BBB Foods: Trade-Down Winner

Just like me when I visited Cancun for the first time (almost ten years ago, how time flies!), BBB Foods ( TBBB ) is having its first hangover in at least aI’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value acr ...