Added to YB: 2026-04-30
Pitch date: 2026-04-28
BWMX [neutral]
Betterware de México, S.A.P.I. de C.V.
+0.42%
current return
Author Info
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Company Info
Betterware de México, S.A.P.I. de C.V. operates as a direct-to-consumer selling company in the United Staes and Mexico.
Market Cap
$10.9B
Pitch Price
$16.76
Price Target
N/A
Dividend
9.19%
EV/EBITDA
5.46
P/E
9.28
EV/Sales
1.05
Sector
Specialty Retail
Category
special_situation
Week 3: Most Interesting D-Sheets from the Past Week - Betterware de México
BWMX (update): Mexico DTC platform (Betterware + Jafra) via distributor salesforce. Q1 rev flat but EBITDA +14% to 17.4% margin (18.4% ex-Tupperware costs), FCF 58% of EBITDA, net debt/EBITDA improved to 1.5x. Tupperware LatAm deal approval expected Q2, ~40% EPS accretion + ~$100M Brazil entry. Mgmt held FY guide (19%+ EBITDA margin) despite soft Q1, loading H2. Jafra US nearing profitability. Risk: Jafra Mexico associates declined, regulatory approval pending.
Read full article (1 min)