"When investors talk about MercadoLibre , the phrase that comes up almost automatically is "the Amazon of Latin America." The comparison isn't wrong. MercadoLibre runs the region's leading online marketplace, has built its own logistics backbone, and is increasingly monetizing sellers with advertising. But stopping there misses the bigger picture. MercadoLibre isn't just Amazon transplanted south. It's a hybrid of e-commerce and fintech that Amazon itself has never truly built."
"At its core, MercadoLibre is first and foremost an e-commerce company. Its marketplace connects millions of buyers and sellers across 18 countries, with Brazil contributing 55% of total commerce revenue, Mexico and Argentina contributing 39%, and the remaining revenue coming from other countries. Unlike traditional retailers, MercadoLibre doesn't hold most of its own inventory. Instead, it provides the digital storefronts, payments, and logistics that make commerce possible in a region where brick-and-mortar retail options can be fragmented."
MercadoLibre operates a leading online marketplace across 18 countries, connecting millions of buyers and sellers while avoiding heavy inventory ownership. Brazil accounts for 55% of commerce revenue, with Mexico and Argentina contributing 39%. The commerce segment saw strong growth: 71 million unique buyers in Q2 2025, over 550 million transacted items (up 31% year over year), and commerce revenue up 45% year over year. Mercado Envios provides an owned logistics network and handled 1.8 billion items in 2024. A fintech layer complements marketplace and logistics capabilities, monetizing sellers and embedding payments across the ecosystem.
Read at The Motley Fool
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