BBB Foods Inc. (TBBB) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone. My name is Daniela and I will be your conference operator. Welcome to Tiendas 3B's second quarter 2026 conference call. All lines have been placed on mute to prevent any background noise. There will be a question and answer session after the speaker's remarks and instructions will be 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 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 Tiendas 3B's Chairman and Chief Executive Officer Anthony Hatoum and Chief Financial Officer Eduardo Pizzuto. 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 our Q&A session. We delivered another strong quarter, sustaining and even building on the momentum we achieved in the first quarter. Here are the key highlights from our second quarter results. We opened 155 net new stores during the quarter, bringing our total store count to 3,624 as of June 30th, 2026. Over the last 12 months, we've opened 593 net new stores. We also opened one new distribution center, expanding our network to 21 regions as of the end of June. Same store sales grew 20% compared to the second quarter of 2025. Total revenue increased 39% year over year to 26 billion pesos. Reported EBITDA reached 960 million pesos. Exclu...