$TBBB

Reich Sapire Rose Nicole Dominique sold 7,623 shares of BBB FOODS INC (TBBB) at $50.50 ($0.38M total) on 2026-09-02.

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.

BBB Foods (TBBB) reported Q2 2026 earnings with EBITDA up 44% to MXN 1.6B, driven by sales growth and operational efficiencies. Admin expenses increased due to expansion and a one-time cash expense of MXN 37M. Adjusted EBITDA margin rose 21 bps YoY. The company's negative working capital reached MXN 10.2B, supporting organic growth. Management highlighted strong unit economics and cash flow generation.

BBB Foods Inc. (TBBB) disclosed in a Schedule 13G/A that Quilvest-related entities reported beneficial ownership of 2,299,502 Class C shares as of June 30, 2026. Because the Class C shares are automatically convertible in certain circumstances, the filing deems ownership of about 3.5% of BBB Foods’ Class A shares, using 62,638,444 Class A shares outstanding as of May 28, 2026.

The article says Trader Joe’s is privately owned by Aldi Nord and not investable. It highlights Mexico’s BBB Foods (parent of Tiendas 3B) as a similar discount grocery model. It reports Tiendas 3B same-store sales growth accelerating to 20% in Q2, revenue of 26 billion pesos (~$1.5B) up 38.7%, and 3,624 stores after adding 155. BBB Foods stock is up 16.31% to about $6.90.

BBB Foods (TBBB) shares rose about 14% on Thursday after the company reported Q2 results released after the prior close. According to the article, net loss was larger than expected, but sales grew 39% and beat estimates. Same-store sales rose 20%, adjusted EBITDA grew 44%, and the company opened 155 stores to 3,624 total.

According to BBB Foods Inc. (TBBB) slide release dated Aug. 13, 2026, 2Q26 revenue rose 38.7% YoY to Ps. 26,037 million, with same-store sales up 20.0%. EBITDA ex-SBP increased 43.8% to Ps. 1,575 million, and the company opened 155 net new stores. Net loss widened to Ps. 386 million.

BBB FOODS INC (TBBB) furnished an SEC Form 6-K — earnings release. Q26 EARNINGS RELEASE Earnings Release 2Q26 2 Earnings Release 2Q26 Mexico City, August 12 th , 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 second quarter of 2026

Deutsche Bank upgraded Palantir (PLTR) to Buy, keeping a $200 target, citing an “exceptional” Q2. Oppenheimer upgraded Inspire Medical (INSP) to Outperform with an $85 target. UBS upgraded BBB Foods (TBBB) to Buy, $51 target. Several others were upgraded or downgraded ahead of earnings or on guidance, including Walmart (WMT) to Perform and Apple (AAPL) to Hold.