NASDAQ$MELI

MercadoLibre Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

MercadoLibre experienced a strong first quarter with growth across all businesses, demonstrating resilience and innovation amidst a challenging economic backdrop.

MercadoLibre reported a strong first quarter in 2022, with net revenues reaching $2.2 billion, a 67.4% year-over-year increase on an FX neutral basis. The company saw significant growth in Total Payment Volume and Gross Merchandise Volume, alongside improvements in gross profit margins. Despite facing macroeconomic uncertainties, MercadoLibre is investing in growth and new features to expand its ecosystem.

  • Net revenues reached $2.2 billion, up 67.4% year-over-year on an FX neutral basis.
  • Total Payment Volume reached $25.3 billion, up 81.2% year-over-year on an FX neutral basis.
  • Gross Merchandise Volume was almost $7.7 billion, growing approximately 32% on an FX-neutral basis.
  • Unique fintech active users reached 35.8 million.

Headline financials

Total Revenue

$2.25B

Previous: $1.38B+63.1%
EPS (adj)

$1.30

Previous: -$0.68+291.2%
Gross Merchandise Volume

$7.67B

Previous: $6.06B+26.5%
Total Payment Volume

$25.3B

Previous: $14.7B+72.0%
Items Sold

267.0M

Previous: 222.0M+20.3%
Payment Transactions

1.1B

Previous: 630.1M+73.1%
Capital Expenditures

-$137M

Previous: -$113M-21.6%
Free Cash Flow

-$72M

Previous: -$147M+50.9%
Net Income

$65M

Previous: -$34M+291.1%
Operating Income

$139M

Previous: $90.8M+53.0%
Gross Profit

$1.07B

Previous: $591M+81.4%
Cash & Equivalents

$1.57B

Previous: $863M+82.3%
Total Assets

$11B

Previous: $5.2B+112.1%

Revenue & EPS history

MercadoLibre · Revenue · Quarterly

$2.25B

Q1 2022+63.1%vs Q1 2021
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Forward guidance

MercadoLibre plans to continue investing in its core business, launch new features and services, and expand its team by onboarding nearly 14,000 new employees.

Tailwinds

  • Investing for growth in core business.
  • Continuous launches of new features and services.
  • Expanding ecosystem to improve customer experience.
  • Onboarding nearly 14,000 new employees this year.
  • Focusing on priorities and improvements in operating efficiency.

Headwinds

  • Macroeconomic uncertainty in Latin America.
  • Sociopolitical uncertainty in Latin America.
  • Uncertainty surrounding consumer spending.
  • Higher interest rates.
  • Higher inflation in key markets.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+4.2%

Avg return

Earnings day

+4.3%

Avg return

5 days after

+4.0%

Avg return

30 days after

63%

44 / 70 earnings

Positive

+26.2%

Q2 2012

Best reaction

-15.1%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-12.7%-16.5%-14.0%
Q4 2025-4.6%-7.6%-16.8%
Q3 2025+4.5%+0.4%-9.8%
Q2 2025-3.8%-4.8%+0.4%
Q1 2025+6.4%+11.2%+9.7%
Q4 2024+7.1%+4.1%-0.7%
Q3 2024-15.1%-6.2%-6.8%
Q2 2024+6.4%+8.5%+23.5%
Q1 2024+11.9%+15.9%+18.5%
Q4 2023-6.2%-7.5%-9.5%
Q3 2023+6.3%+10.8%+33.1%
Q2 2023+9.3%+12.3%+17.5%
Q1 2023-3.4%+2.3%+1.2%
Q4 2022+3.5%+9.1%+6.2%
Q3 2022+10.3%+10.1%+11.0%
Q2 2022+23.5%+22.3%+2.2%
Q1 2022-9.3%-24.3%-22.9%
Q4 2021-1.8%+18.6%+31.9%
Q3 2021+6.4%+11.6%-31.3%
Q2 2021+13.4%+11.4%+23.5%
Q1 2021-5.3%-9.3%-13.2%
Q4 2020+0.3%-10.2%-10.1%
Q3 2020+16.5%+7.8%+26.2%
Q2 2020-7.9%-3.1%-11.4%
Q1 2020+22.3%+29.2%+38.3%
Q4 2019+0.9%+13.8%-14.8%
Q3 2019-11.1%-12.0%+5.4%
Q2 2019+14.5%+3.8%-0.5%
Q1 2019+19.4%+11.3%+17.7%
Q4 2018+19.1%+20.4%+32.5%
Q3 2018+9.2%+3.6%+8.5%
Q2 2018+10.6%+3.3%-6.0%
Q1 2018-5.0%-10.5%-13.4%
Q4 2017+3.7%+0.6%-7.7%
Q3 2017+11.9%+11.1%+14.2%
Q2 2017-9.1%-12.1%-12.1%
Q1 2017+17.1%+19.9%+19.3%
Q4 2016+3.7%+5.2%+5.2%
Q3 2016+0.2%+4.8%-8.4%
Q2 2016+14.3%+12.5%+23.1%
Q1 2016+3.0%
Q4 2015-5.4%
Q3 2015+11.7%
Q2 2015-6.3%
Q1 2015-2.7%
Q4 2014-1.1%
Q3 2014+19.7%
Q2 2014+13.9%
Q1 2014+0.5%
Q4 2013+10.9%
Q3 2013-11.3%
Q2 2013+9.3%
Q1 2013+17.8%
Q4 2012-1.3%
Q3 2012+2.9%
Q2 2012+26.2%
Q1 2012-0.3%
Q4 2011-5.3%
Q1 2009-5.3%
Q3 2011+5.6%
Q2 2011+7.2%
Q1 2010-0.2%
Q1 2011-0.2%
Q4 2008-2.0%
Q4 2010-2.0%
Q3 2010+5.6%
Q3 2009+5.6%
Q2 2009+6.0%
Q4 2009+6.0%
Q2 2010+6.0%

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