BBB Foods Stock Price, News & Analysis

Tiendas 3B (NYSE: TBBB), a leading Mexican grocery hard discounter, reported strong Q1 2025 results with total revenue reaching Ps. 17,132 million, up 35.1% YoY. The company demonstrated robust growth with Same Store Sales increasing by 13.5% and the addition of 117 new stores during the quarter, bringing the total store count to 2,889. EBITDA grew 12.7% to Ps. 705 million, though EBITDA margin decreased by 82 bps to 4.1%. The company reported a net loss of Ps. 87 million, an improvement from the Ps. 231 million loss in Q1 2024. Operating cash flow increased to Ps. 1,195 million, up 49.1% YoY. The company maintains strong liquidity with Ps. 1,567 million in cash and equivalents, plus USD 150 million in short-term deposits.

BBB Foods, operating as Tiendas 3B, a prominent grocery hard discounter in Mexico, has announced the filing of its Annual Report on Form 20-F for fiscal year 2024 with the U.S. Securities and Exchange Commission (SEC).

The report, filed on April 29, 2025, is now accessible through two main channels:

• The company's investor relations website at https://www.investorstiendas3b.com
• The SEC's official website at www.sec.gov

Investors interested in obtaining a printed copy of the Annual Report, which includes the company's audited financial statements, can receive one free of charge by contacting Andres Villasis at ir@tiendas3b.com.

Tiendas 3B (NYSE: TBBB) has scheduled its first quarter 2025 earnings conference call for May 8, 2025, at 12:00 p.m. ET, following the earnings release on May 7 after market close.

The earnings call will feature key executives:

• Anthony Hatoum - Chairman and CEO
• Eduardo Pizzuto - CFO

Participants can join via webinar or telephone, with multiple dial-in options available for both Mexico and United States. The webinar ID is 838 0393 7424. An audio replay will be accessible on the company's investor website after the call.

Tiendas 3B Q1 2025 Earnings Call Announcement: Date, Time, and How to Join

Tiendas 3B (NYSE: TBBB) reported strong financial results for Q4 and full-year 2024. The Mexican grocery hard discounter achieved 32.7% revenue growth in Q4, reaching Ps. 16,347 million, while full-year revenue grew 30.3% to Ps. 57,439 million.

Key Q4 highlights include:

• 138 net new stores opened, reaching 2,772 total stores
• 11.8% Same Store Sales growth
• EBITDA increased 51.1% to Ps. 845 million

Full-year 2024 achievements:

• 484 net new stores opened
• 13.4% Same Store Sales growth
• EBITDA grew 51.2% to Ps. 2,847 million
• Net profit of Ps. 334 million, compared to a loss of Ps. 306 million in 2023

The company's performance was driven by increased customer transactions, improved supplier terms, and disciplined cost control, despite higher administrative expenses related to public company operations.

Tiendas 3B (NYSE: TBBB), a Mexican grocery hard discounter, reported strong financial results for Q4 and full-year 2024. The company opened 484 new stores in 2024, reaching a total of 2,772 locations.

Key FY2024 highlights include:

• Total revenue reached Ps. 57,439 million, up 30.3% vs 2023
• Same Store Sales growth of 13.4%
• EBITDA grew 51.2% to Ps. 2,847 million
• Cash flow from operations increased by 16.6%

For Q4 2024:

• Revenue rose 32.7% to Ps. 16,347 million
• Same Store Sales growth of 11.8%
• EBITDA increased 51.1% to Ps. 845 million
• Opened 138 net new stores

The company's growth was driven by increased customer value, disciplined execution, and efficient store expansion. Notable achievements include the one-year IPO anniversary and completion of a secondary offering in Q1 2025.

Tiendas 3B (NYSE: TBBB) has scheduled its fourth quarter and full year 2024 earnings release for April 9, 2025, after market close. The company will host an earnings conference call on April 10, 2025, at 12:00 p.m. ET.

The conference call will be led by Anthony Hatoum, Chairman and CEO, and Eduardo Pizzuto, CFO, who will discuss the results and take questions. Participants can join via webinar or telephone, and an audio replay will be available on the company's investor relations website after the call.

BBB Foods (NYSE: TBBB) announced that underwriters of its previously announced secondary offering have exercised their option to purchase an additional 2,338,431 Class A common shares from selling shareholders to cover over-allotments. This adds to the initial 21,000,000 Class A common shares, bringing the total offering to 23,338,431 shares.

The additional shares will be purchased at the public offering price, less underwriting discounts and commissions. J.P. Morgan Securities and Morgan Stanley acted as global coordinators, while Banco BTG Pactual, Santander US Capital Markets, and Scotia Capital served as joint bookrunners. The offering was made through a Form F-1 registration statement filed with the SEC.

BBB Foods (NYSE: TBBB) announced the closing of an underwritten secondary public offering of 21,000,000 Class A common shares sold by certain selling shareholders at $28.25 per share. The selling shareholders granted underwriters an option to purchase up to 3,150,000 additional Class A shares at the same price.

The offering was conducted through global coordinators J.P. Morgan Securities and Morgan Stanley, with Banco BTG Pactual, Santander US Capital Markets, and Scotia Capital acting as joint bookrunners. The offering was made pursuant to an SEC-registered Form F-1 registration statement.

BBB Foods (NYSE: TBBB) has announced the pricing of a secondary public offering of 21,000,000 Class A common shares at $28.25 per share. The offering is being made by certain selling shareholders, who have also granted underwriters an option to purchase up to 3,150,000 additional shares at the same price.

The offering is expected to close around February 7, 2025, subject to customary conditions. J.P. Morgan Securities and Morgan Stanley are acting as global coordinators, while Banco BTG Pactual, Santander US Capital Markets, and Scotia Capital are joint bookrunners.