The earnings call reflects significant challenges faced by Betterware de México, including revenue decline, margin compression, and macroeconomic challenges. However, the company is implementing strategic initiatives like pricing adjustments and innovation to counteract these issues. Despite short-term hurdles, they maintain a positive outlook on their long-term growth potential.
Company Guidance
During the first quarter of 2025, Betterware de México, S.A.P.I. de C.V. faced several challenges, leading to a 2.9% year-over-year decline in consolidated net revenues, primarily due to a challenging macroeconomic environment and a 20% depreciation of the Mexican peso. This depreciation led to a 303 basis point contraction in the consolidated gross margin and a 29.1% decrease in consolidated EBITDA. Betterware Mexico's revenue fell by 9.8%, while Jafra's growth decreased from double to single digits due to margin compression and promotional expenditures. The company maintained an EBITDA margin of 15.3% despite these challenges. The net debt to EBITDA ratio was 2.08, slightly higher than the 1.83 reported in Q1 2024. Despite a negative free cash flow for the quarter, the company expects to return to normal cash flow levels as inventory levels decrease. Betterware de México is maintaining its full-year guidance for 2025, projecting net revenue and EBITDA growth of 6 to 9%, supported by strategic pricing, promotional activities, Salesforce engagement, and innovation efforts.
Strategic Pricing and Promotional Activities
Betterware Mexico is focusing on strategic pricing decisions and increased promotional activity to balance product affordability and margin protection, keeping the sales force engaged.
Innovation and Product Pipeline
Continued focus on improving innovation processes and product pipeline across both Betterware and Jafra to surprise and delight customers, with efforts to make products more accessible.
Strong Internal Fundamentals
Despite external challenges, the company believes in its strong internal fundamentals and significant market share growth potential in both Mexico and the US for Jafra.
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
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
Apr 24, 2025
$10.19
$9.85
-3.34%
Feb 27, 2025
$11.04
$10.73
-2.81%
Oct 24, 2024
$11.36
$11.83
+4.14%
Jul 25, 2024
$13.94
$13.19
-5.38%
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 (BWMX) report earnings?
Betterware de Mexico (BWMX) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is Betterware de Mexico (BWMX) earnings time?
Betterware de Mexico (BWMX) earnings time is at Jul 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.