BBB Foods Reports 40% Revenue Growth and Strong Same-Store Sales for Q3 2026
BBB Foods (TBBB) delivered a robust third quarter, characterized by a 40% surge in revenue to MXN 28 billion. This growth was fueled by aggressive store expansion and exceptional same-store sales growth of 20.5%, which significantly outperformed the broader market benchmark set by ANTAD. The company's adjusted EBITDA rose 60% to MXN 1.9 billion, benefiting from improved commercial margins and operational leverage. The retailer continues to scale its footprint in Mexico, adding 141 net new stores this quarter for a total of 3,765 locations. A highly efficient negative working capital model generated MXN 7.1 billion in operating cash flow over the first nine months, allowing the company to self-fund its organic expansion strategy. Despite potential headwinds from upcoming Mexican tax law changes regarding deductions, management remains focused on their high-rotation SKU strategy and logistics optimization.
Tickers: $TBBB
Topics: EBITDA Expansion Operating Cash Flow Retail Expansion Revenue Growth Same-Store Sales