BWMX Stock Forecast & Price Target

Betterware de Mexico SAPI de CV has demonstrated a positive financial trajectory, with EBITDA margins for its JAFRA segment reaching 23.8%, reflecting a 425 basis points improvement and the highest since 4Q22, driven by increased average orders. The company reported a 3.6% year-over-year revenue growth in 3Q25, totaling Ps. 253.81 million, highlighting effective cost control measures and a disciplined financial approach. Furthermore, the strategic enhancement of product offerings in the JAFRA segment, including new fragrances and revamped packaging, has contributed to a 7.9% revenue increase, positioning the company for continued growth despite external economic uncertainties.

Betterware de Mexico SAPI de CV has experienced significant challenges, with its SKU count declining by 7.6% year-over-year as of December, marking the fourth consecutive month of overall SKU declines. The company's revenue decreased by 5.3% year-over-year in the third quarter of 2025, reflecting continued weakness in consumer spending in Mexico, compounded by management reducing their revenue and EBITDA growth guidance for the fourth quarter to a mere 1% to 5%. This downward adjustment signifies a stark contrast to previous optimistic projections and highlights persistent difficulties within the Mexican market for household goods and personal care products.