# $melis

Mercado Libre announces significant fee changes in Brazil effective March 2, 2026, following a strategic reduction in shipping thresholds. This move aims to boost profitability by taxing sellers after a period of aggressive market share acquisition.

### About $melis
This refers to the Melis platform, a decentralized social media and content creation ecosystem.  

### Top $melis Social Posts
Top posts by engagements in the last [--] hours

*Showing a maximum of [--] top social posts without a LunarCrush subscription.*

"I believe the Q4 Sensor Tower data report for Brazil (which should be coming out pretty soon) will confirm the same trend we have been seeing taking place this year. $MELI has been steadily increasing its market share in mobile app usage especially since lowering the free shipping threshold. While $SE's Shopee will likely capture the highest raw volume through gamification MELI's ability to sustain active user growth without the massive volatility seen in Temu which suffered a 74% QoQ download crash in Q3 Brazil signals superior unit economics and retention going into the holidays. This is"  
[X Link](https://x.com/CapexAndChill/status/2015197127408808266) [@CapexAndChill](/creator/x/CapexAndChill) 2026-01-24T22:56Z [----] followers, 14.6K engagements


"$MELI's [----] trajectory defines Mercado Play not as just a peripheral perk but as a critical pivot designed to monetize the attention economy and counteract the rising customer acquisition costs inherent in scaling physical logistics. The platforms growth is accelerating as it becomes the primary data engine for the companys advertising arm which Goldman Sachs projects will quadruple from $1 billion in [----] to $4 billion by [----] while commanding EBIT margins between 70% and 80%. Mercado Play is successfully converting passive viewership into high-intent first-party data by securing placement"  
[X Link](https://x.com/CapexAndChill/status/2014877999502655670) [@CapexAndChill](/creator/x/CapexAndChill) 2026-01-24T01:48Z [----] followers, [----] engagements


"$MELI's March [----] fee hike in Brazil is the monetization phase of their logistics trap that was executed perfectly throughout [----]. By slashing shipping thresholds to R$19 last year they deliberately compressed margins to lock in massive user volume. This effectively drove the Brazilian mass market on the platform. Now they are pivoting to tax the sellers in March. $SE's Shopee has stopped burning cash to buy market share and is strictly focused on maintaining its own profitability. On January 6th Shopee aggressively hiked its fixed fee for individual sellers (CPF) in Brazil from R$5.00 to"  
[X Link](https://x.com/CapexAndChill/status/2014521749564526766) [@CapexAndChill](/creator/x/CapexAndChill) 2026-01-23T02:13Z [----] followers, [----] engagements


"Mercado Livre Brasil $MELI announced meaningful fee changes effective March [--] [----]. This follows $MELI cutting its shipping threshold from R$79 to R$19 to better compete with $SE. Before these fee changes the breakeven level on many orders was roughly R$50; since the threshold cut sales in the R$19R$79 band have more than doubled. The new fee structure should meaningfully lift $MELIs profitability. Worth noting: take rates in $SE Brazil have been similar to $MELIs pre-change levelaround 28% roughly double typical Southeast Asia levels. https://twitter.com/i/web/status/2014278510169436523"  
[X Link](https://x.com/the_zack_zhu/status/2014278510169436523) [@the_zack_zhu](/creator/x/the_zack_zhu) 2026-01-22T10:06Z [----] followers, [----] engagements

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