Strong growth continued: Second-quarter revenue rose 39% year over year to MXN 26 billion, driven by 20% same-store sales growth—about two-thirds from higher volume—and the addition of 155 net new stores. Profitability and cash flow improved: Adjusted EBITDA increased 44% to MXN 1.6 billion, while first-half operating cash flow more than doubled to MXN 4.3 billion, fully funding organic expansion. Expansion remains aggressive: BBB Foods ended June with 3,624 stores and 21 distribution regions, but management warned that opening three additional distribution centers could pressure logistics expenses in the third quarter before improving efficiency over time.
BBB Foods (NYSE:TBBB), which operates the Tiendas 3B discount retail chain, reported second-quarter 2026 revenue growth of 39% from a year earlier to MXN 26 billion, supported by a 20% increase in same-store sales and continued store expansion. Chairman and Chief Executive Officer Anthony Hatoum said the company opened 155 net new stores during the quarter, bringing its store base to 3,624 locations as of June 30. Over the past 12 months, the company added 593 net new stores, representing 20% growth in its store base compared with June 2025. → Lumentum Just Delivered the AI Growth Investors Wanted The company also opened one distribution center in the quarter, expanding its network to 21 regions at the end of June.
Hatoum said approximately two-thirds of the company's same-store sales growth came from volume, while roughly one-third came from price. Within the price component, he said improved product mix was the larger contributor, while internal inflation remained low. → Ryman Checks Into a $1.38B Hospitality Upgrade Management said sales growth reflected continued improvements in the company's value proposition, greater brand awareness and customer loyalty. Hatoum said Tiendas 3B maintained a gap of more than 20 percentage points in same-store sales performance versus ANTAD during the quarter.
All current product categories grew during the period, Hatoum said, though categories with greater existing penetration grew at a somewhat slower pace than newer categories. The company continues to maintain a conservative approach to adding products, seeking high-rotation items and potentially removing less attractive SKUs when new ones are introduced. → Joby's Defense Pivot Accelerates With $500M Resonant Sciences Deal Hatoum said the company sees further opportunity to increase customer spending both by attracting new shoppers and by expanding the number of items purchased by existing customers. He said even selling one additional item per customer can have a meaningful effect on comparable-store sales.
Reported EBITDA was MXN 960 million in the second quarter. Excluding non-cash share-based compensation, EBITDA rose 44% year over year to MXN 1.6 billion. The adjusted EBITDA margin increased 21 basis points from the prior-year quarter.
Chief Financial Officer Eduardo Pizzuto said adjusted EBITDA also included a one-time cash expense of MXN 37 million related to the company's May 2026 equity follow-on offering. Excluding that expense, adjusted EBITDA margin was 6.2% in the quarter. Selling expenses as a percentage of revenue declined 56 basis points year over year to 10%, with management citing operating leverage across most expense categories, including labor.
Extract — continue reading at the source.
