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    Héctor Maya • Unknown

    Héctor Maya's questions to Bbb Foods Inc (TBBB) leadership

    Héctor Maya's questions to Bbb Foods Inc (TBBB) leadership • Q2 2025

    Question

    Héctor Maya asked about the sustainability of the current high levels of same-store sales and whether the company might allocate a formal budget for marketing in the future to enhance brand awareness.

    Answer

    CEO Anthony Hatoum expressed confidence that same-store sales would remain healthy, seeing no signs of a slowdown. Regarding marketing, he stated that word-of-mouth and organic social media are their most effective tools. While not ruling out future paid marketing, he noted the challenge of directly linking such spending to sales increases, as the value proposition itself is the primary growth driver.

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    Héctor Maya's questions to Bbb Foods Inc (TBBB) leadership • Q4 2024

    Question

    In a written question, Hector Maya from Scotiabank asked about the nature of planning discussions with suppliers for the remainder of the year, particularly regarding new product development amidst market uncertainty. He also inquired about the potential timeline for introducing services like remittances, asking if they are a near-term possibility or a more distant future plan.

    Answer

    Executive Kamal Hatoum explained that planning with suppliers is done 2-3 years in advance, so plans for 2025 are already set and not impacted by current market volatility. Regarding services like remittances, he described 3B as a high-frequency touchpoint platform for its clients. While offering such services is a possibility and on the company's list of opportunities, they prioritize initiatives with the biggest impact. He could not provide a specific timeline for remittances, indicating it is not currently a top-priority, low-hanging fruit.

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    Héctor Maya's questions to Bbb Foods Inc (TBBB) leadership • Q3 2024

    Question

    Héctor Maya's questions, read by management, inquired if the pressure on gross margin could be related to higher supplier costs from a weaker peso. He also asked about the company's pricing strategy during periods of currency weakness, how gradually price increases are passed to consumers, and for an estimate of the cost of goods exposed to U.S. dollars.

    Answer

    Executive Kamal Hatoum addressed the questions by explaining that based on historical precedent, the impact of a weaker peso on costs does occur but takes between 8 and 18 months to be fully passed through to consumer prices. After this period, he noted, business trends typically normalize as if the fluctuation had not happened. The company did not provide a specific percentage of COGS exposed to the dollar.

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    Héctor Maya's questions to PriceSmart Inc (PSMT) leadership

    Héctor Maya's questions to PriceSmart Inc (PSMT) leadership • Q3 2025

    Question

    Héctor Maya from Scotiabank asked about the strategic rationale for considering Chile for expansion, the potential market size, and if this signals a broader shift in the company's growth strategy for new markets.

    Answer

    Interim CEO Robert Price detailed that Chile is attractive due to its strong middle class, stable government, favorable economics, and positive trade relations with the U.S. He noted Chile's GDP is similar to Colombia's but with a smaller population, indicating higher per capita wealth and potential for multiple clubs. While PriceSmart is not actively studying other new markets, Price confirmed they will continue to assess opportunities as they arise.

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