BBB Foods, Inc. Class A (TBBB)
NYSE:TBBB
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Earnings Data
Report Date
Aug 26, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.21Last Year’s EPS
-0.14Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operating performance: high revenue growth (+33% YoY), robust same-store sales (+16%), rapid net store expansion (123 net openings this quarter; LTM 580, +20% YoY), strong adjusted EBITDA growth (+39%) and notably higher operating cash flow (+64%). Management emphasized self-funded growth supported by negative working capital and continued investments in distribution centers, IT/AI and talent. Key challenges highlighted were the sizable non-cash share-based compensation that materially reduces reported EBITDA, some expense pressures (utilities, permitting, D&A), gross margin volatility, labor/regulatory exposures, and ongoing ERP implementation risks. Overall, the positives (scale, growth, cash generation, margin expansion excluding non-cash charges, strong unit economics and pilot successes) materially outweigh the lowlights, which are mainly execution and non-cash accounting or regulatory risks.Company Guidance
Strong Revenue Growth
Total revenue for Q1 2026 increased 33% year over year to $23.0 billion pesos.
Robust Same-Store Sales and Traffic
Same-store sales grew 16% versus 2025; Eduardo noted two-thirds of this SSS growth came from volume (transactions and SKUs per ticket) and one-third from average price per SKU (mix).
Rapid Store Expansion
Opened 123 net new stores in the quarter for a total of 3,469 stores. LTM net store openings = 580 (a 20% increase vs March 2025).
Adjusted EBITDA and Margin Improvement
Reported EBITDA was $554 million pesos; excluding non-cash share-based compensation EBITDA rose 39% year over year to $1.3 billion pesos. Adjusted EBITDA margin increased by 22 basis points YoY.
Strong Operating Cash Generation and Negative Working Capital
Cash flow from operating activities reached $2.0 billion pesos in Q1, a 64% increase YoY. Adjusted negative working capital expanded to $9.4 billion (from $6.5 billion in 2025), representing ~11.3% of LTM revenue (excluding IPO proceeds), supporting self-funded growth.
Execution on Infrastructure and CapEx Plan
20 distribution centers are operational. CapEx for the year disclosed at ~ $5.2 billion pesos to fund store openings, new DCs, trucks and equipment; management says they are comfortable executing on this plan.
Product & Format Innovation Showing Promise
"Irrepetibles" category, fresh produce pilots (FRESH), fridges and frozen categories and other tests are performing well; pilots show ticket uplift in test stores. ERP deployment is mid-way through a planned three-year modular rollout. Investments in IT/AI and talent continue to drive efficiencies.
TBBB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TBBB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $37.38 | $38.43 | +2.81% |
Mar 11, 2026 | $34.03 | $31.76 | -6.67% |
Nov 19, 2025 | $30.50 | $31.58 | +3.54% |
Aug 11, 2025 | $26.33 | $28.02 | +6.42% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does BBB Foods, Inc. Class A (TBBB) report earnings?
BBB Foods, Inc. Class A (TBBB) is schdueled to report earning on Aug 26, 2026, After Close (Confirmed).
What is BBB Foods, Inc. Class A (TBBB) earnings time?
BBB Foods, Inc. Class A (TBBB) earnings time is at Aug 26, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TBBB EPS forecast?
TBBB EPS forecast for the fiscal quarter 2026 (Q2) is -0.21.