Tiendas 3B reports Q3 revenue surge and reaffirms store‑opening guidance
Tiendas 3B announced third‑quarter 2026 revenue of Ps 28,445 million, a 40% year‑over‑year increase, and same‑store sales growth of 20.5%. The retailer opened 141 net new stores, bringing total locations to 3,765, and posted adjusted EBITDA of Ps 1,877 million, up 60.5% YoY. Management kept its guidance for opening 590‑630 new stores for the upcoming year, while also outlining transportation‑optimization plans for 2027.
Why it matters
The company says the strong same‑store sales and margin expansion support its aggressive expansion strategy, implying continued revenue growth for investors. Maintaining the same store‑opening target signals that the firm does not expect to accelerate its rollout pace despite recent momentum.
Key facts
- 1Q3 2026 revenue was Ps 28,445 million, up 40% YoY from Ps 20,279 million. investing.com
- 2Same‑store sales grew 20.5% in the quarter. investing.com
- 3The company opened 141 net new stores, raising total store count to 3,765. investing.com
- 4Adjusted EBITDA reached Ps 1,877 million, a 60.5% YoY increase. investing.com
- 5EBITDA margin (excluding share‑based payments) expanded to 6.6%, up 83 basis points. investing.com
- 6Guidance remains for 590‑630 net new store openings in the next fiscal year. investing.com
Open questions
- Material 1 cites guidance for 590‑630 new stores in 2026, while Material 2 refers to 2027 guidance for the same range.
Summary written by AlphAI AI Desk from 2 of 2 sources. Not investment advice. Figures are as stated by the linked sources.