MercadoLibre, Inc.

MELIleader

MercadoLibre is the Amazon of Latin America, dominating e-commerce across 18 countries while its Mercado Pago fintech arm has become the leading digital payments platform in the region. Brazil accounts for ~60% of revenue.

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产品与营收

产品营收占比

营收构成 ($21.0B)

静态数据（加载实时财务…）

Commerce (Marketplace + Advertising) (45%)

Fintech (Mercado Pago) (55%)

业务板块构成与主要客户

产品详情

MercadoLibre Marketplace50%

Latin America's largest e-commerce platform, operating in 18 countries. GMV ~$50B annually with Brazil, Mexico, and Argentina as primary markets.

Mercado Pago (Fintech)40%

Digital payments wallet, credit card, and buy-now-pay-later for 60M+ users across Latin America.

Mercado Envios (Logistics)10%

Proprietary logistics network delivering ~400M packages per year across Latin America.

供应链关系

竞争对手

Amazon.com (AWS)

E-commerce in Latin America

影响: Amazon expanding in Brazil

PayPal Holdings

Digital payments

影响: competing in LatAm fintech

宏观与市场背景

소비재 (경기민감)行业新闻

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

近期催化剂

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

AI 分析

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企业信息

总部

Buenos Aires, Argentina

成立时间

1999

员工人数

50,000

官网

mercadolibre.com

行业概况 — 소비재 (경기민감)

行业新闻