Irma's questions to Bbb Foods Inc (TBBB) leadership • Q2 2025
Question
An analyst named Irma asked about the gross margin pressure from new region expansion, the expected timeline for these expenses to be absorbed, and the same-store sales growth contribution from mature stores versus newer ones.
Answer
CEO Anthony Hatoum explained that margin pressure is a deliberate consequence of accelerating growth, as upfront investments are made before sales materialize, a strategy chosen to maximize long-term value. He confirmed that even the oldest store vintages continue to post 'extremely healthy' same-store sales growth, driven by ongoing improvements to the product portfolio.