Are there any changes in the company's guidance for FY2025 earnings, same‑store sales, or store count targets?

No – the release does not contain any revisions to Tiendas 3B’s FY 2025 guidance. The 2Q 2025 earnings statement only reports the quarter’s results and notes that the chain added 142 net new stores. There is no mention of an updated earnings outlook, same‑store‑sales (SSS) growth target, or a change to the previously‑announced store‑count plan for the year.

Trading implications

• Fundamentals: The aggressive net‑new‑store rollout reinforces the company’s growth narrative, but without a refreshed earnings or SSS forecast the market still lacks a clear view of the profitability impact. Analysts will likely wait for the next guidance update (e.g., the FY 2025 outlook) before adjusting earnings‑valuation models.
  
• Technical: In the absence of new forward‑looking guidance, price action will continue to be driven by the “store‑opening” narrative and broader macro‑environment in Mexico’s discount‑grocery sector. If the stock is already priced for strong expansion, the 142‑store addition may already be baked in, limiting upside unless the company later signals higher‑than‑expected same‑store growth.
  
• Actionable stance: Maintain a neutral‑to‑watch position. Hold current exposure while monitoring for the forthcoming FY 2025 guidance release (likely later in the year) that could trigger a catalyst move—either a beat that fuels a rally or a miss that pressures the stock. Until that guidance shift materialises, the focus should be on the incremental store count and its near‑term impact on same‑store sales momentum.