Structural Change in Latin America: E-Commerce Dynamics Reach Highest Point Since 2020
Reading Time: 3 minutes
Historical penetration rate: The e-commerce sector in Latin America is gaining market share as rapidly as it has since the pandemic; MercadoLibre is expanding its market leadership. Broad revenue growth: The company's revenue climbed by 45% in the third quarter of 2026 to 10, 75 billion US dollars, driven by Brazil and the fintech arm Mercado Pago. Investment-driven margin pressure: An expansion of logistics capacities and marketing efforts is pushing the operating margin down to 6, 3% and slightly hindering earnings per...
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