BBB Foods Inc. (TBBB) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
"BBB Foods Inc. is currently prioritizing rapid market share acquisition in the Mexican retail sector, evidenced by a 33.4% revenue growth rate in 2026Q1. However, this growth-at-all-costs strategy has resulted in a negative net margin of -2.4% and significant reliance on external financing, as reflected by a debt-to-equity ratio of 3.43. Investors should monitor whether the company can achieve operational scale sufficient to offset the heavy capital expenditures and stock-based compensation costs that currently distort its bottom-line performance."
the company's reliance on external debt to fund operations, evidenced by a 3.43 debt-to-equity ratio and persistent net losses, suggests significant execution risk that warrants caution until sustainable profitability is demonstrated.
BBB Foods Inc. (TBBB) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
BBB Foods Inc. (TBBB) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.27vs $0.19-42.1% | $1.3Bvs $1.3B+0.5% |
| Q2 2026 | Mar 11, 2026 | $0.49vs $0.28-75.0% | $1.2Bvs $1.2B+0.9% |
| Q4 2025 | Nov 19, 2025 | $0.66vs $0.55-20.6% | $1.1Bvs $1.1B-0.6% |
| Q3 2025 | Aug 11, 2025 | $0.13vs $0.05-159.3% | $1.0Bvs $1.0B-4.0% |
Key metrics vs top competitors for BBB Foods Inc. (TBBB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $41.99 | $4.87B | -31.68 | 27.62% | -3.63% | -65.22% | — | |
| $42.20 | $624.94M | 11.05 | 3.76% | 2.27% | 10.74% | — | |
| $778.63 | $28.86B | 40.64 | 10.16% | 4.07% | 18.73% | — | |
| $32.11 | $739.84M | 16.06 | 7.19% | 3.6% | 22.26% | — | |
| $89.39 | $1.7B | 20.32 | -5.42% | 1.93% | 6.41% | — | |
| $57.73 | $35.59B | 37.49 | 0.35% | 0.71% | 14.66% | — |
BBB Foods Inc. (TBBB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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BBB Foods Inc. (TBBB) stock FAQ — growth, dividends, profitability & financials explained
BBB Foods Inc. (TBBB) reported $83.29B in revenue for fiscal year 2025. This represents a 257% increase from $23.35B in 2021.
BBB Foods Inc. (TBBB) grew revenue by 27.6% over the past year. This is strong growth.
BBB Foods Inc. (TBBB) reported a net loss of $3.28B for fiscal year 2025.
BBB Foods Inc. (TBBB) has a return on equity (ROE) of -65.2%. Negative ROE indicates the company is unprofitable.
BBB Foods Inc. (TBBB) generated $1.73B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.