Betterware MéxicoBWMX
BWMX
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 in seven categories of the home organization: Kitchen and food preservation, Home solutions, Bedroom, Bathroom, Laundry & Cleaning, Tech & mobility and wellness. The JAFRA's segment is divided into four categories beauty and personal care: fragrance, color (cosmetics), skin care and toiletries. 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: 2,334
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
2% more capital invested
Capital invested by funds: $52.9M [Q4 2024] → $54.1M (+$1.23M) [Q1 2025]
0.08% more ownership
Funds ownership: 12.68% [Q4 2024] → 12.76% (+0.08%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
14% less funds holding
Funds holding: 36 [Q4 2024] → 31 (-5) [Q1 2025]
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
92% less call options, than puts
Call options by funds: $2K | Put options by funds: $25K
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$23
188%
upside
Avg. target
$23
188%
upside
High target
$23
188%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Small Cap Consumer Research Eric Beder | 188%upside $23 | Buy Reiterated | 11 Jun 2025 |
Financial journalist opinion
Based on 4 articles about BWMX published over the past 30 days
Neutral
Business Wire
5 days ago
BeFra to Present at the Sidoti Small Cap Conference on June 11-12
GUADALAJARA, Mexico--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE: BWMX) (“BeFra” or the “Company”), today announced that its management team will participate at the Sidoti Virtual Small Cap Conference on June 11 and 12, 2025. BeFra's main presentation is scheduled for June 11 at 4:00 pm ET. Investors can access the live presentation via sidoti.zoom.us/webinar/register/WN_JbVNAsr_QS-0tfwUJyqGkA. Management will also be available for one-on-one meetings with investors on both da.
Positive
Benzinga
1 week ago
Top 3 Consumer Stocks You'll Regret Missing This Quarter
The most oversold stocks in the consumer discretionary sector presents an opportunity to buy into undervalued companies.
Neutral
Seeking Alpha
1 week ago
Betterware De Mexico: Great Value, Good Growth, Average Quality
Betterware's pandemic-driven growth has faded, with margins and efficiency declining amid rising competition and inventory challenges. Despite a moderate moat from its distribution network and asset-light model, the business faces intense competition and risks from e-commerce and changing consumer habits. My DCF analysis suggests a 15% potential upside, but this is not enough to justify a Buy given structural uncertainties and a potentially obsolete business model.
Neutral
Business Wire
3 weeks ago
BeFra Announces Filing of Its Form 20-F for Fiscal Year 2024
GUADALAJARA, Mexico--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE: BWMX) ("BeFra" or the "Company"), the leading direct-to-consumer company in Mexico through Betterware and Jafra, announced that it has filed its Annual Report on Form 20-F for the fiscal year ended December 31, 2024 with the U.S. Securities and Exchange Commission (SEC) on April 29, 2025. The Annual Report can be accessed by visiting either the SEC's website at www.sec.gov or the “SEC Filings” section of the Com.
Neutral
Business Wire
1 month ago
BeFra Announces a Dividend Payment of $200 Million Mexican Pesos
GUADALAJARA, Mexico--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX) (“BeFra” or the “Company”), announced that after the shareholders meeting held on April 30, 2025, the payment of an aggregate dividend of MX $200,000,000 has been approved. This amount represents approximately US $0.2736 per share before applicable tax withholdings, or approximately US $0.2463 per share after applicable tax withholdings. The dividend is payable on May 23, 2025 to shareholders of record as o.
Neutral
Seeking Alpha
1 month ago
Betterware de México, S.A.P.I. de C.V. (BWMX) Q1 2025 Earnings Call Transcript
Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX ) Q1 2025 Earnings Conference Call April 24, 2025 5:30 PM ET Company Participants Luis Campos - Non-Executive Chairman of the Board Andres Campos - President and Chief Executive Officer of BeFra Group Rodrigo Muñoz - Corporate Chief Financial Officer Conference Call Participants Eric Beder - SCC Research Cristina Fernandez - Telsey Advisory Group Operator Thank you, and welcome to BeFra's First Quarter 2025 Earnings Conference Call.
Neutral
Business Wire
1 month ago
BeFra Reports First Quarter 2025 Results
GUADALAJARA, Mexico--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX) ("BeFra" or the "Company"), announced today its consolidated financial results for the first quarter 2025. The figures presented in this report are expressed in nominal Mexican Pesos (Ps.) unless otherwise noted, presented and approved by the Board of Directors, prepared in accordance with IFRS, and may include minor differences due to rounding. Message from the President and CEO Reflecting on the first qua.
Neutral
Business Wire
2 months ago
BeFra Announces First Quarter 2025 Earnings Release Date, Conference Call and Webcast
GUADALAJARA, Mexico--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX) (“BeFra” or the “Company”), today announced that it will report its first quarter 2025 results after the U.S. market close on Thursday, April 24, 2025. The Company will hold a conference call to discuss the results at 5:30 p.m. (Eastern Time) on Thursday, April 24, 2025. The U.S. toll free dial-in for the results conference call is 1-877-451-6152 and the international dial-in number is 1-201-389-0879. A liv.
Neutral
Business Wire
3 months ago
BeFra Announces a Dividend Payment of $250 Million Mexican Pesos
GUADALAJARA, Mexico--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX) (“BeFra” or the “Company”), announced today that subject to formal approval by means of the shareholders meeting to be held on March 7, 2025, it intends to pay an aggregate dividend of MX $250,000,000. This amount represents approximately US $0.3212 per share before applicable tax withholdings, or approximately US $0.2891 per share after applicable tax withholdings. If approved, the dividend will be payable.
Positive
Seeking Alpha
3 months ago
Betterware de Mexico Q4: Attractive Dividend Yield While Awaiting Key Catalysts
Betterware de Mexico's Q4 results showed impressive growth of 22% for Jafra Mexico, with muted growth in the Betterware segment. Management's guidance for FY25 was solid, calling for mid-single digit growth in revenue and Adjusted EBITDA. Shares are trading at just 4.3 times FCF, with a dividend yield of 13%.
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