Betterware De Mexico, S.A. De C.V (DE:BM0)
NYSE:BM0
Earnings Data
Report Date
Jul 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.41Last Year’s EPS
0.43Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed meaningful progress on profitability, cash generation, leverage reduction, and regional expansion, with several operational and digital initiatives underway and a strategically attractive pending Tupperware acquisition expected to be highly accretive. The principal near-term negatives were modest group revenue growth driven by a temporary slowdown at Jafra Mexico, transaction- and legal-related extraordinary expenses, and a projected, temporary increase in leverage post-acquisition. Overall, the positive improvements in margins, cash flow, debt reduction, and clear strategic levers outweigh the near-term headwinds.Company Guidance
EBITDA and Margin Expansion
EBITDA grew 14% year-over-year and EBITDA margin expanded from 15.3% to 17.4% (+211 bps). Management noted that, excluding extraordinary Tupperware transaction expenses, margin would have been ~18.4%. Net income nearly doubled year-over-year, reflecting normalized profitability and lower interest expense.
Revenue Stability with Select Growth
Group revenue increased modestly by 0.3% year-over-year. Betterware/BetterWork delivered 2.6% growth despite one fewer week in the quarter, and on a same-week comparable basis Betterware revenue would have been ~3.3%.
Strong Cash Generation and Shareholder Returns
Free cash flow converted 58% of EBITDA into cash. The board proposed a MXN $200 million dividend (25th consecutive quarterly dividend since IPO), maintaining a trailing twelve-month dividend-to-EBITDA ratio of 33%.
Improving Leverage and Capital Efficiency
Net debt/EBITDA improved to 1.5x (down from 2.4x at end-2022 and 3.1x at the time of the Jafra acquisition). ROTA improved to 22.7%, ROIC increased to 27%, and trailing EPS reached MXN $31.9, indicating stronger returns and a healthier balance sheet.
Regional Expansion Momentum
Jafra US net revenue rose 8.6% in USD with associate base +3.4% YoY and improving productivity. Company launched BetterWork Colombia and reported continued scaling in Ecuador and Guatemala (group contribution from these up from 0.1% to 0.7% of revenue).
Business Unit Profitability Gains
Betterware/BetterWork EBITDA margin improved by 190 bps to 20.5% with EBITDA +12.9% YoY. Jafra Mexico improved EBITDA margin by 165 bps to 17%, driven by cost management and restructuring benefits.
Strategic M&A Opportunity — Tupperware
Announced acquisition of Tupperware Latin America (pending antitrust approval) expected to be immediately earnings accretive and estimated to contribute ~40% to EPS, providing a strong entry into Brazil (≈$100M revenue market) and broader LATAM expansion potential.
Digital & Product Initiatives
Progress on digital transformation: Salesforce CRM rollout expected Q2, Jafra Plus app Q3, BetterWare Plus analytics, payment system pilot, catalog redesign (H2 launch), and new product line success (Better Clean Tabs) to drive higher-frequency consumption.
DE:BM0 Earnings History
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
DE:BM0 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2026 | €15.01 | €14.52 | -3.26% |
Feb 26, 2026 | €14.46 | €14.37 | -0.66% |
Oct 23, 2025 | €10.19 | €10.19 | 0.00% |
Jul 24, 2025 | €7.71 | €7.43 | -3.59% |
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 (DE:BM0) report earnings?
Betterware De Mexico, S.A. De C.V (DE:BM0) is schdueled to report earning on Jul 23, 2026, Before Open (Confirmed).
What is Betterware De Mexico, S.A. De C.V (DE:BM0) earnings time?
Betterware De Mexico, S.A. De C.V (DE:BM0) earnings time is at Jul 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 the P/E ratio of Betterware De Mexico, S.A. De C.V stock?
The P/E ratio of Betterware de Mexico is N/A.
What is DE:BM0 EPS forecast?
DE:BM0 EPS forecast for the fiscal quarter 2026 (Q2) is 0.41.