NYSE · Consumer Staples

Bbb Foods Inc TBBB

BBB Foods Inc., through its subsidiaries, operates a chain of grocery retail stores in Mexico. The company provides spot products comprising food and non-food products, such as clothing, electronics, household goods, and others. It also provides branded and private label products. The company serves low-to-middle income households.

Food Chains

Company profile

Business mix

  • The company provides spot products comprising food and non-food products, such as clothing, electronics, household goods, and others.
  • It also provides branded and private label products. The company serves low-to-middle income households.
  • BBB Foods Inc. was incorporated in 2004 and is headquartered in Mexico City, Mexico.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in discount stores?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 2.09% Buyback -1.78%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Duquesne Family Office Stanley Druckenmiller 3.3% $109,972 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $109,972 Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +3,109,202 / 0
Duquesne Family Office Stanley Druckenmiller 4 filing periods
13F 2025-06-30 Filed 2025-08-15
New Shares - 13F value change +$10,009
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 228.1% 13F value change +$21,888
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 126.1% 13F value change +$57,426
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 16.2% 13F value change +$20,649
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +3,109,202 (New) Total shares 3,109,202 Value $109,972

Recent mentions

No public mentions.