BBB Foods Inc. TBBB

Competitive advantage analysis · consumer-defensive

Corporate Default
Overall moat score
41/100
Developing

About BBB Foods Inc.

BBB Foods Inc., through its subsidiaries, operates a chain of grocery retail stores in Mexico. The company offers spot products comprising food and non-food products, such as clothing, electronics, household goods, and others. It also provides branded and private label products. The company serves low-to-middle income households. BBB Foods Inc. was incorporated in 2004 and is headquartered in Mexico City, … Full TBBB analysis →

Competitive advantage assessment

Key strengths

  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.89), suggesting sticky customer base.
  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.84), demonstrating pricing resilience across cycles.

Key risks

  • ROIC Below WACC or Peers ROIC at 26.2th percentile suggests inefficient capital deployment.
  • Liquidity Concerns Liquidity is concerning (score 0.11), raising questions about short-term obligations.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
43

Where TBBB ranks in Consumer Defensive: Staples & Essential Services

BBB Foods Inc. ranks #153 of 265 scored companies in Consumer Defensive: Staples & Essential Services by moat score — the top 58%. The widest moat in the group is Brown Forman Inc (BF-A) at 93/100.

Moat scores for companies ranked near TBBB in Consumer Defensive: Staples & Essential Services
# Company Moat score Rating
149 ConAgra Brands, Inc. CAG 43/100 Developing
150 Farmer Brothers Company FARM 43/100 Developing
151 Brasilagro Brazilian Agric Real LND 42/100 Developing
152 Ambow Education Holding Ltd. Am AMBO 41/100 Developing
153 BBB Foods Inc. TBBB 41/100 Developing
154 Wah Fu Education Group Limited WAFU 41/100 Developing
155 Ingles Markets, Incorporated IMKTA 41/100 Developing
156 Celsius Holdings, Inc. CELH 40/100 Developing
157 Youdao, Inc. DAO 40/100 Developing

See every General Corporate company ranked by moat score →

How TBBB scores on the Corporate Default defenses

Pricing Power

Score 43 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 59 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 63 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 15 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 36 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 38 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding TBBB's moat

What is BBB Foods Inc.'s moat score?

BBB Foods Inc. (TBBB) scores 41 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #153 of 265 scored companies in Consumer Defensive: Staples & Essential Services, the top 58%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 264 companies in Consumer Defensive: Staples & Essential Services. Its strongest defense is Customer Stickiness (63/100) and its weakest is Capital Efficiency (15/100).

How does BBB Foods Inc. compare with other Consumer Defensive: Staples & Essential Services companies?

BBB Foods Inc. ranks #153 of 265 scored companies in Consumer Defensive: Staples & Essential Services by moat score. The widest moat in Consumer Defensive: Staples & Essential Services is Brown Forman Inc (BF-A) at 93/100. The companies ranked closest are Ambow Education Holding Ltd. Am (AMBO) at 41 just above it and Wah Fu Education Group Limited (WAFU) at 41 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 264 companies in Consumer Defensive: Staples & Essential Services. The defenses are then weighted to produce the overall score out of 100.

Why is BBB Foods Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for BBB Foods Inc.?

The Corporate Default template measures 6 defenses, and TBBB scores: Pricing Power (43), Cost Advantage (59), Customer Stickiness (63), Capital Efficiency (15), Resilience (36), Scale & Market Position (38). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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