NasdaqGS:MELIMultiline Retail
Is MercadoLibre’s (MELI) Brazil Shipping Push Rewriting Its Long-Term Margin Story?
In recent months, MercadoLibre has doubled down on long-term growth by lowering free shipping thresholds in Brazil and driving higher user activity, while institutional investors such as C WorldWide Group increased their holdings and others, including Aubrey Capital Management, exited positions entirely.
This combination of an aggressive reinvestment push in its core e-commerce ecosystem and sharply mixed institutional flows underlines how polarized market views on MercadoLibre’s growth path...