Added to YB: 2026-02-09
Pitch date: 2026-02-05
TBBB [bullish]
BBB Foods Inc.
-1.17%
current return
Author Info
No bio for this author
Company Info
BBB Foods Inc., through its subsidiaries, operates a chain of grocery retail stores in Mexico. The company offers spot products comprising food and non-food products, such as clothing, electronics, household goods, and others.
Market Cap
$74.2B
Pitch Price
$38.58
Price Target
100.00 (+162%)
Dividend
N/A
EV/EBITDA
41.04
P/E
-40.60
EV/Sales
1.13
Sector
Consumer Staples Distribution and Retail
Category
growth
BBB Foods Inc. - $TBBB
TBBB: Hard-discount grocery in Mexico (~3% market penetration vs 25-38% in developed markets). 3,162 stores, 54% private label, ~800 SKUs. Young store base: most <4yrs old, mature stores hit 9.2% EBITDA margin vs current 4.2%. Revenue could reach ~Ps82B by 2026 from store maturation alone. 14,000 store potential (4x growth). $100+ price target.
Read full article (7 min)