Betterware MéxicoBWMX
Market Cap: 548M
About: Betterware de Mexico SAPI de CV is a direct-to-consumer selling company. The company operates through two business segments: the home organization products (Betterware segment or BWM segment) and the beauty and personal care products (B and PC) (JAFRA segment). The Betterware's segment is divided into different categories based on the type of products it sells and includes, kitchen and food preservation, home solutions, bathroom, laundry & cleaning, tech and mobility, and bedroom and wellness products. The JAFRA's segment is divided into fragrance, color, skincare, and toiletries products. The company generates a majority of its revenue from the Beauty and personal care (B&PC) (JAFRA segment). Geographically, key revenue for the company is derived from Mexico.
Employees: 2,294
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
48% more capital invested
Capital invested by funds: $66.1M [Q4 2023] → $98.1M (+$32M) [Q1 2024]
27% more funds holding
Funds holding: 30 [Q4 2023] → 38 (+8) [Q1 2024]
26% more call options, than puts
Call options by funds: $403K | Put options by funds: $319K
0.45% more ownership
Funds ownership: 12.72% [Q4 2023] → 13.16% (+0.45%) [Q1 2024]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2023] → 1 (+0) [Q1 2024]
Research analyst outlook
10 Wall Street Analysts provided 1 year price forecasts over the past 6 months
10 analyst ratings
Small Cap Consumer Research Eric Beder | 53%upside $22.5 | Buy Reiterated | 26 Jul 2024 |
Small Cap Consumer Research Eric Beder | 53%upside $22.5 | Buy Reiterated | 18 Jul 2024 |
Small Cap Consumer Research Eric Beder | 53%upside $22.5 | Buy Reiterated | 8 Jul 2024 |
Small Cap Consumer Research Eric Beder | 53%upside $22.5 | Buy Reiterated | 5 Jul 2024 |
Small Cap Consumer Research Eric Beder | 53%upside $22.5 | Buy Reiterated | 11 Jun 2024 |
Financial journalist opinion
Based on 4 articles about BWMX published over the past 30 days