BTC Capital Management Inc. purchased a new stake in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 342 shares of the company’s stock, valued at approximately $799,000. Get MercadoLibre alerts: A number of other large investors have also recently bought and sold shares of MELI. Bison Wealth LLC acquired a new stake in shares of MercadoLibre during the fourth quarter worth about $206,000 ...

Core Viewpoint - Society Pass Incorporated has successfully closed a public offering of 1,500,000 shares at a price of $2.00 per share, raising gross proceeds of $3 million, which will be used for working capital and general corporate purposes [1][2]. Group 1: Offering Details - The public offering consisted of 1,500,000 shares priced at $2.00 each, resulting in total gross proceeds of $3 million before expenses [1]. - Rodman & Renshaw LLC served as the exclusive placement agent for the offering [2]. - The offering was conducted under a registration statement on Form S-1, which was declared effective by the SEC on December 29, 2025 [3]. Group 2: Company Overview - Society Pass was founded in 2018 and operates in the fast-growing e-commerce markets of Southeast Asia, including Vietnam, Indonesia, Philippines, Singapore, and Thailand, which collectively represent over 80% of the region's population [5]. - The company operates three interconnected verticals: digital media, travel, and lifestyle, leveraging technology to enhance customer experiences [5]. - Society Pass began trading on Nasdaq under the ticker SOPA in November 2021 [6].

Core Insights - MercadoLibre (MELI) and JD.com (JD) are leading e-commerce platforms outside the U.S., with MELI dominating Latin America and JD.com in China, both evolving into integrated ecosystems combining commerce, logistics, and fintech [1][2] Group 1: Business Models and Growth - MercadoLibre operates on a marketplace-centric, asset-light model, achieving 39% revenue growth in Q3 2025, compared to JD.com's 15% growth, but faces margin compression with operating income growing only 30% [3][4] - JD.com has a vertically integrated logistics infrastructure, with 24% revenue growth in marketplace and advertising in Q3 2025, and a significant increase in active merchant counts by over 200% year-over-year [10][8] Group 2: User Acquisition and Fintech Operations - MercadoLibre reached 75 million quarterly active buyers, adding 7.8 million in Q3, but aggressive spending on free shipping and promotions has compressed contribution margins [4][5] - JD.com is expanding into higher-margin areas like food delivery, although profitability in this segment requires navigating intense competition [10][8] Group 3: Financial Performance and Valuation - MELI's 2025 EPS is estimated at $39.80, reflecting a 5.6% year-over-year growth, while JD's EPS is pegged at $2.82, indicating a 33.8% decline [6][11] - Over the past six months, MELI shares declined 18.5%, while JD shares fell 8.7%, indicating greater investor confidence in JD's balanced growth approach [12] - MELI trades at a forward earnings multiple of 33.8x, while JD trades at 9.3x, suggesting a premium for MELI's growth expectations despite JD's consistent margin expansion [14] Group 4: Competitive Positioning - JD.com's disciplined approach balances growth with margin expansion, positioning it favorably against MercadoLibre's strategy that sacrifices profitability for market share [17] - The contrasting market expectations are evident, with JD's valuation discount appearing attractive given its ability to sustain double-digit growth while improving profitability [14][17]

Core Insights - Zalando SE has appointed Anna Dimitrova as the new chief financial officer (CFO), effective January 1, 2026, to support its strategy in building a leading pan-European fashion and lifestyle e-commerce ecosystem [1][3] Group 1: Appointment and Background - Anna Dimitrova has over 20 years of international experience in finance, including roles in M&A, capital markets, and investor relations [2] - She is currently the group CFO at Deutsche Glasfaser and has held senior leadership positions at Vodafone Group, including CFO roles in Germany and the Czech Republic [2] Group 2: Strategic Role and Vision - Dimitrova is expected to reinforce Zalando's financial foundation, boost scalable growth, and unlock long-term value creation as the company advances its ecosystem strategy [3] - She expressed enthusiasm about joining Zalando at a pivotal time, highlighting the fresh commercial opportunities in both B2C and B2B sectors [4]

