BWMX
Betterware de México, S.A.P.I. de C.V.14.52
+0.11+0.76%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms 4-8% growth confidence
Q&A largely reaffirmed prepared remarks on resilience and strategy, with management expressing confidence in 4%-8% revenue growth from stabilizing Mexican consumer trends—citing lower rates, tame inflation, and positive January-February signals—plus internal initiatives like Jafra innovation post-renovations. Inventory normalization complete after MXN 500 million cut to MXN 2 billion; future FCF ties to top-line. Jafra notched record Q4 sales despite salesforce dip from productivity push; beauty category holds tailwinds over Betterware's discretionary lines. EBITDA floor set at 19% group-wide, no segment details. Straight answers eased analyst worries on demand and margins. Management tone upbeat. Watch Mexico execution.
Key Stats
Market Cap
541.84MP/E (TTM)
31.57Basic EPS (TTM)
0.46Dividend Yield
0.36%IPO
Employees
Sector
Industry
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