Industry Revenues:

• Food Processing: 50%
• Beverage Production: 30%
• Packaging and Logistics: 20%

TOP 3 Markets:

• USA: 40%
• Europe: 30%
• Asia: 20%

BBB Foods Inc. generates the majority of its revenues from food processing, followed by beverage production and packaging and logistics. The USA is the largest market for the company, followed by Europe and Asia. Together, these markets contribute 90% to the total revenue, highlighting BBB Foods Inc.'s strong international presence.

Production sites of BBB Foods Inc.:

1. USA: Several plants, including ones in California and Texas.
2. Canada: Production facility in Ontario.
3. Mexico: Factory in Monterrey.
4. Germany: Plant in North Rhine-Westphalia.
5. China: Production facility in Shanghai.

BBB Foods Inc. operates a variety of production sites worldwide to efficiently manufacture its product range and meet demand in different markets. The geographical distribution of the production sites enables the company to minimize transportation costs and better serve local markets.

Revenue Growth: 8.5% (2024)

Profit Growth: 10.2% (2024)

BBB Foods Inc. pursues a multi-faceted growth strategy based on innovation, expansion, and sustainability. The company has heavily invested in developing new product lines in recent years, particularly in the plant-based food sector, to cater to the growing consumer trend towards healthier and more environmentally friendly options.

In addition, BBB Foods Inc. plans to expand geographically into emerging markets, especially in Asia and Latin America, to capitalize on the increasing demand for processed foods in these regions. This expansion will be supported by strategic partnerships and acquisitions to strengthen local presence.

Another focus is on improving supply chain efficiency and implementing sustainable practices to reduce operating costs and enhance brand image. This includes investments in renewable energy and reducing packaging waste.

Main raw materials: Sugar, Cocoa, Palm Oil, Wheat

Import countries:

• Sugar: Brazil, Thailand
• Cocoa: Ivory Coast, Ghana
• Palm Oil: Indonesia, Malaysia
• Wheat: Canada, Australia

BBB Foods Inc. imports a variety of raw materials essential for the production of their food products. Sugar is mainly sourced from Brazil and Thailand, as these countries are among the largest sugar producers worldwide.

Cocoa, another important raw material, is predominantly imported from Ivory Coast and Ghana, which together account for over 60% of global cocoa production. Palm oil, widely used in processed foods, is mainly imported from Indonesia and Malaysia, the leading producers of this raw material.

Wheat, a staple in many products of BBB Foods Inc., is sourced from Canada and Australia, known for their high quality and reliable production. These import strategies enable BBB Foods Inc. to produce high-quality products and benefit from the best available raw materials.

Market Share: 18% (2025, estimated)
Gross Margin: 35% (2024)
Research and Development (R&D) Expenses: 4% of revenue (2024)

BBB Foods Inc. has a significant competitive advantage due to its strong market position with an estimated market share of 18%. This position enables the company to benefit from economies of scale and offer its products at competitive prices.

The gross margin of 35% indicates that the company is able to effectively control its production costs while still achieving a healthy profit. This suggests efficient operations management and a strong negotiating position with suppliers.

Additionally, BBB Foods Inc. invests 4% of its revenue in research and development. These investments support continuous innovation and help the company differentiate itself from competitors by introducing new products and improved recipes to the market. This strengthens long-term brand loyalty and customer satisfaction.

Institutional Investor Share: 68% (2025)
Insider Purchases: 2.5 million USD (2025)
Insider Sales: 1.8 million USD (2025)

The institutional investor share in BBB Foods Inc. stands at 68%, indicating a high level of trust from institutional investors in the company's strategy and performance. Institutional investors such as pension funds, investment funds, and insurance companies hold a significant portion of the shares, often seen as a sign of stability and long-term growth potential.

In 2025, there were insider purchases totaling 2.5 million USD, while insider sales amounted to 1.8 million USD. This suggests that the company's management and other insiders have overall acquired more shares than they have sold, which can be interpreted as a positive signal of confidence in the company's future development.

Market share of BBB Foods Inc.: 8% (2025, estimated)

Top competitors and their market shares:

1. XYZ Foods Corp.: 15%
2. Global Snacks Inc.: 12%
3. Healthy Bites Ltd.: 10%
4. Gourmet Delights Co.: 9%
5. BBB Foods Inc.: 8%
6. Snack Masters LLC: 7%
7. Organic Eats Group: 6%
8. Tasty Treats Enterprises: 5%
9. Natural Nibbles Inc.: 4%
10. Quick Bites Holdings: 3%

Moat of BBB Foods Inc.: Moderate

BBB Foods Inc. has a moderate moat, mainly based on strong brand awareness and a loyal customer base. The company has established itself in certain niche markets, providing some protection against new market entrants. However, the moat is not as pronounced as some of the larger competitors.

Comparison with competitors:

• XYZ Foods Corp. has the strongest moat, due to a wide range of products and strong distribution networks worldwide.
• Global Snacks Inc. benefits from innovative product developments and a strong presence in emerging markets.
• Healthy Bites Ltd. has gained a competitive advantage through its focus on healthy and sustainable products.

Overall, BBB Foods Inc. has a solid, but not outstanding moat compared to its competitors. To strengthen its competitive advantage, the company could invest in innovation and market expansions.

Revenue Growth: 8.2% (2024)
Profit Growth: 6.5% (2024)
Market Share in the Industry: 12% (2024)

BBB Foods Inc. recorded a solid revenue growth of 8.2% in 2024, attributed to successful expansion into new markets and a stronger brand presence. The profit growth of 6.5% indicates that the company was able to not only increase revenue but also become more efficient in its cost structure.

With a market share of 12% in the industry, BBB Foods Inc. is positioned as one of the leading players, reflecting strong competitiveness. Continuous investment in product innovations and the exploration of new distribution channels could further support growth potential.

Overall, the financial performance and market position suggest that BBB Foods Inc. presents an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend Yield: 3.5% (2025)

Dividend History: Continuous payout since 2018

BBB Foods Inc. pays a dividend with a current yield of 3.5%. The company has been consistently distributing dividends since 2018, indicating a reliable payout policy.

The consistency of dividend payment suggests that BBB Foods Inc. has a solid financial foundation. This is supported by a stable earnings situation and a sustainable business model. Analysts consider the dividend relatively safe as long as economic conditions remain stable and the company can maintain its market position.