BBB Foods Inc. (TBBB) Q3 2025 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 third quarter 2025 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 and enter 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 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, everyone, and thank you for joining Tiendas 3B's third quarter earnings call. I will begin with a review of our operating results for the quarter, and it 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. We've delivered another quarter of exceptional growth, outperforming other listed players. We opened 131 net new stores in the quarter for a total of 3,162 stores. We opened two distribution centers in the quarter for now a total of 18. Our LTM store openings are 528 stores. Same store sales grew by 17.9%. Total revenues increased by 36.7% to reach 20.3 billion pesos. EBITDA reported a loss of 404 million pesos. If we exclude our non-cash share-based payments, then EBITDA increased by 43.6%, and reached a positive 1.2 billion pesos. For the nine months o...