The Financial Espresso "MELI & AI; Amazon Now; B3's competition;..."

研报英文原文证据摘录

The Financial Espresso "MELI & AI; Amazon Now; B3's competition;..."

Global Research

10 July 2026ab

The Financial Espresso Equities

Latin AmericaMELI & AI; Amazon Now; B3's competition;

Desenrola; Insurance for app drivers; BRB; Financial

Argentina & IMF KaioAnalystPrato

kaio.prato@ubs.com

+55-11-3513 6573

Retailers use AI to predict demand and speed up deliveries Thiago Batista, CFA

Analyst

According to Valor, Retail companies are transforming their logistics operations thiago.batista@ubs.com

through the use of artificial intelligence. Rather than waiting for consumers to +55-11-3513 6518

complete purchases before moving goods, companies such as Mercado Livre,

Camila Azevedo

Amazon, Magazine Luiza, and Shopee are using AI models to forecast demand, pre-

Associate Analyst

position inventory across distribution centers, and optimize delivery routes to camila.azevedo@ubs.com

shorten delivery times. Mr. Luiz Vergueiro, senior director of logistics at Mercado +55-11-2767 6881

Livre, said artificial intelligence already guides the company’s key logistics

Bruno Kenji

decisions. The models assess sales history, consumer behavior, and regional

characteristics to anticipate demand and place products in distribution centers bruno.kenji@ubs.com

located closer to buyers. Mercado Livre operates more than 500 robots in its +55-11-2767 6056

distribution centers, which are used for order picking, product movement, and

Beatriz Shinye

inventory organization. According to the company, automation has reduced order

processing time by up to 20% and increased warehouse space utilization by up to beatriz.shinye@ubs.com

15%. Our take: We believe AI applications will become increasingly important as a +55-11-2767 6569

differentiator in the competitive landscape for Latam e-commerce.