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BBB Foods Inc. (TBBB) Q2 2024 Earnings Call Transcript Summary

BBB Foods Inc. (TBBB) Q2 2024 Earnings Call Transcript Summary

BBb食品股份有限公司(TBBB)2024年第二季度业绩会议通话摘要
moomoo AI ·  08/22 17:11  · 电话会议

The following is a summary of the BBB Foods Inc. (TBBB) Q2 2024 Earnings Call Transcript:

以下是BBb食品股份有限公司(TBBB)2024年第二季度业绩会议通话记录摘要:

Financial Performance:

金融业绩:

  • Tiendas 3B reported a substantial year-on-year increase in total revenue of 27.5% for Q2 2024, reaching PS. 13.6 billion.

  • EBITDA for the quarter rose significantly by 43.2% to PS. 689 million.

  • The company achieved a net cash position of approximately PS. 1.2 billion, with PS. 2.8 billion in short-term bank deposits.

  • Gross profit margins improved by 60% to 16.7% in the second quarter, mainly due to improved supplier terms.

  • Tiendas 30亿报告2024年第二季度总营业收入同比增长27.5%,达到136亿帕索。

  • 本季度的EBITDA大幅增长43.2%,达到68900万帕索。

  • 公司的净现金头寸约为12亿帕索,并在短期银行存款中拥有28亿帕索。

  • 毛利润率在第二季度提高了60%,达到16.7%,主要是由于供应商条件改善。

Business Progress:

业务进展:

  • Opened 121 net new stores and one new distribution center, bringing total store count to 2,503.

  • Achieved a same-store sales growth of 10.7%.

  • Store expansion remains on track, with plans to open between 380 and 420 new stores in 2024.

  • 新增121个净门店和一个新的配送中心,总门店数增至2,503个。

  • 实现了同店销售增长10.7%。

  • 店铺扩张计划仍在进行中,计划于2024年新开380至420家店。

Opportunities:

机会:

  • Continuous revenue growth driven by expanding store network and strong underlying demand.

  • 不断增长的营业收入是由扩大店铺网络和坚实的底层需求推动的。

Risks:

风险:

  • Sales slightly impacted by external factors such as timing of Easter weekend, decreased inflation, government payment shifts, election-related restrictions, and weather effects.

  • 销售受到外部因素的轻微影响,如复活节周末时机、通货紧缩、政府支付转移、与选举相关的限制以及天气影响。

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提示:本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息,请参阅IR网站。本文只是为投资者提供参考,没有任何指导或推荐建议。

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