TBBBConsumer Defensive · Discount StoresThe 13 Wall Street analysts covering BBB Foods, Inc. hold a median 12-month price target of $59 — +4.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 42 of 100 as at 31 Oct 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores BBB Foods, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (100): The shares have been drifting up relative to others.
Issuance (8): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on TBBB, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +4.8% from it.
Of the 20 most recent actions, 6 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Oct 2026 | UBS | Maintains | Buy | $58 → $69 |
| 10 Sept 2026 | JP Morgan | Maintains | Overweight | $48 → $67 |
| 10 Sept 2026 | JP Morgan | Maintains | Overweight | — |
| 28 Aug 2026 | UBS | Maintains | Buy | — |
| 28 Aug 2026 | UBS | Maintains | Buy | $51 → $58 |
| 4 Aug 2026 | UBS | Upgrade | Buy | $43 → $51 |
| 4 Aug 2026 | UBS | Upgrade | Buy | — |
| 31 July 2026 | Citigroup | Initiates | Buy | — |
| 31 July 2026 | Citigroup | Initiates | Buy | $49 |
| 16 July 2026 | JP Morgan | Maintains | Overweight | — |
| 16 July 2026 | JP Morgan | Maintains | Overweight | $46 → $48 |
| 27 May 2026 | HSBC | Upgrade | Buy | $38 → $47 |
| 27 May 2026 | HSBC | Upgrade | Buy | — |
| 5 May 2026 | Scotiabank | Maintains | Sector Outperform | — |
| 20 Apr 2026 | JP Morgan | Maintains | Overweight | — |
| 13 Mar 2026 | Itau BBA | Upgrade | Outperform | — |
| 20 Feb 2026 | UBS | Maintains | Neutral | — |
| 18 Dec 2025 | Goldman Sachs | Maintains | Neutral | — |
| 20 Oct 2025 | JP Morgan | Maintains | Overweight | — |
| 9 July 2025 | Goldman Sachs | Initiates | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
TBBB appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, BBB Foods, Inc. returned +97.4% against +12.4% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 6% of US stocks
Cheaper than 96% of US stocks
Cheaper than 4% of US stocks
Cheaper than 98% of US stocks
Higher than 82% of US stocks
Higher than 71% of US stocks
Higher than 16% of US stocks
Higher than 48% of US stocks
Higher than 25% of US stocks
Higher than 18% of US stocks
Higher than 37% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
BBB Foods, Inc. has a market value of $6.8B and an enterprise value of $886.2M.
Revenue in the twelve months to 30 June 2026: $91.1B. The latest quarter grew 38.7% year on year.
Net income over the same four quarters: −$3.4B, a −3.7% net margin.
Diluted earnings per share, trailing twelve months: $−20.35.
Free cash flow in the twelve months to 30 June 2026: $3.2B.
BBB Foods, Inc. spent $0.0 on dividends in the twelve months to 30 June 2026.
Trailing P/E: 124.2×; forward P/E: 494.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
BBB Foods, Inc. employs 29,202 people — $3.1M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own BBB Foods, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
TBBB invited participants to join its third-quarter 2026 earnings conference call. The announcement was issued from Mexico City.
Why it matters — TBBB watchers may note the announcement of a conference call concerning the company’s third-quarter 2026 earnings.
A director of BBB Foods traded 7,623 shares for an estimated value of approximately $389,000 on September 9, 2026, disposing of 100% of their direct equity stake in the company. The sale follows a 98% gain in the stock.
Why it matters — TBBB watchers monitor insider transactions as a signal of director sentiment regarding the company's shares.
The Motley Fool highlights BBB Foods as a potential growth stock, comparing it favorably to MercadoLibre, a top performer since its 2007 IPO. The article notes that BBB Foods recently reported 20% same-store sales growth.
Why it matters — The piece positions BBB Foods as a promising growth story with strong recent sales momentum, which may raise its visibility among investors tracking the company.
Tiendas 3B reported an exceptional quarter with same-store sales up roughly 20%, revenue growth accelerating to 38.7% year-over-year, and adjusted EBITDA up 43.8% to about a 6.1% margin, while opening 155 new stores in Q2. The article also notes concern over share-count dilution from stock-based compensation, potentially reaching about 142 million shares by fiscal 2030.
Why it matters — BBB Foods watchers would care because strong traffic and expansion are weighed against valuation and stock-based-compensation dilution concerns that could affect future shareholder value.
The article highlights BBB Foods' long growth runway while addressing a director's insider transaction, in which the director disposed of 4,754 shares worth approximately $193,345 at a weighted-average price of $40.67 per share on August 7, 2026. That disposition represented 24% of the director's total direct common stock holdings, including shares acquired via a related option exercise.
Why it matters — TBBB watchers would care because it puts the director's insider sale in context, indicating the transaction does not detract from the company's longer-term growth outlook.
The 13 Wall Street analysts covering BBB Foods, Inc. have a median 12-month price target of $59, with estimates ranging from $44 to $69. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 13 analysts covering BBB Foods, Inc., 11 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks BBB Foods, Inc. 42 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, BBB Foods, Inc. ranks 42 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (100 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies +4.8% from the last close, and Ticker Nerd's factor model ranks BBB Foods, Inc. 42 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering BBB Foods, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TBBB are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $44 to $69 over the next 12 months.
BBB Foods, Inc. returned +97.4% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
BBB Foods Inc. Class A Common Stock represents ownership in BBB Foods Inc., a grocery hard-discount retailer operating in Mexico under the Tiendas 3B brand.
The most recent item we track (Business Wire, 19 Oct 2026): "TBBB Invites You to Join Its Third Quarter 2026 Earnings Conference Call". TBBB invited participants to join its third-quarter 2026 earnings conference call. The announcement was issued from Mexico City.
BBB Foods Inc. Class A Common Stock represents ownership in BBB Foods Inc., a grocery hard-discount retailer operating in Mexico under the Tiendas 3B brand. The company focuses on serving everyday household grocery needs through a limited assortment model designed around value-oriented pricing and efficient store operations. Its business includes the sale of food and non-food essentials such as pantry items, cleaning products, personal care goods, and other basic household merchandise. BBB Foods also supports its retail network through distribution and store operations, helping it manage product sourcing and availability across its locations. Positioned within the consumer defensive sector, BBB Foods Inc. plays a role in the food retail market by targeting cost-conscious shoppers and offering a streamlined shopping format centered on essential products.
CEO Mr. Kamal Anthony Hatoum · 29,202 employees · Mexico · https://tiendas3b.com
