Reich Sapire Rose Nicole Dominique sold $385K of TBBB

Tiendas 3B (NYSE:TBBB) reported Q3 2026 revenue of Ps. 28,445 million, up 40% YoY, with same-store sales growth of 20.5%. The company opened 141 new stores, bringing the total to 3,765. Shares rose 10% to $62.97, despite missing EPS estimates. Adjusted EBITDA grew 60.5% YoY to Ps. 1,877 million, with margins expanding. Management guided for 590-630 new stores in 2026.

BBB Foods Inc. (TBBB) reported Q3 revenue of 28.4B pesos, up 40.3% YoY, with same-store sales rising 20.5%. Gross margin increased to 16.7%, and net profit turned positive at 23M pesos. Shares rose 5% in after-hours trading. The company's growth is driven by existing stores, with operating costs decreasing to 9.8% of revenue. Cash flow was strong, at 2.5 times capital expenditures. Investors will watch same-store sales trends and Q4 results for further insights.

BBB FOODS INC (TBBB) furnished an SEC Form 6-K — earnings release. Q26 EARNINGS RELEASE Earnings Release 3Q26 1 Earnings Release 3Q26 Mexico City, November 2nd, 2026 – BBB Foods Inc. (“Tiendas 3B” or the “Company”) (NYSE: TBBB) , a leading grocery hard discounter in Mexico, announced today its consolidated results for the third quarter of 2026 (

BBB Foods reported Q3 revenue of Ps. 28.44M, missing estimates by $1.46B. EBITDA was Ps. 1,327M, up from a loss of Ps. 404M in the same period last year, attributed to lower share-based payment expenses.

BBB Foods (TBBB), parent of Mexican discount grocery chain Tiendas 3B, has seen its stock triple since its 2024 IPO. The company reported 20% same-store sales growth in Q2, with 3,624 stores and plans to expand to 12,000. BBB Foods is profitable with 960 million Ps in EBITDA on $1.53 billion in revenue. The company's market cap is $6 billion, and it operates in a segment with significant growth potential in Mexico.

Stanley Druckenmiller's Duquesne Family Office invested $128M in YPF SA (Argentina's state-controlled oil producer) and BBB Foods (Mexican discount grocer) in Q1 2026, along with a stake in the Global X MSCI Argentina ETF. YPF's value is tied to its Vaca Muerta shale formation and export pipeline. BBB Foods benefits from economic pressure in Mexico.