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TBBB Consumer Defensive Latest YouTube: Q2 2026 Published 2026-08-17

BBB Foods Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

TBBB Stock Q2 2026: BBB Foods Earnings - EBITDA Grew 13.8%, Or 43.8%

Published 2026-08-17

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q2 2026
2026-08-17
Podcast available
Yes
Current price
$50.66
+0.60 (+1.20%)
Trailing / Forward P/E
Forward: 847.49x
Market cap / Volume
Volume:
Revenue / Earnings Growth
38.7%
Earnings: —
Margins
1.5% op
Gross: 16.4% · Net: -3.7%
Balance sheet
0.68x current
Debt / Equity: 265.2
52-week range / Beta
$23.81 - $51.03
Beta: -0.01
Analyst target
$49.23
Upside: -2.8%
Cash / shareholder return
57.78% FCF yield
Dividend yield: —

Company context

Industry: Discount Stores
Country: Mexico
Employees:
Price to book: 17.45x
Return on equity: -67.3%
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. BBB Foods Inc. was incorporated in 2004 and is headquartered in Mexico City, Mexico.

Price chart

Market context for TBBB

Competitive view

TBBB vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

BBB Foods Inc. latest YouTube video thumbnail YouTube
BBB Foods Inc.
TBBB
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Philip Morris International Inc latest YouTube video thumbnail YouTube
Philip Morris International Inc
PM
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Clorox Company (The) latest YouTube video thumbnail YouTube
Clorox Company (The)
CLX
Latest video
Q4 FY2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
TBBB
$6.11B
BBB Foods Inc.
PM
$293.38B
Philip Morris International Inc
CLX
$12.90B
Clorox Company (The)
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
TBBB
BBB Foods Inc.
PM
25.9x
Philip Morris International Inc
CLX
22.2x
Clorox Company (The)
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
TBBB
847.5x
BBB Foods Inc.
PM
20.5x
Philip Morris International Inc
CLX
17.0x
Clorox Company (The)
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
TBBB
38.7%
BBB Foods Inc.
PM
10.4%
Philip Morris International Inc
CLX
-2.0%
Clorox Company (The)
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
TBBB
BBB Foods Inc.
PM
-7.5%
Philip Morris International Inc
CLX
-50.1%
Clorox Company (The)
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
TBBB
1.5%
BBB Foods Inc.
PM
40.0%
Philip Morris International Inc
CLX
12.9%
Clorox Company (The)
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
TBBB
16.4%
BBB Foods Inc.
PM
67.5%
Philip Morris International Inc
CLX
42.3%
Clorox Company (The)
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
TBBB
-3.7%
BBB Foods Inc.
PM
25.6%
Philip Morris International Inc
CLX
8.7%
Clorox Company (The)
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
TBBB
-67.3%
BBB Foods Inc.
PM
Philip Morris International Inc
CLX
163.8%
Clorox Company (The)
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
TBBB
57.8%
BBB Foods Inc.
PM
3.3%
Philip Morris International Inc
CLX
0.9%
Clorox Company (The)
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
TBBB
265.16x
BBB Foods Inc.
PM
Philip Morris International Inc
CLX
2221.43x
Clorox Company (The)
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
TBBB
0.68x
BBB Foods Inc.
PM
0.98x
Philip Morris International Inc
CLX
0.66x
Clorox Company (The)
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
TBBB
-0.01
BBB Foods Inc.
PM
0.40
Philip Morris International Inc
CLX
0.54
Clorox Company (The)
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
TBBB
BBB Foods Inc.
PM
3.1%
Philip Morris International Inc
CLX
4.7%
Clorox Company (The)
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
TBBB
-2.8%
BBB Foods Inc.
PM
8.3%
Philip Morris International Inc
CLX
-4.7%
Clorox Company (The)

Related research

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Shorts and Clips 2026-08-17

TBBB Stock: BBB Foods Q2 2026 Earnings - EBITDA Grew 13.8%, Or 43.8%

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for TBBB

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-08-17
Published youtube podcast complete
TBBB Stock Q2 2026: BBB Foods Earnings - EBITDA Grew 13.8%, Or 43.8%
Quarterly earnings-analysis entry for BBB Foods Inc.. Use the links on the right to open the video or podcast episode.