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 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
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
0% more funds holding
Funds holding: 38 [Q2] → 38 (+0) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
0.56% less ownership
Funds ownership: 13.32% [Q2] → 12.76% (-0.56%) [Q3]
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
17% less capital invested
Capital invested by funds: $72.6M [Q2] → $60.4M (-$12.2M) [Q3]
95% less call options, than puts
Call options by funds: $9K | Put options by funds: $185K
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$23
105%
upside
Avg. target
$23
105%
upside
High target
$23
105%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Small Cap Consumer Research Eric Beder 36% 1-year accuracy 56 / 156 met price target | 105%upside $23 | Buy Reiterated | 5 Dec 2024 |
Financial journalist opinion
Neutral
Business Wire
1 month 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 that after the shareholders meeting held today, the payment of an aggregate dividend of MX $250,000,000 has been approved; which represents approximately US $0.3378 per share less applicable tax withholdings, resulting in approximately US $0.3041 per share after applicable tax withholdings. The dividend is payable on November 15, 2024 to shareholders of record as of Nov.
Positive
Seeking Alpha
1 month ago
Betterware de Mexico Q3 Results: Attractively Valued Given The Positive Outlook
Betterware de Mexico shares have remained flat this year despite steady progress in the underlying business. Q3 results were impressive, with solid organic growth and strong FCF generation. While gross margins were weak, it should improve in Q4 and will support higher overall profitability.
Negative
Zacks Investment Research
1 month ago
Betterware de Mexico SAPI de C (BWMX) Q3 Earnings Miss Estimates
Betterware de Mexico SAPI de C (BWMX) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.31 per share a year ago.
Neutral
Seeking Alpha
1 month ago
Betterware de México, S.A.P.I. de C.V. (BWMX) Q3 2024 Earnings Call Transcript
Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX ) Q3 2024 Earnings Conference Call October 24, 2024 5:30 PM ET Company Participants Luis Campos - Executive Chairman Andres Campos - Chief Executive Officer Alejandro Ulloa - Chief Financial Officer Conference Call Participants Eric Beder - SCC Research Cristina Fernandez - Telsey Advisory Group Operator Thank you and welcome for joining BeFra's Third Quarter 2024 Earnings Conference Call.
Neutral
Business Wire
1 month ago
BeFra Reports Third Quarter 2024 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 third quarter 2024. 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. The Company will host a conference call at 5:30 pm (Eastern Ti.
Neutral
Business Wire
2 months ago
BeFra Announces Third Quarter 2024 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 third quarter 2024 results after the U.S. market close on Thursday, October 24, 2024. The Company will hold a conference call to discuss the results at 5:30 p.m. (Eastern Time) on Thursday, October 24, 2024. 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.
Neutral
Business Wire
4 months ago
BeFra Appoints Olga Botero as Independent Director to Its Board
GUADALAJARA, JALISCO, Mexico--(BUSINESS WIRE)--Betterware de México, S.A.P.I. de C.V. (NYSE: BWMX) (“BeFra” or the “Company”) announced today that Ms. Olga Botero has been appointed as Independent Director to BeFra's Board, effective October 17, 2024. Following Ms. Botero's appointment, the Company's Board comprises twelve members who possess a broad range of experience and skills in key areas such as strategy, finance, digital business, and marketing. Nine of the twelve Board members are Indep.
Neutral
Seeking Alpha
4 months ago
Betterware de Mexico Q2 Earnings: Weak Quarter But Expecting A Stronger Second Half
Shares have declined 15% since my bullish article on the company. Q2 results were weak, but I expect stronger results in the second half of the year. Valuation is attractive with the current dividend yield near 10%.
Neutral
Seeking Alpha
4 months ago
Betterware de México, S.A.P.I. de C.V. (BWMX) Q2 2024 Earnings Call Transcript
Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX ) Q2 2024 Earnings Conference Call July 26, 2024 9:00 AM ET Company Participants Luis Campos - Executive Chairman Andres Campos - Chief Executive Officer Alejandro Ulloa - Chief Financial Officer Conference Call Participants Cristina Fernandez - Telsey Advisory Operator Thank you and welcome to Betterware's Second Quarter 2024 Earnings Conference Call.
Neutral
Business Wire
4 months ago
Betterware Reports Second Quarter 2024 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 second quarter 2024. 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. The Company will host a conference call at 9:00 am (Eastern.
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