Added to YB: 2026-05-18
Pitch date: 2026-03-05
TBBB [bullish]
BBB Foods Inc.
+10.73%
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 provides spot products comprising food and non-food products, such as clothing, electronics, household goods, and others.
Market Cap
$72.3B
Pitch Price
$32.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
80.14
P/E
-21.46
EV/Sales
0.99
Sector
Consumer Staples Distribution and Retail
Category
growth
BBB Foods Inc. - $TBBB
TBBB: Hard discount grocer in Mexico w/ 3,162 stores, 500-600 new stores/yr. 20-30% price advantage vs peers via low opex (2-3% logistics vs 5% peers), 54% private label, -45d NWC. 25-30% topline CAGR runway, mature margins 5-6% vs 3% now (like BIM/Biedronka). 3% hard discount penetration vs 15-30% mature markets. 17% SSS 2020-24. At $33: 24x mature '26 EPS, 23% IRR to '29 exit at $3/sh, 32x '30 EPS. Risks: Bara competition, Walmex price matching, Mexico country risk, key man (Hatoum).
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