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Stanley Druckenmiller doesn't do consensus. The Duquesne Family Office's latest 13F reveals a top-five long book that skips the mega-cap tech herd almost entirely: a Mexican discount grocer, two biotech names on wildly different trajectories, the one semiconductor stock nobody can ignore, and an Argentine oil producer sitting on a shale reserve about to unlock its first export pipeline.
MEXICO CITY--(BUSINESS WIRE)--Tiendas 3B Second Quarter 2026 Earnings Conference Call.
MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. Announces Closing of Follow-On Offering and Exercise in Full of the Underwriter's Option to Purchase Additional Shares.
MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. Announces Pricing of Follow-On Offering.
MEXICO CITY--(BUSINESS WIRE)--BBB Foods Inc. Announces Proposed Follow-On Offering.
BBB Foods remains a well-executing grocer, but current valuation leaves little near-term upside, justifying a 'Hold' rating with a ~$35 to $40 price target. TBBB's Q1 FY 2026 showed robust 33.4% revenue growth, strong volume-driven traffic gains, and margin expansion despite flat in-store inflation. Scaling efficiencies, private-label penetration, and a potential fresh product rollout could drive future EBITDA margin improvement, mirroring Turkish peer BIM's model.
BBB Foods Inc. (TBBB) Q1 2026 Earnings Call Transcript
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Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.