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EL compared with MELI: revenue, margins and what each company keeps, and the suppliers and customers both name
EL
Estee Lauder Companies Inc
Change
Mkt cap
Revenue
Revenue
MELI
Mercadolibre Inc
Change
Mkt cap
Revenue
Revenue
vs
Compare
EL
Estee Lauder Companies Inc
vs
MELI
Mercadolibre Inc
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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EL
Estee Lauder Companies Inc
Change
109.23
▲
+0.38%
· post 112.07
Mkt cap
$39.5B
Revenue
$3.6B
Q4 FY26
Revenue
$15.0B
FY26
MELI
Mercadolibre Inc
Change
1,624.82
▼
−2.13%
· post 1,626.00
Closed
Oct 30 '26
Mkt cap
$82.4B
Revenue
$10.2B
Q2 FY26
Revenue
$28.9B
FY25
vs
Compare
Closed
Oct 30 '26
EL
Estee Lauder Companies Inc
vs
MELI
Mercadolibre Inc
109.23
▲
+0.38%
post 112.07
Price
1,624.82
▼
−2.13%
post 1,626.00
$39.5B
Mkt cap
$82.4B
Q4 FY26
$3.6B
Revenue
$10.2B
Q2 FY26
FY26
$15.0B
Revenue
$28.9B
FY25
Change
Change
EL
109.23
▲
+0.38%
vs
MELI
1,624.82
▼
−2.13%
Closed
Oct 30 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
EL, solid
MELI, dashed
Supply-chain overlap
Revenue flow
EL: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only EL
9
AMZN
Amazon
customer
ULTA
Ulta Beauty
customer
ZGN
Ermenegildo Zegna
customer
—
PricewaterhouseCoopers LLP
unlisted
supplier
5 more · EL chain
›
Shared
0
No shared counterparties.
Only MELI
8
AAPL
Apple TV+
supplier
NFLX
Netflix
supplier
DIS
Disney+
supplier
WBD
HBO Max
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
4 more · MELI chain
›