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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Daniela Eiger (XP) — Tellvest

Analysts/Daniela Eiger

Daniela Eiger

Consumer Cyclical

Limited coverage. Only 3 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q1 '25Q1 '26

Focus Areas5 topics

Macroeconomic2Cost Pressure1Margin1Credit1Competitive Dynamics1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

MELIMercadoLibre3 quarters

2026 Q1

how you guys are seeing the potential work scale revision in Brazil as well as higher oil prices becoming additional cost challenges

Cost PressureMacroeconomicView in transcript →

2025 Q4

it would be interesting for you to share with us some color around how we should think about this investment going forward

MarginCreditView in transcript →

2025 Q1

Regarding Brazil, if you could just update us on your view regarding the TikTok shop launch this month here, how do you see that in terms of maybe affecting you guys

Competitive DynamicsMacroeconomicView in transcript →