TBBB Earnings Prediction
The chart below shows how TBBB performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TBBB sees a -8.54% change in stock price 10 days leading up to the earnings, and a +2.80% change 10 days following the report. On the earnings day itself, the stock moves by +3.89%. This data can give you a slight idea of what to expect for the next quarter's release.
TBBB Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
14.83B
--
9.28%
Gross Margin
15.80%
--
-5.62%
Operating Margin
2.38%
--
-13.77%
Net Margin
1.74%
--
-28.69%
EPS
1.89
201.61%
-35.93%
No Data Available
TBBB Earnings Analysis
BBB Foods Inc. Corporation (TBBB.N) Earnings Conference Call
Positive
Store Count Expansion: We opened 131 net new stores bringing our total store count to 2,634 as of September 30th.
Sales and Revenue Growth: Same-store sales for the quarter grew by 11.6% year on year while total revenues increased by 29.8% to reach PS.14.8 billion.
EBITDA Growth Surge: Third quarter EBITDA reached PS.688 million. That is a 54% year-on-year increase.
Quarterly Earnings Report: Our quarterly numbers are available in our earnings report in the Appendix.
Operating Cash Flow Increase: Net cash flows provided by operating activities reached approximately PS.2.3 billion or a 22.4% increase year on year.
Negative
Revenue Growth vs. Profit Margins: Total revenue growth was 29.8% year on year, but gross profit margins remained flat at 15.8%.
Same-Store Sales Slowdown: Same-store sales growth was 11.6%, indicating a slowdown compared to previous quarters.
Operating Expenses Analysis: Operating expenses as a percentage of total revenue decreased by 51 basis points year over year, but SG&A expenses increased in absolute terms.
Store Expansion Slowdown: Despite opening 131 new stores, the overall store count growth was only 42% compared to last year, indicating a potential slowdown in expansion.
Operating Cash Flow Decline: Net cash flows from operating activities reached approximately $2.3 billion, but this was a decrease from previous quarters, suggesting potential cash flow issues.
TBBB FAQs
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TBBB Earning Call Sentiment
BBB Foods Inc. (TBBB) Q3 2024 Earnings Call Transcript
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TBBB.N
-3.38%Positive
The company's strong revenue and EBITDA growth, along with efficient cost management, are positive indicators. Despite expansion risks and competitive pressures, the business model shows resilience. The Q&A reveals confidence in meeting store opening guidance and maintaining strong performance despite competition. The lack of a shareholder return plan is neutral, but overall, the financial performance and optimistic guidance suggest a positive stock price movement in the near term.
