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BBB Foods Inc (TBBB) stock

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NYSE: TBBB NYSE Consumer Staples Merchandise Retail

D Fundamentals grade

BBB Foods Inc is a US-listed company in the consumer staples merchandise retail industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$21

Cash-flow model

Base case. Range ~$16–$28 across our lower- and higher-growth cases (15%–25% a year).

Price vs value

Overvalued

The price is above our entire value range; our base value is 63% below it.

Price used: $56.97, November 2, 2026

BBB Foods Inc valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 1 selling0 purchases and 2 sales by directors and officers, last 12 monthsInsider trades
  • Funds116 adding, 50 cuttingOf 41 active managers that changed their stake, 30 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter BBB Foods files

Where BBB Foods stands after its latest Filing

Revenue for the twelve months was $4.08bn, up 29.2% on a year earlier, faster than the 26.8% growth a quarter earlier. That growth ranks 1 of 9 among the consumer staples merchandise retail companies we cover. Free-cash-flow margin fell to 1.4% from 3.6% a year earlier. Operating margin narrowed to -0.9% from 1.7%. The diluted share count is up 5.3% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 1 of our 6 financial-health checks. Our cash-flow model value is $21.04 a share, against a share price of $56.60. At that price, our model says the market is pricing in about 39.1% a year of cash-flow growth for five years, faster than the 36.0% a year revenue growth it has delivered.

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

BBB Foods Inc's trailing-twelve-month revenue grew 29.2% year on year, with a free-cash-flow margin of 1.4%. Where it stands out: revenue growth of 29.2% ranks 1 of 9 consumer staples merchandise retail companies we cover. Where it lags: operating margin of -0.9% ranks 9 of 9 consumer staples merchandise retail companies we cover.

Our discounted-cash-flow model values the business at ~$21 per share in the base case (~$16–$28 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Results well short of expectations: Reported earnings per share missed the analysts' consensus estimate by 207% in the quarter to 2026-06-30.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 29.2% over the last 12 months, against a median of 9.1% for consumer staples merchandise retail companies we cover.

Things to watch

  • Priced above our value. The share price of $56.97 is 63% above our value per share of $21.
  • Loss-making. Operating margin is -0.9%: costs exceed revenue.
  • Margins narrowing. Operating margin is down 3.2 points on a year ago.
  • Share dilution. Diluted shares rose 5.3% in a year.
  • Below peers: free-cash-flow margin. Free-cash-flow margin of 1.4% ranks 9 of 9 consumer staples merchandise retail companies we cover (median 3.1%).
  • Below peers: gross margin. Gross margin of 16.2% ranks 8 of 9 consumer staples merchandise retail companies we cover (median 25.2%).

Latest results

Earnings per share
-$8.00 against an average estimate of -$2.61: missed by 206.9%
Next report
November 2, 2026

BBB Foods' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.7%
  • 1 week-2.4%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$4.1B
Operating margin
-0.9%
Net margin
-3.6%
EPS (TTM, diluted)
$-1.29

Growth

Revenue growth
+29.2%
Change in growth rate
+2.5 pts
Share count change
+5.3%

Cash

Free cash flow (TTM)
$59.1M
FCF margin
1.4%
Stock pay % of revenue
3.7%

News & updates

Updated November 2, 2026

Company announcements, filed results and changes that matter to shareholders.

No recent updates are available for TBBB from the sources we follow. See filings →

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

BBB Foods Inc valuation models and calculator

What the price is pricing in

The share price implies about 40.0% a year of cash-flow growth for five years.That is close to the 36.0% a year revenue growth BBB Foods has delivered.

  • Priced in40.0%
  • Last 12 months29.2%
  • 3 years a year36.0%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($59.15, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Sell12-month view
12-month price target
~$21
Price used
$59.15close November 3, 2026
Implied change
▼ 64%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of BBB Foods Inc's free cash flow after stock-based pay with after-tax interest added back ($55.2M, FY2025 Q4 TTM), growing 20% a year for five years and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$16–~$28 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of BBB Foods Inc's free cash flow after stock-based pay ( $55.2M, FY2025 Q4 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value BBB Foods Inc as an operating company, with every model that fits that kind of business. Cost of equity 7.7%: the 10-year Treasury yield (4.9%) plus a beta of 0.62 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$21 ~$16–$28 Primary model, counts double
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: no positive earnings in the latest twelve months
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$21 ~$16–$28 1 model

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare BBB Foods Inc with Consumer Staples Merchandise Retail in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −24%
  • Revenue growth 5 points higher ▲ +31%
  • Free-cash-flow margin 1 point lower ▼ −35%
  • Last year's free-cash-flow margin change, if it persists ▼ −23%
  • Discount rate 1 point higher ▼ −16%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $6$9$12$16$22$29
8.5% $5$7$9$12$16$21
10% $4$5$7$9$12$16

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

No analyst estimates are published for BBB Foods Inc: too few analysts cover it.

