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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
BBB Foods
BBB Foods (TBBB) investor relations material
BBB Foods Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Nov, 2026
Executive summary
3Q26 revenue rose 40.3% YoY to Ps. 28,445 million, with same-store sales growth of 20.5%.
141 net stores and 4 distribution centers opened in the quarter; the network reached 3,765 stores and 25 distribution centers.
EBITDA excluding share-based payment expense increased 60.5% to Ps. 1,877 million; 9M26 operating cash flow was Ps. 7,051 million.
Financial highlights
9M26 revenue was Ps. 77,343 million, up 37.7% YoY.
Q3 gross profit rose 44.8% to Ps. 4,743 million; gross margin expanded 52 bps to 16.7%.
Q3 operating profit was Ps. 682 million versus an operating loss of Ps. 880 million in 3Q25; net income was Ps. 23 million versus a net loss of Ps. 1,424 million.
Reported Q3 EBITDA was Ps. 1,327 million; EBITDA excluding non-cash share-based payment expense was Ps. 1,877 million.
9M26 operating cash flow was Ps. 7,051 million, versus Ps. 3,095 million in 9M25.
Segment performance
141 net stores opened in Q3; 603 net stores were added over the trailing 12 months, bringing the total to 3,765.
Same-store sales growth accelerated to 20.5% from 17.9% in 3Q25; the measure covers stores operating for at least the full prior 12 months.
Four distribution centers opened in Q3, bringing the total to 25 at quarter-end.
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Latest events from BBB Foods
- Revenue up 38.7% and adjusted EBITDA up 43.8% year-over-year, with 155 new stores opened.TBBB
Q2 2026 - Rapid expansion, strong private label focus, and high returns drive leadership in Mexico's hard discount grocery market.TBBBCompany presentation
- Revenue up 33.4%, adjusted EBITDA up 38.9%, and same-store sales rose 16.0% in Q1 2026.TBBBQ1 2026
- Record revenue and EBITDA growth in 2025, but net loss increased due to non-cash expenses.TBBBQ4 2025
- Fast-growing Mexican hard discounter offers 17.5M Class A shares, highlighting strong growth and market potential.TBBBRegistration Filing
- Q3 2024 revenue up 29.8%, EBITDA up 54%, net profit at MXN 258 million, 131 new stores.TBBBQ3 2024
- Revenue up 27.5%, EBITDA up 43.2%, net profit up 366%, and 121 new stores opened.TBBBQ2 2024
- 35.1% revenue growth, 13.5% same-store sales, and 117 new stores drove expansion.TBBBQ1 2025
- Record revenue and EBITDA growth in 2024, with 484 new stores and strong 2025 guidance.TBBBQ4 2024
Next BBB Foods earnings date
Q4 202611 Mar, 2027
BBB Foods
Next BBB Foods earnings date
Q4 202611 Mar, 2027
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Frequently asked questions
BBB Foods Inc. is a Mexico-based company engaged in the operation of grocery retail stores. The company provides a wide range of products including food items, drinks, hygiene and beauty products, home cleaning supplies, as well as coffee, tea, jellies, desserts, and baby and pet products. These offerings include both branded and private label products. Additionally, BBB Foods operates both physical stores and an online platform, catering primarily to low-to-middle income households. BBB Foods Inc. is headquartered in Mexico City, Mexico, and its shares are listed on the New York Stock Exchange.