Nama Insights

BBB Foods (TBBB)

Consumer Defensive · Discount Stores · NYSE

BBB Foods (TBBB) is a Consumer Defensive company in the Discount Stores industry. It has a market capitalization of $7.91B and a free-cash-flow yield of 0.8%. Over the most recent reported fiscal year, revenue grew 36.1% and free cash flow per share grew 2.6%. Nama's AI scorecard rates it Hold, 4.6 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Hold · 4.6/10
The sections balance. As of Nov 7, 2026.
Momentum
Leading · +92.8% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Questionable
Ratios pass, but its industry often sells things we can't check.
Off its high
-0.4%
How far the last close sits under the highest price of the past five years.
Market cap$7.91B
Trailing P/E—
Price / book24.9
Price / sales1.6
FCF yield0.8%
Dividend yield—
Gross margin16.4%
Operating margin-1.1%
Net margin-3.7%
Revenue growth (YoY)+36.1%
Revenue growth (3-yr annual)+33.9%
EPS growth (YoY)—
FCF/share growth (YoY)+2.6%
Beta0.0
ExchangeNYSE
SectorConsumer Defensive
IndustryDiscount Stores

TBBB earnings

Next report: Mar 10, 2027 (Q4 2026, EPS estimate -$0.10). Beat the EPS estimate in 1 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 2, 2026 $0.01 -$0.11 +107.1% $1.53B
Q2 2026 Aug 12, 2026 -$0.43 -$0.14 -206.5% $1.40B
Q1 2026 May 6, 2026 -$0.26 $0.03 -1071.4% $1.23B
Q4 2025 Mar 11, 2026 -$0.38 -$0.10 -260.8% $1.18B

TBBB analyst price target

Median target $60.89 from 13 analysts, ranging $49.69 – $71.70.

Discount Stores peers

TickerCompanyMarket capP/E
WMT Walmart $998.90B 44.4
COST Costco Wholesale $466.86B 50.8
TGT Target $71.97B 15.8
DG Dollar General $29.51B 17.4
DLTR Dollar Tree $24.61B 16.0
BJ BJ's Wholesale Club $13.82B 23.9
OLLI Ollie's Bargain Outlet $5.37B 22.4
PSMT PriceSmart $5.02B 30.1
Explore live TBBB data on Nama Insights →

TBBB FAQ

Is TBBB a buy?
Nama's AI scorecard currently rates BBB Foods Hold (4.6 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
When does TBBB report earnings?
BBB Foods's next scheduled report is on Mar 10, 2027. Analysts expect EPS of -$0.10.
What is the TBBB price target?
The median analyst price target from 13 analysts is $60.89, with a range of $49.69 – $71.70.
Is TBBB Shariah compliant?
Nama's AAOIFI-style screen reads BBB Foods as Questionable. Ratios pass, but its industry often sells things we can't check.