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$2.61 −$8.00 −206.9%
Mar 2026 $0.49 −$4.76 −1071.4%
Dec 2025 −$1.95 −$7.00 −260.0%
Sept 2025 $1.06 −$12.34 −1264.1%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

13 analysts, Nov 2026
Buy1185%
Hold215%
Sell00%

Monthly trend

  1. Nov 202656213
  2. Oct 202656213
  3. Sep 202656213

Counts of recommendations published by analysts covering BBB Foods Inc, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
4.2%
of tradable shares
Days to cover
4.29
at average volume
Short interest, 1 month
+1%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
2.4%
of shares
Employees
29,202
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

Price behaviour

52-week range
Not enough history
From 52-week high
—
vs 50-day average
—
vs 200-day average
—
Volatility (1 year)
—
Beta vs S&P 500
—

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Options strategies

All options ideas

How BBB Foods Inc’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Implied vs realised volatility

Not enough history

There is not enough price history to measure realised volatility.

  • Puts are priced 4 points richer than calls (25-delta): the market is paying up for downside protection, which favours selling puts over calls.
  • Why: not enough price history to measure realised volatility.

Our rule for “rich”: implied at least 1.2× 60-day realised (beyond measurement noise), above 1-year realised (not just a calm spell), and in the top 20% of our coverage that day. Never with results inside the option’s life. These are our conventions, built on research showing option prices usually imply more movement than follows, most when the gap is wide. How we judge this.

Cash-secured put

Not offered: rated Sell.

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

TBBB BBB Foods Inc Grade D $56.94

Own 100 shares, sell the $60.00 call expiring December 18, 2026 (46 days) for $2.30 a share — $230 per contract.

Previous session · Bid $2.30, ask $2.60, quoted Mon 2 Nov, 17:37 New York time with TBBB at $56.94. Option prices move with the shares: check the live chain at your broker before trading.

  • If TBBB ends below $60.00: you keep your shares and the $230 — 4.0% extra on the position, 32.1% a year at that pace.
  • If it ends above $60.00: your shares are sold at $60.00, a total return of 9.4% including the premium — at or above our value of ~$21.
$536 $0 −$1.1k Break-even $54.64 Price $56.94 ← Our value ~$21
Profit or loss per contract at expiry, by share price (including the shares bought at today's price).
Premium
$230
Annualised
32.1%
Break-even
$54.64
Max gain
$536
Chance of selling
~42%

Collar

Own the shares, buy the $50.00 put and sell the $60.00 call, both expiring December 18, 2026 (46 days).

  • Net credit of $0.95 a share ($95.00 per contract of 100 shares).
  • Worst case at expiry: -10.5%, if the shares fall below $50.00 (-12.2% from today).
  • Best case at expiry: +7.0%, if the shares rise above $60.00 (+5.4%); gains beyond that go to the call buyer.

Offered because the shares trade at or above our fair value of $21.00: a way to hold on with a floor under the price, paid for by giving up upside the model does not expect. Strikes near 25-delta; the put at its ask and the call at its bid. Protection has a cost over time: research on protective puts finds they have usually lowered returns.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

BBB Foods Inc in five measures

Fundamentals grade D
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) BBB Foods Inc
$0 $2B $4B $6B FY21 Q4 FY22 Q4 FY23 Q4 FY24 Q4 FY25 Q4 Revenue (TTM), FY21 Q4: $1.1B Revenue (TTM), FY22 Q4: $1.6B Revenue (TTM), FY23 Q4: $2.5B Revenue (TTM), FY24 Q4: $3.2B Revenue (TTM), FY25 Q4: $4.1B $4.1B

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period Revenue (TTM)
FY21 Q4 $1.1B
FY22 Q4 $1.6B
FY23 Q4 $2.5B
FY24 Q4 $3.2B
FY25 Q4 $4.1B
Revenue growth, TTM YoY BBB Foods Inc
20% 30% 40% 50% 60% FY22 Q4 FY23 Q4 FY24 Q4 FY25 Q4 Revenue growth, TTM YoY, FY22 Q4: 42.2% Revenue growth, TTM YoY, FY23 Q4: 53.7% Revenue growth, TTM YoY, FY24 Q4: 26.8% Revenue growth, TTM YoY, FY25 Q4: 29.2% 29.2%

