1 marcos galperin company overview 1
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Company overview / Strategic Summary
Marcos Galperín (CEO)
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Expect to see continued e-commerce growth in Latin America
Latin America e-commerce (on-line retail) – US$B E-consumers in Latin America (M)
CAGR: +23%
2013E
20.6
2011E 2012E
19.3
2009
15.4
23.3
12.4
CAGR: +22%53.1
44.9
36.9
28.6
Source: IDC, Euromonitor and Company Estimates (Excludes Travel and Tickets) Source: IDC and Company Estimates
2010
63.7
2013E2011E 2012E2009 2010
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…outpacing all other regions
E-commerce growth
Source: IDM and Company Estimates
20%
5%
20%
Reta
il e-
com
mer
ce v
olum
e CA
GR
2009
-201
2
25%
25%
30%
15%0%
Asia Pacific ex Japan
5%
10%
Internet buyers CAGR 2009-2012
0%
15%
USA
Western Europe
Central and Eastern EuropeLatin America
35%
10%
Japan
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Mexico
Traffic Ranking eCommerce Share
1- Mercado Libre 5.4M UV 35 %
2- Amazon Sites 2.3M UV
3- Apple 2.1M UV
Mexico
Colombia
Venezuela
Chile
Brazil
Ecuador
Peru
Uruguay
Panamá
Costa Rica
Dominican Republic
Argentina
We have built the leading e-commerce company in the region
Brazil
Traffic Ranking eCommerce Share
1- Mercado Libre 13.4M UV 20 %
2- Submarino Sites 9.4M UV
3- BuscaPe Sites 9.1M UV
Argentina
Traffic Ranking eCommerce Share
1- Mercado Libre 5.4M UV 30 %
2- Amazon Sites 2.3M UV
3- Mas Oportunidades 2.1M UV
Latin America
Traffic Ranking eCommerce Share
1- Mercado Libre 33.3M UV 22%
2- BuscaPe Sites 12.3M UV
3- Amazon Sites 12.2M UV
Source: ComScore Figures & Company Estimates, Market Share is estimated for 2010 (w/o travel and tickets)
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… a major player by world standards as well
Retail Worldwide Ranking
Amazon
157
282
58
33
eBay Alibaba
134
38 31
223
4532
Apple Walmart MecadoLibre Grouppe PPR
Hewelt Packard
Otto GruppeRakuten
#8 in Retail Worldwide Ranking
Unique Visitors (M)
Source: ComScore Figures
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With great results…
Gross Merchandise Volume (excluding classifieds) Total Payment Volume
CAGR: +31%
H1’2011
2.0
2010
3.4
2009
2.8
2008
2.1
2007
1.5
541
698
383
256
157
CAGR: +64%
H1’20112010200920082007
US$B US$M
+32% YoY
+99% YoY
Source: Company Data
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…that extend to our “new” business units
MercadoClics Revenue Active MercadoShops
555
179
100
234
350
18
11
8
3
Q4’2010 Q1’2011Q3’2010 Q2’2011
6.4x
(000s)
344
+210% YoY
Q3’2010Q1’2010 Q2’2010 Q4´2010 Q1´2011 Q2´2011
Q1 2010 = Base 100
Source: Company Data
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From the leading auctions website to the leading e-commerce platform
OPEN
CLOSED
MercadoLibreMarketplace
MercadoClicsAdvertising
MercadoPagoPayments
MercadoShopsStores
PLATFORM
PROPERTY
THIRD PARTIESLOCAL
SOCIAL
MOBILEWEBSITE
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Online
Offline
But it is still Day 1
We have a huge opportunity to help e-commerce gain share
OfflineRetail
OnlineRetail
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RSS
The Idea is Simple: Focus on removing frictionBu
yers
Sellers
Find / Offer
Pay / Collect
Receive / Send
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MOBILE
VERTICALS
By efficiently matching supply and demand…
SELECTION
SEARCH
ADVERTISING
SOCIAL
LOCAL
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…facilitating the flow of funds…
OFF MELI PLATFORM
TRUST
ACCESS TO CREDIT
MULTIPLICITY OF PAYMENT
OPTIONSMOBILE
3x6x
12x
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…and making it convenient to Receive / Send
FULFILLMENTONLINE
TRACKING
IN-STORE PICK-UP
EXPEDITED SHIPPING
INTEGRETION WITH SELLERS
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RSS
IntegratedCRM
Rules & Policies
Fraud Detection
Buyer Protection Program
Multiple RSS
Centers
Proactive Customer Support
Customer Service:Resolution, Satisfaction, Security
“When friction arises, we have to be there to help”
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OfflineRetail
Huge opportunity: Increase e-commerce share of Retail
Removing friction, pushing down the lines
OnlineRetail