MercadoLibre (MELI) Fell in Q3 Due to Competition Concerns

1 week ago 7

Soumya Eswaran

Fri, December 12, 2025 astatine 8:15 AM CST 2 min read

Janus Henderson Investors, an concern absorption company, released its “Forty Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. US equities surged successful the 3rd 4th connected affirmative firm net quality and hopes for Federal Reserve (Fed) complaint cuts. The money returned 8.38% successful the 3rd quarter, compared to the Russell 1000 Growth Index’s 10.51% return. Stock enactment successful the healthcare assemblage contributed to the comparative show of the money successful the quarter, portion banal enactment successful the user discretionary assemblage detracted. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Janus Henderson Forty Fund highlighted stocks specified arsenic MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) is an online commerce level that operates Mercado Libre Marketplace and Mercado Pago FinTech platforms. The one-month instrumentality of MercadoLibre, Inc. (NASDAQ:MELI) was -1.42%, and its shares gained 10.74% of their worth implicit the past 52 weeks. On December 01, 2025, MercadoLibre, Inc. (NASDAQ:MELI) banal closed astatine $2,019.81 per share, with a marketplace capitalization of $102.399 billion.

Janus Henderson Forty Fund stated the pursuing regarding MercadoLibre, Inc. (NASDAQ:MELI) successful its 3rd 4th 2025 capitalist letter:

"MercadoLibre, Inc. (NASDAQ:MELI), different detractor, is simply a starring online retailer and fiscal exertion institution successful Latin America. The institution has precocious faced accrued contention from different online retailers specified arsenic Amazon and Shopee. Investors disquieted astir the interaction of the accrued contention connected MercadoLibre’s margins and profitability, and the banal declined. We proceed to judge MercadoLibre is the ascendant relation successful a Latin American portion wherever e commerce and fiscal exertion are underpenetrated. We maintained our position."

Is MercadoLibre, Inc. (MELI) Among The Aggressive Stocks Picked by Hedge Funds?

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