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← @eldaminato

$MELI

BEARISH2026-08-14
Price around the call
↓ 2026-08-14
By horizonMaturing · ~3 trading days to go
1d
…
5d
✗ +10.2%
21d
…
Original post
Damian Brik · 2026-08-14

Mercado Libre $MELI subirá las tarifas de envío para vendedores en Brasil a partir del 24 de agosto de 2026, con un aumento promedio de alrededor del 4% (sin cambios para productos de menos de R$19). El ajuste se concentra en rangos de precio medios-bajos y es coherente con la inflación de costos logísticos (combustible ~4,4%). Aumenta levemente su take rate (unos 60 puntos básicos hasta R$150 de ASP). Aun así, MELI sigue más competitivo que Shopee en precios superiores a R$79, mientras Amazon también aumentó sus tarifas promocionales y se muestra menos agresivo en subsidios. Goldman Sachs mantiene su recomendación de compra con su PT a 12 meses de $ 2.300 que implica un múltiplo de 37x ganancias NTM. vía @tebb29

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