Rafael Leitão 📈

Dear friends, we’re thrilled to announce that we’re (finally) launching our set custom of gen-ai solutions for the Brazilian market at the #riosebsummit. AI is a game changer for everything analytics. It’s all in Portuguese for now (sorry!),hit me up and we can walk you through our approach and why it’s different. A hint: it’s all powered by Observable. Everything is light-weigh, modular, auditable and reproducible. You can check it out at https://ai.belo.re

33

4 comentários

Our 60-slide deck on 𝐑𝐞𝐭𝐚𝐢𝐥 𝐄𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐞 & 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐁𝐮𝐲𝐞𝐫 𝐓𝐫𝐞𝐧𝐝𝐬 𝐢𝐧 𝐁𝐫𝐚𝐳𝐢𝐥 is now live! 🛒 🇧🇷 Here are few more stats on the world's 3rd fastest-growing digital retail market: Mercado Livre Brasil dominates #ecommerce in the country with a 30% market share. However, local retailers like Magazine Luiza, Grupo Casas Bahia Grupo Carrefour Brasil & Droga Raia all have robust digital offerings. Note our forecasts do not include Amazon Brasil since we do not have sufficient information to confidently estimate their revenues. We expect Brazil's #retail ecommerce revenues to reach almost $82 billion in 2024. This increase from $70 billion in 2023 will be driven by more favorable macroeconomic conditions & a continued shift online of several major product categories. Ecommerce penetration of total retail sales will be greater in Brazil than in most countries in Europe. Brazil trails only the Philippines & Malaysia in terms of ecommerce growth this year. EMARKETER Principal Analyst Matteo Ceurvels has compiled a data-rich report that includes our own forecasts together with trusted 3rd-party data sources that highlight shopping evolution in Brazil. His deck includes sections on: 1. Global snapshot: Retail and ecommerce sales in 2024 2. Overview of the Brazilian economy 3. Retail ecommerce sales in Brazil 4. How consumers research products online 5. Brazil’s digital buyer demographics 6. How and where consumers spend their money online 7. How consumers pay for their online purchases 8. Opportunities for brands and retailers in Brazil Clients can check it out via the link in the comments.

111

11 comentários

Apple Search Ads support is now available in Brazil and 8 additional #LATAM countries! 🍎 🌏 Learn how to optimize your campaigns for these markets with tips on adapting to regional differences, understanding local requirements, and more in our latest blog ➡️ smart.link/9si0pma9x11s0 #ios #apple #digitalmarketing

4

Ever wondered what really makes a great leader stand out? Candido Bracher, the CEO of Itaú Unibanco, says that it is something surprisingly simple yet overlooked: listening more than talking. Despite running a huge company with over 100,000 employees, he swears by the power of listening. We usually picture leaders as the ones doing all the talking, setting directions, and calling the shots. While it’s true that authority is best demonstrated through constant talking, Candido points out that truly effective leaders spend more time listening than speaking. This doesn’t mean nodding along to what people say, but really understanding them and engaging deeply, making them feel genuinely heard. This video first appeared for premium subscribers over a year ago. If you’d like to be a premium subscriber go here: https://lnkd.in/gy_srTcc #LeadingWithVulnerability #leadership #LeadershipTips #PowerOfListening

16

7 comentários

Unveiling Growth: Key Drivers Shaping Brazil's Retail Industry. Unlock the dynamic trends of Brazil's retail sector with our latest market report! Explore how technological advancements, consumer behavior, and economic shifts are redefining retail in one of the largest markets in Latin America. Stay ahead with actionable insights. For more information read the full report: bit.ly/3w4cKip Some of the key players in the market are Walmart, Grupo Carrefour Brasil, GPA, Magazine Luiza, Grupo Casas Bahia, Amazon, Lojas Renner S.A. Atacadão, americanas s.a. Grupo Mateus and many more. #marketresearchreports #news #latinamerica #marketoutlook #informesdeexpertos #ide #brazilretailmarket #retailmarket #brazilretail #growth

1

🤷‍♂️ Don't just take our word for it—hear it from one of Brazil's 🇧🇷 top media outlets! Check out Globo's latest article on the explosive growth of cross-border eCommerce in Brazil's marketplaces, led by nocnoc 👇 https://lnkd.in/dB9TPUjb Yes, Brazil's cross-border market is booming, and with nocnoc, US brands and retailers can dive into one of the world's most promising markets and access over 217 million new consumers. 🚀 Want to learn more about our solution? 👉 https://nocnocstore.com/ #ecommerce #marketplaces #expansion

