Earnings summaries and quarterly performance for MERCADOLIBRE.
Executive leadership at MERCADOLIBRE.
Marcos Galperin
Detailed
President and Chief Executive Officer
CEO
AS
Ariel Szarfsztejn
Detailed
Commerce President
DR
Daniel Rabinovich
Detailed
Executive Vice President and Chief Operating Officer
JM
Juan Martín de la Serna
Detailed
Executive Vice President - Corporate Affairs
MM
Marcelo Melamud
Detailed
Senior Vice President and Chief Accounting Officer
Md
Martín de los Santos
Detailed
Executive Vice President and Chief Financial Officer
OG
Osvaldo Giménez
Detailed
Fintech President
Board of directors at MERCADOLIBRE.
Research analysts who have asked questions during MERCADOLIBRE earnings calls.
Andrew Ruben
Morgan Stanley
6 questions for MELI
Also covers: ASAIY, CBDBY, DESP +1 more
Irma Sgarz
Goldman Sachs
6 questions for MELI
Also covers: ASAI, ASAIY, TBBB
MS
Marcelo Santos
JPMorgan Chase & Co.
6 questions for MELI
Also covers: AFYA, AMX, TEO +8 more
Neha Agarwala
HSBC
6 questions for MELI
Also covers: BCH, BSAC, DLO +5 more
Deepak Mathivanan
Cantor Fitzgerald
5 questions for MELI
Also covers: ABNB, CART, DASH +9 more
Josh Beck
Raymond James
5 questions for MELI
Also covers: ACVA, GDDY, LZ +3 more
Craig Maurer
FT Partners
4 questions for MELI
Also covers: AVDX, AXP, MA +3 more
Geoffrey Elliott
Autonomous
4 questions for MELI
Also covers: NU
Marvin Fong
BTIG, LLC
4 questions for MELI
Also covers: ATER, CARG, CARS +10 more
RF
Robert Ford
Bank of America Merrill Lynch
4 questions for MELI
Also covers: ASAI, FMX, HYPMY +1 more
Jamie Friedman
Susquehanna International Group
3 questions for MELI
Also covers: ACN, AFRM, CTSH +7 more
João Pedro Soares
Citigroup Inc.
3 questions for MELI
Also covers: ASAI, ASAIY, CBDBY +1 more
JS
Joao Soares
Citigroup Inc.
3 questions for MELI
TY
Trevor Young
Barclays
3 questions for MELI
Also covers: ABNB, ALV, BKNG +13 more
BF
Bob Ford
Bank of America
2 questions for MELI
Also covers: ARCO
JF
James Friedman
Susquehanna Financial Group, LLLP
2 questions for MELI
Also covers: AFRM, AVDX, BETR +18 more
KP
Kaio Prato
UBS Group AG
2 questions for MELI
PA
Pedro Arnt
Axxo
2 questions for MELI
VP
Vinicius Pretto
Itaú BBA
2 questions for MELI
CP
Caio Prado
UBS
1 question for MELI
CP
Carl Prado
UBS
1 question for MELI
DE
Danny Elgar
XP Inc.
1 question for MELI
JE
Jeffrey Elliott
Autonomous
1 question for MELI
KP
Kaio Penso Da Prato
UBS
1 question for MELI
Also covers: PAGS, STNE
ZG
Zachary Gunn
Financial Technology Partners
1 question for MELI
Also covers: ADP, AFRM, EEFT +6 more
Recent press releases and 8-K filings for MELI.
Mercado Livre: Brazil B2C E-commerce Market Forecasts and Competitive Landscape
MELI
New Projects/Investments
Revenue Acceleration/Inflection
- The Brazil B2C e-commerce market is projected to grow by 9.9% annually, reaching US$64.09 billion by 2025, and is expected to expand to US$89.18 billion by 2029 with an 8.6% Compound Annual Growth Rate (CAGR) from 2025.
