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Betterware de Mexico S.A.P.I. de C.V Earnings Calls
| Release date | Oct 23, 2025 |
| EPS estimate | $0.440 |
| EPS actual | $0.450 |
| EPS Surprise | 2.27% |
| Revenue estimate | 3.869B |
| Revenue actual | 53.566B |
| Revenue Surprise | 1,284.61% |
| Release date | Jul 24, 2025 |
| EPS estimate | $0.300 |
| EPS actual | $0.450 |
| EPS Surprise | 50.00% |
| Revenue estimate | 3.589B |
| Revenue actual | 191.151M |
| Revenue Surprise | -94.67% |
| Release date | Apr 24, 2025 |
| EPS estimate | $0.410 |
| EPS actual | $0.200 |
| EPS Surprise | -51.22% |
| Revenue estimate | 3.421B |
| Revenue actual | 169.683M |
| Revenue Surprise | -95.04% |
| Release date | Feb 27, 2025 |
| EPS estimate | $0.542 |
| EPS actual | $0.580 |
| EPS Surprise | 7.01% |
| Revenue estimate | 3.78B |
| Revenue actual | 181.227M |
| Revenue Surprise | -95.21% |
Last 4 Quarters for Betterware de Mexico S.A.P.I. de C.V
Below you can see how BWMX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 27, 2025 |
| Price on release | $11.67 |
| EPS estimate | $0.542 |
| EPS actual | $0.580 |
| EPS surprise | 7.01% |
| Date | Price |
|---|---|
| Feb 21, 2025 | $12.19 |
| Feb 24, 2025 | $12.00 |
| Feb 25, 2025 | $11.90 |
| Feb 26, 2025 | $12.25 |
| Feb 27, 2025 | $11.67 |
| Feb 28, 2025 | $11.35 |
| Mar 03, 2025 | $11.30 |
| Mar 04, 2025 | $11.33 |
| Mar 05, 2025 | $11.35 |
| 4 days before | -4.27% |
| 4 days after | -2.74% |
| On release day | -2.74% |
| Change in period | -6.89% |
| Release date | Apr 24, 2025 |
| Price on release | $10.49 |
| EPS estimate | $0.410 |
| EPS actual | $0.200 |
| EPS surprise | -51.22% |
| Date | Price |
|---|---|
| Apr 17, 2025 | $10.27 |
| Apr 21, 2025 | $10.57 |
| Apr 22, 2025 | $10.60 |
| Apr 23, 2025 | $10.29 |
| Apr 24, 2025 | $10.49 |
| Apr 25, 2025 | $10.14 |
| Apr 28, 2025 | $10.28 |
| Apr 29, 2025 | $9.90 |
| Apr 30, 2025 | $9.66 |
| 4 days before | 2.14% |
| 4 days after | -7.91% |
| On release day | -3.34% |
| Change in period | -5.94% |
| Release date | Jul 24, 2025 |
| Price on release | $9.70 |
| EPS estimate | $0.300 |
| EPS actual | $0.450 |
| EPS surprise | 50.00% |
| Date | Price |
|---|---|
| Jul 18, 2025 | $9.17 |
| Jul 21, 2025 | $9.27 |
| Jul 22, 2025 | $9.43 |
| Jul 23, 2025 | $10.07 |
| Jul 24, 2025 | $9.70 |
| Jul 25, 2025 | $10.96 |
| Jul 28, 2025 | $12.34 |
| Jul 29, 2025 | $12.66 |
| Jul 30, 2025 | $13.16 |
| 4 days before | 5.78% |
| 4 days after | 35.67% |
| On release day | 12.99% |
| Change in period | 43.51% |
| Release date | Oct 23, 2025 |
| Price on release | $12.98 |
| EPS estimate | $0.440 |
| EPS actual | $0.450 |
| EPS surprise | 2.27% |
| Date | Price |
|---|---|
| Oct 17, 2025 | $13.05 |
| Oct 20, 2025 | $12.83 |
| Oct 21, 2025 | $12.79 |
| Oct 22, 2025 | $12.92 |
| Oct 23, 2025 | $12.98 |
| Oct 24, 2025 | $13.35 |
| Oct 27, 2025 | $13.83 |
| Oct 28, 2025 | $14.92 |
| Oct 29, 2025 | $14.20 |
| 4 days before | -0.536% |
| 4 days after | 9.40% |
| On release day | 2.85% |
| Change in period | 8.81% |
Betterware de Mexico S.A.P.I. de C.V Earnings Call Transcript Summary of Q4 2025
BeFra reported modest top-line growth (net revenue +1.4% YoY) in Q3 2025 while delivering strong operating performance: EBITDA rose ~22% YoY with a 362 bps margin expansion to 21.4%. Free cash flow conversion remained high (77% of EBITDA for the quarter; FCF expected to run at ~60% of EBITDA annually by year-end). Management materially reduced inventories (Betterware inventories down ~17% YoY in the quarter; company targeting ~MXN 2,100m year-end) and lowered net leverage (net debt/EBITDA down from 1.97x to 1.8x; target ~1.6x by year-end). Business highlights: Betterware Mexico saw softer sales (-5.3% YoY) but improved product mix, SKU rationalization and pricing actions; Jafra Mexico grew strongly (revenue +8% YoY, EBITDA +31%, margin 24%) driven by consultant growth, higher AOV and successful product refreshes; Jafra U.S. is stabilizing with improving trends (strongest month in 3 years in September) and is close to breakeven excluding legacy legal expenses. Regional expansion is progressing: Betterware Ecuador and Guatemala exceeded expectations and Betterware Colombia is planned for early 2026. Management emphasized five strategic pillars (Mexican leadership, regional expansion, new brands/categories, digital person-to-person selling including AI, and financial discipline). The Board proposed a MXN 200m dividend (23rd consecutive dividend quarter). Key risks called out: soft/volatile consumer demand in Mexico and U.S., FX/hedge accounting effects, and ongoing legacy legal costs in Jafra U.S.
