Welcome to our dedicated page for BBB FOODS SEC filings (Ticker: TBBB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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BBB Foods Inc director Stevens Dennis George filed an initial ownership report showing stock options to buy 80,000 Class C common shares at an exercise price of $26.74 per share, expiring on December 31, 2035. The 80,000 options are unvested and will vest in four equal annual installments beginning on December 26, 2027.
Each Class C common share will automatically convert into one Class A common share upon a sale into the public market, most transfers, or, if not converted earlier, on August 8, 2026.
BBB FOODS INC director Juan Pablo Cappello filed an initial ownership report showing his equity position in the company. He holds stock options to acquire 84,955 Class C common shares at an exercise price of $3.6700 per share, which are fully vested and expire on December 16, 2050. These Class C shares automatically convert into Class A common shares on a one-for-one basis upon sale into the public market, certain transfers, or, if not converted earlier, on August 8, 2026. He also directly holds 20,000 Class A common shares.
BBB Foods Inc director Sami Gabriel Khouri filed an initial ownership report detailing his equity interests. He holds stock options exercisable for 94,998 Class C Common Shares at $2.3700 per share and additional options for 94,998 Class C shares at $3.6700, all expiring on December 16, 2050. The filing also shows indirect ownership of 3,719,648 Class C Common Shares through MNCF Ltd., plus 20,000 Class A Common Shares held directly. Class C shares automatically convert into Class A Common Shares on a one-for-one basis upon certain transfers or, if earlier conversion events do not occur, on August 8, 2026. The reporting person disclaims beneficial ownership beyond his pecuniary interest.
BBB Foods Inc director Angela Marie Bakker-Lee has filed an initial ownership report showing both share and option holdings. She holds 278 Class A Common Shares directly. She also has stock options covering 80,000 Class C Common Shares at an exercise price of $26.74 per share, expiring on December 31, 2035. According to the notes, these 80,000 options are unvested and will vest in four equal annual installments starting on December 26, 2027. The Class C Common Shares automatically convert into Class A Common Shares on a one-for-one basis upon certain transfers or, at the latest, on August 8, 2026.
BBB Foods Inc$9.67 per share.
These options vest over five years, with 25% vesting on each of the second, third, fourth and fifth anniversaries of December 15, 2022, and expire on December 16, 2052. The Class C shares automatically convert into Class A Common Shares on a one-for-one basis upon specified transfers or, if earlier conversion has not occurred, on August 8, 2026.
BBB FOODS INC director Stephanie Cecile Martinez filed an initial ownership report showing she holds stock options to acquire 90,000 Class C common shares at an exercise price of $12.17 per share. These options vest in four equal 25% installments on the second through fifth anniversaries of December 15, 2023.
The options expire on December 16, 2053. The underlying Class C common shares automatically convert into Class A common shares on a one-for-one basis upon certain transfers or sales into the public market, or if still outstanding, on August 8, 2026.
BBB Foods (Tiendas 3B) delivered strong 2025 growth but sharply weaker reported profit. Total revenue rose to Ps. 78,153 million, up 36.1% versus 2024, driven by 574 net new stores, 18.3% Same Store Sales growth and rising private-label penetration to 58.2% of revenue.
Reported EBITDA dropped to Ps. 1,224 million from Ps. 2,847 million and the company moved to a net loss of Ps. 2,840 million from a Ps. 334 million profit, largely due to Ps. 2,930 million of non-cash share-based payment expense and a Ps. 230 million one-time receivable write-off.
On an adjusted basis, excluding these items, EBITDA reached Ps. 4,384 million, up 30.1% year over year. Operating cash flow increased 24.9% to Ps. 4,682 million, supported by negative working capital, and management guides 2026 revenue growth of 29–32%, Same Store Sales growth of 13–16%, and 590–630 new stores.
BBB Foods Inc received a Schedule 13G reporting that Orbis Investment Management Ltd and Allan Gray Australia Pty Ltd together beneficially own 3,288,723 shares of its common stock, representing 5.3% of the class as of 12/31/2025.
Orbis Investment Management Ltd holds 3,279,773 shares with sole voting and dispositive power, while Allan Gray Australia Pty Ltd holds 8,950 shares with sole voting and dispositive power. Both entities state the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of BBB Foods.
The firms are identified as non-U.S. institutions equivalent to investment advisers, and note that other persons have rights to receive dividends or sale proceeds related to these holdings. The filing is signed on behalf of both entities under long-standing powers of attorney.
12 West Capital Management LP filed an amended Schedule 13G reporting beneficial ownership of 2,362,770 Class A common shares of BBB Foods Inc., equal to 3.8% of the class. This ownership is calculated using 62,048,108 Class A shares outstanding as of June 30, 2025.
The shares are held by investment funds managed by 12 West, and both 12 West and its managing member, Joel Ramin, report shared voting and dispositive power over the same 2,362,770 shares. They certify the position is held in the ordinary course of business and not for influencing control of the company, and they now own 5% or less of this class.
Capital International Investors reports beneficial ownership of 5,384,001 shares of BBB Foods Inc. common stock, representing 8.7% of the class, as of 12/31/2025, based on 62,048,108 shares believed outstanding.
The firm has sole voting and dispositive power over all reported shares and no shared power. It states the holdings were acquired and are held in the ordinary course of business, not to change or influence control of BBB Foods, and not in connection with any control-related transaction.