9

This post deals with Public Private Partnerships- PPPs. First of all, I would like to apologize for publishing a link in Portuguese about a topic as arid and difficult as PPPs contract renegotiations. Second, I want to congratulate the Brazilian magazine Piaui ( heralded as the New Yorker of Brazil) for having the courage to explore such a specific, complex and mercurial topic to a broader, wider audience. Third of all, I would like to kindly remind you all that a general public magazine cannot devote the seriousness and complexity that this topic requires. PPPs contract renegotiation is not easy, and the magazine obviously went for erroneous conclusions and butchered the entire debate by trying to pick sides and “ denounce yet another scandal in Brazil “. One of my great teachers of PPPs Jose Luis Guarch , use to say that the concession really happens in the contract renegotiation phase, not during bidding. Duering my long career dispensing very technical advice on PPPs, I have always reminded governments that they need to hire advisors. A lot of them. Very expensive ones. Simply because the concessionaire always had the best advisors, bankers, lawyers, and they would always win. Hence, government should in fact try to avoid losing too much value, whenever possible. Thus, to try to make a scandal about something as complex as PPP contract renegotiations, when the government always ( or almost always) loses money ( the question becomes how much) and what is the alternative, in terms of value destruction of interrupting a PPP and finding new bidders over a many months and years. These new bidders will have to secure financing and contractors for capex, and service providers for opex. Without looking at the specifics of each project, I can tell, without shadow of a doubt, that this article is very likely to be misleading. This does not take away the merit of Piaui to publish this. But rather it does require the government to hire more and better ( unconflicted, unbiased) advisors to defend their interests in renegotiations. Because the other side is filled to the brim with top consultants. Like I said in the beginning: - PPPs are complex and boring topic. I apologize to those who read it up to here… #ppps #contractrenegotiations revista piauí Mauricio Portugal Ribeiro Lincoln Flor #projectfinance #infrastructure Sergei Samolis Schafik Collazo Filip Drapak Here is the link to the story: https://lnkd.in/e-_BW-4Q

24

Brazil's iFood sees financial arm growing revenue by more than half in 2025 Brazil's leading food delivery platform, iFood, is poised for significant growth in its financial services division. Owned by Dutch tech investment giant Prosus, iFood announced that it expects a 52% increase in revenue from its financial arm by the 2025 fiscal year. This expansion underscores iFood's ambition to diversify beyond food delivery and solidify its role as a comprehensive financial services provider for the restaurant industry, as reported by Reuters. Currently, iFood handles over 80 million deliveries monthly in Brazil, Latin America’s largest economy. The company also extends financial services to the restaurants on its platform, including credit options and digital accounts. For the fiscal year ending March 2024, iFood projects its financial services will generate revenues of 658 million reais ($121.3 million). By the end of the following fiscal year, it aims to boost this figure to 1 billion reais. Bruno Henriques, head of iFood Pago, the newly branded financial services division, emphasized their vision: "We have the mission to be the bank of the restaurants." This rebranding is part of a broader strategy to offer integrated financial solutions tailored specifically for the food service sector. In line with this vision, iFood is piloting the rollout of point-of-sale (POS) terminals for its restaurant partners. The company plans to distribute about 5,000 terminals in the coming months, with a goal of having 20,000 restaurants equipped with them by next March. These terminals are expected to streamline payment processes and enhance operational efficiency for restaurants. Founded in 2011, iFood has rapidly expanded, reflecting its strong market presence with total revenues reaching 7.1 billion reais during the 2023 fiscal year. This growth trajectory was further bolstered when Prosus, which already had a controlling interest, acquired the remaining 33% stake from European delivery giant Just Eat Takeaway for an initial payment of 1.5 billion euros ($1.61 billion) in 2022. As Prosus prepares to release its latest financial results on June 24, iFood's strategic push into financial services highlights its evolving business model. By integrating robust financial solutions into its core delivery operations, iFood is not only enhancing its value proposition for restaurants but also positioning itself as a pivotal player in Brazil’s digital economy. Stay ahead with the latest in food delivery news from the weekly Boolanga Bites newsletter, brought to you by Boolanga Business. Sign up for our LinkedIn newsletter now to receive weekly updates directly to your inbox every Monday.

