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Jeffrey Elliott

Research Analyst at Autonomous

Geoffrey Elliott is the Director of Research at Autonomous Research, overseeing global financial services research with a specialization that includes European banks and insurance companies. While specific company coverage is not detailed in available sources, his team covers over 280 financial institutions worldwide, including major European and US banks and insurers, and he leads research on major themes such as fintech and ESG[1]. Elliott has been instrumental in the firm’s growth since its 2009 founding in London, expanding its global footprint with offices in New York and Hong Kong, and guiding the research team through its acquisition by AllianceBernstein in 2019 and subsequent partnerships[1]. No publicly available data reports detailed performance metrics (e.g., TipRanks rankings, quantified investor returns), and professional credentials such as FINRA registration or specific securities licenses are not listed in available documents; however, Elliott is recognized for his deep sector expertise and leadership in building a globally respected research franchise[1].

Jeffrey Elliott's questions to MERCADOLIBRE (MELI) leadership

Question · Q3 2025

Jeffrey Elliott asked about the competitive environment in Brazilian e-commerce, specifically whether Mercado Libre's competitors are behaving rationally and if there are any signs of irrational competition in the market.

Answer

Incoming CEO Ariel Szarfsztejn acknowledged Brazil as an intensely competitive but attractive market with low e-commerce penetration. He highlighted Mercado Libre's strong market leadership, tripling market share since 2014, driven by a formidable value proposition, record NPS, brand preference, retention, and conversion. He asserted confidence in competing successfully by focusing on the user, not competitors, and stated Mercado Libre's actions, like lowering free shipping thresholds, are rational and strengthen their competitive position. He cannot speak for competitors' rationality.

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