BBB Foods Inc. (TBBB)

NYSE: TBBB · Retail-Grocery Stores · Mexico City, MX · filing with the SEC since 2023

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Grade4.4

◀ Past 5.6● Present 3.4▶ Future 4.9

1 est.

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The grade of BBB Foods Inc.

Nine metrics read from its own filings, by tense

Headline grade

4.4/10

◀ Past5.625% of the headline

● Present3.445% of the headline

▶ Future4.930% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

5.6/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed

7.5/10

Has it survived what it has been through?

No warning events in its filings since 2023.

weight 45% of this tense · 75th percentile among 12 sector filers · read for itself

From the record

BBB Foods Inc.'s filings since 2023 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed

5.9/10

What has it actually done, year after year?

+35.6% a year over 5 filed years; profitable in 1 of 5.

weight 33% of this tense · 59th percentile among 11 sector filers · read for its customers

From the record

BBB Foods Inc.'s 5 filed years say what it did: revenue went from MXN 23 billion in fiscal 2021 to MXN 78 billion in fiscal 2025, up 35.6% a year; it rose in 4 of 4 years; it never fell from a peak; net income was positive in 1 of 5 of those years (its annual reports).

What it rests on

revenue growth over the filed span35.6%top 14% of its family
the share of years revenue rosetop 32% of its family
the share of filed years with a profitbottom 14% of its family
the deepest fall from a revenue peak0.0%top 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed

1.3/10

How has it treated the people who own it?

Share count grew 5.3% a year. 0% of cash flow returned. Insiders: 2 sales, 0 purchases.

weight 22% of this tense · 13th percentile among 8 sector filers · read for its shareholders

From the record

Over the fiscal year to 2025-12-31, BBB Foods Inc.'s diluted share count grew about 5.3% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 2 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

the share count over the yearsbottom 17% of its family
cash returned against operating cash flowbottom 10% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

3.4/1045% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed

1.5/10

Is it financially healthy right now?

ROE -69%: lost 69¢ per shareholder dollar. Leverage 86%: owes 86¢ per asset dollar.

weight 45% of this tense · 15th percentile among 11 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, BBB Foods Inc. lost about 69 cents for every dollar of shareholders' money, and gross profitability: its products earned about 41 cents per dollar of everything the company owns. Leverage: it owed about 86 cents per dollar of assets, and net share issuance: its share count grew 5.3% over the year (the filed statements).

What it rests on

what it owes per dollar of assetsbottom 23% of its family
return on equitybottom 5% of its family
gross profit against assetsbottom 15% of its family
the share count against the year beforebottom 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed

5.5/10

How strong is its position in its industry?

top 45% of 11 in its family; net margin -3.6%.

weight 33% of this tense · 55th percentile among 11 sector filers · read for its customers

From the record

BBB Foods Inc.'s standing among 11 graded names in its industry family: revenue of MXN 78 billion in fiscal 2025 is not ranked by size, since the family reports in another currency; a net margin of -3.6% ranks in the bottom 23%; revenue growth of 33.9% a year over the last 3 filed years ranks in the top 14% (its annual reports).

What it rests on

net margin-3.6%bottom 23% of its family
three-year revenue growth33.9%top 14% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate

4.2/10

What are the people in charge doing?

SI estimate 4.2/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 8 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 8 members with one.
What the record cannot read: It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned: family median, 8 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: BBB Foods Inc.'s leadership is put at 4.2 of 10 with a confidence of 20 of 100, because it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 8 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

4.9/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed

3.5/10

How much room does it have to grow?

bottom 35% of 11 in its family for room to expand.

weight 22% of this tense · 35th percentile among 11 sector filers · read for itself

From the record

BBB Foods Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of MXN 1.4 billion against debt of MXN 2.2 billion leaves -2.7% of its assets as net cash, top 50% of its family; cash from operations less capital spending is 1.4% of revenue (top 50%); a gross margin of 16.2% (bottom 5%) (its annual report).

What it rests on

cash less debt against assets-2.7%top 50% of its family
cash from operations less capital spending against revenue1.4%top 50% of its family
gross margin16.2%bottom 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed

7.1/10

What could actually drive growth from here?

top 29% of 11 in its family for growth drivers.

weight 45% of this tense · 71st percentile among 11 sector filers · read for its customers

From the record

BBB Foods Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 33.9% a year over the last three filed years against 35.6% over all 5, slowing (bottom 32% of its family); the newest year grew 36.1% (top 14%); capital spending grew 46.7% a year (top 5%) (its annual reports). BBB Foods Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

three-year growth against the whole span-1.8 points a yearbottom 32% of its family
the newest year's revenue growth36.1%top 14% of its family
three-year growth of capital spending46.7%top 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed

2.8/10

Did its newest year beat what its own record pointed to?

bottom 28% of 10 in its family for expectations against reality.

weight 33% of this tense · 28th percentile among 10 sector filers · read for its shareholders

From the record

BBB Foods Inc.'s newest year against its own record: revenue of MXN 78 billion in fiscal 2025 came in 2.5% above the MXN 76 billion its prior three years' pace pointed to (top 35% of its family); net income of MXN 2.8 billion against a prior three-year average of MXN 179 million (bottom 5%); a net margin of -3.6% against -0.6% before (bottom 15%) (its annual reports).

What it rests on

revenue against the prior three years' pace2.5%top 35% of its family
net income against the prior three years' averagefive times below its prior average or morebottom 5% of its family
net margin against its prior average-3.0 pointsbottom 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton TBBB · research, not advice