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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食品公司(TBBB)2024年第二季度業績會議交流摘要
moomoo AI ·  08/22 17:11  · 電話會議

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年第二季度業績會議通話記錄摘要:

Financial Performance:

金融業績:

  • 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 30億報告2024年第二季度總營業收入同比增長27.5%,達到136億帕索。

  • 本季度的EBITDA大幅增長43.2%,達到68900萬帕索。

  • 公司的淨現金頭寸約爲12億帕索,並在短期銀行存款中擁有28億帕索。

  • 毛利潤率在第二季度提高了60%,達到16.7%,主要是由於供應商條件改善。

Business Progress:

業務進展:

  • 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個淨門店和一個新的配送中心,總門店數增至2,503個。

  • 實現了同店銷售增長10.7%。

  • 店鋪擴張計劃仍在進行中,計劃於2024年新開380至420家店。

Opportunities:

機會:

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

  • 不斷增長的營業收入是由擴大店鋪網絡和堅實的底層需求推動的。

Risks:

風險:

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

  • 銷售受到外部因素的輕微影響,如復活節週末時機、通貨緊縮、政府支付轉移、與選舉相關的限制以及天氣影響。

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