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Betterware De Mexico, S.A. De C.V (BWMX)
NYSE:BWMX
US Market

Betterware de Mexico (BWMX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 23, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
Last Year’s EPS
0.24
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 26, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlights solid financial and operational execution: strong cash generation (free cash flow +106% in Q4, +24.6% FY), improved leverage (MXN 700m debt repaid; net debt/EBITDA 1.56x), resilient EBITDA margins (19% Q4, 18.7% FY), successful operational momentum in core brands (Jafra Mexico record Q4; Betterware Q4 strength), and an accretive strategic acquisition (Tupperware Latin America). Offsetting these positives are modest full-year revenue growth (1.2%), an abnormal Q1 contraction and FX-related margin impacts, lingering softness in consumption that hit discretionary categories, and some regional/legal costs (Jafra U.S.). Overall, achievements in cash, balance sheet strengthening, and strategic initiatives materially outweigh the transitory operational and macro headwinds.
Company Guidance
Management guided 2026 revenue growth of 4–8% with an EBITDA margin floor of roughly 19% (or above). That outlook is supported by Q4/FY25 results (revenue +1.2% quarter and full year; Q4 EBITDA margin 19%, FY margin 18.7%) and strong cash conversion (FCF +106% YoY in Q4, FCF +24.6% for the year; >83% of EBITDA converted to FCF), aided by inventory optimization that released MXN 459m and cut inventories from ~MXN 2,500m to ~MXN 2,000m (only ~MXN 100–200m more to trim). Management also highlighted balance‑sheet improvement (MXN 700m debt repaid; leverage/net‑debt-to‑EBITDA down to ~1.56x from 1.75x and from 3.1x in 2022), continued dividend discipline (24 consecutive quarters; 32% TTM dividend/EBITDA), segment nuances (Betterware Q4 EBITDA ex‑FX ~22%; Jafra U.S. adjusted full‑year EBITDA ≈ $869k) and growth catalysts including regional expansion and the pending $250m Tupperware LATAM acquisition (3.1x EV/EBITDA; ~40% EPS accretion).
Quarterly and Full-Year Revenue Growth
Revenue grew 1.2% year-over-year in Q4 and 1.2% for the full year 2025, showing recovery after a weak first quarter.
Strong EBITDA Margins
Quarterly EBITDA margin reached 19% and full-year EBITDA margin was 18.7%, demonstrating margin resilience despite temporary headwinds.
Significant Free Cash Flow Generation
Free cash flow more than doubled in Q4 (106% YoY) and increased 24.6% for the full year, driven largely by inventory optimization that released MXN 459 million in cash.
Debt Reduction and Improved Leverage
Total debt was reduced by MXN 700 million during the year; leverage multiple decreased from 1.75x to 1.56x, and net debt-to-EBITDA improved from 3.1x (2022) to 1.56x at end-2025.
High Conversion of EBITDA to Cash
More than 83% of EBITDA was converted into free cash flow for the year, underscoring strong cash conversion and working capital discipline.
Dividend Consistency and Capital Allocation Discipline
Company paid dividends for the 24th consecutive quarter with a trailing 12-month dividend-to-EBITDA ratio of 32%, reflecting a disciplined capital allocation approach.
Operational Wins in Core Brands
Jafra Mexico delivered record-high quarterly sales in Q4; Betterware Mexico posted its strongest quarterly sales in 2025 and grew its SEO base for the first time since COVID; Jafra U.S. achieved its first YoY growth quarter in Q4 with meaningful EBITDA improvement.
Regional Expansion Momentum
Ecuador surpassed 11,500 associates and 730 distributors (over sevenfold growth since launch); Guatemala sales increased 50% since the start of 2025; Colombia launch planned for March 2026, supporting the regional growth plan.
Strategic Acquisition: Tupperware Latin America
Announced acquisition of 100% of Tupperware's Latin American business for $250 million (MXN-equivalent), including production facilities in Mexico and Brazil; transaction implies a 3.1x EV/EBITDA multiple and is expected to be ~40% EPS accretive on company assumptions (closing targeted Q2 2026, pending approvals).
Digital & Commercial Transformation Progress
Launched Shopify+ platforms, improved Betterware+ app features, and plans to roll out Jafra+ and Salesforce CRM; initiatives aimed at enabling social selling, analytics and AI-readiness.

Betterware de Mexico (BWMX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

BWMX Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 23, 2026
2026 (Q1)
- / -
0.236
Feb 26, 2026
2025 (Q4)
0.49 / 0.39
0.68-42.74% (-0.29)
Oct 23, 2025
2025 (Q3)
0.46 / 0.49
0.28173.97% (+0.21)
Jul 24, 2025
2025 (Q2)
0.39 / 0.51
0.4698.81% (+0.04)
Apr 24, 2025
2025 (Q1)
0.52 / 0.24
0.459-48.61% (-0.22)
Feb 27, 2025
2024 (Q4)
0.65 / 0.68
0.6347.34% (+0.05)
Oct 24, 2024
2024 (Q3)
0.36 / 0.28
0.307-8.33% (-0.03)
Jul 25, 2024
2024 (Q2)
0.52 / 0.47
0.40416.14% (+0.07)
Apr 25, 2024
2024 (Q1)
0.56 / 0.46
0.29953.40% (+0.16)
Feb 22, 2024
2023 (Q4)
0.28 / 0.63
0.32793.95% (+0.31)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

BWMX Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 26, 2026
$18.17
Oct 23, 2025
$12.72$13.08+2.85%
Jul 24, 2025
$9.30$10.51+12.99%
Apr 24, 2025
$9.77$9.45-3.34%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Betterware De Mexico, S.A. De C.V (BWMX) report earnings?
Betterware De Mexico, S.A. De C.V (BWMX) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
    What is Betterware De Mexico, S.A. De C.V (BWMX) earnings time?
    Betterware De Mexico, S.A. De C.V (BWMX) earnings time is at Apr 23, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is BWMX EPS forecast?
          Currently, no data Available