Core Insights - The company emphasizes its competitive advantage stemming from operating the largest e-commerce platform in Latin America and a significant fintech ecosystem [2] Group 1: E-commerce Performance - The marketplace had over 110 million unique buyers in the region last year [2] - The company processed over $56 billion in product sales, with more than 2 billion items sold [2] - User growth was reported at 25%, while Gross Merchandise Volume (GMV) grew by over 30% across different countries [2]

Core Viewpoint - MercadoLibre, Inc. (NASDAQ: MELI) stands out as a resilient investment opportunity amidst economic uncertainty and trade tensions, showcasing strong financial performance and a diversified business model [1][12]. Company Overview - MercadoLibre is the leading e-commerce platform in Latin America, with a business model that includes logistics (Mercado Envios), digital payments (Mercado Pago), financial services (Mercado Credito), and storefront solutions (Mercado Shops) [2][3]. - The company has a current stock price of $2,139.92, with a 52-week range between $1,341.00 and $2,374.54, and a P/E ratio of 56.76 [2]. Financial Performance - In Q4 2024, MercadoLibre reported a revenue increase of 37% year-over-year to $6.06 billion, surpassing estimates of $5.94 billion, with EPS at $12.61, exceeding the consensus of $10.21 [7]. - The commerce revenue rose 44% to $3.6 billion, while fintech revenue increased by 29% to $2.5 billion [7]. - The company achieved a record net income of $639 million, with gross merchandise volume (GMV) rising 8% to $14.5 billion and total payment volume (TPV) soaring 33% to $58.9 billion [8]. Market Position and Analyst Sentiment - MercadoLibre's stock has gained over 25% year-to-date, contrasting with the S&P 500's decline, indicating strong market positioning and resilience [4]. - The stock is currently covered by 16 analysts, with 15 rating it a Buy, and a consensus price target of $2,464.67, suggesting a 16% upside from current levels [9][10]. - Institutional ownership stands at 88%, with significant net inflows over the past year, indicating strong confidence in the company's long-term prospects [10][11]. Technical Analysis - The stock has shown technical strength, recently reclaiming short-term moving averages and trading above $2,100, suggesting positive momentum ahead of the upcoming earnings report [5][6].

Core Viewpoint - Eightco Holdings Inc. reported a significant decline in financial performance for the fiscal year ended December 31, 2024, with a focus on improving its cost structure and capital management to enhance shareholder value [2][8]. Financial Performance Summary - Revenues for 2024 were $39.6 million, a decrease from $67.6 million in 2023, attributed to reduced capital available for cell phone sales following the repayment of a convertible note [4][8]. - Cost of revenues decreased to $33.6 million in 2024 from $61.3 million in 2023, leading to a gross profit of $6.0 million, down from $6.2 million [4][8]. - Total operating expenses were reduced to $14.2 million in 2024 from $16.9 million in 2023, with selling, general, and administrative expenses decreasing to $12.8 million from $14.8 million [4][8]. - The operating loss improved to $(8.2) million in 2024 compared to $(10.7) million in 2023, indicating a positive trend in operational efficiency [4][8]. Strategic Focus - The company is committed to the growth of its subsidiary, Forever 8 Fund, LLC, which serves as an inventory capital and management platform for e-commerce sellers [5]. - Eightco is actively pursuing strategic acquisitions to enhance its portfolio of technology solutions within the e-commerce ecosystem [5].

Core Insights - Shopify has become Canada's second-largest company by market capitalization, surpassing $126 billion since its IPO ten years ago [1] - Investors who bought shares at the IPO price have seen their investments grow significantly, with a $1,000 investment now worth over $38,000 [2] - The company's e-commerce platform and ecosystem have been key drivers of its growth, allowing users to create customizable websites without programming skills [2][3] Company Performance - Shopify's stock reached record highs during the pandemic, but faced challenges when it attempted to build a shipping and fulfillment business, leading to losses [3] - The company has since returned to profitability, with net income projected to reach $2 billion in 2024, up from $132 million in 2023 [4] - Revenue is expected to grow at a mid-20s percentage rate this year, indicating continued profit growth [4] Stock Valuation - Shopify's stock is currently selling at over a 40% discount from its all-time high [5] - With the company back on a growth trajectory, the value of shares is expected to increase significantly in the coming years [5]