BBB Foods(TBBB)
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BBB Foods(TBBB) - 2024 Q2 - Earnings Call Transcript
2024-08-23 04:45
财务数据和关键指标变化 - 总收入增长27.5%,达到136亿比索 [8] - EBITDA增长43.2%,达到6.89亿比索 [16] - 毛利率提升至16.7%,主要由于供应商条件改善 [15] - 经营活动现金流增长25%,达到12.56亿比索 [10] - 现金头寸充足,净现金约12亿比索,另有28亿比索短期银行存款 [10] 各条业务线数据和关键指标变化 - 新开121家净新店,总店数达2,503家 [7][11] - 同店销售增长10.7% [8] - 新开店表现良好,新店表现优于历史店 [12] 各个市场数据和关键指标变化 - 墨西哥市场仍有大量扩张空间 [12] 公司战略和发展方向及行业竞争 - 公司维持2024年新开380-420家店的指引 [20] - 公司采取分散的门店开设方式,有效推动门店扩张 [20] - 公司专注于提升客户价值主张,推动销售增长和效率提升 [22] 管理层对经营环境和未来前景的评论 - 下半年门店开设可能会有波动,但全年目标不变 [46] - 公司有望继续提升新店投资回报率,因品牌知名度和客户价值主张不断提升 [82][83] 其他重要信息 - 公司持有约17亿比索的海外存款,未来一年内预计保持不变 [91] - 公司负营运资本比例为10.2%,反映了高效的运营和商业模式 [19]
TBBB Stock Earnings: BBB Foods Beats EPS, Beats Revenue for Q2 2024
Investor Place· 2024-08-22 08:53
BBB Foods (NYSE:TBBB) just reported results for the second quarter of 2024.BBB Foods reported earnings per share of 17 cents. This was above the analyst estimate for EPS of -5 cents.The company reported revenue of $788.12 million.This was 12.99% better than the analyst estimate for revenue of $697.54 million.InvestorPlace Earnings is a project that leverages data from TradeSmith to automate coverage of quarterly earnings reports. InvestorPlace Earnings distills key takeaways including earnings per share and ...
BBB Foods(TBBB) - 2023 Q4 - Annual Report
2024-05-01 04:30
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF A FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of April 2024 Commission File Number: 001-41954 BBB Foods Inc. (Exact name of Registrant as specified in its charter) N/A (Translation of Registrant's name into English) Río Danubio 51 Col. Cuauhtémoc Mexico City, Mexico 06500 (Address of principal executive office) Indicate by check mark whether the regi ...
BBB Foods(TBBB) - 2023 Q4 - Annual Report
2024-05-01 04:12
As filed with the U.S. Securities and Exchange Commission on April 30, 2024 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ SHELL COMPANY REPORT P ...