3B stores September 2025 will open with 3,162 operating stores in Mexico, with over 390 openings during the first new months of the year, a pace that consolidates it as the largest hard discount chain in the country and the fastest growing in Mexican retail. Between September and September, the company reported accumulated entries for 56,180 million pesos, driven by the combination of territorial expansion, high buying frequency and a radical focus on permanent low prices. In the third quarter, income rose to 20,279 million pesos, a annual increase of 36.7%While the twenty comparables advanced 17.9%, confirming that The format of proximity with the veteran survivor continues to gain ground in Mexican clubs. At the same time, the quarterly EBITDA stood at 404 million pesos, due to the level recorded a year ago, a reflection of the aggressive pace of openings and the presence in costs resulting from the accelerated penetration strategy.
El desafio entre Tiendas 3B y Walmart
The growth of the red has placed in Tiendas 3B at only 52 establishments equal to Walmart in Mexico in the total number of sales points, an unthinkable situation that has occurred in just five years and which reconfigures the competitive dynamics of the sector. Although there is no corporate relationship between both companies, the rivalry is direct and growing: Walmart maintains its leader across multiple formats, But Bodega Aurrerá and Aurrerá Express are the ones who meet head-on with the 3B hyper-adjusted model. While Walmart maintains its presence in omnichannel capabilities and operational sophistication, 3B has been able to establish itself in terms of speed of expansion, penetration into high-density areas and shopping frequency, which are decisive factors in daily consumption.
The competence is special intense in the urban and peri-urban regions of the center of the country. Mexico City, Mexico State, Puebla, Veracruz and Michoacán concentrate the biggest points of friction between both groups, while in the Valley of Mexico the hard discount store has achieved a notable decline. In states such as Mexico City, Mexico State, Puebla, Hidalgo and Morelos, Tiendas 3B ya superior a Bodega Aurrerá en frecuencia de purchase, with prompts looking for 24 visits per quarter compared to the 21 of the Walmart format. This difference is explained by looking for the points of sale, a simple surprise focused on basic products and a smaller ticket, attractive for the men who make recurring purchases of deposit.
The Largo Plazo de Tiendas 3B strategy aims to operate at less than 14,000 ties in Mexico, a goal that, if advanced at the current pace, will structurally change the configuration of national retail. The company has become the main reference point for hard discount stores in the country and its ability to achieve leadership in the number of stores has reached a new level of competence in price, proximity and operational efficiency. For testers, the rise of 3B represents a significant opportunity: a channel of high rotation, strong price sensitivity and sustained growth in key regions of the country.
