Investor Presentaiton
1
Attractive Direct-to-Consumer Selling Sector
Overview
DD3
ACQUISITION CORP.
Betterware
Mexico is the 7th largest direct-to-consumer market in the world and the 2nd in Latin America with ~US$6bn in 2018
Betterware's model is tailored to Mexico's unique geographic, demographic and economic dynamics
Increasing middle-income population
■Communities are small and scattered across the country, with very low retail penetration and difficult to fulfill last mile logistics
■ Historic high consumer confidence index
New Mexican administration is focused on social programs providing supplemental income to low income consumers
Growing labor force with a higher female participation, and favorable demographics
Retail Sales Growth & Consumer Confidence Index
Socio-economic Segments in Mexico
(% of Population, as of 2016)
108.6
93.6
93.0
85.7
88.6
Target Segment
Socio-economic
A&B
C+&C
C-&D+
D&E
Segment
7.5%
6.9%
7.3%
6.3%
Percentage of
7%
27%
32%
34%
Total Population
3.3%
Million of
2.3
8.5
10.2
10.9
Households
2014
2015
2016
2017
2018
Company's
9%
33%
41%
17%
Revenue Share
Retail
Consumer Confidence Index
Source: Management, Euromonitor, estimations by the Mexican Direct Selling Association (Asociación
Mexicana de Venta Directa) and WFDSA
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