# Tag: E-commerce

- [As Brazil debates the “blusinhas tax,” Shein is already 44% cheaper than Renner, C&A and Riachuelo](https://brazilstockguide.com/insights/shein-44-cheaper-renner-ca-riachuelo-blusinhas-tax/) (2026-08-26): BTG Pactual’s apparel price index shows Shein’s price advantage widened by 10 percentage points since June, as cross-border imports rebound and Congress debates the taxation of overseas purchases worth up to $50.
- [How Much Can You Pay? Casas Bahia’s Long Agony Reaches the Courts](https://brazilstockguide.com/behind-the-lines/how-much-do-you-want-to-pay-the-long-agony-of-casas-bahia/) (2026-08-16): The Brazilian retailer is shrinking to reduce its capital needs, but a failed search for fresh liquidity pushes it into court-supervised restructuring after a Sunday that laid bare its crisis of confidence.
- [The Last Great Department Stores](https://brazilstockguide.com/insights/the-last-great-department-stores/) (2026-08-14): As hundreds of retail chains disappear, a small group of century-old department stores is turning consumption into experience, tourism and spectacle to remain relevant in the age of Amazon.
- [E-commerce and the inflation of “investment”](https://brazilstockguide.com/behind-the-lines/e-commerce-and-the-inflation-of-investment/) (2026-08-04): Mercado Libre plans R$57 billion for Brazil in a single year; Amazon says it has invested R$75 billion over 15. The figures are striking, but they blend capex, operating costs, credit and economic impact.
- [Mercado Livre Revenue Surges 45%, but Profit Falls 13% in 4Q25](https://brazilstockguide.com/insights/mercado-livre-4q25-earnings-profit-margin/) (2026-02-24): Latin America’s e-commerce leader grows aggressively, yet margin compression and tax normalization drag earnings.
- [Mercado Livre Cuts Jobs as AI Tools Reshape User Experience Teams](https://brazilstockguide.com/insights/mercado-livre-ai-layoffs/) (2026-01-13): Layoffs affect 119 employees as the e-commerce group integrates design and content functions amid deeper use of artificial intelligence.
- [Brazil’s Cade Approves Petz–Cobasi Merger; Requires Divestment of 26 Stores](https://brazilstockguide.com/insights/brazils-cade-approves-petz-cobasi-merger-requires-divestment-of-26-stores/) (2025-12-10): Antitrust ruling mandates targeted asset sales equal to 3.3% of combined revenue to complete R$7bn pet-retail merger.
- [Americanas Partners With iFood to Expand Convenience and Same-Day Retail Reach](https://brazilstockguide.com/insights/americanas-partners-with-ifood-to-expand-convenience-and-same-day-retail-reach/) (2025-12-08): Deal plugs up to 1,200 physical stores into Brazil’s largest delivery app, strengthening last-mile logistics and convenience retail.