Region Deep-Dive
Latijns-Amerika
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QHoe groot is de e-commercemarkt van Latijns-Amerika, en hoe groeit die?
~ $ 150–200 miljard (2024); 2026 zal naar verwachting meer dan 200 miljard dollar bedragen; Online detailhandel in Brazilië 2025 R$235 miljard (~$40-43 miljard); Mexico 2025 MX$941 miljard (+19,2%)
Hoge enkele cijfers tot dubbele cijfers (eMarketer: een van 's werelds snelst groeiende e-commerceregio's); Verwacht wordt dat Mexico in 2026 de leiding zal nemen in de LatAm-groei
Uitklappen: oorspronkelijke sectie van het wereldwijde rapport (land-/deelmarktdetail en bronnen)
6. Latin America
6.1 Regional Overview
- eMarketer (2025): Latin America has "reclaimed its position as the world’s fastest-growing ecommerce market"; regional ecommerce is expected to exceed $200B in 2026 (industry estimate).
- Source: https://www.emarketer.com/content/latin-america-ecommerce-forecast-2025-growth-outlook-argentina-brazil-mexico ; https://www.ikj168.com/36935.html
- Drivers: mobile-first, the cashless wave (Pix, Mercado Pago, etc.), active cross-border ecommerce (96% of Brazilian consumers have cross-border shopping experience), and installment-payment culture in high-inflation markets.
- Source: https://www.pymnts.com/news/mobile-commerce/2025/cashless-wave-sweeps-latin-america-amid-mobile-fintech-boom/ ; https://www.amz123.com/kx/SwP8Mw4I
6.2 Brazil (largest market)
- Size definitions vary (must be stated): R&M B2C definition 2025 $64.09B (+9.9%); iiMedia retail-ecommerce definition $86.53B; ABComm industry definition 2025 actual R$235B (about $42–45B), 2026 expected R$258B.
- Source: https://www.globenewswire.com/de/news-release/2026/01/22/3223437/28124/en/Brazil-B2C-Ecommerce-Business-Report-2025-Market-to-Grow-by-9-9-to-Reach-64-09-Billion-Forecasts-to-2029.html ; https://www.iimedia.cn/c1094/109481.html ; https://www.baijing.cn/article/56161
- Ecommerce is about 9% of Brazilian retail; online-shopping penetration about 70%.
- Source: https://www.chwang.com/news/185073367176 ; https://www.tkfff.com/149002.html
- Platforms: Mercado Livre dominates (Shein is Brazil’s largest fashion ecommerce platform, R$15B fashion GMV); Asian cross-border platforms’ combined share has risen to 41.5% (Shopee/Shein/AliExpress/Temu); Shopee recaptured #2 in Brazil traffic.
- Source: https://www.dny1.com/Main/ArticleDetails?id=886579476673073152 ; https://mjzj.com/article/fp9ilf5j6pz5 ; https://www.ikj168.com/23707.html
- Payments: Pix is the growth engine — 2025 79.8 billion transactions, R$35.36 trillion; Pix installments (Pix 4x BNPL) launched; Brazil BNPL 2025 $4.66B (+14%).
- Source: https://clearingpost.com/insights/pix-breaks-all-records-in-2025-798-billion-transactions-move-r-3536-trillion/ ; https://thepaypers.com/payments/news/ebanx-pagaleve-launch-pix-instalment-bnpl-solution-in-brazil ; https://www.businesswire.com/news/home/20250228118181/en/Brazil-Buy-Now-Pay-Later-Business-Report-2025-BNPL-Payments-to-Grow-by-14-to-Reach-$4.66-Billion-this-Year-with-Cleo-ADDI-and-DiniePay-Leading---Investment-Opportunities-to-2030---ResearchAndMarkets.com
6.3 Mexico (regional growth engine)
- 2024 ecommerce $38.844B / MX$789.7B (+20%); ecommerce about 6.9% of GDP (AMVO/INEGI); online-shopping penetration is high ("84%" is a second-hand restatement, not independently verified — use with caution).
- Source: https://www.americaeconomia.com/en/node/290899 ; https://mexicobusiness.news/ecommerce/news/mexico-e-commerce-hits-69-gdp-2024 ; https://www.amz123.com/kx/xv1QYzZM
- 2025 MX$941B (+19.2%); Mexico is expected to lead Latin America ecommerce growth in 2026.
