The tweet below shows that MeLi is creating over 28,000 new jobs this year, and the number of employees will exceed 112,000 in Latin America this year.
By country, Brazil has added 13,800 jobs (total 50,400), Mexico 10,100 (total 35,800), and Argentina 2,000 (total 14,300). The company is significantly investing in growth in the region by this “metric” as well.
The article below discusses, among other things, how MercadoLibre’s CEO Marcos Galperin believes that the trade war between the United States and China offers great opportunities for Latin America. He emphasizes that if the region utilizes the situation correctly, it can benefit from the tensions between the United States and China. Mexico, in particular, can benefit, as many American companies have moved their production from China there. Galperin also believes that trade relations between the United States and China are changing permanently.
https://www.cnbc.com/2025/04/25/mercadolibre-ceo-marcos-galperin-trade-war-latin-america.html
The tweet contains about a minute-long clip of MeL’s CEO’s chatter. 
According to the CEO, Latin America, especially Mexico, has a great opportunity to benefit from so-called nearshoring, as manufacturing moves away from China to the “vicinity” of the United States.
https://x.com/TedHZhang/status/1918382612973863042
Melin Q1 results today. Below are the forecasts captured by Quartr.
Considering the company’s size, these forecasted growth figures are quite wild. 
https://x.com/wolfofharcourt/status/1920087958935498779
https://x.com/EquityScope/status/1920209175600144468
A customarily impressive result. About +9% in after-hours.
MeLi indeed started the year strongly, continuing the previous year’s growth momentum.
The company’s business grew broadly across various segments, and key metrics performed well. Sales and profit grew significantly, indicating strong execution and a continuously evolving customer-centric operating model.
Argentina particularly stood out as demand recovery continued more robustly than before. This balanced the significant investments made in markets such as Brazil and Mexico. Operating profit clearly improved, indicating that profitability and growth are in good shape.
Management continues to emphasize its commitment to sustainable and profitable growth. Innovative and continuously improving customer offerings are seen as a key competitive advantage going forward, which will be used to effectively leverage future growth areas. AI was barely mentioned. 
(it’s mentioned too often in a useless sense 
)
https://x.com/wallstengine/status/1920208684053115243
There’s a wind of change in Latin America! First NU’s COO, now Meli’s CEO.
Okay, a little breather here. Marcos Galperin has led Meli for 26 years and turned it into a world-class giant company. The man is probably allowed to take a break and enjoy his achievements and the small fortune he has built.
The change will take place on January 1, 2026, and Ariel Szarfsztejn, the current head of the Commerce segment, will step into the role.
According to Citi’s analysis, MeLi appears to be at the beginning of a new growth cycle, especially in Argentina, where its strong position and expanding credit card offering support growth.
The analysis forecasts growth in revenue and EBITDA. The company’s share price target was raised to $3,000.
https://x.com/wolfofharcourt/status/1926613016558088528
MeLi’s revenue growth is certainly a beautiful sight.
https://x.com/QualityInvest5/status/1942916651709767718
Meli’s Q-report drops today!
Forecasts:
Revenue $6,636M (+30.8% YoY)
EPS $11.88 (+13.4% YoY)
And in case of disappointment, it’s good to examine the company’s performance over a longer period than just quarterly.
And the results:
Revenue: $6.79B 
vs. est. $6.66B
EPS: $10.31 
vs. est. $11.94
I’ll have to listen to the conference call tomorrow to find out what caused the EPS miss
MeLi continued strong growth in the second quarter, e.g., revenue and financial income grew significantly. Net income strengthened and payment volume also rose significantly.
The company’s e-commerce platform steadily increased its volume, and the growth of financial services was particularly rapid. The Latin American markets continued their digital strengthening under the leadership of this company, or how did someone from the company put it(?).
Management emphasized progress particularly in e-commerce, fintech, and advertising. The steps taken in these areas strengthen its position as a market leader and support the company’s long-term growth objectives.
EPS fell short of expectations, probably mainly due to foreign exchange losses and higher taxes. Probably. 
