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Mexican hard-discount grocery chain (Tiendas 3B) selling a limited assortment of groceries at low prices.
Mexican hard-discount grocery chain (Tiendas 3B) selling a limited assortment of groceries at low prices.
Sells a narrow range of staples, with a large share its own label, in small stores run by its own staff, so volume per store and fast expansion into areas with few modern grocers drive growth. It owns its supply chain with distribution centres. It listed in New York in 2024.
In one line: Mexico's Aldi.
Moat: narrow (cost advantage, scale). Limited-SKU, low-overhead discount format undercuts traditional Mexican supermarkets on price.
Headquarters: Monterrey, Mexico · Founded: 2013 · Employees: 29,202
Size BBB Foods (TBBB) is a United States Consumer Staples company (Food Retail) with a market value of $10.8B, the 744th largest of 3,117 United States companies the cockpit tracks. Shares closed at $65.62 on 6 Nov 2026.
Performance Over six months the shares gained 72.3%, against +9.0% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 52.5% over the last twelve months (peer median +2.9%); the operating margin is 0.7% (peer median 4.7%).
Valuation It trades at 2.0× enterprise value to sales against a peer median of 0.9× (3rd most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 50% a year for seven years (Req g). Recent delivered growth is +37%, so the hurdle is +13 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 2.8 points below its cost of capital (6.3% WACC).
Short interest Short interest is 5.0% of the free float (15 Oct 2026).
Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $5.65B | $4.07B | $3.13B | $2.48B | $1.62B |
| Revenue growth | — | +30% | +26% | +53% | — |
| Gross profit | $932M | $576M | $444M | $346M | $212M |
| EBITDA | $176M | $69.0M | $152M | $108M | $64.4M |
| Net income | -$110M | -$148M | $18.2M | -$17.3M | -$28.1M |
| Free cash flow | $274M | $62.9M | -$87.0M | $75.2M | $47.9M |
| Capital expenditure | $229M | $186M | $133M | $101M | $55.9M |
| Total debt | $948M | $778M | $421M | $677M | $524M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| BBB Foods TBBB | $10.8B | +72% | +52% | 1% | 2.0× | 49.9% |
| Fomento Economico Mexicano SAB de CV Sponsored ADR FMX | $26.1B | +7% | +18% | 9% | 0.9× | -6.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | TBBB | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +23.6% | +5.5% | highest of 21 |
| 6-month return | +72.3% | +9.0% | 2nd highest of 21 |
| Distance from 52-week high | -0.4% | -12.6% | highest of 21 |
| Revenue growth (TTM) | +52.5% | +2.9% | highest of 21 |
| Operating margin | 0.7% | 4.7% | 2nd lowest of 21 |
| EV / Sales | 2.0× | 0.9× | 3rd most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 49.9% | 0.6% | most demanding of 20 |
| Growth delivered (Del g) | +37.1% | +6.3% | highest of 20 |
| Hurdle (Req g minus delivered) | +12.7 pp | -7.5 pp | 2nd most demanding of 20 |
| ROIC minus cost of capital | -2.8 pp | +3.6 pp | 4th lowest of 20 |
| Net debt / EBITDA | 3.1× | 2.2× | 4th most indebted of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| BBB Foods TBBB | United States | $10.8B | +72% | +52% | 1% | 2.0× | 49.9% | +37.1% |
| J Sainsbury SBRY.L | United Kingdom | $10.4B | +16% | -3% | 3% | 0.4× | 7.8% | +3.0% |
| Kesko KESKOA.HE | Finland | $11.3B | +23% | +6% | 5% | 1.1× | 4.8% | +3.2% |
| Dino Polska DNP.WA | Poland | $9.36B | +31% | +14% | 6% | 1.0× | 17.9% | +27.1% |
| Uni-president Enterprises 1216.TW | Taiwan | $13.2B | +11% | +1% | 5% | 1.0× | 0.6% | +8.5% |
| MIXUE 2097.HK | Hong Kong | $8.80B | -37% | +35% | 20% | 1.2× | -18.5% | +32.1% |
| Zabka ZAB.WA | Poland | $8.11B | +41% | +14% | 8% | 1.3× | 6.3% | +19.3% |
| Metro MRU.TO | Canada | $14.6B | +11% | +3% | 6% | 1.1× | -0.7% | +4.1% |
| Empire EMP-A.TO | Canada | $7.85B | +7% | +2% | 4% | 0.6× | -2.7% | +2.5% |
| Guming 1364.HK | Hong Kong | $7.08B | -4% | +47% | 25% | 3.0× | -4.1% | +29.4% |
| President Chain Store 2912.TW | Taiwan | $6.62B | -6% | +5% | 4% | 0.9× | 3.3% | +6.3% |
| Axfood AXFO.ST | Sweden | $6.26B | +4% | +2% | 3% | 0.9× | 3.2% | +10.7% |
| Albertsons Companies ACI | United States | $6.02B | -20% | +2% | 2% | 0.3× | -3.0% | +3.6% |
| Coles COL.AX | Australia | $21.0B | +7% | +3% | 4% | 0.9× | 5.5% | +3.3% |
| DFI Retail D01.SI | Singapore | $5.06B | -11% | -3% | 4% | 0.8× | -0.4% | -2.9% |
| Sprouts Farmers Market SFM | United States | $4.53B | -41% | +5% | 7% | 0.7× | -4.0% | +6.4% |
| Kobe Bussan 3038.T | Japan | $4.33B | +15% | +6% | 7% | 1.0× | -4.8% | +10.1% |
| George Weston WN.TO | Canada | $29.0B | +15% | +4% | 9% | 1.0× | -7.3% | +3.9% |
| Yonghui Superstores 601933.SS | China | $3.76B | -23% | -16% | -3% | 0.7× | n/a | n/a |
| Ocado OCDO.L | United Kingdom | $3.73B | +77% | -42% | 3% | 2.1× | 39.1% | -9.9% |
| Seven & I 3382.T | Japan | $31.7B | +16% | -11% | 4% | 0.8× | 4.0% | +12.6% |