The earnings call presents a strong growth narrative with significant store openings and revenue increases. However, these achievements are counterbalanced by rising administrative expenses and a decrease in EBITDA margin due to accelerated investments. The sentiment reflects a strategic focus on long-term growth despite short-term financial pressures.

Company Guidance -

Q2 2025

In the first quarter of fiscal year 2025, Tiendas Tres B demonstrated significant growth and operational success despite challenging market conditions. The company opened 117 net new stores, increasing its total to 2,889, and reported a 13.5% growth in same-store sales. Total revenues increased by 35.1% year-over-year, reaching MXN17.1 billion, while EBITDA rose by 12.7% to MXN705 million. The company generated MXN1.1 billion in cash flow from operating activities, marking a 49% increase from the previous year, and ended the quarter with a net cash position of approximately MXN1.6 billion. Administrative expenses rose by 60 basis points to 4.1% of revenue, partly due to increased investments in talent and new regional expansions. Despite these expenses, the company maintained a robust business model with significant negative working capital, contributing to strong cash flow generation. The strategic focus remains on accelerating growth and expanding market share, supported by investments in technology and distribution infrastructure.

Record Store Openings and Growth

Opened 117 net new stores this quarter, bringing the total to 2,889 stores. Compared to the first quarter of 2024, which had 94 openings, this marks a significant increase and a total of 507 stores over the last 12 months.

Strong Revenue and Same Store Sales Growth

Total revenues increased by 35% to MXN17 billion, with same store sales growing by 13.5%. This positions Tiendas Tres B as one of the fastest-growing retailers globally.

Improved Cash Flow and Financial Position

Cash flow generated by operating activities reached MXN1.1 billion, a 49% increase year-over-year. The company ended with a net cash position of approximately MXN1.6 billion, plus $150 million of cash.

EBITDA Growth

EBITDA increased by over 12% to reach MXN705 million, despite margin pressures due to increased investments.

BBB Foods, Inc. Class A (TBBB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TBBB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 20, 2025	2025 (Q2)	-0.05 / -	0.156	―	―	―
May 07, 2025	2025 (Q1)	- / -	-0.088	―	―
Apr 09, 2025	2024 (Q4)	<0.01 / -0.04	-0.088	54.35% (+0.05)	―
Nov 25, 2024	2024 (Q3)	0.05 / 0.10	0.074	34.52% (+0.03)	―
Aug 21, 2024	2024 (Q2)	0.02 / 0.16	―	―	―
May 22, 2024	2024 (Q1)	- / -	―	―	―
Apr 25, 2024	2023 (Q4)	-0.02 / -0.09	―	―	―

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 07, 2025	$30.98	$28.44	-8.20%
Apr 09, 2025	$26.43	$26.65	+0.83%
Nov 25, 2024	$34.16	$29.89	-12.50%
Aug 21, 2024	$28.56	$29.83	+4.45%

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 20, 2025, After Close (Confirmed).

What is BBB Foods, Inc. Class A (TBBB) earnings time?

BBB Foods, Inc. Class A (TBBB) earnings time is at Aug 20, 2025, 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 2025 (Q2) is -0.05.

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