MercadoLibre and Dutch Bros: Growth Opportunities in Latin America
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 18 hours ago
0mins
Should l Buy MELI?
Source: NASDAQ.COM
- E-commerce Growth: MercadoLibre's gross merchandise volume increased by 35% year-over-year in Q3 2025, with items sold up 39% and unique active buyers rising by 26%, indicating significant potential in the Latin American e-commerce market, which is expected to double its penetration in the coming years, thereby expanding its market size.
- Fintech Expansion: The fintech segment of MercadoLibre saw total payment volume surge by 54% in the same quarter, with monthly active users increasing by 29%, assets under management rising by 89%, and the total credit portfolio growing by 83%, highlighting its faster growth compared to e-commerce and vast future potential.
- Dutch Bros Expansion Plans: Dutch Bros aims to increase its store count from over 1,000 to 2,029 by 2029 and ultimately to 7,000, presenting significant growth opportunities, especially as revenue rose by 29% year-over-year.
- Innovation Driving Sales: Dutch Bros is enhancing customer engagement by rolling out mobile ordering and adding a food menu, with a new walk-up shop in Los Angeles outperforming expectations by achieving three times the average order-ahead transactions, showcasing its competitive edge in the rapidly growing coffee market.
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Analyst Views on MELI
Wall Street analysts forecast MELI stock price to rise
11 Analyst Rating
10 Buy
1 Hold
0 Sell
Strong Buy
Current: 2009.050
Low
2500
Averages
2783
High
2950
Current: 2009.050
Low
2500
Averages
2783
High
2950
About MELI
MercadoLibre Inc is a Uruguay-based e-commerce business facilitator of Argentinian origins. The e-commerce products enable retail and wholesale via Internet platforms designed to provide users with a portfolio of services to facilitate commercial transactions. The Company's geographic coverage includes 18 countries of Latin America. The primary offer is an ecosystem of six integrated e-commerce services: the Mercado Libre Marketplace, the Mercado Libre Classifieds service, the Mercado Pago payments solution, the Mercado Credito financial solutions, the Mercado Envios logistic solutions including shipping, the Mercado Ads advertising platform and the Mercado Shops digital storefront solution.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
U.S. Stock Market Starts Tepid; Focus on High-Potential Stocks
- MercadoLibre Growth Momentum: MercadoLibre continues to thrive across 18 Latin American countries, with its e-commerce and fintech sectors showing robust growth, as evidenced by a 35% year-over-year increase in gross merchandise volume and a 26% rise in unique active buyers in Q3 2025, highlighting its vast potential in underdeveloped markets.
- Fintech Expansion: The company's fintech operations are expanding even faster, with total payment volume up 54% in the quarter and assets under management soaring by 89%, indicating a significant opportunity for market share growth in the coming years.
- Dutch Bros Expansion Plans: Dutch Bros aims to grow from over 1,000 stores to 2,029 by 2029 and ultimately 7,000, with revenue increasing by 29% year-over-year and net income rising from $6.4 million to $29.2 million, showcasing its strong growth trajectory.
- Innovation Driving Sales: Dutch Bros enhances customer engagement through mobile ordering and a new food menu, with a walk-up shop in Los Angeles outperforming expectations by achieving three times the average order-ahead transactions, further solidifying its competitive edge in the market.
See More
MercadoLibre and Dutch Bros: Growth Opportunities in Latin America
- E-commerce Growth: MercadoLibre's gross merchandise volume increased by 35% year-over-year in Q3 2025, with items sold up 39% and unique active buyers rising by 26%, indicating significant potential in the Latin American e-commerce market, which is expected to double its penetration in the coming years, thereby expanding its market size.
- Fintech Expansion: The fintech segment of MercadoLibre saw total payment volume surge by 54% in the same quarter, with monthly active users increasing by 29%, assets under management rising by 89%, and the total credit portfolio growing by 83%, highlighting its faster growth compared to e-commerce and vast future potential.
- Dutch Bros Expansion Plans: Dutch Bros aims to increase its store count from over 1,000 to 2,029 by 2029 and ultimately to 7,000, presenting significant growth opportunities, especially as revenue rose by 29% year-over-year.
- Innovation Driving Sales: Dutch Bros is enhancing customer engagement by rolling out mobile ordering and adding a food menu, with a new walk-up shop in Los Angeles outperforming expectations by achieving three times the average order-ahead transactions, showcasing its competitive edge in the rapidly growing coffee market.
See More
Ten Companies for Long-Term Investors
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- Industry Diversity: The selected companies come from different sectors, reflecting a broad range of market opportunities, allowing investors to choose based on their risk preferences and investment strategies to optimize their portfolios.