- Mercado Livre remains the largest marketplace in Brazil, supported by its Mercado Pago and Mercado Envios services, operating within a market that is consolidating around multi-service ecosystems.
- Competition is intensifying from cross-border platforms, leading Mercado Livre to continue its logistics investments and lower its free shipping threshold to R$19 in mid-2025 to maintain market share, which may pressure margins but supports Gross Merchandise Volume (GMV) and buyer growth.
- The market is experiencing a significant shift towards Pix-led real-time payments, which e-commerce players like Mercado Livre are incentivized to promote to reduce transaction costs and expand reach to consumers.
5 days ago
Mercado Libre discusses Mercado Pago's digital banking ambitions
MELI
New Projects/Investments
Product Launch
- Mercado Libre's (MELI) Senior VP of Fintech Services, Andy Anavi, detailed Mercado Pago's strategic evolution from a payments wallet to a fully-fledged digital bank.
- Mercado Pago aims to become the largest digital bank in Latin America, focusing on "principality" to be the primary financial relationship for its 72 million active users.
- The company plans to leverage Generative AI for improved underwriting and personalized financial advisory, expecting stronger signals from data through Large Language Models (LLMs).
6 days ago
Mercado Libre's Strategic Growth and Dominance in Argentina's Expanding Ecommerce Market
MELI
New Projects/Investments
Revenue Acceleration/Inflection
Product Launch
- The Argentina B2C ecommerce market is forecast to grow by 11.2% annually, reaching US$20.41 billion by 2025, and is projected to expand to approximately US$28.29 billion by the end of 2029.
- Mercado Libre leads the market, with its commerce business in Argentina achieving FX-neutral GMV growth of around 126% in Q1 2025.
- The company is making significant investments in logistics expansion and technology hiring in Argentina.
- In September 2025, Mercado Libre launched "Negocios," a new B2B ecommerce unit in Argentina, featuring over 2.6 million products.
- Mercado Pago is a primary competitor in Argentina's digital payments sector, where digital wallets and QR payments are increasingly prevalent.
Jan 22, 2026, 10:03 AM
MercadoLibre, Inc. Closes $750 Million Notes Offering
MELI
Debt Issuance
- MercadoLibre, Inc. closed an underwritten public offering of $750,000,000 aggregate principal amount of 4.900% Notes due 2033 on December 9, 2025.
- The Notes are senior unsecured obligations of the Company.
- They will mature on January 15, 2033.
- Interest on the Notes will accrue at a rate of 4.900% per year and will be payable semi-annually, commencing July 15, 2026.
- The Notes are guaranteed by several of MercadoLibre's subsidiaries.
Dec 9, 2025, 9:54 PM
Mercado Libre Issues $750 Million Senior Unsecured Notes
MELI
Debt Issuance
New Projects/Investments
- Mercado Libre successfully issued $750 million of 4.900% Senior Unsecured Notes due 2033.
- The offering was 3.6x oversubscribed by more than 150 institutional investors and represents the company's first debt issuance since achieving Investment Grade status (BBB- from S&P and Fitch).
- The proceeds from the notes will be used for general corporate purposes and to strengthen the company's liquidity.
Dec 5, 2025, 1:13 PM
Mercado Libre Issues $750M Debt After Investment Grade Upgrade
MELI
Debt Issuance
- Mercado Libre successfully issued $750 million in senior unsecured notes due in 2033 with a 4.9% coupon rate, marking its first bond issuance since achieving investment grade status.
- The offering was highly oversubscribed by 3.6 times, attracting strong demand from over 150 institutional investors, reflecting robust confidence in the company's financial strategy and business model.
- The bond issuance is rated BBB- by S&P and Fitch, with Moody's placing Mercado Libre’s recommendation under review for an upgrade.
- The proceeds will be used for general corporate purposes and to strengthen the company's liquidity position.