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period Revenue growth, TTM YoY
FY22 Q4 42.2%
FY23 Q4 53.7%
FY24 Q4 26.8%
FY25 Q4 29.2%
Operating margin (TTM) BBB Foods Inc
-1% 0% 1% 2% 3% FY21 Q4 FY22 Q4 FY23 Q4 FY24 Q4 FY25 Q4 Operating margin (TTM), FY21 Q4: 1.7% Operating margin (TTM), FY22 Q4: 1.6% Operating margin (TTM), FY23 Q4: 1.8% Operating margin (TTM), FY24 Q4: 2.3% Operating margin (TTM), FY25 Q4: -0.9% -0.9%

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period Operating margin (TTM)
FY21 Q4 1.7%
FY22 Q4 1.6%
FY23 Q4 1.8%
FY24 Q4 2.3%
FY25 Q4 -0.9%
FCF margin (TTM) BBB Foods Inc
1% 2% 3% 4% FY21 Q4 FY22 Q4 FY23 Q4 FY24 Q4 FY25 Q4 FCF margin (TTM), FY21 Q4: 3.6% FCF margin (TTM), FY22 Q4: 3.0% FCF margin (TTM), FY23 Q4: 3.0% FCF margin (TTM), FY24 Q4: 2.3% FCF margin (TTM), FY25 Q4: 1.4% 1.4%

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period FCF margin (TTM)
FY21 Q4 3.6%
FY22 Q4 3.0%
FY23 Q4 3.0%
FY24 Q4 2.3%
FY25 Q4 1.4%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 20-F. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025
Income
Revenue 1,139 1,620 2,489 3,155 4,078
Gross profit 169 245 398 515 660
EBITDA 41 59 96 141 47
Operating income 19 26 45 73 −35
Net income −40 −28 −17 18 −148
Diluted EPS −$3.36 −$2.34 −$1.44 $0.13 −$1.29
Growth (year on year)
Revenue — +42.2% +53.7% +26.8% +29.2%
EBITDA — +44.2% +62.5% +46.9% −66.4%
Operating income — — — — −148.3%
Margins
Gross margin 14.9% 15.1% 16.0% 16.3% 16.2%
EBITDA margin 3.6% 3.6% 3.9% 4.5% 1.2%
Operating margin 1.7% 1.6% 1.8% 2.3% −0.9%
Net margin −3.5% −1.7% −0.7% 0.6% −3.6%
Free-cash-flow margin 3.6% 3.0% 3.0% 2.3% 1.4%
Cash flow
Cash from operations 67 105 177 206 244
Capital spending 26 56 102 134 185
Free cash flow 41 49 76 72 59
Stock-based pay 7 15 22 29 153
Free cash flow after stock pay 34 34 54 43 −94
Balance sheet
Cash 49 51 72 69 79
Total debt 0 53 78 50 125
Net debt (negative = net cash) −49 2 6 −20 46
Diluted shares — — — 109m 115m

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

1 of 6 checks passed · December 31, 2025
What it owns · $1.7bn
Short-term assets $540mLonger-term assets $1.2bn
What it owes, and who funded it · $1.7bn
Short-term liabilities $867mLonger-term liabilities $600mShareholders' equity $229m
  • Short-term assets cover short-term liabilities $540m of assets due within a year against $867m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $540m short-term assets against $600m of longer-dated liabilities.
  • More cash than debt $79m of cash against $125m of debt.
  • Debt below 40% of shareholders' equity Debt is 55% of equity.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt $244m of operating cash flow against $125m of debt.
  • Operating profit covers interest at least five times over Operating income of −$35m against $74m of interest.

From BBB Foods Inc's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+5.3%
year over year

Competitors: side by side with peers

Closest by revenue in consumer staples merchandise retail
Last 12 months unless stated TBBB CART PSMT DLTR BJ DG Median
Revenue, last 12 months $4.1bn $4.0bn $5.9bn $20.1bn $22.8bn $43.6bn $22.8bn
Revenue growth, last 12 months 29.2% 12.6% 11.5% 8.2% 9.1% 4.8% 9.1%
Revenue growth, 3-year average — 11.3% 10.0% 7.0% 5.5% 4.0% 6.3%
Revenue growth, latest quarter — 14.1% 13.9% 7.0% 15.7% 5.2% 9.1%
Gross margin 16.2% 72.6% 17.7% 38.7% 18.2% 31.2% 25.2%
Operating margin −0.9% 14.7% 4.4% 11.0% 3.8% 5.6% 4.4%
Operating margin, 3-year average — −13.1% 4.5% 9.0% 3.8% 5.1% 4.4%
Net margin −3.6% 12.0% 2.8% 8.0% 2.6% 3.9% 3.0%
Cash from operations / revenue 6.0% 30.9% 5.2% 15.5% 4.9% 7.6% 6.0%
Free-cash-flow margin 1.4% 29.5% 1.6% 9.9% 1.6% 4.6% 3.1%
Free-cash-flow margin, 3-year average — 23.6% 1.5% 7.3% 1.6% 4.4% 3.4%
Stock pay / revenue 3.7% 10.1% 0.4% 0.3% 0.2% 0.2% 0.3%
Change in share count 5.3% −5.7% 0.6% −7.1% −2.2% 0.5% −0.5%

