BBB Foods Inc. (TBBB) Stock Price & Analysis
BBB Foods Inc. (TBBB) is trading at USD 57.79, up 0.32% today, as of October 23, 2026 at 15:07 UTC (US market open; quotes may be delayed), according to Nexqual market data.
TBBB last closed at USD 57.6; today's session has ranged USD 57–58.75 on volume of 188,558 shares. Market capitalization is $6.97B, with a 52-week range of USD 25.84–59.6 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 15:07 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TBBB.md
Key facts (TBBB)
- 1 of 80 tracked superinvestors hold TBBB (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $774K; 2 not under a Rule 10b5-1 plan ($774K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.77 on a 1–5 scale) (13 analysts), mean target USD 58.43 (range 44.55–68.16).
- Total return with dividends: 1Y +99.3% vs S&P 500 +14.8%; 5Y +203.3% vs S&P 500 +77.5%.
- Next earnings: 2026-11-02, EPS estimate USD -1.96, revenue estimate $27.8B.
Superinvestors (SEC 13F-HR, Q2 2026) (TBBB)
1 of 80 tracked investors hold TBBB. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Dodge & Cox Funds | Dodge & Cox | <0.01% | $3.8M | Unchanged |
Insider sales (SEC Form 4, open-market, last ~7 months) (TBBB)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-09 | Reich Sapire Rose Nicole Dominique | Director | 7,623 | $389K | 100% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-09-02 | Reich Sapire Rose Nicole Dominique | Director | 7,623 | $385K | 50% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (TBBB)
Consensus Buy (mean 1.77 on a 1–5 scale), 13 analysts; mean target USD 58.43 (low 44.55, high 68.16).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-21 | UBS | Target raised | Buy | $58 → $69 |
| 2026-09-10 | JP Morgan | Target raised | Overweight | $48 → $67 |
| 2026-08-28 | UBS | Target raised | Buy | $51 → $58 |
| 2026-08-04 | UBS | Upgrade | Neutral → Buy | $43 → $51 |
| 2026-07-31 | Citigroup | Initiated | Buy | $49 |
| 2026-07-16 | JP Morgan | Target raised | Overweight | $46 → $48 |
Total return (dividends reinvested) (TBBB)
| 1Y (from 2025-10-23) | 5Y (from 2024-02-05) | |
|---|---|---|
| Total return | +99.3% | +203.3% |
| S&P 500 (SPY) | +14.8% | +77.5% |
| Per year | +99.3% | +50.5% |
| Volatility (annualized) | 43.7% | 40.6% |
| Max drawdown | -18.7% (Feb 2026→Mar 2026) | -28.3% (Oct 2024→Jul 2025) |
TBBB suppliers, customers and competitors (named in its 20-F)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | HSBC Mexico | “Similary, on June 2, 2023, we and HSBC Mexico, S.A. ("HSBC") entered into a reverse factoring transaction (the "HSBC Supplier Finance Agreement") and a credit facility (the "HSBC Credit Line" and, together with the HSBC Supplier Finance Agreement, the "HSBC Agreement").” |
| Supplier | Banco Santander Mexico | “We have entered into a reverse factoring arrangement with Banco Santander Mexico, S.A. ("Santander") pursuant to which a participating supplier receives the original invoice amount discounted at an agreed rate, and we pay Santander the original amount of the invoice within 60 days after the supplier collects the invoice from Santander.” |
| Partner | Companies and | “With effect from January 1, 2019, the Economic Substance (Companies and Limited Partnerships) Act, 2018 (as amended, the "ESA") came into force in the British Virgin Islands introducing certain economic substance requirements for British Virgin Islands tax resident companies which are engaged in certain "relevant activities," which in our case applies for financial years from 2019 onwards.” |
| Competitor | Walmart (WMT) | “We compete with hard discount stores such as Bodega Aurrera Express, Tiendas Neto and Tiendas BARA, discount formats of large retailers such as Bodega Aurrera, Walmart-Express, Súper Ché, Soriana Mercado, among others, and also with other retailers, including international, national, regional and local supermarket chains, independent grocery stores, specialty food stores, convenience stores, open-air markets, bode…” |
Quoted from the company's 20-F filed Apr 2, 2026.