Dec 5, 2025, 3:15 AM
MELI Reports Strong Q3 2025 Growth Amidst Strategic Investments
MELI
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- MercadoLibre reported a 39% year-on-year revenue growth in Q3 2025, marking its 27th consecutive quarter of growth above 30%, with operating income increasing by 30% year-on-year to $724 million.
- The company continues to make strategic investments in areas such as free shipping, logistics, 1P, and credit cards, which are driving strong top-line growth and market share gains, particularly in Brazil where the reduced free shipping threshold accelerated items sold growth from 26% to 42%.
- Mercado Pago had a stellar quarter, with accelerated monthly active user growth, record-high NPS in Brazil, and strong growth in assets under management and its credit portfolio, with older credit card cohorts in Brazil reaching profitability.
- MercadoLibre's total unique buyers reached 75 million in Q3 2025, with approximately 4 million new buyers added during the quarter.
- While Argentina remains a profitable market, Q3 2025 saw a slowdown in GMV, buyers, and TPV growth due to macro instability and increased funding costs, though revenues still grew 39% year-on-year in USD.
Oct 29, 2025, 9:00 PM
MercadoLibre Reports Strong Q3 2025 Financial and Operational Growth
MELI
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- MercadoLibre reported Net Revenues and Financial Income of US$7.4 billion in Q3 2025, marking a 39% YoY increase, or 49% YoY on an FX-Neutral basis.
- The company achieved Income from Operations of US$724 million with a 9.8% margin, and Net Income of US$421 million with a 5.7% margin for Q3 2025.
- Key operational metrics showed robust growth, with Gross Merchandise Volume (GMV) reaching US$16.5 billion (+35% FXN YoY) and Total Payment Volume (TPV) reaching US$71.2 billion (+54% FXN YoY) in Q3 2025.
- The credit portfolio expanded to US$11.0 billion, an 83% YoY increase, while Assets Under Management reached US$15.070 billion in Q3 2025.
- Unique Active Buyers grew to 76.8 million, an increase of 26% YoY in Q3 2025.
Oct 29, 2025, 9:00 PM
Mercado Libre Reports Strong Q3 2025 Growth Driven by Strategic Investments
MELI
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Mercado Libre (MELI) reported strong Q3 2025 results with revenues growing by 39% year on year, marking its 27th consecutive quarter of over 30% growth, and operating income increasing by 30% year on year to $724 million.
- Strategic investments, such as the reduction in the free shipping threshold in Brazil, led to significant acceleration in GMV and items sold, with items sold growing 42% this quarter. This also contributed to a sequential reduction of 8% in unit shipping costs in Brazil (in local currency).
- The company's credit card business is maturing, with cohorts older than two years being profitable, and the overall Brazil credit card portfolio approaching profitability. A new credit card was launched in Argentina towards the end of Q3 2025.
- Mercado Libre continues to gain market share in e-commerce in Brazil, having tripled its share since 2014 and doubled it since the pandemic, driven by its focus on user experience and competitive positioning.
Oct 29, 2025, 9:00 PM
MercadoLibre Reports Strong Q3 2025 Financial and Operational Growth
MELI
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- MercadoLibre (MELI) reported robust Q3 2025 results, with revenues growing by 39% year-on-year, marking the 27th consecutive quarter of growth above 30%. Operating income reached $724 million, representing a 30% year-on-year increase.
- Strategic investments in areas such as free shipping, logistics, 1P, and credit cards continued to drive growth, particularly in Brazil, where a reduced free shipping threshold led to accelerated GMV and items sold, with unit shipping costs decreasing by 8% quarter-over-quarter.
- Mercado Pago experienced a stellar quarter, characterized by accelerated monthly active user growth and record-high NPS in Brazil, largely due to the rapid expansion of its credit card product.
- Despite macro challenges in Argentina, the company saw resilient performance, with revenues growing 39% year-on-year in US dollars and 97% in local currency, items sold increasing by 34%, and the credit book growing by 100% year-on-year.
Oct 29, 2025, 9:00 PM
Quarterly earnings call transcripts for MERCADOLIBRE.
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