There's been a notable change in appetite for BBB Foods Inc. (NYSE:TBBB) shares in the week since its quarterly report, with the stock down 14% to US$28.22. It looks like a credible result overall - although revenues of Mex$15b were what the analysts expected, BBB Foods surprised by delivering a (statutory) profit of Mex$1.89 per share, an impressive 86% above what was forecast. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on BBB Foods after the latest results.

See our latest analysis for BBB Foods

Taking into account the latest results, the current consensus from BBB Foods' eight analysts is for revenues of Mex$73.7b in 2025. This would reflect a substantial 38% increase on its revenue over the past 12 months. Per-share earnings are expected to leap 184% to Mex$6.61. Yet prior to the latest earnings, the analysts had been anticipated revenues of Mex$73.7b and earnings per share (EPS) of Mex$5.84 in 2025. Although the revenue estimates have not really changed, we can see there's been a nice gain to earnings per share expectations, suggesting that the analysts have become more bullish after the latest result.

There's been no major changes to the consensus price target of US$32.53, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock's valuation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on BBB Foods, with the most bullish analyst valuing it at US$39.37 and the most bearish at US$21.31 per share. This is a very narrow spread of estimates, implying either that BBB Foods is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the BBB Foods' past performance and to peers in the same industry. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 29% growth on an annualised basis. That is in line with its 26% annual growth over the past three years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 4.5% annually. So although BBB Foods is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around BBB Foods' earnings potential next year. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. The consensus price target held steady at US$32.53, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple BBB Foods analysts - going out to 2026, and you can see them free on our platform here.

We also provide an overview of the BBB Foods Board and CEO remuneration and length of tenure at the company, and whether insiders have been buying the stock, here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.