TBBB analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-1.96 | $-2.35 | -16.7% | $27.79B | 5 |
| Next quarter (ends Dec 2026) | $-1.80 | $-1.80 | +0.0% | $30.02B | 3 |
| Current fiscal year (ends Dec 2026) | $-10.29 | $-10.27 | +0.2% | $106.07B | 6 |
| Next fiscal year (ends Dec 2027) | $2.14 | $-2.12 | -201.0% | $138.78B | 5 |
TBBB options: expected move
Options price a move of about ±10.7% (±$6.15) by Nov 20, 2026, which includes earnings on Nov 2, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 44.4% | ±10.7% |
| Dec 18, 2026 | 56 | 40.3% | ±13.4% |
| Feb 19, 2027 | 119 | 38.6% | ±18.1% |
| May 21, 2027 | 210 | 40.6% | ±25.1% |
30-day implied volatility 45.1% vs 26% realized over the last 30 trading days. Put/call ratio (volume) 0.27. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 15:07 UTC)
| Price | USD 57.79 |
|---|---|
| Change | ▲ 0.32% (up) |
| Previous Close | USD 57.6 |
| Open | USD 57.55 |
| Day Range | USD 57 – 58.75 |
| 52-Week Range | USD 25.84 – 59.6 |
| Volume | 188,558 shares |
| Market Cap | $6.97B |
| Exchange | NYQ |
Technical Analysis (TBBB)
Nexqual's technical model rates TBBB "STRONG BUY" based on 5 bullish and 0 bearish signals across 128 daily candles, as of October 23, 2026 at 15:07 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 65.05 (neutral) |
| vs SMA50 | Above (USD 52.36) |
| MACD | 1.85 (positive) |
Analyst Ratings (TBBB)
Wall Street analysts rate TBBB "Buy" based on 13 analysts, with a mean price target of USD 58.43 (range USD 44.55–68.16), per Nexqual as of October 23, 2026 at 15:07 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 13 |
| Mean Target | USD 58.43 |
| High Target | USD 68.16 |
| Low Target | USD 44.55 |
| Buy / Hold / Sell | 11 / 2 / 0 |
Earnings (TBBB)
| Next Earnings Date | 2026-11-02 |
|---|---|
| EPS Estimate | USD -1.96 |
| Revenue Estimate | $27.79B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -8 vs est -2.61 ▼ miss |
| 2026-03-31 | USD -4.76 vs est 0.49 ▼ miss |
| 2025-12-31 | USD -7 vs est -1.95 ▼ miss |
| 2025-09-30 | USD -12.34 vs est 1.06 ▼ miss |
Source: Nexqual, October 23, 2026 at 15:07 UTC.
Financials & Fundamentals (TBBB)
| Total Revenue | $91.15B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +38.70% |
| Gross Margin | +16.37% |
| Operating Margin | +1.49% |
| Profit Margin | -3.74% |
| ROE | -67.33% |
| Debt / Equity | 2.65 |
| Current Ratio | 0.68 |
| Total Cash | $6.11B |
| Total Debt | $15.92B |
Source: Nexqual, October 23, 2026 at 15:07 UTC.
Financial Health Score (TBBB)
Nexqual rates BBB Foods Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 15:07 UTC.
| Growth | Strong — Revenue +36% YoY (annual) |
|---|---|
| Profitability | Weak — Gross margin 16%, operating 1% (last 12 months) |
| Balance Sheet | Critical — MXN 6.11B cash vs MXN 15.9B debt |
| Cash Flow | Solid — Operating cash flow MXN 7.01B (TTM) |
| Efficiency | Critical — ROE -67%, ROA -2.2% |
Ownership (TBBB)
| Insider Ownership | +2.40% |
|---|---|
| Institutional Ownership | +111.77% |
| Shares Outstanding | 77.94M |
| Float | 56.20M |
| Short % of Float | +4.37% |
Source: Nexqual, October 23, 2026 at 15:07 UTC.
Leadership (TBBB)
BBB Foods Inc. is led by Kamal Anthony Hatoum, Founder, CEO & Chairman, per Nexqual as of October 23, 2026 at 15:07 UTC.
| Founder, CEO & Chairman | Kamal Anthony Hatoum |
|---|---|
| CFO & Investor Relations Officer | Eduardo Pizzuto |
| Director of Sales & Operations | Diego Apalategui |
| Director of Human Resources | Javier Suarez |
| Director of Real Estate | Alejandro Davila |
Major Backers & Investors (TBBB)
Notable institutional backers of BBB Foods Inc. include SmallCap World Fund Inc, Capital International Investors, FMR, LLC, according to Nexqual as of October 23, 2026 at 15:07 UTC.
Active Investors
| Investor | Stake |
|---|---|
| SmallCap World Fund Inc | 10.89% |
| Capital International Investors | 9.66% |
| FMR, LLC | 9.46% |
| Orbis Allan Gray Ltd | 8.64% |
| Capital Group | 6.96% |
| Fidelity | 6.91% |
| Morgan Stanley | 5.1% |
| Wasatch Advisors LP | 5.02% |
Source: Nexqual, October 23, 2026 at 15:07 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| OLLI | Ollie's Bargain Outlet Holdings | USD 88.22 | ▼ 4.76% |
| PSMT | PriceSmart, Inc. | USD 167.42 | ▼ 2.43% |
| BJ | BJ's Wholesale Club Holdings, I | USD 105.62 | ▼ 0.95% |
| DLTR | Dollar Tree, Inc. | USD 124.97 | ▼ 4.63% |
| DG | Dollar General Corporation | USD 133.32 | ▼ 4.16% |
| TGT | Target Corporation | USD 153.6 | ▼ 2.86% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 15:07 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt