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Hayden Capital highlights MercadoLibre's (MELI) reinvestment program, noting ~$2.2BN cumulative spend since mid-last year has attracted ~8M incremental customers
In its Q2 2026 investor letter, the investment management firm stated that MercadoLibre's strategic reinvestment in Latin America, focusing on same/next-day shipping and free shipping for low-ticket items, is showing early signs of paying off. New buyers grew by approximately 18 million over the last twelve months (26% year-over-year), exceeding the pre-investment run-rate of 15% year-over-year by about 8 million customers. Additionally, existing users are transacting approximately 15% more frequently.
Source：Yahoo财经 · Source Link
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