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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“including AI native and enterprise companies like Cognition, Cursor, Mercado Libre, Midjourney, and Runway”
Mercado Libre is named among new reserved-instance customers, indicating the Latin American commerce platform is scaling AI workloads.
“We recently added e-commerce leader, MercadoLibre as a partner on our Accelerator digital platform in Mexico and Brazil.”
MetLife added MercadoLibre as an embedded-insurance distribution partner on its Accelerator platform in Mexico and Brazil, a positive read-through for MercadoLibre's fintech/insurance ecosystem.
“Five of the largest digital wallets in the world, PayPal, Venmo, Mercado Pago, Tenpay Global and UPI are coming together on a seamless global platform.”
MercadoLibre's Mercado Pago wallet is one of five founding wallets joining the new PayPal World interoperability platform.
“we've done great work with Mercado Libre, and we now are seeing -- we won the ability to do credit life in that relationship. And we're seeing the sales levels and the number of policyholders. We're now serving over 600,000 people.”
Prudential's Brazil distribution partnership with Mercado Libre to offer credit life insurance is expanding, now serving over 600,000 policyholders.
“In Argentina, we renewed our consumer prepaid deals with e-commerce and fintech platform, Mercado Libre. We're also partnering with them to launch new credit card programs in that market.”
Mercado Libre renewed its consumer prepaid deal with Mastercard in Argentina and is launching new credit card programs together in that market.
“we do that with Google Ad Manager, with Disney. We do that with Roku with HBO Max.”
MercadoLibre supplies its advertising tech stack to HBO Max (Warner Bros. Discovery) among other media partners.
“we do that with Google Ad Manager, with Disney. We do that with Roku with HBO Max.”
MercadoLibre supplies its advertising tech stack to Roku among other media partners.
“we do that with Google Ad Manager, with Disney. We do that with Roku with HBO Max.”
MercadoLibre supplies its advertising tech stack to Disney among other media partners.
“we do that with Google Ad Manager, with Disney. We do that with Roku with HBO Max.”
MercadoLibre provides advertising-tech services to third parties including Google Ad Manager, illustrating its ad-stack partnerships.
“I think it's early to make comments on OpenAI and their partnership with Etsy, Shopify, and so on. We need to understand how this will develop in the long run, what role agentic AI will play in the relationship with consumers.”
MercadoLibre is monitoring OpenAI's move into agentic e-commerce as a potential competitive/disruptive force in the consumer shopping relationship.
“And Casas Bahia is a seller that is able to bring more selection competitive prices to a category where we are under-indexing in market share.”
MercadoLibre partnered with Casas Bahia to add selection and competitive pricing in heavy/bulky white goods, a category where MELI under-indexes; positive read-through for the Brazilian retailer's marketplace channel.
“In Q2, we launched our integration with Google Manager, an important milestone in positioning Mercado Ads as a key strategic partner for brand-focused advertisers.”
MercadoLibre integrated its ad platform with Google Ad Manager, expanding Mercado Ads' reach with brand advertisers and deepening the commercial relationship between the two companies' ad ecosystems.
“where are you in terms of your low ASP selection versus your longer-term plan in the Shopee assortment”
An analyst pressed MercadoLibre on how its low-ASP selection strategy in Brazil compares to Shopee's, framing Shopee as the key low-price competitive benchmark in the region.
“So on TikTok, I think it's still early days. So they launched in Mexico a few months back. They are just launching in Brazil, so we don't have too much info to share with you.”
TikTok Shop is expanding into MercadoLibre's core markets (Mexico live, Brazil launching); management says it is watching closely but sees more overlap with other platforms than with MercadoLibre's own value proposition.
“we saw interest and we know that Temu launched operations in the country.”
Temu (PDD Holdings) launched operations in Argentina; MercadoLibre views the market opening as an opportunity for itself as well as new entrants.
“Amazon has also been shipping items from the U.S. into Argentina, but not much to be said, right?”
Amazon has begun cross-border shipping into Argentina following the country's regulatory opening, an early competitive dynamic MercadoLibre is monitoring but does not yet see as a threat.
“we fund our books, our credit books in Mexico and Brazil mostly with warehouse facilities, which are funded by large banks, JP Morgan, Goldman Sachs and Citibank.”
MercadoLibre funds its Mexico and Brazil credit books through warehouse facilities provided by Citibank, among other large banks.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Irma Sgarz | Goldman Sachs | 8 (0%) |
| Andy Ruben | Morgan Stanley | 7 (0%) |
| Rob Ford | Bank of America | 7 (0%) |
| Neha Agarwala | HSBC | 7 (0%) |
| Josh Beck | Raymond James | 6 (0%) |
| Rodrigo Gastim | Itau BBA | 6 (0%) |
| Kaio Prato | UBS | 6 (0%) |
| Joao Soares | Citigroup | 5 (0%) |
| Marcelo Santos | JPMorgan | 5 (0%) |
| Deepak Mathivanan | Cantor Fitzgerald | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Goldman Sachs | 1 | 8 (0%) |
| Itau BBA | 2 | 7 (14%) |
| Morgan Stanley | 1 | 7 (0%) |
| HSBC | 1 |
| 7 (0%) |
| Bank of America | 1 | 7 (0%) |
| Raymond James | 1 | 6 (0%) |
| UBS | 1 | 6 (0%) |
| Cantor Fitzgerald | 2 | 6 (0%) |
Revenue surged 45% marking the 28th quarter above 30% growth, with Brazil items sold accelerating 45% on free shipping and the credit portfolio nearly doubling to $12.5 billion. AI accelerated revenue across multiple business lines while advertising grew 67% FX-neutral with AI-powered tools. Deliberate investments compressed margins 5-6 points as Argentina margin was pressured by fulfillment and credit card expansion.
Credit | Margin | Competitive Dynamics | Demand | Macroeconomic | Capex Investment | Revenue Growth | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 11 | 4 | 3 | 3 | 4 | 3 | 1 | 1 |
| 2025Q1 | 4 | 5 | 5 | 4 | 4 | 2 | 2 | |
| 2025Q2 | 6 | 4 | 1 | 3 | 1 | 1 | 1 | 4 |
| 2025Q3 | 4 | 4 | 7 | 2 | 1 | 3 | 2 | 2 |
| 2025Q4 | 6 | 6 | 2 | 2 | 2 | 1 | 3 | 1 |
| 2026Q1 | 6 | 7 | 3 | 1 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Credit | 11 | 4 | 6 | 4 | 6 | 6 |
| Margin | 4 | 5 | 4 | 4 | 6 | 7 |
| Competitive Dynamics | 3 | 5 | 1 | 7 | 2 | 3 |
| Demand | 3 | 4 | 3 | 2 | 2 | 1 |
| Macroeconomic | 4 | 4 | 1 | 1 | 2 | 1 |
| Capex Investment | 3 | 2 | 1 | 3 | 1 | 1 |
| Revenue Growth | 1 | 2 | 1 | 2 | 3 | |
| Pricing | 1 | 4 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MELI MercadoLibre | 7 | +49.0% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 7 | +8.4% | |
| BBY Best Buy | 6 | +1.9% | |
| CASY Casey's General Stores, Inc. | 9 | +14.5% | |
| EBAY eBay | 8 | +19.5% | |
| GPC Genuine Parts Company | 6 | +6.8% | |
| ORLY O'Reilly Automotive | 8 | +10.2% | |
| PDD PDD Holdings | 6 | +10.4% | |
| TSCO Tractor Supply | 5 | +3.6% | |
| ULTA Ulta Beauty | 8 | +11.1% | |
| WSM Williams-Sonoma | 6 | +4.3% |