408

4 comentários

iFood launches digital bank for restaurants, iFood Pago iFood is transforming its role in the restaurant industry with the launch of "iFood Pago," a digital banking service tailored for eateries. Initially a test, iFood Pago now supports 140,000 accounts, transacting R$ 70 billion with a R$ 1.5 billion credit portfolio. This move consolidates iFood's financial services, including integrating Zoop and Movile Pay under one brand. CEO Bruno Henriques describes iFood Pago as a game-changer: "Our goal is to double iFood's size by offering better financial terms than traditional banks, becoming the primary financial partner for restaurants." By March 2025, iFood expects iFood Pago to generate R$ 1 billion in revenue. The service will focus on credit, data management (CRM), and payment acquiring. The introduction of the "Maquinona," a smart card machine, is a key feature. iFood plans to deploy 5,000 machines soon, scaling up to 50,000 by next year. iFood Pago also extends iFood's influence into restaurant dining rooms. The iFood Benefits card, launched with Elo in 2023, enables personalized discounts and incentives, bridging online and offline dining. Henriques emphasizes iFood Pago’s niche focus: "We don’t aim to compete broadly with other financial institutions. We want to excel in the restaurant sector." Currently, iFood serves over 350,000 restaurants and handles more than 80 million deliveries monthly. Approaching 90 million monthly deliveries, iFood plans to celebrate hitting 100 million soon. This vast customer base uniquely positions iFood to understand and meet restaurant financial needs. Henriques notes that using iFood Pago is optional but advantageous. "Restaurants that don’t use our services might find themselves at a disadvantage. We offer solutions to organize their finances and solve their problems with innovative products and technology." iFood Pago’s launch signifies iFood’s evolution from a delivery service to a comprehensive financial partner, poised to lead in the restaurant finance sector. If you’re interested in how iFood Pago can transform your restaurant’s financial operations, our team is ready to support you. Stay ahead with the latest in food delivery news from the weekly Boolanga Bites newsletter, brought to you by Boolanga Business. Sign up for our LinkedIn newsletter now to receive weekly updates directly to your inbox every Monday.

245

1 comentário

It is a pleasure to be one of the invited judges to evaluate the best startups and help entrepreneurs become global entrepreneurs. I am very grateful to be alongside many other great judges at this significant event with a global impact on the innovation and startup ecosystem. Special thanks to my mentor, Liliam Carrete 🌍🚀. #StartupWorldCup #GlobalEntrepreneurship #InnovationEcosystem #StartupJudging #ThankYouMentors #TransformingPeople #LeadingChange #TransformingBusinesses #DevelopingIdeas #BusinessGrowth

5

🌍 International Companies are Making Waves in Brazilian Marketplaces! 📦✨ 🚀🇧🇷 Brazil’s marketplace landscape is evolving rapidly, with cross-border digital commerce bringing exciting opportunities for consumers and businesses. Here’s a deep dive into the latest trends and what they mean for our market: 🔍 Key Insights: - Growing Presence: Companies like NocNoc, a Uruguayan tech and e-commerce firm, are increasing their footprint in Brazil. With over 1,000 sellers and 4 million products listed, Nocnoc connects international sellers with Brazilian consumers via major platforms such as Amazon, Mercado Livre, Magalu, Americanas, and Casas Bahia. - Tax Reforms: Recent legislative changes include the approval of the so-called “blouse tax” (a 20% tax on purchases up to $50) as part of the Green Mobility and Innovation Program (Mover). This aims to create a fairer and more competitive market environment, making products priced between $50 and $100 particularly attractive due to a $20 tax discount on the load. - Enhanced Confidence: Regulations like “Remessa Conforme” are set to bolster consumer trust in cross-border shopping by providing better control over purchases and taxation, while improving customs efficiency for faster delivery. 📊 Market Impact: - Despite these advancements, cross-border offers currently account for only 5% of online offers in Brazil, compared to nearly half in other countries. This highlights a significant growth potential for international players in our market. - Challenges Persist: Navigating Brazil’s complex tax and customs regulations remains a significant hurdle. 🚀 Looking Ahead: The changes promise to make cross-border e-commerce more accessible and appealing to Brazilian consumers, and more opportunities are on the horizon for international companies to thrive in this vibrant market. Let's keep an eye on these developments as they unfold and see how they shape the future of e-commerce in Brazil! 🌐🔍 #Brazil #Ecommerce #CrossBorder #Marketplaces #DigitalCommerce #TaxReform #Innovation #BusinessGrowth #CBHub #IgorPipolo #CrossBorder #Ecommerce #CrossBorderLogistics Igor Pipolo Raffaella Calfat