Median of all 9 companies we cover in consumer staples merchandise retail. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

9 consumer staples merchandise retail companies
Measure Company Peer median Rank
Revenue growth Growth 29.2% 9.1% 1 of 9
Change in growth rate Growth +2.5pp +0.9pp 2 of 9
Gross margin Profitability 16.2% 25.2% 8 of 9
Operating margin Profitability -0.9% 4.4% 9 of 9
Net margin Profitability -3.6% 3.0% 9 of 9
Free-cash-flow margin Cash generation 1.4% 3.1% 9 of 9
Stock pay as % of revenue Cash generation 3.7% 0.3% 7 of 8
Long-term debt as % of assets Balance sheet 0.5% 12.4% 1 of 8
Change in share count Balance sheet 5.3% -0.5% 9 of 9

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$3B
Institutions reporting
164
Shares held vs prior quarter
▲ 21.9%
Positions opened / closed
55 / 17

Top buyers and sellers, Q2 2026: 116 institutions bought and 50 sold ; the biggest buyer was Capital International Investors (+3.3M shares) and the biggest seller 12 West Capital Management LP (−570K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Capital International Investors $314M 7.5M 10.6% ▲ 77.5%
FMR LLC $307M 7.4M 10.4% ▲ 18.8%
Orbis Allan Gray Ltd $281M 6.7M 9.5% ▲ 19.3%
Capital Research Global Investors $226M 5.4M 7.6% ▼ 7.2%
Wasatch Advisors LP $177M 4.2M 6.0% ▲ 3.4%
Morgan Stanley $166M 4.0M 5.6% ▲ 31.8%
Duquesne Family Office LLC $121M 2.9M 4.1% ▼ 6.7%
Gilder Gagnon Howe & Co LLC $105M 2.5M 3.5% ▼ 1.4%
Route One Investment Company, L.P. $92.7M 2.2M 3.1% ▲ 45.4%
Principal Financial Group Inc $86.3M 2.1M 2.9% ▲ 11.0%
Kayne Anderson Rudnick Investment Management LLC $77.3M 1.9M 2.6% ▲ 11.1%
Teacher Retirement System Of Texas $71.6M 1.7M 2.4% ▲ 56.2%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not BBB Foods Inc's complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $773,734 2 trades by 1 insider · 0% under pre-set plans
Net ▼ $773,734 net selling
Insider Date Trade Shares Price Value
Reich Sapire Rose Nicole Dominique Director September 9, 2026 Sell 7,623 $51.00 $388,773
Reich Sapire Rose Nicole Dominique Director September 2, 2026 Sell 7,623 $50.50 $384,962

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Recent SEC filings

Data status

When each part of this page on BBB Foods Inc was last updated.

DataLast updatedSource
Share priceExchange closing prices
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

BBB Foods Inc in brief

What does BBB Foods Inc do?
BBB Foods Inc is a US-listed company in the consumer staples merchandise retail industry. Its financial year ends in December.
What is BBB Foods Inc's stock ticker?
BBB Foods Inc trades under the ticker TBBB on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is BBB Foods Inc's revenue, and how fast is it growing?
Over its most recent trailing twelve months, BBB Foods Inc reported revenue of $4.1B, 29.2% higher than a year earlier, according to its SEC filings.
What is BBB Foods Inc's free cash flow?
BBB Foods Inc's free-cash-flow margin is 1.4% of revenue over the trailing twelve months, ranking 9 of the 9 consumer staples merchandise retail companies we cover.
What is BBB Foods Inc's fair value (intrinsic value) per share?
Our discounted-cash-flow model of BBB Foods Inc's free cash flow after stock-based pay gives ~$21 per share in the base case, and ~$16–$28 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are BBB Foods Inc's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Capital International Investors, FMR LLC and Orbis Allan Gray Ltd. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
How much debt does BBB Foods Inc have?
BBB Foods Inc's debt-to-equity ratio is 54.5%, from its latest balance sheet. The financial health section below sets out its other solvency checks.
Who are BBB Foods Inc's competitors?
In our Consumer Staples Merchandise Retail peer group, the companies closest to BBB Foods Inc are Maplebear Inc., Pricesmart Inc, Dollar Tree, Bj's Wholesale Club Holdings, Inc. and Dollar General. The side-by-side comparison below sets their revenue, margins and growth against BBB Foods Inc's.
Are insiders buying or selling BBB Foods Inc stock?
Over the last 12 months, BBB Foods Inc's directors and officers reported 0 open-market purchases and 2 sales on Form 4. The insider trading page charts every trade.