From the company’s Q2 report: “Strong top line drove solid Income from Operations growth; Net Income down on higher FX losses and tax rate”
But other things were missed too.
https://x.com/StockMarketNerd/status/1952467091971530987
GMV is Gross Merchandise Volume
https://x.com/adrian__csc/status/1952473127717654797
The point of the tweet is probably that Meli still has a lot of growth potential compared to Amazon, when one looks at the matter a bit more closely.
Regions and economies are different, but Meli’s growth potential relative to its size is still enormous, and Meli doesn’t even need to try to conquer the world.
From the tweet below, you can see how MeLi dominates Latin American e-commerce, while Amazon and Chinese competitors clearly lag behind.
Growing at a good pace and Forward PR has also calmed down 
Nothing special here really, but just as an interesting point.
Just to correct that, Forward P/Sales 
Forward P/E is probably around 50 at the moment
According to the tweeter, hedge funds’ and institutions’ interest in MELI is at its peak; for example, JPMorgan made an additional investment of over $1.13 billion in the company last quarter.
According to the tweeter, something significant is happening.
https://x.com/amritrupa/status/1966337549632418235
In this thread, Twitter users are discussing the growth of e-commerce in Latin America. It is highlighted below that the region’s e-commerce is still in its “early stages,” meaning there is plenty of potential, and thus one of the tweeters predicts the market will grow by over 50 percent by 2028.
On the other hand, another tweeter questions this view and points out that the countries in the region are separate markets, which will likely slow down growth.
This highlights what I’ve heard previously; there is a lot of potential, but also many risks.
https://x.com/wolfofharcourt/status/1967212241322987947
Here’s an interesting English article that tells the story of Mercado Libre’s journey. The text highlights both growth and competitive advantage factors specific to MELI, as well as general business lessons, but it’s also good to understand the company’s history in general.
It includes, for example, bold decisions such as rebuilding the entire platform, the benefits gained from challenging Amazon, and the importance of network effects. The article also emphasizes a culture that favors continuous innovation, talent development, and adaptation to new and diverse business areas.
General lessons relate to obsessive execution, as well as straightforward communication, focused leadership, and exponential thinking.
I haven’t listened to the podcast myself; I’ve only read the text.
*"The climbers & scalers podcast highlights how Mercado Libre’s success comes from principles that challenge conventional business wisdom. Their emphasis on long-term thinking over quarterly optimisation, obsessive improvement over outcome celebration, and systematic paranoia over comfort offers a blueprint for enduring competitive advantage.
For investors, this suggests MELI’s premium valuation reflects more than financials, it represents systematic advantages in decision-making, talent, and strategy that compound over time. For business leaders, it offers practical frameworks for building cultures that sustain growth over decades."*
Here’s another comprehensive and well-crafted article about MELI, stating that the company remains Latin America’s number one in e-commerce and fintech. The article also discusses the company’s payment service Mercado Pago, the logistics chain Mercado Envios, and its growing credit business.
The article highlights strong revenue growth, which increased by over 33 percent annually, with Argentina and Mexico performing particularly well.
The company’s valuation is attractive: forward P/E is around 40 and EV/SS is 3.6, which is below the industry average. According to the article, this suggests that the stock is undervalued relative to its growth. The financial foundation is strong, with less debt than cash reserves.
The author also points out how different business areas support each other. E-commerce is growing steadily, while the fintech segment is accelerating rapidly. Additionally, the article highlights the number of payment transactions and how user numbers continue to rise. Payment delays are decreasing, indicating a healthy “credit portfolio.”
MercadoLibre invests heavily in logistics, technology, and its brand. Although competition, for example with Amazon, is intensifying, the article states that the company maintains its position as a market leader. In the long term, its growth in Latin America appears stable and promising.
MercadoLibre $MELI remains Latin America’s dominant e-commerce + fintech platform, compounding scale through Mercado Envios , Pago , and an expanding credit portfolio . Execution is visible in Q2 revenue +33.8% YoY , Argentina +77% YoY now 22% of revenue, and Mexico’s efficient scale via fulfillment and cross-border. Valuation looks appealing with Forward EV/Sales ~3.6 and Forward P/E ~40 , supported by a durable moat, rising user growth, and improving short-term NPL trends. The setup favors long-term compounding. Read on.
