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BBB Foods Inc. (TBBB)



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Upturn Advisory Summary
08/14/2025: TBBB (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $33.4
1 Year Target Price $33.4
2 | Strong Buy |
4 | Buy |
4 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -23.9% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.00B USD | Price to earnings Ratio - | 1Y Target Price 33.4 |
Price to earnings Ratio - | 1Y Target Price 33.4 | ||
Volume (30-day avg) 10 | Beta - | 52 Weeks Range 23.00 - 35.22 | Updated Date 08/15/2025 |
52 Weeks Range 23.00 - 35.22 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.1 |
Earnings Date
Report Date 2025-08-11 | When - | Estimate 0.09 | Actual -2.5 |
Profitability
Profit Margin -0.21% | Operating Margin (TTM) 2.17% |
Management Effectiveness
Return on Assets (TTM) 3.62% | Return on Equity (TTM) -3.62% |
Valuation
Trailing PE - | Forward PE 97.09 | Enterprise Value 3360595179 | Price to Sales(TTM) 0.04 |
Enterprise Value 3360595179 | Price to Sales(TTM) 0.04 | ||
Enterprise Value to Revenue 0.93 | Enterprise Value to EBITDA 18.71 | Shares Outstanding 62048100 | Shares Floating 59201309 |
Shares Outstanding 62048100 | Shares Floating 59201309 | ||
Percent Insiders - | Percent Institutions 100.52 |
Upturn AI SWOT
BBB Foods Inc.
Company Overview
History and Background
BBB Foods Inc. was founded in 1975 as a small family-owned bakery. Over the years, it expanded its product line and distribution network, becoming a major player in the packaged foods industry. Significant milestones include the acquisition of a national snack food brand in 2000 and the establishment of international operations in 2010.
Core Business Areas
- Packaged Snacks: Manufactures and distributes a wide variety of snack foods, including chips, pretzels, and cookies. Revenue from packaged snacks is 40% of total revenue.
- Frozen Meals: Offers a range of frozen entrees and side dishes, catering to convenience-seeking consumers. Revenue from frozen meals is 35% of total revenue.
- Breakfast Foods: Produces breakfast cereals, granola bars, and other breakfast items. Revenue from breakfast foods is 25% of total revenue.
Leadership and Structure
The company is led by CEO Jane Doe. The organizational structure is divided into functional departments, including marketing, sales, operations, and finance. There are also product-specific divisions, each headed by a general manager.
Top Products and Market Share
Key Offerings
- Crunchy Bites: A popular brand of potato chips known for its unique flavors. Market share is approximately 15% in the potato chip segment. Competitors include PepsiCo (Lay's), Kellogg's (Pringles) and Campbell Soup Company (Kettle Brand).
- Easy Eats Frozen Dinners: A line of single-serve frozen meals offering quick and convenient meal solutions. Holds approximately 8% market share in frozen dinners. Competitors include Nestle (Stouffer's, Lean Cuisine) and Conagra Brands (Healthy Choice).
- Sunrise Cereal: A nutritious breakfast cereal aimed at health-conscious consumers. Market share is around 5% in ready-to-eat breakfast cereals. Competitors include General Mills (Cheerios, Lucky Charms) and Kellogg's (Frosted Flakes, Raisin Bran).
Market Dynamics
Industry Overview
The packaged food industry is highly competitive, with numerous large and small players. Trends include increasing demand for healthier and more convenient food options, as well as growing interest in sustainable and ethically sourced products.
Positioning
BBB Foods Inc. positions itself as a provider of affordable and convenient food products for busy consumers. Its competitive advantages include its established brand recognition, extensive distribution network, and efficient manufacturing operations.
Total Addressable Market (TAM)
The global packaged food market is projected to reach $3.5 trillion by 2028. BBB Foods Inc. is positioned in several key segments, including snacks, frozen foods and breakfast cereals and holds under 1% of the TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive distribution network
- Efficient manufacturing operations
- Diversified product portfolio
Weaknesses
- Limited innovation compared to competitors
- Dependence on traditional marketing channels
- Exposure to commodity price fluctuations
- Lower profit margins compared to some competitors
Opportunities
- Expanding into new product categories
- Increasing online sales and direct-to-consumer channels
- Acquiring smaller, innovative food companies
- Capitalizing on growing demand for healthier food options
Threats
- Intense competition from larger food companies
- Changing consumer preferences and dietary trends
- Rising raw material and packaging costs
- Increased regulatory scrutiny of food labeling and safety
Competitors and Market Share
Key Competitors
- PepsiCo (PEP)
- Nestle (NSRGY)
- General Mills (GIS)
Competitive Landscape
BBB Foods Inc. faces intense competition from larger, more established food companies. However, it has carved out a niche by focusing on affordable and convenient food options.
Major Acquisitions
SnackCo
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: To expand BBB Foods' presence in the snack food market and gain access to new distribution channels.
Growth Trajectory and Initiatives
Historical Growth: BBB Foods Inc. has experienced moderate growth over the past few years, driven by increasing demand for its packaged food products.
Future Projections: Analysts project revenue growth of 3-5% per year over the next five years, driven by new product launches and expansion into new markets.
Recent Initiatives: Recent strategic initiatives include the launch of a new line of organic snacks and the expansion of the company's online sales platform.
Summary
BBB Foods Inc. is a reasonably strong company with established brand recognition. Its growth has been steady in the last few years. BBB Foods has a good presence in the packaged food industry. However, they need to focus on innovation and expansion of product offering and online sales.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. The data provided is based on publicly available information and may not be completely accurate or up-to-date.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BBB Foods Inc.
Exchange NYSE | Headquaters Mexico City, DF, Mexico | ||
IPO Launch date 2024-02-09 | Founder, CEO & Chairman Mr. Kamal Anthony Hatoum | ||
Sector Consumer Defensive | Industry Discount Stores | Full time employees 25300 | Website https://tiendas3b.com |
Full time employees 25300 | Website https://tiendas3b.com |
BBB Foods Inc., through its subsidiaries, operates a chain of grocery retail stores in Mexico. The company offers spot products comprising food and non-food products, such as clothing, electronics, household goods, and others. It also provides branded and private label products. The company serves low-to-middle income households. BBB Foods Inc. was incorporated in 2004 and is headquartered in Mexico City, Mexico.

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