2

🚀 In a rapidly evolving digital landscape, staying ahead of the game is essential for e-commerce success. That's why I'm thrilled to share with you these 5 essential tips for creating successful ads in e-commerce, as highlighted by Juliana Vital🏳️‍🌈, Global Chief Revenue Officer of Nubimetrics, published in Economia SP. 1️⃣ Strategic Product Selection: Know what and where to sell to maximize relevance and demand. 2️⃣ Category Navigation: Choose the right category, considering market dynamics and competitors. 3️⃣ Clear Titles: Create engaging titles with relevant keywords to capture attention. 4️⃣ Technical Specification and Product Details: Ensure clear descriptions and quality photos to attract and retain customers. 5️⃣ Product Pricing Strategy: Determine competitive prices based on market analysis to maximize profitability. These tips serve as a comprehensive guide for navigating the dynamic Brazilian online market, helping sellers stand out and capitalize on the booming e-commerce growth in the country. As professionals in the industry, now is the time to innovate and maximize our potential for online business success. Let's embrace these strategies and elevate our e-commerce game together! 💼💻 #Ecommerce #DigitalMarketing #BusinessTips #OnlineRetailing #CBHub #IgorPipolo #CrossBorder #Ecommerce #CrossBorderLogistics Igor Pipolo Raffaella Calfat

14

Discover the secrets behind the explosive growth of online advertising in Brazil! 🌐📈 Swipe to understand the factors driving this trend and how brands are leveraging these opportunities. #Startup #Socialmediainbrazil #ILMGroup

12

Adikteev's Cameron T. & Giovana Z. are heading to Gamesforum Hamburg soon! 🚀 They're ready to answer all your burning questions about retargeting and churn prediction 🎯 🔮 See you there! 👋 #appmarketing #appretargeting #mobilemarketing

19

Texto da revista Martech June 20, 2024 at 12:00 pm | Reading time: 2 minutes Ad Relevance, the new AI-powered solution in Amazon’s DSP, has been in closed beta testing for two years. It made its public debut this week at Cannes Lions. The headline is that it doesn’t rely on third-party cookies or identity resolution to target audiences with relevant content in real-time. What it does leverage is Amazon’s vast datasets of consumer behavior (purchase data, intent data, browsing data) to create cohorts and deliver them as ad opportunities. It is not necessary to know the identity of the individuals within the cohorts. Another big walled garden. In effect, Ad Relevance recasts Amazon as another large walled garden, using its own proprietary data to craft audiences for advertisers. “(Ad Relevance) uses the latest in AI technology to analyze billions of browsing, buying and streaming signals in conjunction with real-time information about the content being viewed to understand where customers are in their shopping journeys and serve them relevant ads across devices, channels and content types without needing third-party cookies.” Amazon, “The future of addressability and advertising technology” Why we care. Google, of course, has spent the last few years trying to thread the needle between deprecating third-party cookies and maintaining the semblance of an advertising ecosystem on the open web. Of course, since Google has control over the Chrome browser, ingests data from Search, YouTube and Gmail, and is selling ad inventory, it has been accused of creating a walled garden anyway. Amazon has just gone right ahead and done it. It also seems to have trumped Google’s Topics initiative. Google had proposed assigning Chrome users, temporarily, to a very limited number of interest-based Topics, using that as a basis for ad targeting. Amazon, it seems, is using AI to analyze without limits what users are viewing and consuming within Amazon’s own environments, including Prime Video. Also, Amazon has avoided, thus far at least, getting bogged down with independent advisory panels and regulators telling them that their solution won’t work and doesn’t protect privacy anyway.

1

When it comes to management styles, having a comprehensive overview is crucial, but trying to “reinvent the wheel” in your department, as we say in Brazil, is usually a trap: it leads to an overwhelming number of initiatives, spreading resources too thinly and diluting focus and impact. Or worse, it will take a great amount of resources and effort from your problems that aren’t root causes that will really have a positive impact. Many of these projects won’t go ahead, and you risk causing frustration. So here's the tip: always target the bottlenecks and their root causes. That's where you'll find the biggest business and process optimization opportunities.

62

2 comentários

"Brazil’s Nubank is leaving U.S. digital banks in the dust," according to Forbes. Key points: ‣ Focus on customer experience has driven significant adoption. ‣ Serving underbanked populations has unlocked new markets. ‣ Transparent, simplified products appeal to users tired of traditional banking. ‣ Additionally, Nubank’s commitment to financial inclusion, data-driven decisions, and agility in market changes are crucial. However, success brings challenges. Venture capitalist Morris warns, “Nubank needs to maintain its entrepreneurial culture and avoid getting complacent.” Sustainable growth requires innovation and humility. Nubank’s journey shows that success shouldn't lead to complacency. Keeping an entrepreneurial spirit and staying grounded is key. What do you think will ensure Nubank’s continued success? Innovative strategies, local market understanding, or a combination? Let's discuss!

5

1 comentário