BBB Foods Inc. (NYSE:TBBB) filed a Form 6-K on November 2, 2026, reporting its consolidated financial results for the third quarter ended September 30, 2026.

Key Highlights

  • Total revenue: Ps. 28,445 million in 3Q26, a 40.3% increase compared to 3Q25, according to the filing.
  • Store count: The company opened 141 net new stores during the quarter, reaching 3,765 stores as of September 30, 2026.
  • Same-store sales growth: Same Store Sales grew 20.5% compared to 3Q25, the filing disclosed.
  • EBITDA: Reported EBITDA was Ps. 1,327 million in 3Q26, compared to (Ps. 404) million in 3Q25; excluding non-cash share-based payment expense of Ps. 550 million, EBITDA reached Ps. 1,877 million, up 60.5% year-over-year.
  • Net profit: The company reported net profit of Ps. 23 million for 3Q26, compared to a net loss of Ps. 1,424 million for 3Q25.
  • Distribution centers: Four new distribution centers were opened in 3Q26, bringing the total to 25 as of September 30, 2026.
  • Cash position: Local currency cash and cash equivalents stood at Ps. 3,075 million as of September 30, 2026.

BBB Foods 3Q26 Results: Store Expansion and Revenue Growth

According to the filing, BBB Foods Inc., which operates under the Tiendas 3B brand, reported total revenue of Ps. 28,445 million for the third quarter of 2026, reflecting a 40.3% year-over-year increase. The company attributed most of this growth to sales from stores that had been operating for more than one year, with additional contribution from 603 net new stores opened over the prior twelve months. Gross profit rose 44.8% year-over-year to Ps. 4,743 million, with gross margin expanding 52 basis points to 16.7% of revenue, which the company said reflected a stronger commercial margin and lower transportation costs as a percentage of revenue.

The filing disclosed that administrative expenses for 3Q26 totaled Ps. 1,283 million, a 39.2% decrease compared to 3Q25, a change the company said was entirely explained by a lower non-cash share-based payment expense. Non-cash share-based payment expense totaled Ps. 550 million in 3Q26, down from Ps. 1,574 million in 3Q25. Sales expenses stood at Ps. 2,796 million, or 9.8% of total revenue, a decline of 36 basis points year-over-year. Financial costs were Ps. 528 million, a 45.7% increase compared to 3Q25, which the company attributed primarily to higher interest expenses on lease liabilities reflecting network expansion.

The company also disclosed a foreign exchange gain of Ps. 97 million in 3Q26, driven by the appreciation of the U.S. dollar against the Mexican peso, which positively impacted the company's U.S. dollar-denominated cash position in Mexican peso terms. Income tax expense reached Ps. 290 million in 3Q26, up from Ps. 137 million in 3Q25. In the chairman and CEO letter included in the filing, K. Anthony Hatoum stated that the company "do not manage our business to achieve a specific EBITDA margin target," and that priorities remain "the disciplined expansion of our store network and the relentless improvement of our customer value proposition."

What Was Disclosed

BBB Foods Inc. disclosed its 3Q26 consolidated financial results, including revenue of Ps. 28,445 million, EBITDA of Ps. 1,327 million, net profit of Ps. 23 million, 141 net new store openings, and cash and cash equivalents of Ps. 3,075 million as of September 30, 2026.