Inferra AI / Company / TBBB

Bbb Foods Inc.

TBBB · Consumer Staples

Last earnings Aug 12, 2026

Key results

Revenuequarter

38.3%

o 38.3% revenue growth compared to 2Q24.

SEC original ↗Bbb Foods Inc. — Earnings release (6-K report)6-KAug 11, 2025

As a percentage of total revenue, sales expenses increased from 10.4% in 2Q24 to 10.5% in 2Q25, an expansion of 12 bps.

SEC original ↗Bbb Foods Inc. — Earnings release (6-K report)6-KAug 11, 2025

AI analysis

Q2 2025 · reported Aug 11, 2025

Based on: Earnings release — transcript not held

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue38.3%——

6-K · Aug 11, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Forward looking statements include information concerning our possible or assumed future results of operations, business strategies, capital expenditures, financing plans, competitive position, industry environment, potential growth opportunities, the effects of future regulation and the effects of competition.

8,835,875 Accounts payable and accrued expenses 437,877 341,828 Income tax payable 20,239 74,642 Bonus payable to related parties 68,117 58,702 Short-term debt 1,124,838 926,765 Lease liabilities 919,563 750,127 Employees’ statutory profit sharing payable 163,400 199,477 Total Current Liabilities Ps.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

20549 FORM 6-K Report of Foreign Private Issuer Pursuant to Rule 13 a -16 or 15 d -16 UNDER the Securities Exchange Act of 1934 For the month of August 2025 Commission File Number: 001-41954 BBB Foods Inc

Based on: Earnings release — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Forward looking statements include information concerning our possible or assumed future results of operations, business strategies, capital expenditures, financing plans, competitive position, industry environment, potential growth opportunities, the effects of future regulation and the effects of competition.

SEC original ↗Bbb Foods Inc. — Earnings release (6-K report)6-KAug 11, 2025

8,835,875 Accounts payable and accrued expenses 437,877 341,828 Income tax payable 20,239 74,642 Bonus payable to related parties 68,117 58,702 Short-term debt 1,124,838 926,765 Lease liabilities 919,563 750,127 Employees’ statutory profit sharing payable 163,400 199,477 Total Current Liabilities Ps.

SEC original ↗Bbb Foods Inc. — Earnings release (6-K report)6-KAug 11, 2025

11,187,416 Non-Current Liabilities: Long-term debt 163,768 106,693 Lease liabilities 8,401,519 7,415,363 Employee benefits 38,524 32,559 Total Non-Current Liabilities Ps.

SEC original ↗Bbb Foods Inc. — Earnings release (6-K report)6-KAug 11, 2025

3,348,361) Payments made on supplier finance arrangements-net of commissions received (1,301,446) (756,066) Finance obtained through supplier finance arrangements 1,412,327 791,965 Proceeds (payment) from credit lines 120,000 (33,736) Payment of Promissory Note Agreements - - Payment of debt (44,698) (56,896) Interest payment on debt (10,644) (31,924) Proceeds from initial public offering, net of underwriting fees - - Principal payments on lease liabilities (164,314) (118,942) Interest payments on leases (369,079) (252,461) Net cash flows used in financing activities (Ps.

SEC original ↗Bbb Foods Inc. — Earnings release (6-K report)6-KAug 11, 2025

3,713,230) Payments made on supplier finance arrangements-net of commissions received (2,425,445) (1,447,752) Finance obtained through supplier finance arrangements 2,596,957 1,516,903 Proceeds (payment) from credit lines (955) 143,892 Payment of Promissory Note Agreements - (4,925,097) Payment of debt (87,299) (77,229) Interest payment on debt (23,672) (53,176) Proceeds from initial public offering, net of underwriting fees - 7,841,837 Principal payments on lease liabilities (308,436) (248,786) Interest payments on leases (674,518) (494,203) Net cash flows used in financing activities (Ps.

SEC original ↗Bbb Foods Inc. — Earnings release (6-K report)6-KAug 11, 2025

Strategy & priorities

2 Earnings Release 2Q25 Message from the CHAIRMAN AND CEO Dear Investors, Tiendas 3B delivered strong results in the second quarter of 2025, reflecting the continued success of our growth strategy and operational discipline.

SEC original ↗Bbb Foods Inc. — Earnings release (6-K report)6-KAug 11, 2025

Our investments this quarter focused on expanding logistics infrastructure and accelerating regional growth.

SEC original ↗Bbb Foods Inc. — Earnings release (6-K report)6-KAug 11, 2025

We remain confident in our strategy and the significant opportunity ahead.

SEC original ↗Bbb Foods Inc. — Earnings release (6-K report)6-KAug 11, 2025

As a percentage of total revenue, sales expenses increased from 10.4% in 2Q24 to 10.5% in 2Q25, an expansion of 12 bps.

SEC original ↗Bbb Foods Inc. — Earnings release (6-K report)6-KAug 11, 2025

This increase was primarily driven by higher interest on lease liabilities, reflecting the continued expansion of our stores and distribution center network.

SEC original ↗Bbb Foods Inc. — Earnings release (6-K report)6-KAug 11, 2025

Risks & headwinds

New risks and uncertainties emerge from time to time, and it is not possible for us to predict all risks and uncertainties that could have an impact on the forward-looking statements contained in this release.

SEC original ↗Bbb Foods Inc. — Earnings release (6-K report)6-KAug 11, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

33 documents

Earnings releases

4 documents

Presentations

0 documents

No presentations for Bbb Foods Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Bbb Foods Inc. are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.