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.
This page provides access to BBB Foods Inc. (NYSE: TBBB) regulatory filings as a foreign private issuer in the United States. BBB Foods Inc., which operates the Tiendas 3B grocery hard discount chain in Mexico, submits an Annual Report on Form 20‑F and furnishes interim information on Form 6‑K to the U.S. Securities and Exchange Commission.
Through these filings, investors can review audited financial statements, detailed notes and management’s discussion of the Tiendas 3B business. The company’s Form 20‑F for the fiscal year ended December 31, 2024, for example, is highlighted in a press release announcing its filing and availability. Ongoing Form 6‑K reports include full quarterly earnings releases for periods such as 1Q25, 2Q25 and 3Q25, with tables showing revenue, gross profit, expenses, EBITDA, EBITDA Margin and key operating metrics.
Filings also explain how BBB Foods Inc. calculates non‑IFRS measures like EBITDA and EBITDA Margin, and define operating metrics such as Same Store Sales, Sales per Store, Inventory Days and Payable Days. Disclosures describe lease accounting under IFRS 16, non‑cash share‑based payment expenses, insurance recoveries and other items that affect reported results.
On Stock Titan, these SEC documents are updated as they are made available on EDGAR, and AI‑powered tools can help summarize long earnings releases and annual reports. Users can quickly see the main figures, definitions and trends that BBB Foods Inc. presents in its official filings, while still having access to the complete original documents for deeper analysis.
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.
Wasatch Advisors has filed a Schedule 13G reporting a passive ownership stake in BBB Foods Inc Class A shares. As of 12/31/2025, Wasatch beneficially owns 3,409,281 shares, representing 5.5% of the class.
Wasatch has sole voting power over 2,976,838 shares and sole dispositive power over all 3,409,281 shares, with no shared voting or dispositive power. The firm states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of BBB Foods.
BBB Foods Inc received a significant ownership disclosure from Duquesne Family Office LLC and investor Stanley F. Druckenmiller. They report beneficial ownership of 3,109,202 shares of common stock, representing 5% of the outstanding class as of the triggering date.
The filing shows they share voting and investment power over these shares, with no sole voting or dispositive power reported. They also certify that the position was not acquired to change or influence control of BBB Foods, but as a passive investment under the Schedule 13G framework.
BBB Foods (Tiendas 3B) reported strong 3Q25 growth but a headline loss. Total revenue rose to Ps. 20,279 million, up 36.7% year-over-year, with Same Store Sales increasing 17.9% and 131 net new stores opened, bringing the network to 3,162 stores.
Gross profit grew 39.8% to Ps. 3,277 million and EBITDA excluding non-cash share-based payments climbed 43.6% to Ps. 1,170 million, with a 5.8% margin. However, non-cash share-based payment expense surged to Ps. 1,574 million, turning EBITDA into a Ps. 404 million loss and leading to a net loss of Ps. 1,424 million versus a Ps. 258 million profit a year earlier.
Operating cash flow for the first nine months of 2025 increased 30.1% to Ps. 3,095 million, helping fund rapid expansion, while total assets reached Ps. 27,105 million and total liabilities Ps. 22,828 million as of September 30, 2025.