SCHEDULE: Betterware de Mexico Stakeholdings Updated

Campalier, S.A. de C.V. and Luis German Campos Orozco maintain a controlling 51.36% stake in Betterware de Mexico, S.A.P.I. de C.V. following recent share acquisitions.

Summary

• This filing is an amendment to a Schedule 13D, updating beneficial ownership information for Betterware de Mexico, S.A.P.I. de C.V.
• Campalier, S.A. de C.V. and Luis German Campos Orozco collectively beneficially own 20,278,497 Ordinary Shares, representing 51.36% of the outstanding shares.
• This ownership percentage is based on 39,485,053 Ordinary Shares outstanding as of August 31, 2026.
• The Reporting Persons share voting power and dispositive power over these shares.
• Recent transactions within the past 60 days were effected through open market purchases by Campalier, S.A. de C.V.
• On July 6, 2026, a trust holding shares for Mr. Campos was dissolved, and those shares reverted to Campalier without consideration, not altering the aggregate beneficial ownership.
• The decrease in the percentage of ownership is attributed to the issuance of new shares in connection with the Tupperware Acquisition, not a sale of shares by the Reporting Persons.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this filing as moderately positive, indicating a stable and significant ownership stake by key entities, with recent transactions showing continued investment.

Positives

• Significant controlling stake of 51.36% maintained by key reporting persons.
• Continued open market purchases indicate ongoing investment and confidence.
• Dissolution of trust and reversion of shares to Campalier simplified ownership structure without impacting aggregate beneficial ownership.
• The Tupperware Acquisition, while diluting percentage ownership, represents a strategic business development for the company.

Negatives

• The percentage of beneficial ownership has decreased due to share issuance for the Tupperware Acquisition, even though no shares were sold by the reporting persons.

Risks

• Potential for future share issuances could further dilute the Reporting Persons' percentage ownership.
• Dependence on the success of the Tupperware Acquisition for future growth and integration.

Future Outlook

The filing does not contain specific forward-looking statements or guidance. However, the continued open market purchases suggest a positive outlook from the reporting persons.

Management Comments

• The decrease in the percentage of outstanding Ordinary Shares beneficially owned by the Reporting Persons since Amendment No. 1 to the Schedule 13D is attributable to the increase in the number of outstanding Ordinary Shares resulting from the issuance of Ordinary Shares in the Tupperware Acquisition, and not to any sale or other disposition of Ordinary Shares by the Reporting Persons.

Industry Context

StockSavvy.ai notes that significant ownership stakes reported in Schedule 13D filings often signal a stable, concentrated ownership structure, which can influence corporate strategy and governance. The Tupperware Acquisition suggests a move towards consolidation or expansion within the consumer goods or direct selling sector.

Comparison to Industry Standards

• Industry standards for beneficial ownership in publicly traded companies vary widely. However, a stake exceeding 50% as reported here is considered a controlling interest, significantly above typical institutional investor holdings which often range from 5-20%.

Related Party Transactions

• The reversion of shares from a trust held by Mr. Campos to Campalier on July 6, 2026, without consideration, is a related party transaction that has been disclosed.

Stakeholder Impact

• Shareholders: The controlling stake by Campalier and Mr. Campos suggests a stable leadership, but also potential for decisions that may prioritize the interests of these major shareholders.
• Creditors: A stable controlling shareholder can provide confidence in the company's long-term direction.
• Employees/Suppliers/Customers: The Tupperware Acquisition may lead to operational changes or expanded market reach, impacting these groups.

Next Steps

• Continued monitoring of beneficial ownership changes.
• Evaluation of the strategic impact and integration success of the Tupperware Acquisition.

Key Dates

Recommendation

The filing indicates a stable, controlling ownership structure with continued investment through open market purchases. While the Tupperware Acquisition is a strategic move, the filing itself does not provide new financial performance data or future guidance that would warrant a buy or sell recommendation. Therefore, a 'hold' is appropriate pending further operational and financial updates.

Keywords

Beneficial Ownership, Schedule 13D, Ordinary Shares, Campalier, Luis German Campos Orozco, Betterware de Mexico, Tupperware Acquisition, Open Market Purchases