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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呼叫摘要
富途資訊 ·  08/23 05:11  · 電話會議

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

以下是BBb Foods Inc.(TBBB)2024年第二季度業績會交流摘要:

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年第二季度營業收入同比大幅增長27.5%,達到PS. 136億。

  • 第二季度的息稅折舊攤銷前利潤(EBITDA)大幅上升43.2%,達到PS. 68900萬。

  • 公司實現約爲PS. 12億的淨現金位置,短期銀行存款爲PS. 28億。

  • 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款的改善。

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.

  • 新增淨店鋪121家和一個新的配送中心,使總店鋪數量達到2,503家。

  • 實現了同店銷售增長10.7%。

  • 店鋪擴張計劃仍在進行中,計劃在2024年新開380至420家店鋪。

Opportunities:

機會:

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

  • 持續的營業收入增長主要由擴大的店鋪網絡和強勁的底層需求推動。

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.

  • 銷售額受到復活節週末時機、通脹下降、政府支付轉移、選舉相關限制措施和天氣影響的輕微影響。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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