Investors are focusing on MercadoLibre’s growth rates, with revenue still expanding and fintech adoption on the rise in Latin America. However, competition is changing the company’s economics, particularly from Asian challengers like Shopee and Temu. This aggressive competition is affecting pricing power, potentially leading to lower industry profitability. Investors in 2026 should monitor operating margins, promotional spending, and take rates to assess the impact on MercadoLibre’s sustainability. While the platform has scale and trust, the changing competitive landscape may require investors to reconsider growth expectations.

Read more at Nasdaq: Has Competition Permanently Changed MercadoLibre’s Economics?