MercadoLibre, Inc. (MELI)

Over the past six months, MercadoLibre's stock (MELI) has experienced fluctuations. As of November 27, 2025, the stock price has decreased by 11.59% over the last month and by 2.30% over the last year, reaching an all-time high of $2,645.22 on June 30, 2025. Key events impacting the stock include the Q3 2025 earnings call, where MercadoLibre maintained 39% year-over-year revenue growth and achieved $724 million in operating income. Investments in lowering the free shipping threshold in Brazil led to a strong acceleration in items sold, while macroeconomic instability in Argentina led to slower growth and pressured EBIT margins.

MercadoLibre experiences demand seasonality for its products and services. Strong seasonal purchasing behavior occurs around holiday periods, such as Christmas, and warmer months influence demand for products like sunscreen. Historically, November has shown a tendency to favor a long bias for MELI stock, suggesting a seasonal pattern in investor sentiment or market activity around that time.

MercadoLibre, Inc., originating from Argentina but headquartered in Montevideo, Uruguay, and incorporated in Delaware, is a leading e-commerce and fintech platform in Latin America. Its mission is to democratize commerce and financial services in the region through technology. The company operates in the Consumer Discretionary sector, specifically within the Internet Retail industry, with an ecosystem that includes Mercado Libre Marketplace, Mercado Pago, Mercado Envios, Mercado Credito, Mercado Fondo, Mercado Libre Classifieds, Mercado Ads, and Mercado Shops.

MercadoLibre operates in 18 countries across Latin America, with primary markets in Argentina, Brazil, and Mexico. Other countries include Bolivia, Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, El Salvador, Guatemala, Honduras, Nicaragua, Panama, Paraguay, Peru, Uruguay, and Venezuela. Its digital footprint extends to visitors from the United States, Europe, and Asia.

MercadoLibre has maintained a strong brand reputation over the past year. In June 2024, it ranked 57th globally on the Kantar BrandZ Top 100 Most Valuable Global Brands list, improving from its 72nd position in 2023. Brand preference scores reached new record highs across the region, partly due to marketing investments and pre-shipment policies. The "Handshake Hunt" campaign during Black Friday in 2023 in Brazil resulted in a 39% year-over-year increase in overall sales.

MercadoLibre, Inc. is heavily dominated by institutional owners, who hold approximately 78.35% to 82% of the company's stock. Major institutional shareholders include Capital Research and Management Company, Baillie Gifford & Co, and Morgan Stanley. The general public holds around 10% to 11% of the ownership, while insider ownership is relatively low, typically under 1%.