption'

$33.00 (was $21.18)

Hector Maya · Scotiabank

Mar 12, 2024 02:33 AM • StreetInsider