Added to YB: 2025-08-07
Pitch date: 2025-08-05
MELI [neutral]
MercadoLibre, Inc.
-17.43%
current return
Author Info
No bio for this author
Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$105.2B
Pitch Price
$2.4K
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.94
P/E
50.64
EV/Sales
4.24
Sector
Broadline Retail
Category
growth
MELI’s 2Q25 Wasn’t a Miss—It Was a Moat-Expansion Playbook
MELI (earnings update): Logistics moat now handling 95% of shipments, enabling R$79→R$19 free shipping in Brazil, triggering 34% items sold growth in June. Credit card biz in Brazil hit breakeven with 51% portfolio profitable, $9.3B loans. Multi-service users generate 3-7x more value. Ad revenue +38% YoY. Risks: Asian competitors with deep pockets forcing subsidy wars.
Read full article (4 min)