BBB FOODS INC (TBBB) Form 6-K — Aug 12, 2026

Key figures

Revenue

Ps. 26,037 million

Net Income

-Ps. 386 million (net loss, vs. Ps. 286 million loss in 2Q25)

Total Debt

Ps. 1,805 million (Ps. 1,551 million short-term + Ps. 254 million long-term)

Revenue Yoy

38.7%

Total Assets

Ps. 36,816 million

Cash Position

Ps. 1,981 million local currency cash plus $236 million USD-denominated short-term bank deposits

Ebitda 2q26

Ps. 960 million (+13.8% YoY)

Fx loss 2q26

Ps. 85 million

Gross profit

Ps. 4,362 million (+43.4% YoY, 16.8% margin, +54 bps)

Total stores

3624

Usd exchange rate

Ps. 17.47 per USD at June 30, 2026

Lock up expiration

August 6, 2026 (Class C converted 1:1 to Class A)

Net new stores 2q26

155

Projected sbc fy26e

Ps. 2,379 million

Projected sbc fy27e

Ps. 881 million

Distribution centers

21

Operating profit 2q26

Ps. 352 million (-10.4% YoY)

Income tax expense 2q26

Ps. 208 million

Same store sales growth

20.0% (vs. 17.7% in 2Q25)

Operating cash flow 1h26

Ps. 4,285 million (+119.2% YoY)

Follow on offering expense

Ps. 37 million (non-recurring)

Share based payment expense

Ps. 615 million (vs. Ps. 252 million in 2Q25)

Weighted average shares 2q26

118755982

Ebitda ex share based payment

Ps. 1,575 million (+43.8% YoY, 6.1% margin)

Fully diluted shares illustrative

162047684