BWMX: Looking at Comps, Proforma 1H; Valuation Highly Compelling
We are reiterating our Buy rating, $30 price target and projections for Betterware de Mexico as we review the recent release of proforma 1H26...
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BWMX: WTR Insights Conference - Tupperware Deal Opens Up New Organic Growth Opportunities
We discussed the durability of the direct selling model, the recent Tupperware acquisition, BeFra’s “portfolio of powerhouse brands” strategy, the...
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BWMX: Unstoppable: Notes from the JAFRA Conference; Reiterate Buy, $30 PT
We are reiterating our Buy rating, $30 price target and projections after attending the JAFRA National Convention and meeting with Betterware...
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Primer: Betterware de Mexico Sab de CV (BWMX US) - Aug 2026
Betterware de Mexico (BeFra) is demonstrating a strong growth trajectory, bolstered by the successful integration of Jafra and the recent...
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BWMX: 2Q26 Results; Organic Recovery Broadens as Tupperware Exceeds Expectations
BeFra reported 2Q26 results that included Tupperware Latin America for the first time, with consolidated revenue up 16.8% to Ps 4,161.4 million and...
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