Jun 2026 (Q2 FY26) — Aug 13, 2026
BBB Foods Inc. Q2 FY26 — Strong Revenue Growth and Store Expansion
Read the full callBBB Foods (TBBB) earnings
- Jun 2026 (Q2 FY26)
- Dec 2025
BBB Foods earnings: last reported Thu, 13 Aug 2026, for the quarter ended Jun 2026.
Guidance
What management said, and what became of it
5 of 5 judged targets kept · 8 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Net new store openings | 590 to 630 net new stores | Dec 2025 | We are on track in terms of our openings as what we had planned in the beginning of the year. | On Track |
8 of BBB FOODS INC's 13 targets are still open. See which are on track and which have gone quiet. The 1 above are the free sample; 12 more targets are in the full ledger.
Claimed
- Opened 155 net new stores during the quarter, bringing total to 3,624 stores as of June 30, 2026.
- Total revenue increased 39% year-over-year to MXN 26 billion.
- Same-store sales grew 20% compared to Q2 2025, significantly outperforming the market by over 20 percentage points.
- Adjusted EBITDA increased 44% to MXN 1.6 billion, with adjusted EBITDA margin improving by 21 basis points.
- Cash flow generated from operating activities reached MXN 4.3 billion for the first half of 2026, representing 119% growth.
Qualified
- Admin expenses, excluding share-based payment, increased by 57 basis points year-over-year due to investment in talent and expansion.
- A one-time cash expense of MXN 37 million related to an equity follow-on offering impacted Q2 admin expenses and EBITDA.
- Potential pressure on logistics expense is anticipated in Q3 due to the opening of three additional distribution centers.
Price
$58.39 +1.23% · +$0.71
Performance +116.3% 1Y
1Y: $27 on 17 Oct 2025 → $58.39. High $58.39 (19 Oct 2026), low $26.22 (4 Nov 2025).
- Previous close
- $57.68
- 52-week range
- $26.22 – $58.39
- One year
- +104.16%
Overview
- Symbol
- TBBB
- Sector
- Consumer Staples
- Industry
- Retail-Grocery Stores
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
5 of 5 judged targets kept · 8 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Net new store openings | 590 to 630 net new stores | Dec 2025 | We are on track in terms of our openings as what we had planned in the beginning of the year. | On Track |
Claimed
- Opened 155 net new stores during the quarter, bringing total to 3,624 stores as of June 30, 2026.
- Total revenue increased 39% year-over-year to MXN 26 billion.
- Same-store sales grew 20% compared to Q2 2025, significantly outperforming the market by over 20 percentage points.
- Adjusted EBITDA increased 44% to MXN 1.6 billion, with adjusted EBITDA margin improving by 21 basis points.
- Cash flow generated from operating activities reached MXN 4.3 billion for the first half of 2026, representing 119% growth.
Qualified
- Admin expenses, excluding share-based payment, increased by 57 basis points year-over-year due to investment in talent and expansion.
- A one-time cash expense of MXN 37 million related to an equity follow-on offering impacted Q2 admin expenses and EBITDA.
- Potential pressure on logistics expense is anticipated in Q3 due to the opening of three additional distribution centers.
The full ledger
Open BBB FOODS INC’s full ledger
A free account opens 5 company ledgers a month. All 13 tracked commitments, with each call’s wording and source.
Call summaries
Every analysed call
BBB Foods earnings calls (TBBB)
Financials
What the filings say
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Total liabilities | — | 844 | 1,157 | 904 | 1,469 |
| Fixed assets | 93 | 162 | 272 | 311 | 520 |
| Total assets | — | 603 | 883 | 1,098 | 1,698 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Cash from operations | 67 | 108 | 185 | 181 | 260 |
| Cash from investing | -26 | -57 | -105 | -237 | -190 |
| Cash from financing | -22 | -53 | -65 | 62 | -70 |
| Capital expenditure | -26 | -57 | -106 | -117 | -197 |
| Free cash flow | 41 | 51 | 79 | 63 | 63 |
Insider filings
14 filings between Aug 7, 2026 and Sep 14, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$773.7K
2 sales by 1 insider
Compensation
not trading decisions- 4
- Option exercise — converted options into shares
- 3
- Tax withheld — shares kept back by the company to cover tax
Also filed: 4 conversions, 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Reich Sapire Rose Nicole Dominique | — | $773.7K | Sep 9, 2026 |
Latest filings (14)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 14, 2026 | Khouri Sami Gabriel Director | Gift | 175,895 | $0 |
| Sep 9, 2026 | Reich Sapire Rose Nicole Dominique Director | Sale | 7,623 | $388.8K |
| Sep 2, 2026 | Reich Sapire Rose Nicole Dominique Director | Sale | 7,623 | $385.0K |
| Aug 7, 2026 | Hatoum Kamal Anthony Chairman & CEO | Conversion | 16,003,914 | — |
| Aug 7, 2026 | Khouri Sami Gabriel Director | Option exercise | 94,998 | $225.1K |
| Aug 7, 2026 | Khouri Sami Gabriel Director | Option exercise | 94,998 | $348.6K |
| Aug 7, 2026 | Khouri Sami Gabriel Director | Tax withheld | 14,101 | $573.5K |
| Aug 7, 2026 | Cappello Juan Pablo Director | Option exercise | 84,955 | $311.8K |
| Aug 7, 2026 | Pizzuto Espinosa Eduardo Chief Financial Officer | Conversion | 830,714 | — |
| Aug 7, 2026 | Apalategui Diego Ezequiel Director of Sales & Operations | Conversion | 266,664 | — |
| Aug 7, 2026 | Reich Sapire Rose Nicole Dominique Director | Option exercise | 20,000 | $193.4K |
| Aug 7, 2026 | Reich Sapire Rose Nicole Dominique Director | Tax withheld | 4,754 | $193.3K |
| Aug 7, 2026 | Cappello Juan Pablo Director | Tax withheld | 7,660 | $311.5K |
| Aug 7, 2026 | Khouri Sami Gabriel Director | Conversion | 3,369,648 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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