Betterware de Mexico SAPI de CV（BWMX）のニュースとイベントBWMXBetterware de Mexico SAPI de CV

BeFra Group Reports Q2 Revenue of MXN 4.16B

Reports Q revenue MXN 4.16B, consensus MXN 3.86B. Andres Campos Chevallier, President and CEO BeFra Group, said: "The second quarter marked another period of solid commercial execution for BeFra, with revenue growth across all our brands, while also representing one of the most significant milestones in the Company's history through the successful incorporation of Tupperware's operations in Latin America. Despite contributing only one month of results during the quarter, Tupperware made a strong contribution to BeFra's revenue and profitability, reinforcing our confidence in the strategic rationale of the acquisition. As the reference brand in its category, with a leading position in Mexico and an immediate platform in Brazil, Tupperware strengthens our portfolio, expands our regional footprint, and reinforces our confidence in BeFra's strategic growth pillars. Beyond this milestone, we remained focused on executing our long-term strategy with discipline and consistency. Betterware continued building on its positive commercial momentum, with revenue increasing 3.6% during the quarter and 3.1% on a year-to-date basis, while continuing to expand its presence across Latin America. Jafra's turnaround also continued to gain traction, as the commercial initiatives announced last quarter-including a renewed focus on innovation and consultant base expansion-translated into a return to sequential growth, with revenue increasing 4.5% QoQ. Tupperware also made a strong contribution to BeFra, representing 10.8% of consolidated revenue and nearly 16% of EBITDA despite contributing only one month of results during the quarter. Together, these results reflect the resilience of our business model, the successful execution of our long-term strategy, and our disciplined approach to creating sustainable long-term value for our shareholders. Our balance sheet also remains in a strong position following the Tupperware acquisition. Net debt-to-EBITDA stood at 2.6x despite consolidating only one month of Tupperware's EBITDA while assuming the full acquisition debt. On a pro forma basis, including Tupperware's full-year EBITDA contribution, net debt-to-EBITDA is 1.6x, effectively maintaining the Company's pre-acquisition leverage profile, reinforcing the profitability of the acquired business and our confidence in continuing our disciplined deleveraging strategy."

BWMX Appoints Two New Executives to Board

The company (BWMX) announced the appointment of two executives to its Board of Directors as approved in its shareholder meeting: Juan Pajon currently serves as Head of Customer Success and Global Innovation at Oracle Corporation (ORCL). Arquimedes Celis currently serves on the boards of Grupo Lala and Pilgrim's Pride Corp. (PPC). These new members will replace Martin Werner and Silvia Davila who are retiring from the Board of Directors. Following the company's recent acquisition of Tupperware LATAM, BeFra has retained Mr. David Kusuma as R&D Strategic Consultant. Mr. Kusuma is the Head of Product R&D for AG Automotive Group. Kusuma will accompany the internal innovation team to spearhead a new era of innovation in Tupperware Latam and Betterware portfolios.

BeFra 2026 Guidance Shows Profitability Improvement

2026 Guidance and Long-Term Growth Prospects: "While operational performance remained solid during the first quarter of 2026, revenue growth was modest at 0.3%. However, profitability improved meaningfully, with EBITDA margin expanding 211 bps compared to the same period last year. This reflects various initiatives to strengthen margins and operational efficiency and reinforces management's confidence in the resilience of the Company's business model as well as the ability to continue delivering on BeFra's long-term objectives. Our current guidance does not reflect the Tupperware transaction and will be revised once the transaction is finalized," the company said.