BBB Foods: Rethinking Tiendas 3B After A 30% Rally [Seeking Alpha]
BBB Foods Inc. Class A Common Shares (TBBB)
Company Research
Source: Seeking Alpha
TBBB's store expansion remains aggressive, compounding at 21.6% annually, while same-store sales growth of 17.9% outpaces broader Mexican retail benchmarks. Despite strong fundamentals, TBBB trades at 54x EBITDA; my revised price target is $35, maintaining a 'Hold' rating with only ~6% upside from current levels. Key monitoring items are sales expectations, EBITDA margins, and ongoing dilution, as share-based compensation and Capex pressure FCF. Max Zolotukhin/iStock via Getty Images Two months ago, I said that BBB Foods' ( TBBB ) 20,000-store dream for its Tiendas 3B format across Mexico was already baked into the stock. At roughly $25, the growth story was fully priced, leaving little room for new This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions.
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TBBB
News
- BBB Foods (NYSE:TBBB) was upgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=TBBB&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> frMarketBeat
- BBB Foods: Sensational Q3 Results, But Shares Remain Expensive [Seeking Alpha]Seeking Alpha
- BBB Foods (NYSE:TBBB) had its price target raised by analysts at The Goldman Sachs Group, Inc. from $30.00 to $34.00. They now have a "neutral" rating on the stock.MarketBeat
- BBB Foods (NYSE:TBBB) was upgraded by analysts at Zacks Research from a "strong sell" rating to a "hold" rating.MarketBeat
- BBB Foods Inc (TBBB) Q3 2025 Earnings Call Highlights: Impressive Revenue Growth Amid ... [Yahoo! Finance]Yahoo! Finance
TBBB
Earnings
- 8/11/25 - Miss
TBBB
Sec Filings
- 11/19/25 - Form 6-K
- 11/14/25 - Form SCHEDULE
- 11/13/25 - Form SCHEDULE
- TBBB's page on the SEC website