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Analyst
Robert Ford
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 7with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 8 of 8 questions from 1 company
MELIMercadoLibre8 questions · 7 reporting periods · 0 of 8 challenging
Calendar 2026 Q2
What's your early read on your new gamification and points program in Brazil?
Show response
Ariel said gamification is early-stage AB testing with positive but non-material engagement, then expanded on AI search and shopping-assistant pilots.
Calendar 2026 Q1
Can you talk a little bit about your NPS rank across the marketplaces? And what you think you need to do to replicate that NPS leadership
Show response
Ariel confirmed record NPS across all markets in e-commerce, large gap vs traditional retail similar to gap vs traditional banks. Satisfied with progress in Brazil, Mexico, Argentina, Chile.
Calendar 2025 Q4
how is that Pago agent increasing engagement impacting borrowing or savings behavior or promoting the adoption of new financial products
Show response
Osvaldo described full transaction capabilities of the AI agent. Cross-sell not yet activated but planned. Ariel noted 20% of GMV is somehow advised by the seller assistant.
Calendar 2025 Q3
can you comment on merchant adherence to your recent relative value notice in Brazil, the implied changes to the search algorithm
Show response
Ariel explained the price monitoring system prioritizes competitive offerings in storefront placement, alongside record-level investment in logistics, shipping, and promotions.
Calendar 2025 Q2
where are you in terms of your low ASP selection versus your longer-term plan in the Shopee assortment? How long is it going to take you to get to where you want to be
Show response
Ariel emphasized MELI has the widest selection in Brazil and is seeing good traction on new low-ASP seller listings, with only 4 weeks of the new policy in Q2 results.
Calendar 2025 Q1
Can you talk a little bit about the TAM across the region, maybe the halo effects for other categories, how you're thinking about subscribe and save
Show response
Ariel confirmed positive downstream halo effects where CPG buyers increase general merchandise purchases. Subscribe and save is on the roadmap but still in basic feature building.
Calendar 2024 Q4
What do you expect your quarterly net credit card investments to Osvaldo be or did that just happen in the fourth quarter
Show response
Martin did not provide specific investment levels but described being more restrictive on issuance while aggressively expanding limits for approved users.
how much of the wallet funding on the marketplace is now coming from resources within the ecosystem and how are you thinking about that penetration rate
Show response
Osvaldo disclosed that 18-25% of marketplace payments use MELI's own payment methods (credit cards, account money, consumer credit), with the share increasing over time.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| MELI MercadoLibre | 8 | 0%none of 8 questions |
- MELIMercadoLibre · 8 questions0%none of 8 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics5
- Demand3
- Credit3
- Pricing2
- Product Launch1
- Innovation & R&D1
- Capex Investment1