Jim Luther's questions to Bbb Foods Inc (TBBB) leadership • Q1 2025
Question
Jim Luther, a shareholder, asked for clarification on the 'challenging consumer environment' mentioned in the release and questioned the potential impact of a failed U.S.-Mexico trade agreement on domestic consumption.
Answer
Executive Kamal Hatoum clarified that while the broader consumer market is under pressure, Tiendas 3B has not seen a negative impact due to its high-value proposition on essential goods. He asserted that the business model is resilient and often benefits from economic turbulence, such as inflation or recession, as it attracts new, sticky customers seeking value.