BBB Foods Inc. (TBBB) released its fourth‑quarter 2025 financial results on March 11, 2026, reporting total revenue of $1.2 billion, a 34.4 % year‑over‑year increase that exceeded the consensus estimate of $1.26 billion. Same‑store sales grew 16.6 % during the quarter, a robust gain that helped offset the impact of front‑loaded expansion costs.
The company added 184 new stores in the quarter, bringing its network to 3,346 outlets. This pace of growth surpassed the guidance of 500‑550 net new stores for the full year, and the actual 574 net new stores for 2025 confirmed that the expansion strategy is accelerating beyond expectations.
Adjusted EBITDA rose to Ps. 1,200 million, up 23.5 % from the same period in 2024, and the EBITDA margin remained stable. The company attributes the margin resilience to a higher private‑label penetration of 58.2 % of revenue and operational efficiencies that offset the cost of rapid store openings.
Earnings per share came in at $‑0.49, missing the consensus estimate of $‑0.27 by $0.22, an 81 % miss. Revenue also fell short of expectations by roughly $60 million, or 4.8 %. Despite the quarterly loss, the company posted a full‑year net loss of Ps. 2,840 million, translating to a negative net margin of –2.61 %.
The results illustrate a company that is aggressively expanding its footprint while maintaining top‑line momentum, yet still grappling with profitability challenges. The strong private‑label mix and stable EBITDA margin suggest that the business model can support continued growth, but the persistent net loss signals that the company must continue to manage costs and scale operations efficiently to move toward profitability.
Overall, BBB Foods’ Q4 2025 performance underscores its ability to capture market share in Mexico’s value grocery segment, but the earnings miss and net loss highlight the need for disciplined execution as the company scales its store network.
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