Mercado Libre: Ecosystem Scaling & Long-Term Value Creation
Mercado Libre commands a $90 billion valuation by vertically integrating e-commerce, logistics, and fintech across Latin America. The analysis examines strategic capital allocation, credit risk management, and retail media monetization. Institutional frameworks highlight how long-term infrastructure investment outperforms short-term earnings optimization. Operators can replicate this model by prioritizing ecosystem depth and disciplined underwriting.