Jin's questions to Bbb Foods Inc (TBBB) leadership • Q3 2024
Question
An analyst named Jin from Capital LLC asked for a broad, long-term perspective on 3B's relationship with its suppliers. The question covered both price and non-price aspects, how the relationship evolves with scale, and whether suppliers are exclusive or sell through other channels.
Answer
Executive Kamal Hatoum detailed two primary supplier relationships. With traditional FMCG companies, the relationship and terms improve continuously with scale. With private label suppliers, the relationship is deeper and more integrated, as these partners have grown alongside 3B. This involves significant joint long-term planning with the clear objective of co-creating the best value proposition for customers, leveraging scale for mutual efficiency gains.