# Tag: MELI

- [Mercado Livre’s Expensive Lead](https://brazilstockguide.com/behind-the-lines/mercado-livres-expensive-lead/) (2026-07-29): Latin America’s ecommerce leader is spending ever more to defend its position, while investors are still waiting for growth to translate into higher margins.
- [Citi and UBS Cut Mercado Livre as Margin Doubts Hit Growth Story](https://brazilstockguide.com/insights/citi-and-ubs-cut-mercado-livre-as-margin-doubts-hit-growth-story/) (2026-05-13): Analysts still see a powerful Latin American platform. The problem is that free shipping, credit growth and new investments are making profits harder to model.
- [Mercado Livre ties executive pay to growth and locks in leadership for six years](https://brazilstockguide.com/insights/mercadolibre-executive-compensation-retention-2026/) (2026-04-06): New compensation framework links bonuses to fintech, revenue and stock performance, while naming core leadership at the center of its long-term strategy.
- [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.
- [Casas Bahia Bets on Mercado Livre Alliance to Rebuild Digital Scale and Margins](https://brazilstockguide.com/insights/casas-bahia-bets-on-mercado-livre-alliance-to-rebuild-digital-scale-and-margins/) (2025-11-13): The partnership expands reach, lifts contribution margins and deepens logistics efficiency as the retailer navigates high rates, slower physical-store traffic and a still-fragile macro backdrop.
- [Mercado Livre Doubles Down on Brazil as Its Core Growth Engine Despite Margin Pressure](https://brazilstockguide.com/insights/mercado-livre-doubles-down-on-brazil-as-its-core-growth-engine-despite-margin-pressure/) (2025-10-29): Executives defend free-shipping strategy, saying record engagement and efficiency gains justify the short-term squeeze.
- [Abrafarma Pushes Back Against Mercado Livre’s Online Pharmacy Plans](https://brazilstockguide.com/insights/abrafarma-mercado-livre-online-pharmacy/) (2025-10-10): Trade group warns deal with Cuidamos Farma could breach sanitary rules and create vertical integration with digital prescriptions.
- [Bitter pill](https://brazilstockguide.com/behind-the-lines/bitter-pill-mercado-livre-meli-pharmacies-disruption/) (2025-09-01): Brazil has nearly 100,000 pharmacies. Supermarkets and e-commerce giants eye the sector, raising disruption risks for all players.