Thanks for the insightful analysis on the various profit levers that MELI can potentially capitalise on. In terms of competition, how much of a threat will TEMU pose to MELI?
Hello Han Yu, glad tou liked it! I don’t see Temu as a real threat to Meli in Brasil. In my view, the ones rhey need to worry about are Shopee (which is aggressively going after the low end market, i.e. cheap merchandising) and when/if Amazon decide to get real with their investments in LATAM, particularly in Mexico as they go after the high-end market (electronics, etc.). Very competitive markets as but Meli's management execution has been pristine so far.
Wow, the part about the "law of large numbers" really caught my eye. Such a smart way to frame the challenge! What if MELI significantly expanded into new, adjacent digital services or leveraged AI to unlock entirely new market segments? The potential could be immense. Really insightful deep dive, can't wait for your anaysis!
Thanks for the insightful analysis on the various profit levers that MELI can potentially capitalise on. In terms of competition, how much of a threat will TEMU pose to MELI?
Hello Han Yu, glad tou liked it! I don’t see Temu as a real threat to Meli in Brasil. In my view, the ones rhey need to worry about are Shopee (which is aggressively going after the low end market, i.e. cheap merchandising) and when/if Amazon decide to get real with their investments in LATAM, particularly in Mexico as they go after the high-end market (electronics, etc.). Very competitive markets as but Meli's management execution has been pristine so far.
Wow, the part about the "law of large numbers" really caught my eye. Such a smart way to frame the challenge! What if MELI significantly expanded into new, adjacent digital services or leveraged AI to unlock entirely new market segments? The potential could be immense. Really insightful deep dive, can't wait for your anaysis!