2 Stocks That Are Crushing the Market This Year But Have More Room to Run

Group 1 - MercadoLibre has seen a stock increase of 34% this year, benefiting from its position as the leading e-commerce player in Latin America and avoiding some impacts of U.S. tariffs [4][6] - The company's revenue for the second quarter rose by 34% year over year to $6.8 billion, although net income slightly declined by 1.5% to $523 million due to currency fluctuations and a higher effective tax rate [4][5] - MercadoLibre's ecosystem is expanding with increasing users and buyers, a growing total payment volume for its fintech arm, and additional services such as logistics and online storefront setup for merchants [5][6] Group 2 - The company has made significant investments in logistics and fulfillment infrastructure across South America, which is difficult for competitors to replicate, maintaining its leadership position against rivals like Amazon and Sea Limited's Shopee [6] - Both MercadoLibre and Netflix have outperformed the market this year, with both companies positioned to benefit from their leadership in rapidly growing markets [7]