The Financial Espresso "MELI & Amazon; New Desenrola; Rural Insurance PS..."

研报英文原文证据摘录

The Financial Espresso "MELI & Amazon; New Desenrola; Rural Insurance PS..."

Global Research

10 June 2026ab

The Financial Espresso Equities

Latin AmericaMELI & Amazon; New Desenrola; Rural

Insurance PSR block; INSS payroll loan; Financial

99Compras; Crypto Cards; BRB update; KaioAnalystPrato

Argentina's repos kaio.prato@ubs.com+55-11-3513 6573

Thiago Batista, CFA

Analyst

Amazon and Mercado Libre lead the way in e-commerce thiago.batista@ubs.com

+55-11-3513 6518

According to e-commercebrasil, online purchase intent among Brazilians remains

high in Q2 2026. According to a survey conducted by NIQ Ebit, 89.7% of respondents Camila Azevedo

indicated plans to shop online within the next three months. Despite the strong Associate Analyst

camila.azevedo@ubs.com

purchase intention, household financial conditions are under increasing strain. The

+55-11-2767 6881

study also highlights that worsening financial circumstances have a direct impact on

consumer willingness to spend. In the overall e-commerce top-of-mind rankings, Bruno Kenji

Associate AnalystAmazon and Mercado Livre continue to be the most recognized brands by consumers

bruno.kenji@ubs.com

for online shopping. Amazon leads with 19.8% of mentions, followed by Mercado

+55-11-2767 6056

Livre at 14.7%, Shopee at 7.3%, Magazine Luiza at 3.9%, and iFood at 3.7%. iFood's

entry into fifth place underscores the platform's growing prominence in online Olavo Arthuzo

Analystshopping recall. Our take: We see a positive read for MELI as it remains a leading

olavo.arthuzo@ubs.com

brand among top-of-mind choices. However, near-term consumption may face +55-11-2767 6306

challenges due to increasing household financial pressures, coupled with

heightened competition from Chinese players. As highlighted in the article, O Beatriz Shinye