TBBB Earnings

TBBB reported its earnings on 2026-03-11, showcasing a revenue of 1.20B against an estimate of 1.26B, resulting in a -4.73% surprise. The EPS was -0.49, surpassing the expected -0.27 by -81.48%. The stock experienced a -6.67% price change on the earnings day and a -0.5% change over the next five days, reflecting market reactions to the results.

Following TBBB's earnings announcement on 2026-03-11, the stock price moved by -6.67% on the day of the release. Over the subsequent five days, it saw a -0.5% change. Historically, TBBB's stock price tends to shift by an average of -2.7% in the 10 days leading up to earnings and 5.26% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate TBBB's annual revenue to reach 22.34B, while the EPS is projected at 1.93. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between TBBB's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TBBB's stock price typically moves by -2.7% in the 10 days before its earnings and 5.26% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.93 and revenue of 22.34B.

The earnings call summary and Q&A indicate a positive outlook. Despite a slight decline in EBITDA margin due to a one-time charge, strong same-store sales growth (18%) and increased average ticket size (11%) reflect robust performance. The company's strategic initiatives, including store expansion and product innovation, are promising. While management was vague on some specifics, the overall sentiment is positive. The lack of guidance for 2026 is a minor concern but doesn't outweigh the positive indicators. Given these factors, a positive stock price movement of 2% to 8% is expected.