SecBot SecBot

TBBB

BBB FOODS INC
NYSE· Retail-Grocery Stores· Inc. D8· CIK 0001978954 Consumer & Retail
$58.50 +0.90 (+1.56%)
Oct 23 4:00 PM ET · prev $57.60
Market cap
$6.8B
Mid cap
Consensus
Buy
84% Buy or better · 19 analysts
Median target
🔒 Subscribers only
Next earnings
Nov 2
in 7 days
1 year
+100.7%
from $29.15 · Oct 27
30 days
+9.3%
from $53.54
52-week range
$26.22–58.50
at the high
Avg volume 20D
941.8K
shares / day
Short interest
🔒 Subscribers only
Insider net
−$26.9M
1 buyer · 5 sellers · 12 mo
New fund stakes
3
Q2 2026 13F · 0 exits
Reddit crowd
50°
Neutral · 1 mention this week
SecBot read MIXED 1 report · 90 days
Balance 0 bearish · 0 bullish · 1 neutral oldest → newest, height = score
Avg score ·High conf. 1/1 ·Next Earnings date, Nov 2, 2026
Strongest NEUTRAL Wasatch Advisors LP filed an amended Schedule 13G disclosing a passive 3.4% stake in BBB Foods Inc as of…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    1 insider bought $325.0K at an average $32.50. 5 insiders sold $27.2M. Price is 80% above their cost.

  • InstitutionsBULLISH

    Q2 2026: 28 added (3 new), 7 trimmed or exited. Largest new: Jane Street Group $20.1M, Price T Rowe Associates /Md/ $18.2M.

  • AnalystsBULLISH

    16 of 19 rate it Buy or better.

  • TrendUPTREND

    12% above its 50-day average. New closing high $58.50 on Oct 23.

  • SocialQUIET

    Crowd 50° (neutral) this week from 1 mention: 0 bullish, 0 bearish. No setup call.

Who's buying

13F· Q2 2026
3
new positions
0
exits
$49.0M
in new stakes
FundMoveSharesValue
Capital International InvestorsADD7,526,848$313.6M
MORGAN STANLEYADD3,977,125$165.7M
GOLDMAN SACHS GROUP INCDOUBLED1,354,816$56.5M
Nuveen, LLCADD715,199$29.8M
JANE STREET GROUP, LLCNEW482,140$20.1M
PRICE T ROWE ASSOCIATES INC /MD/NEW437,914$18.2M
HRT FINANCIAL LPADD400,085$16.7M
TUDOR INVESTMENT CORP ET ALDOUBLED336,799$14.0M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

19 analysts
Buy 84% rate it Buy or better
Strong Buy4Buy12Hold3Sell0Strong Sell0

Fresh Price Targets

Analyst price targets updated within the last 24 hours are for subscribers only.

Subscribe for Full Access
Recent actions
DateFirmActionRating
Oct 21, 2026UBS
MAINTAIN
MAINTAINBuy
Sep 10, 2026JP Morgan
MAINTAIN
MAINTAINOverweight
Aug 28, 2026UBS
MAINTAIN
MAINTAINBuy
Aug 4, 2026UBS
UPGRADE
UPGRADEBuy
Jul 31, 2026Citigroup
INITIATE
INITIATEBuy
Jul 16, 2026JP Morgan
MAINTAIN
MAINTAINOverweight

Insider ledger

Form 4
$325.0K
bought · 1 insider
$27.2M
sold · 5 insiders
+80.0%
vs their $32.50 cost
DateInsiderTypeValue
Sep 14, 2026
Khouri Sami Gabriel
Director
GIFT175,895 sh
Sep 9, 2026
Reich Sapire Rose Nicole Dominique
Director
SELL$388.8K
Sep 2, 2026
Reich Sapire Rose Nicole Dominique
Director
SELL$385.0K
Aug 7, 2026
Cappello Juan Pablo
Director
EXERCISE$311.8K
Aug 7, 2026
Khouri Sami Gabriel
Director
EXERCISE$225.1K
Aug 7, 2026
Cappello Juan Pablo
Director
TAX W/H$311.5K
Aug 7, 2026
Reich Sapire Rose Nicole Dominique
Director
TAX W/H$193.3K
Aug 7, 2026
Khouri Sami Gabriel
Director
TAX W/H$573.5K

Earnings setup

Estimates
Nov 2
reports in 7 days

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only
Reddit
Crowd this week 50° Neutral 0 bullish · 0 bearish
Mentions, 7 days 1 1 in posts · 0 in comments
Recent posts
r/stocks Neutral 5d ago
Consumer Discretionary Stocks
1 upvotes · 5 comments
All social signals and their track records

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 9, 2026 SEC
Wasatch Advisors LP filed an amended Schedule 13G disclosing a passive 3.4% stake in BBB Foods Inc as of September 30…
SC 13G/A — Impact 3/10
Sep 14, 2026 Insider
Khouri Sami Gabriel gifted 175,895 shares
Director
Sep 9, 2026 Insider
Reich Sapire Rose Nicole Dominique sold 7,623 shares
Director @ $51.00 ($388.8K)
Sep 2, 2026 Insider
Reich Sapire Rose Nicole Dominique sold 7,623 shares
Director @ $50.50 ($385.0K)
Aug 12, 2026 Earnings calendar
TBBB Q2 2026 Earnings After Market Close — 2026-08-12
Jun 30, 2026 Inst.
Capital International Investors — ADD
7,526,848 shares ($313.6M)
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
3,977,125 shares ($165.7M)
Jun 3, 2026 SEC
Four insiders at BBB Foods executed trades on June 1, 2026, with three selling a combined $21.56M and the CEO making a…
CLUSTER — Impact 6/10
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 2, 2026
Earnings date
TBBB Q3 2026 Earnings After Market Close — 2026-11-02
Recent
Aug 12, 2026
Earnings date
TBBB Q2 2026 Earnings After Market Close — 2026-08-12
Jun 15, 2026
Short interest
Short Interest: TBBB down 22% to 4.2M shares
Settlement 2026-06-15 | Days to cover: 4.55 | ≈3.57% of shares outstanding (est.)
May 5, 2026
Earnings date
TBBB Q1 2026 Earnings After Market Close — 2026-05-05
Apr 6, 2026
Short interest
FTD: TBBB — 110,117 shares ($4.0M) failed to deliver
Settlement: 20260406, Price: $36.29, FTD Value: $3,996,145.93, BBB FOODS INC CL A COM
Mar 27, 2026
Short interest
FTD: TBBB — 37,835 shares ($1.3M) failed to deliver
Settlement: 20260327, Price: $33.94, FTD Value: $1,284,119.9, BBB FOODS INC CL A COM

SecBot reports

9 filings · 0 bullish · 6 bearish · 3 neutral
All TBBB filing & press-release reports (9)