BBB Foods Inc. (TBBB) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone. My name is Sophia, and I will be a conference operator. Welcome to Tiendas 3D first quarter 2026 conference call. All lines have been placed on mute to prevent any background noise. There will be instructions given at that time. Please ensure that your full name is displayed correctly on Zoom. If not, please take a moment to edit your display name. Also, please note that this call is for investors and analysts only. Questions from the media will not be taken nor should the call be reported on. Any forward-looking statements made during this conference call are based on information that is currently available to us. Today, we are joined by Tienda 3B Chairman and Chief Executive Officer, Anthony Hatoum, and Chief Financial Officer, Eduardo Pizuto. I will now turn the call over to Anthony. Please go ahead. Good morning and thank you for joining us today. I will begin with a review of our operating results for the quarter and will be followed by our CFO, Eduardo Pizzuto, who will provide an overview of our financial performance. We will conclude with a Q&A session to answer the questions you may have. We delivered another quarter of excellent performance and started the year with a strong momentum. Let me briefly highlight a few key results from the quarter. We opened 123 net use stores in this quarter for a total of 3,469 stores, bringing the LTM net store openings to 580. As of the end of this quarter, we had 20 distribution centers up and running. Our same store sales growth grew 16% versus the first quarter, of 2025. Revenues in the first quarter of 2016 increased by 33% year over year to 23 billion pesos. And again, in this first quarter reported EBITDA was 554 million pesos. If we exclude non-cash share based compensation, EBITDA increased b...