MercadoLibre, Inc.
MELI
Jodie read · what matters now
Revenue increased 44.7% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to MELI, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-08 against the comparable filing from 2025-05-08.
What improved
- Revenue increased 44.7% versus the comparable filing period.
What weakened
- Operating margin fell 8.1 percentage points.
- Net income decreased 15.6% versus the comparable filing period.
- Gross margin fell 2.4 percentage points.
Filing receipts
“This increase was mainly generated by: ■ an increase of $866 million in our Credit revenues for the three-month period ended March 31, 2026, mainly as a consequence of higher originations; and ■ an increase of $474 million in our revenues from Financial services and income for the three-month period ended March 31, 2026, mainly related to our off-platform transactional fees and financing transactions, as a result of a 50% increase in our total payment volume.”
“This increase was driven by an increase of $333 million in our Commerce services revenues and an increase of $84 million in our revenues from Commerce product sales.”
“This increase was driven by an increase of $77 million in our Commerce services revenues and an increase of $22 million in our revenues from Commerce product sales.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind MELI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
No filing peers are available for this name yet.
You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
MELI is currently a Early Follower in the organic co-movement group Consumer Tech Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.