- Source: https://www.dny1.com/Main/ArticleDetails?id=952217255721046016 ; https://mexicobusiness.news/ecommerce/news/mexico-projected-lead-regions-e-commerce-boom-2026
- Platforms: Mercado Libre and Amazon lead; Shein/Temu penetration is rising fast; US sellers are important in cross-border.
6.4 Argentina · Chile · Colombia
- Argentina: CACE 2025 report transaction value +55%, cross-border purchases up to 47% of the mix; interest-free installments (cuotas sin interés) are a core sales tactic.
- Source: https://zxchuhai.com/202603/46332.html ; https://integracionempresaria.com.ar/el-sector-del-ecommerce-analiza-al-dia-de-la-ninez-las-cuotas-sin-interes-y-otras-estrategias-claves-para-potenciar-ventas/?lang=en
- Chile: Cyber Day single-day record about $200M; 78% of cross-border orders come from China; MercadoLibre leads.
- Source: https://www.upkuajing.com/knowledge/zixun/22477 ; https://www.sohu.com/a/949648298_121672345
- Colombia: 2024 ecommerce transaction value about 105 trillion pesos (+26.7%); Mercado Libre, Temu, and Amazon are the traffic top three.
- Source: https://www.trademag.org.tw/page/newsid1/?id=7916345&iz=6 ; https://www.amz123.com/t/3Aq3JRVE
6.5 Platforms
- Mercado Libre (Latin America’s undisputed leader): 2024 Q4 net revenue $6.1B (+37%), buyers crossed 100 million for the first time; the highest-valued Latin American company on Wall Street; plans to invest $5.8B in Brazil and add 14,000 employees; record full year 2025, Q4 revenue +45%.
- Source: https://news.mercadolibre.com/en/financial-results-fourth-quarter-2024 ; https://hk.investing.com/news/stock-market-news/article-878209 ; https://news.mercadolibre.com/en/financial-results-fourth-quarter-2025
- Amazon Brazil: 250+ fulfillment centers by end-2025; 13,000 extra temporary jobs for Black Friday.
- Source: https://100ec.cn/index/detail--6654393.html
- Temu/Shein: Temu briefly topped charts in Brazil and Mexico; but after Brazil raised taxes in 2024–25, Chinese platforms saw their first traffic decline (Valor) — "share rising" and "losing ground" narratives coexist, depending on the metric and time window.
- Source: https://www.10100.com/article/21960329 ; https://valorinternational.globo.com/business/news/2025/05/14/chinese-platforms-lose-ground-in-brazil-amid-higher-taxes-competition.ghtml
QWelke zijn de Top-5-e-commerceplatforms in Latijns-Amerika, en hoe rangschikken ze?
Mercado Libre is de onbetwiste leider (GMV ~$65 miljard, meer dan 120 miljoen kopers); Shopee / Amazon rangschikt #2/#3 in het verkeer in Brazilië; Magalu en Casas Bahia krimpen/herstructureren van e-commerce; Temu / Shein zijn de grensoverschrijdende wildcard (Temu Mexico-verkeer nr. 1; Aziatisch grensoverschrijdend gecombineerd ~41,5% in Brazilië).
Uitklappen: oorspronkelijke sectie van het Top-5-rapport (GMV- / omzet- / gebruikers- / positioneringstabellen)
9. Latin America
Ranking basis: GMV/revenue disclosures (Mercado Libre, Magalu, Casas Bahia) + Brazil traffic share (Shopee, Amazon; Conversion/SimilarWeb: 2025 Brazil ecommerce visits 33.9 billion, MELI #1 at 15.3%, Shopee #2, Amazon #3) + qualitative standing. Latin America is most complete for Brazil data; Mexico is counted separately (Temu #1 in traffic).