- Market Timing: The stock prices mentioned are based on trading data from February 13, 2026, providing a temporal reference for investors to assess the current market environment and potential investment timing.
- Subscription and Offers: Viewers are encouraged to subscribe to the channel and click on the special offer link, indicating the creator's intention to enhance viewers' investment decision-making capabilities by providing more content and resources.
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- Investment Potential Analysis: The video discusses 10 companies across various industries that could offer significant upside for long-term investors, emphasizing the importance of a diversified portfolio in the current market environment.
- Historical Return Comparison: Using Netflix and Nvidia as examples, which were recommended in 2004 and 2005 respectively, a $1,000 investment at that time would now be worth $415,256 and $1,133,904, showcasing the analysis team's stock-picking ability and its impact on future investments.
- Superior Market Performance: Stock Advisor boasts an average total return of 889%, significantly outperforming the S&P 500's 193%, indicating the team's success in identifying high-potential stocks, which attracts more investors to their recommendations.
- Community Investment Philosophy: The video highlights the importance of an investing community built by individual investors for individual investors, encouraging viewers to stay updated on the latest investment advice to achieve better returns in future markets.
See More
Consumer Spending Fuels Rise of Innovative Giants
- Amazon Market Dominance: Amazon accounts for approximately 40% of U.S. online retail sales, and despite this being less than one-fifth of total retail spending, its Prime subscription service with over 200 million members and unmatched supply chain make it an ideal long-term investment.
- Netflix Industry Pioneer: With around 325 million paid subscribers, Netflix is poised for future innovation and monetization through its pending $82.7 billion acquisition of Warner Bros. and related brands, which is expected to provide a decade-long runway for growth and solidify its leadership in streaming.
- Shopify E-commerce Empowerment: Shopify supports over 5 million merchants with online store solutions, achieving $123.8 billion in gross merchandise volume in Q4 2022, and tripling its total volume since 2020, showcasing its strong appeal and stickiness in the global e-commerce market.
- MercadoLibre Growth Potential: As a leading e-commerce and digital payments platform in Latin America, MercadoLibre has seen nearly 130% revenue growth over the past three years, accelerating the adoption of modern technologies during the pandemic, with a current market cap of $10 billion, indicating strong future growth prospects.
See More
Black Swift Group Exits MercadoLibre Position in Q4
- Position Exit: Black Swift Group, LLC completely sold its 3,405 shares of MercadoLibre in Q4 2026, with an estimated transaction value of $7.96 million, indicating a cautious outlook on the company's growth potential.
- Holding Proportion Shift: Following the sale, MercadoLibre represented only 1% of Black Swift's 13F AUM, with major holdings shifting towards SPYG and SPY, reflecting a strategic reallocation of the investment portfolio.
- Market Performance: As of February 9, 2026, MercadoLibre's stock price stood at $2,035.59, up 1.95% over the past year, yet underperforming the S&P 500 by 11.4 percentage points, raising concerns about its growth trajectory.
- Bad Debt Risk: The company's provision for doubtful accounts surged by 58% to $2.1 billion in the first nine months of 2025, and while MercadoLibre is leveraging AI to assess borrowers and mitigate bad debt losses, market confidence in its future remains shaky.
See More
U.S. Stock Market Starts Tepid; Focus on High-Potential Stocks
- MercadoLibre Growth Momentum: MercadoLibre continues to thrive across 18 Latin American countries, with its e-commerce and fintech sectors showing robust growth, as evidenced by a 35% year-over-year increase in gross merchandise volume and a 26% rise in unique active buyers in Q3 2025, highlighting its vast potential in underdeveloped markets.
- Fintech Expansion: The company's fintech operations are expanding even faster, with total payment volume up 54% in the quarter and assets under management soaring by 89%, indicating a significant opportunity for market share growth in the coming years.
- Dutch Bros Expansion Plans: Dutch Bros aims to grow from over 1,000 stores to 2,029 by 2029 and ultimately 7,000, with revenue increasing by 29% year-over-year and net income rising from $6.4 million to $29.2 million, showcasing its strong growth trajectory.
- Innovation Driving Sales: Dutch Bros enhances customer engagement through mobile ordering and a new food menu, with a walk-up shop in Los Angeles outperforming expectations by achieving three times the average order-ahead transactions, further solidifying its competitive edge in the market.
See More
MercadoLibre and Dutch Bros: Growth Opportunities in Latin America
- E-commerce Growth: MercadoLibre's gross merchandise volume increased by 35% year-over-year in Q3 2025, with items sold up 39% and unique active buyers rising by 26%, indicating significant potential in the Latin American e-commerce market, which is expected to double its penetration in the coming years, thereby expanding its market size.
