BBB Foods Inc (NYSE:TBBB)

Q1 2025 Bbb Foods Inc Earnings Call Transcript

May 8, 2025 / 04:00 PM GMT

Release Date Price: $28.44 (-8.20%)

Transcript

Key Points

Positve

BBB Foods Inc (TBBB) reported a strong increase in total revenues by 35% to 17 billion pesos.
The company opened 117 net new stores, bringing the total to 2,889 stores, indicating robust expansion.
Same store sales grew by 13.5%, showcasing strong performance in existing locations.
Cash flow from operating activities increased by 49% year over year, reaching 1.1 billion pesos.
The company maintains a strong net cash position of approximately 1.6 billion pesos, with an additional $150 million in US dollars.

Negative

Sales expenses as a percentage of revenue slightly increased from 10.2% to 10.3%, due to the accelerated pace of store openings.
Administrative expenses rose by 60 basis points from 3.5% to 4.1%, partly due to increased share-based payments.
The margin decreased from 4.9% to 4.1% as a result of increased investments to support growth.
There is a significant increase in share-based compensation, which reached nearly 8% of gross profit, raising concerns about future dilution.
The company faces challenges in a tough consumer environment, although it claims resilience due to its value proposition.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TBBB.N - Bbb Foods Inc
Q1 2025 Bbb Foods Inc Earnings Call
May 08, 2025 / 04:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning everyone. My name is Leonard and I will be your conference operator. Welcome to Tenda Tresbe first quarter 2025 conference call. All lines have been placed on mute to prevent any background noise.

There will be a question and answer session after the speaker's remarks, and instructions will be given at that time. Please ensure that your full name is displayed correctly on Zoom. If not, please take a moment to edit your displaying.

Also, please note that this call is for investors and analysts only. Questions from the media will not be taken, nor should the call be reported on.

Any forward-looking statements made during this conference call are based on information that is currently available to us.

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.