| Rank | Platform | Company | Key data | Positioning & strengths |
|---|---|---|---|---|
| 1 | Mercado Libre | MercadoLibre (NASDAQ: MELI) | FY2025 GMV ~$65B; 120 million+ buyers; Q4'25 revenue $8.76B (+45%), GMV $19.9B (+36.8%) | Latin America’s undisputed leader; Mercado Pago fintech synergy; owned logistics; Q4 Brazil GMV +35% (FX-neutral) |
| 2 | Shopee | Sea Ltd | Brazil traffic #2 (recaptured in 2025); Brazil GMV not disclosed ([GAP]); group Q4'25 GMV $36.7B | Brazil is Shopee’s fastest-growing market; low price+cross-border+local logistics (SPX Express) |
| 3 | Amazon (.com.br) | Amazon.com | Brazil traffic #3; Brazil GMV not disclosed ([GAP]) | Global marketplace+Prime logistics; sales and logistics partnership with Magalu; low-price strategy against Asian cross-border |
| 4 | Magazine Luiza (Magalu) | Magalu (B3: MGLU3) | FY2025 net revenue R$27.2B (about $4.7–4.9B, official earnings-document definition); Q4 gross profit R$3.3B (+3.1%) | Brazil’s largest omnichannel retailer; MagaluPay finance; ecommerce deliberately contracted, stores carrying performance |
| 5 | Grupo Casas Bahia | Casas Bahia (B3: BHIA3) | 2025 GMV a record (value not disclosed [GAP]); debt cut 77%; Q4 credit sales a record | Credit-driven lower-tier retail; ecommerce was the 2025 core growth engine; turnaround after restructuring |
| Wildcard | Temu / SHEIN | PDD / Shein | Temu 15.9% of Mexico ecommerce (2025 Q2; full-year ranking unaudited); Temu+Shein Mexico combined about 40% (definition questionable); Brazil Asian cross-border platforms combined about 41.5% | Cross-border low-price shock, but under pressure after Brazil tax hikes |
⚠️ Definition note: the ranking mixes GMV (MELI/Magalu), traffic (Shopee/Amazon), and qualitative standing (Casas Bahia); Brazil is the primary lens — if Mexico is primary, Temu is #1 in traffic and the order differs. Brazil online retail 2025 R$235B (about $40–43B).
Sources: Mercado Libre official Q4'25 results — https://news.mercadolibre.com/en/financial-results-fourth-quarter-2025 ; Brazil traffic (Conversion/SimilarWeb via Chinese media) — https://www.moomooapp.com/hans/news/post/63166146 ; Magalu earnings — https://www.marketscreener.com/news/magazine-luiza-s-a-earnings-document-ce7e5fd2dc89f121 ; Casas Bahia Q4'25 — https://www.gurufocus.com/news/8723998/grupo-casas-bahia-sa-bspbhia3-q4-2025-earnings-call-highlights-record-gmv-and-strategic-debt-reduction-amidst-challenges ; Temu Mexico — https://mexicobusiness.news/ecommerce/news/temu-captures-159-mexicos-e-commerce-2q25
QWat is het waard om te volgen?
- Aziatische grensoverschrijdende platforms combineerden ~41,5% in Brazilië, maar na de belastingverhogingen in Brazilië tussen 2024 en 2025 zagen Chinese platforms hun eerste verkeer afnemen ( Valor )
- Temu 15,9% van de e-commerce in Mexico (2025 Q2), verkeer nr. 1; Temu + Shein Mexico gecombineerd ~40% (definitie twijfelachtig)
- Pix-afbetaling (Pix 4x BNPL) gelanceerd, wat betalingen stimuleert; Brazilië BNPL 2025 $4,66 miljard (+14%); Pix 79,8 miljard transacties in 2025
- Magalu / Casas Bahia opzettelijk inkrimpen van e-commerce, winkels die goede prestaties leveren – lokale reuzen gaan een consolidatiefase in
QWat zijn de kerninzichten?
- Rangschikkingsmixen GMV (MELI/ Magalu), verkeer ( Shopee / Amazon ) en kwalitatieve positie ( Casas Bahia )
- Brazilië is de primaire lens; als Mexico primair is, is Temu verkeer nr. 1 en verandert de volgorde
- Instantbetalingen zoals Pix zijn de belangrijkste motor van de groei van de e-commerce in LatAm
QWaar komt dit bewijs vandaan?
Onderliggende onderzoeksdocumenten voor deze regio (met volledige bron-URL’s):