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Mercadolibre (MELI)
NASDAQ:MELI
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
12.3Last Year’s EPS
10.48Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 10.86%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a positive overall sentiment with significant growth in e-commerce and fintech segments, strong performance in Argentina, and strategic improvements in product offerings. While there are challenges, particularly in the technology segment in Mexico and short-term margin pressures from credit card investments, the company's long-term growth prospects remain robust.Company Guidance
In the recent earnings call for MercadoLibre, the company highlighted several key metrics and strategic initiatives that are driving their growth. In Q1 2025, MercadoLibre reported a 30% year-on-year increase in monthly active users, reaching a total of 64 million. The company's credit portfolio grew by 75% year-on-year, with improvements in delinquency rates, particularly in Brazil where first payment defaults hit an all-time low. Argentina also demonstrated strong performance, with U.S. dollar revenues more than doubling year-on-year and a 126% increase in GMV. The company's income from operations grew at a faster rate than revenue, supported by these robust performances. MercadoLibre's investments in branding and user experience, particularly in their fintech services, have proven effective in enhancing user engagement and consolidating their market position across Latin America.E-commerce and Fintech Growth
MercadoLibre continues to deliver strong growth across both e-commerce and fintech, with monthly active users in fintech services growing over 30% year-on-year, reaching 64 million.
Credit Portfolio Expansion
The company's credit portfolio grew by 75% year-on-year, with improvements in scoring models and profitability, particularly in Brazil where first payment defaults reached an all-time low.
Exceptional Performance in Argentina
Argentina's revenue more than doubled year-on-year in USD terms, with a 126% GMV growth and significant improvement in contribution margins, supported by a stabilized macroeconomic environment.
Brand Preference and User Engagement
Brand preference metrics for MercadoLibre's marketplace reached all-time highs in Brazil, Mexico, Argentina, and Chile, indicating strong user engagement and market position.
Fintech Product Enhancements
Introduction of a new branding for Mercado Pago and improvements in the user experience to position as the primary financial relationship for users in Latin America.
Supermarket Segment Growth
Supermarket category grew 65% year-over-year, outpacing other categories, with improvements in value proposition and increased 1P share providing better unit economics.
MELI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MELI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | $2262.09 | $2410.00 | +6.54% |
Feb 20, 2025 | $2075.79 | $2110.47 | +1.67% |
Nov 06, 2024 | $2117.30 | $1774.05 | -16.21% |
Aug 01, 2024 | $1606.06 | $1776.14 | +10.59% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Mercadolibre (MELI) report earnings?
Mercadolibre (MELI) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Mercadolibre (MELI) earnings time?
Mercadolibre (MELI) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MELI EPS forecast?
MELI EPS forecast for the fiscal quarter 2025 (Q2) is 12.3.
