Education
About Us
Working with TipRanks
Follow Us
BBB Foods, Inc. Class A (TBBB)
NYSE:TBBB
Earnings Data
Report Date
May 27, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.15Last Year’s EPS
-0.04Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong, above-guidance execution on rapid store expansion, robust revenue growth (+34% Q4, +36% FY), substantial cash generation (operating cash flow +~25% YoY) and attractive multi-year unit economics (payback ~26 months, 55% cash-on-cash by year three). These positives are partially offset by near-term margin pressure from accelerated openings and distribution center buildouts, a one-time MXN230 million write-off, rising store CapEx and meaningful non-cash share-based compensation that can create dilution depending on future share price. On balance, the operational and top-line momentum materially outweigh the one-time and timing-related challenges, and management provided conservative but growth-oriented guidance for 2026.Company Guidance
Record Store Expansion
Opened 184 net new stores in Q4 and a record 574 net new stores in 2025 (exceeding guidance of 500–550), representing ~21% growth in store openings versus the prior year; continued densification and geographic expansion supported by four new distribution centers in 2025.
Strong Revenue Growth
Total revenue of MXN22.0 billion in Q4 (+34% year-over-year) and MXN78.0 billion for full-year 2025 (+36% year-over-year); reported 4-year revenue CAGR of ~35%.
Robust Same-Store Sales and Store-Level Metrics
Management reported very strong full-year same-store sales (management cited 18.3% year-over-year and also referenced 16.6% in recap), guidance for 2026 same-store sales of 13–16%; mature stores (5+ years) saw transactions per store per month +2.5% and average ticket +11% (driven primarily by more items per ticket and improved product mix).
Private Label Mix Expansion
Private label represented 58% of total merchandise sales in 2025 versus 54% in 2024, supporting value proposition and volume-led growth (management noted private label is lower-priced but drives higher unit volumes).
Strong Cash Generation and Working Capital
Operating cash flow for the twelve months ended Dec 2025 was MXN4.7 billion (~+25% year-over-year); negative working capital reached MXN8.9 billion in Dec 2025 (vs MXN6.0 billion in 2024), representing ~11.4% of revenue (excluding IPO proceeds), supporting growth funding.
Attractive Unit Economics and Forward Guidance
Updated unit economics: average CapEx per store ~MXN5.5 million, target payback ~26 months, target cash-on-cash return ~55% by year three; 2026 guidance: 590–630 net new stores and revenue growth of 29–32% (same-store sales guidance 13–16%).
Distribution & Payment Processing Continuity
Migrated payment processing to terminals operated by one of Mexico's top-three banks with no operational disruption; opened four new distribution centers in 2025 to support faster store rollout and logistics scale.
Multi-Year EBITDA Growth
Adjusted EBITDA for the full year (excluding non-cash share-based payments and one-time write-off) increased ~30% to MXN4.4 billion; management reported a 4-year EBITDA CAGR of ~42%, reflecting scale benefits and store maturation.
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 |
|---|---|---|---|
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% |
May 07, 2025 | $30.98 | $28.44 | -8.20% |
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 May 27, 2026, After Close (Confirmed).
What is BBB Foods, Inc. Class A (TBBB) earnings time?
BBB Foods, Inc. Class A (TBBB) earnings time is at May 27, 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 (Q1) is -0.15.