BBB Foods (TBBB) Reports 36.7% Revenue Growth Despite Q3 2025 Net Loss

Core Insights - BBB Foods Inc. reported a net loss of 1.42 billion Mexican pesos for Q3 2025, a significant decline from a net profit of 258 million Mexican pesos in the same quarter last year, primarily due to increased share-based compensation costs [1] - Despite the net loss, the company achieved a revenue of 20.28 billion Mexican pesos (approximately $1.09 billion), reflecting a year-over-year growth of 36.7%, although it slightly missed analyst revenue estimates by 0.29% [2] - Same-store sales increased by 17.9% year over year, contributing to a gross profit growth of 39.8% to 3.28 billion Mexican pesos, supported by a 36 basis-point increase in gross margin [3] Company Overview - BBB Foods operates Tiendas 3B, a hard discount grocery retailer in Mexico, focusing on low- and middle-income households by offering food, household items, and basic consumer goods at affordable prices [4] - The company's Chairman and CEO, K. Anthony Hatoum, described Q3 2025 as a "strong quarter," emphasizing the effectiveness of their strategy and disciplined execution [4]