| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 45 | — | 17.8x | Around median | |
Growth | 63 | 35.2% | 7.1% | Around median | |
Quality | 14 | -5.3% | 4.5% | Bottom tier | |
Safety | 42 | 23.5x | 2.6x | Around median | |
Capital Return | 6 | — | 2.12% | Bottom tier | |
Momentum | 97 | 62.3% | 2.9% | Top tier | |
Sentiment | 33 | 1 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
BBB Foods Inc., through Tiendas 3B, operates a network of discount stores in Mexico based on a limited assortment of high-turnover goods, including private-label products, with a focus on improving customer value and increasing the number of items per transaction. The company generates revenue from store sales and supports its model through dense store coverage within existing regions and selective expansion into new regions; the store count reached 3,624 as of June 30, 2026, after 155 net store openings during Q2 FY2026, while the distribution network reached 21 regions.
In Q2 FY2026, revenue rose by approximately 39% year over year to 26 billion Mexican pesos, or 26,037 million pesos according to the news published on August 12, 2026, and same-store sales grew 20%. Approximately two-thirds of same-store sales growth came from volume and one-third from price, with improved product mix accounting for the largest component of the price effect amid very low internal inflation. Reported EBITDA was 960 million pesos and increased 44% to 1.6 billion pesos after excluding non-cash stock-based compensation, while the adjusted margin was 6.2% after excluding a non-recurring cash expense of 37 million pesos related to the May 2026 equity offering.
Despite strong operating performance, the company recorded a net loss of 386 million Mexican pesos in Q2 FY2026 due to financing costs and foreign exchange losses, along with the impact of administrative expenses related to stock-based payments. EDGAR data show annual revenue expanding from $57.4 billion in FY2024 to $78.2 billion in FY2025 and gross profit rising from $9.4 billion to $12.6 billion, but the net result shifted from a profit of $334.4 million to a loss of $2.8 billion, with negative earnings per share of $24.69 in FY2025.
Automated analysis for informational purposes only — not investment advice.
The average analyst target is $53, compared with a high target of $65 and a low target of $42, with the consensus rating at Buy; the average is slightly above the 52-week range high of $51.62, while the breadth of the targets reveals notable divergence in estimates of the profitability trajectory. No meaningful price-to-earnings ratio is available in the data, which is consistent with the FY2025 loss and negative earnings per share, so the valuation depends heavily on continued store and sales growth and the conversion of operating earnings and cash flows into sustainable net profit.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
BBB Foods' revenue increased by approximately 39% to 26 billion Mexican pesos, and same-store sales rose 20% in Q2 FY2026. Approximately two-thirds of same-store sales growth came from volume and one-third from price, with improved product mix being the largest factor within the price effect. Tiendas 3B also opened approximately 155 net stores during the quarter, bringing the total to 3,624 stores as of June 30, 2026.
The company recorded a net loss of 386 million Mexican pesos in Q2 FY2026. The loss was attributed to financing costs and foreign exchange losses, in addition to the impact of administrative expenses related to stock-based payments. In contrast, reported EBITDA was 960 million pesos and reached 1.6 billion pesos after excluding non-cash stock-based compensation.
Cash flow from operating activities reached 4.3 billion pesos in the first half of FY2026, up 119% year over year. Management said during the August 13, 2026 call that this cash flow fully funds organic expansion. This is supported by adjusted negative working capital of 10.2 billion pesos in June 2026 and fast-turning inventory with fewer than 20 days on hand.
Logistics expenses may face pressure during Q3 FY2026 due to the addition of three new distribution centers. Administrative expenses, after excluding stock-based payments, also increased by 57 basis points in Q2 FY2026, and management expects them to remain near 3% of revenue in the short term. Nevertheless, the adjusted EBITDA margin improved by 21 basis points and reached 6.2% after excluding a non-recurring equity offering expense of 37 million pesos.
Tiendas 3B opened 100% of its new stores using the upgraded design, which includes more space and additional doors for refrigerated goods, and management said it performs better than the older design. The FY2026 store cohort was developing in line with expected unit economics, with faster customer acquisition during the opening phase. On August 13, 2026, the new enterprise resource planning system was in phase-one testing, with a more capable point-of-sale system able to support additional customer services.
The analyst consensus is rated Buy, with an average price target of $53. The target range extends from $42 to $65, compared with a 52-week range of $23.81 to $51.62, and the average target is slightly above the annual high. No usable price-to-earnings ratio is available in the data because of the loss and negative earnings per share in FY2025, so the valuation thesis is tied to the company's ability to convert operating growth into sustainable net profit.
