MercadoLibre : MELI Q2 2026 Press Release

About this update from Mercadolibre, Inc.

Mercado Libre Q2 2026 Revenue Surpasses $10 Billion as Deepening Engagement Strengthens Competitive Advantage Financial: Net revenue and financial income grew 50% YoY to $10.2 billion - the 30th consecutive quarter of growth above 30%, and the fastest pace of growth in four years. Income from operations was $683 million, with a 6.7% margin, and net income was $466 million. Commerce: Unique active buyers rose 26% YoY and items per buyer increased 14% YoY. One year on from lowering the free shipping threshold in Brazil, a durable shift in behavior is visible, with users purchasing more, across more categories with higher retention and conversion. Fintech: Monthly Active Users rose 30% YoY, with even faster growth in Brazil and Mexico. Engagement is strengthening with assets under management growing 68% YoY to $23 billion as users entrusted more of their money to Mercado Pago. Total Payment Volume exceeded $100 billion for the first time. Advertising: Revenue grew 73% YoY in USD, powered by greater seller engagement with AI tools and growth broadening beyond Self-Service as momentum strengthened in the CBT and Top Brands channels. Ecosystem: Ecosystemic users grew 37% YoY in Q2'26; these are users active across both the marketplace and Mercado Pago, and are the most engaged group by far, making them the company's most valuable segment. AI: Mercado Libre completed the rollout of its AI-powered marketplace search architecture across its five largest sites, with the uplift of higher conversion and click-through rates more than offsetting the cost of third-party LLMs. Q2 2026 NET REVENUE $10.2 BILLION ↑50% YoY Growth in USD INCOME FROM OPERATIONS $683 MILLION 6.7% Margin NET INCOME $466 MILLION 4.6% Margin Montevideo, Uruguay, August 5, 2026 - Mercado Libre (NASDAQ: MELI), Latin America's leading e-commerce and fintech platform, today announced second quarter 2026 financial results. Net revenue and financial income grew 50% YoY, the fastest pace of growth in four years, surpassing $10 billion in a single quarter for the first time in the company's history. Income from operations reached $683 million, with a 6.7% margin and net income was $466 million. This reflects the company's focus on prioritizing long-term strategic investments over short-term profitability. Strategic investments in free shipping, credit cards, first-party selection, cross-border trade, and ...

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