$BWMX

Campos Luis purchased 3,917 indirectly-held shares of BETTERWARE DE MEXICO, S.A.P.I. DE C.V (BWMX) at $16.93 on 2026-07-31.

Campos Luis purchased 46,830 indirectly-held shares of BETTERWARE DE MEXICO, S.A.P.I. DE C.V (BWMX) at $16.41 ($0.77M total) on 2026-07-27.

Betterware de Mexico (BWMX) saw trading volume rise to about 1.5 to 3 times its 3-month daily average. The article links the activity to a value thesis, citing low P/E (about 6 to 11), P/S near 0.9 to 1.0, and a Tupperware Latin America acquisition for about $250 million expected to lift EPS by ~40% after integration, though regulatory and execution risks remain.

Betterware de Mexico (NYSE:BWMX) reported Q2 2026 results, citing organic revenue growth of 4.1% year over year and 5.7% sequentially. Including one month of acquired Tupperware Latin America, total revenue rose 16.8%. Management said organic EBITDA/net income fell due to Jafra investment and deal costs; pro forma net debt/EBITDA was 1.6x. Dividend increased to MXN 250 million.

Betterware de Mexico SAPI (NYSE:BW) held its Q2 2026 earnings call, reporting revenue up 16.8% including Tupperware acquisition contributions. Organic growth for Betterware and Jafra was 4.1%. EBITDA rose 15% and net income 20.6%, though organic metrics dipped from investments. Pro forma net debt to EBITDA was 1.6x after financing $35m shares and $213m debt.

Betterware de México (BWMX) reported Q2 2026 results. Revenue rose 25.2% to $237.8 million, gross profit increased 22.1% to $155.8 million, and operating profit climbed 25.4% to $38.9 million. Net income attributable to common shareholders increased 29.2% to $22.6 million, and diluted EPS rose 21.3% to $0.57. Cash from operations rose 7.0% to $35.0 million.

BETTERWARE DE MEXICO, S.A.P.I. DE C.V.'s CEO, Andres Campos, reported an open-market purchase of 10,000 Ordinary Shares at a weighted average price of $16.8062 per share. These shares are held indirectly through C8A Holdings S.A. de C.V. Subsequent to the transaction, Campos indirectly holds 50,000 shares via C8A Holdings and directly holds 180,000 shares.

Betterware de México, S.A.P.I. de C.V. (BeFra) announced a dividend payment of MX $200,000,000, approved during a shareholder meeting on February 20, 2026. This translates to approximately US $0.3103 per share before tax and US $0.2793 per share after tax. The dividend is scheduled to be paid on March 24, 2026, to shareholders of record as of March 9, 2026.

An analyst from Small Cap Consumer Research has raised Betterware de Mexico SAPI's (BWMX) price target to $30, a 33.33% increase from its previous target of $22.50, while maintaining a "Buy" rating. This positive outlook contrasts with the average analyst target of $19.35 and GuruFocus' estimated fair value of $15.47, which suggests a potential downside. Betterware de Mexico operates in direct-to-consumer sales for home organization and beauty products, with most revenue from its B&PC segment in Mexico.

Betterware de México (NYSE:BWMX) shows a somewhat strained balance sheet, primarily due to its significant liabilities exceeding its cash and short-term receivables. The company's net debt is Mex$4.77 billion, and its total liabilities significantly outweigh its market capitalization, suggesting potential shareholder dilution if a clean-up is needed. Despite an 8.4% EBIT slide, a robust free cash flow conversion of 86% of EBIT indicates some resilience in its ability to repay debt.