
Betterware Remains A Buy On Insider Buying And LatAm Expansion
Seeking Alpha
公開日時: Sep 22, 2026, 08:50 PM GMT+9
Summary Betterware remains a 'Buy' with a mid-$20s price target over two years, supported by insider buying and LatAm expansion. Insider purchases by the Campos family signal strong conviction, with CEO and Chairman acquiring over $2 million in shares near $16–$17. BWMX trades at attractive 5–6x EBITDA multiples, offering 37% upside potential if FY 2027 targets and margin expansion materialize. Dividend yield is robust and well-covered, while M&A optionality and Tupperware integration provide further upside, though MLM risks persist. IvelinRadkov/iStock via Getty Images Sunday mornings were barbecue days. The whole family-and later me too, when I started earning my own money-would buy things. My grandfather was in charge of the ribeye (poor guy!). Dad and uncle bought the beer (always needed). And I was in This article was written by Pedro Goulart 998 Followers Follow I’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In addition to restaurants, I cover consumer discretionary, food & beverage, casinos & gaming, and IPOs, with a particular focus on micro and small caps that are often overlooked by mainstream analysts. My research has been featured on Seeking Alpha, Yahoo Finance, Mises Institute, Investing.com and other plataforms. My background combines hands-on experience in finance and business management with academic foundations. I hold an MBA in Controllership and Accounting Forensics, a Bachelor’s in Business Administration. I’ve also pursued specialized training in valuation, financial modeling, and restaurant operations (I had a brief experience as an undergraduate as a franchise partner for a regional ice cream shop). Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Source: Seeking Alpha
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