Sign in

    Jack • Unknown

    Jack's questions to MercadoLibre Inc (MELI) leadership

    Jack's questions to MercadoLibre Inc (MELI) leadership • Q2 2025

    Question

    An analyst from Cantor Fitzgerald, speaking for Deepak Mathivanan, asked for color on the performance of off-platform ads and the specific levers driving Argentina's advertising revenue growth.

    Answer

    Ariel Szarfsztejn, Commerce President, highlighted a strong quarter for ads, with 38% YoY growth in USD. He attributed Argentina's particular strength to favorable macro conditions like lower inflation and strong execution by the local team. He also noted that display and video ads nearly doubled year-over-year across the business, and product ads are performing well due to UX improvements and new AI-powered tools for sellers.

    Ask Fintool Equity Research AI

    Jack's questions to Arcos Dorados Holdings Inc (ARCO) leadership

    Jack's questions to Arcos Dorados Holdings Inc (ARCO) leadership • Q4 2024

    Question

    Jack from an unknown firm asked about the overall impact of the company's digitalization strategy on the business and its future potential.

    Answer

    COO Luis Raganato described digitalization as a core strategy and a primary driver of recent results. He emphasized that technology enhances operational efficiency, customer engagement, restaurant development, and marketing. While Arcos Dorados is a leader in the space, Raganato believes they are 'just the beginning' of unlocking its full potential for sales and profitability growth.

    Ask Fintool Equity Research AI