- Fintech Expansion: The fintech segment of MercadoLibre saw total payment volume surge by 54% in the same quarter, with monthly active users increasing by 29%, assets under management rising by 89%, and the total credit portfolio growing by 83%, highlighting its faster growth compared to e-commerce and vast future potential.
- Dutch Bros Expansion Plans: Dutch Bros aims to increase its store count from over 1,000 to 2,029 by 2029 and ultimately to 7,000, presenting significant growth opportunities, especially as revenue rose by 29% year-over-year.
- Innovation Driving Sales: Dutch Bros is enhancing customer engagement by rolling out mobile ordering and adding a food menu, with a new walk-up shop in Los Angeles outperforming expectations by achieving three times the average order-ahead transactions, showcasing its competitive edge in the rapidly growing coffee market.
See More
Ten Companies for Long-Term Investors
- Investment Opportunity Analysis: The video discusses ten companies with significant upside potential, spanning various industries, aimed at providing long-term investors with diversified options to achieve capital appreciation in the future.
- Industry Diversity: The selected companies come from different sectors, reflecting a broad range of market opportunities, allowing investors to choose based on their risk preferences and investment strategies to optimize their portfolios.
- Market Timing: The stock prices mentioned are based on trading data from February 13, 2026, providing a temporal reference for investors to assess the current market environment and potential investment timing.
- Subscription and Offers: Viewers are encouraged to subscribe to the channel and click on the special offer link, indicating the creator's intention to enhance viewers' investment decision-making capabilities by providing more content and resources.
See More
10 Interesting Companies for Long-Term Investors
- Investment Potential Analysis: The video discusses 10 companies across various industries that could offer significant upside for long-term investors, emphasizing the importance of a diversified portfolio in the current market environment.
- Historical Return Comparison: Using Netflix and Nvidia as examples, which were recommended in 2004 and 2005 respectively, a $1,000 investment at that time would now be worth $415,256 and $1,133,904, showcasing the analysis team's stock-picking ability and its impact on future investments.
- Superior Market Performance: Stock Advisor boasts an average total return of 889%, significantly outperforming the S&P 500's 193%, indicating the team's success in identifying high-potential stocks, which attracts more investors to their recommendations.
- Community Investment Philosophy: The video highlights the importance of an investing community built by individual investors for individual investors, encouraging viewers to stay updated on the latest investment advice to achieve better returns in future markets.
See More
Consumer Spending Fuels Rise of Innovative Giants
- Amazon Market Dominance: Amazon accounts for approximately 40% of U.S. online retail sales, and despite this being less than one-fifth of total retail spending, its Prime subscription service with over 200 million members and unmatched supply chain make it an ideal long-term investment.
- Netflix Industry Pioneer: With around 325 million paid subscribers, Netflix is poised for future innovation and monetization through its pending $82.7 billion acquisition of Warner Bros. and related brands, which is expected to provide a decade-long runway for growth and solidify its leadership in streaming.
- Shopify E-commerce Empowerment: Shopify supports over 5 million merchants with online store solutions, achieving $123.8 billion in gross merchandise volume in Q4 2022, and tripling its total volume since 2020, showcasing its strong appeal and stickiness in the global e-commerce market.
- MercadoLibre Growth Potential: As a leading e-commerce and digital payments platform in Latin America, MercadoLibre has seen nearly 130% revenue growth over the past three years, accelerating the adoption of modern technologies during the pandemic, with a current market cap of $10 billion, indicating strong future growth prospects.
See More
Black Swift Group Exits MercadoLibre Position in Q4
- Position Exit: Black Swift Group, LLC completely sold its 3,405 shares of MercadoLibre in Q4 2026, with an estimated transaction value of $7.96 million, indicating a cautious outlook on the company's growth potential.
- Holding Proportion Shift: Following the sale, MercadoLibre represented only 1% of Black Swift's 13F AUM, with major holdings shifting towards SPYG and SPY, reflecting a strategic reallocation of the investment portfolio.
- Market Performance: As of February 9, 2026, MercadoLibre's stock price stood at $2,035.59, up 1.95% over the past year, yet underperforming the S&P 500 by 11.4 percentage points, raising concerns about its growth trajectory.
- Bad Debt Risk: The company's provision for doubtful accounts surged by 58% to $2.1 billion in the first nine months of 2025, and while MercadoLibre is leveraging AI to assess borrowers and mitigate bad debt losses, market confidence in its future remains shaky.
See More
