The Financial Espresso "Amazon's sellers usage of FBA; Desenrola Familia..."

研报英文原文证据摘录

The Financial Espresso "Amazon's sellers usage of FBA; Desenrola Familia..."

Global Research

22 May 2026ab

The Financial Espresso Equities

Latin AmericaAmazon's sellers usage of FBA; Desenrola

Familias; Itaú; Credit to SMEs; new IMF Financial

disbursement for Argentina KaioAnalystPrato

kaio.prato@ubs.com

+55-11-3513 6573

Sellers used FBA to deliver more than twice as many orders across Brazil Thiago Batista, CFA

Analyst

According to an article published by Amazon, the company's FBA enabled sellers in thiago.batista@ubs.com

Brazil to more than double order deliveries YoY in Q1 2026, leveraging Amazon's +55-11-3513 6518

logistics network for storage, packaging, shipping, and customer service. 78% of

Camila Azevedo

partner sales occurred outside sellers' home states, highlighting Amazon's reach.

Associate Analyst

Sellers can also access international markets, including the US and Europe. camila.azevedo@ubs.com

NielsenIQ data shows Amazon leads in six key online categories: Electronics (28.9%), +55-11-2767 6881

Computing (25.2%), Home Appliances (22.2%), Books (67%), Toys (27.6%) and

Bruno Kenji

Telephony (22.1%). Amazon's logistics network expanded significantly, with 300+

centers nationwide. The article also shares new initiatives: "Vem de Amazon," a bruno.kenji@ubs.com

performance-based rewards program; and Creative Suite, an AI-powered tool for +55-11-2767 6056

creating professional ad content, supporting seller growth and operational

Olavo Arthuzo

efficiency. Our take: Amazon continues to grow in Brazil, representing competitive

pressure to MELI, which still holds a significant advantage in last-mile delivery. In olavo.arthuzo@ubs.com

addition to the competitive pressure in ecommerce, we highlight that part of the +55-11-2767 6306