Investor Presentaiton
Betterware Executive Summary
Overview
Mission
DD3
ACQUISITION CORP.
Betterware
Key Financial Metrics (US$ Millions)
Net Company SalesĀ¹ and Sales Force (in 000's)
To be the go-to company for home
organization solutions in Mexico and
Latin America
Net Company Sales
CAGRS
343
113
162
213
Mission & Values
Values
Offer reliable top-quality products
Consistent on-time deliveries
Commitment with sales force
2015-'18
37%
$125
$161
$196
2018-'20P
25%
$48
2015
$57
$78
2016
2017
2018
2019P
2020P
443
529
Unique Product
Portfolio
Product portfolio focused on providing
everyday solutions for modern spaces
Through catalogues, the Company offers
~400 products at a US$5.5 average price
EBITDA and EBITDA Margin
23.5%
23.6%
EBITDA CAGRS
26.4%
25.6%
26.5%
26.7%
2015-'18
41%
$52
$43
$32
2018-'20P
28%
Robust Sales
Force
A two-tier sales force with +400k
distributors and associates
$20
$11
$13
2015
2016
2017
2018
2019P
2020P
3 million households served every six
weeks in 800 communities throughout
Mexico
Adjusted Levered Free Cash Flow
FCF as a % of EBITDA
FCF CAGRS
54.0%
58.8%
61.8%
45.0%
44.5%
51.4%
Zero last mile cost
2015-'18
40%
Unparalleled
Logistics
Platform
Long haul distribution through exclusive
third parties
2018-'20P
$32
51%
$5
$22
98.5% on-time deliveries to anywhere in the
country within 24-48hrs
2015
$7
2016
$12
$14
2017
20182
2019P
2020P
Source: Management 1. Net Company Sales: Revenue after VAT, returns and discounts to
Distributors and Associates 2. Free Cash Flow balance at Dec 2018 affected by 3-week overstock 6
to account for an earlier Chinese new year
Notes: i) Financial information under Mexican GAAP basis; ii) Avg MXN/USD FX Rates: 2015-
15.87, 2016-18.68, 2017 - 18.92, 2018 - 19.23, 2019P - 20.0, 2020P - 20.0View entire presentation