What are the quarter‑over‑quarter and year‑over‑year changes in key financial metrics such as net income, EBITDA, and operating margin?
Answer to the question
The 2‑Q 2025 release does not disclose the actual dollar amounts for net income, EBITDA, or operating margin, nor does it provide the comparative figures needed to calculate quarter‑over‑quarter (QoQ) or year‑over‑year (YoY) percentage changes. Consequently, precise numerical changes for those three metrics cannot be derived from the excerpt you provided. The press‑release only highlights that Tiendas 3B opened 142 net‑new stores in the quarter, which suggests a growth‑oriented operational environment, but it does not contain the financial detail required to compute the requested ratios.
What to look for in the full earnings release
If you obtain the full 2‑Q 2025 earnings statement, you can calculate the changes as follows:
| Metric | QoQ Formula | YoY Formula |
|---|---|---|
| Net Income | [(Net Income 2Q25 – Net Income 1Q25) ÷ Net Income 1Q25] × 100 | [(Net Income 2Q25 – Net Income 2Q24) ÷ Net Income 2Q24] × 100 |
| EBITDA | [(EBITDA 2Q25 – EBITDA 1Q25) ÷ EBITDA 1Q25] × 100 | [(EBITDA 2Q25 – EBITDA 2Q24) ÷ EBITDA 2Q24] × 100 |
| Operating Margin | [(Operating Margin 2Q25 – Operating Margin 1Q25) ÷ Operating Margin 1Q25] × 100 | [(Operating Margin 2Q25 – Operating Margin 2Q24) ÷ Operating Margin 2Q24] × 100 |
When the numbers are available, plug them into these formulas to obtain the percentage changes.
Trading implications
In the absence of explicit profit‐margin data, the most actionable signal from the release is the aggressive store‑opening pace (142 net new locations). That level of expansion typically pressures short‑term earnings (through capex and staffing costs) but can boost same‑store sales and margins once the new stores reach maturity. Traders should therefore:
- Monitor forthcoming detailed financials (especially the net‑income and EBITDA lines) for any signs of margin compression or improvement. A QoQ decline in operating margin would suggest that the expansion is still cost‑intensive, while an YoY improvement would signal successful scaling.
- Watch the price action around the earnings release: if the market has already priced in strong top‑line growth but earnings are still undisclosed, the stock may be volatile. A breakout on positive margin guidance would present a bullish trade, while a miss could trigger a short‑term pull‑back.
- Combine technical cues—e.g., if TBBB is trading above its 50‑day moving average with strong volume—it may indicate that investors are already pricing in the expansion story. In that case, any surprise on margins will be amplified in price action.
Bottom line: Until the full 2‑Q 2025 financial tables are released, you cannot compute exact QoQ or YoY changes for net income, EBITDA, or operating margin. As soon as those numbers are available, apply the formulas above, then use the resulting trends alongside the store‑opening data to gauge whether the expansion is translating into earnings momentum. This will help you decide whether to stay long, trim exposure, or position a short‑term trade based on the emerging margin story.