BBB Foods (TBBB)
Runs a Mexican neighborhood grocery discounter built on limited assortments and private-label value.
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Operates Tiendas 3B, a Mexican grocery hard discounter selling a limited mix of branded, private-label and rotating spot products. The neighborhood-store chain relies on standardized no-frills formats, efficient logistics and dense expansion in central Mexico to support low sustainable prices.
Operates Tiendas 3B, a Mexican neighborhood-store grocery hard discounter built around a deliberately limited assortment of branded, private-label and rotating spot products. Standardized, no-frills stores and a growing private-label base support low sustainable prices and frequent visits for daily essentials.
The chain is concentrated in Mexico City and central Mexico, where neighborhood locations, dense rollout, streamlined logistics and efficient procurement reinforce the model. Its assortment is designed for frequent needs rather than broad choice, with spot products rotating in limited quantities.
Execution depends on retaining efficient procurement and logistics while preserving standardized stores and inventory control as the network grows. Founder K. Anthony Hatoum remains Chairman and CEO.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 28, 2026 | UBS | Reiterate | Rating: —Target: $51 | Target: $58 |
| Aug 27, 2026 | Scotiabank | Reiterate | Rating: —Target: $48 | Target: $65 |
| Aug 4, 2026 | UBS | Upgrade | Target: $43 | Target: $51 |
| Jul 31, 2026 | Citigroup | Initiate | Rating: — | |
| May 27, 2026 | HSBC | Upgrade | Target: $31 | Target: $47 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $349.4M · Total debt $910.5M · Total assets $2.11B · Shareholders' equity $343.4M
- Revenue
- $1.50B
- Operating income
- $19.3M
- Net income
- −$22.2M
Reported in MXN, converted at the latest exchange rate
No dividends on record.
| Institutions | ≈ 61.17% | 70.88M ADS | |
|---|---|---|---|
| 173 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 23.14% | 26.81M ADS | |
| 8 holders · as of Sep 15, 2026 | |||
| Strategic holders | 13.03% | 15.09M ADS | |
| 2 holders · as of Apr 23, 2026 | |||
| Other | ≈ 2.66% | 3.09M ADS | |
| remainder | |||
115.87M ADS as of Sep 20, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2023 annual report; nothing newer is on file here.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 3 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Kamal Anthony HatoumInsiderdirector, officer: Chairman & CEO | 18.85% | 16.63M A ordinary · 5.21M B ordinary | filed Aug 12, 2026 |
QS Management Ltd.Strategic | 9.69% | 11.23M | filed May 12, 2025 |
Capital International InvestorsInstitution | 6.50% | 7.53M A ADS | as of Jun 30, 2026 |
FMR LLCInstitution | 6.36% | 7.37M A ADS | as of Jun 30, 2026 |
Orbis Allan Gray LtdInstitution | 5.81% | 6.74M A ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 9, 2026 | Sapire Rose Nicole Dominique Reich | director | −7,623 | $51.00 |
| Sep 2, 2026 | Sapire Rose Nicole Dominique Reich | director | −7,623 | $50.50 |
| Jun 1, 2026 | Kamal Anthony Hatoum | director, officer: Chairman & CEO | +10,000 | |
| Jun 1, 2026 | Kamal Anthony Hatoum | director, officer: Chairman & CEO | −150,000 | |
| Jun 1, 2026 | Diego Ezequiel Apalategui | officer: Director of Sales & Operations | −133,336 |
- FEMSA (ADR)
Hard discount through the Bara neighborhood-store format
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BBB Foods | $51.15 | −0.45% | $5.95B | — | — | 1.1 | +47.7% |
| FEMSA (ADR) | $120.45 | −1.30% | $41.57B | 23.1 | 28.9 | 0.9 | +17.1% |
| Median | 23.1 | 28.9 | 0.9 | +17.1% |