Mercado Libre Between Price war and Growth Surge
Reading Time: 4 minutes
CEO transition, free shipping offensive, and discount platforms increase pressure – margins suffer, yet the ecosystem remains dominant. Revenue + 37%, Fintech + 100% and weak US dollar as tailwind: Despite costly defense measures, MELI maintains its growth trajectory. When Marcos Galperin announced his retirement from the CEO position at the end of May and Mercado Libre (MELI) simultaneously lowered the free shipping threshold in Brazil from 79 to 19 Reais, the stock dropped by over 15% within a few days. Both headlines reflect the...
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