The Financial Espresso: Amazon Basics; Mercado Pago capital raise; BTG & Digimais; B3, CADE & AI; MEI debts; Bradesco & STJ; Brazilian fintechs

Research evidence excerpt

The Financial Espresso: Amazon Basics; Mercado Pago capital raise; BTG & Digimais; B3, CADE & AI; MEI debts; Bradesco & STJ; Brazilian fintechs

Global Research

25 June 2026ab

The Financial Espresso Equities

Latin AmericaAmazon Basics; Mercado Pago capital raise;

BTG & Digimais; B3, CADE & AI; MEI debts; Financial

Bradesco & STJ; Brazilian fintechs KaioAnalystPrato

kaio.prato@ubs.com

+55-11-3513 6573

Amazon Basics, the retail giant's own brand, arrives in Brazil Thiago Batista, CFA

Analyst

According to Valor, Amazon announced on Wednesday the launch of its private label thiago.batista@ubs.com

in Brazil, Amazon Basics. The brand, which already has a global presence, will +55-11-3513 6518

feature products stored locally in Brazil and offer Prime members same-day and

Camila Azevedo

next-day delivery options, as well as discounts of up to 15% on select items. The

Associate Analyst

launch comes one week ahead of Prime Day 2026 — scheduled between July 1 and camila.azevedo@ubs.com

July 7 — and aligns with the company's ongoing logistics expansion efforts. Amazon +55-11-2767 6881

referenced data from a NielsenIQ study conducted for the Brazilian Association of

Bruno Kenji

Private Brands and Outsourcing (Abmapro), which revealed that private label

products reached a 34% penetration rate in Brazilian households, with an annual bruno.kenji@ubs.com

growth rate of 9.2% in 2025. The company views this as a strategic opportunity, +55-11-2767 6056

given the relatively low share of private labels in the country's total retail revenue.

Beatriz Shinye

In Brazil, this share ranges between 8% and 15%, significantly lower than the over

40% observed in European markets. Our take: We see the launch as a structurally beatriz.shinye@ubs.com