{"id":120361,"date":"2025-10-23T17:05:35","date_gmt":"2025-10-23T20:05:35","guid":{"rendered":"https:\/\/monitoramento.spmj.com.br\/noticias\/?p=120361"},"modified":"2025-10-23T17:05:35","modified_gmt":"2025-10-23T20:05:35","slug":"sentiu-acao-do-magazine-luiza-mglu3-cai-mais-de-6-apos-parceria-entre-casas-bahia-e-mercado-livre","status":"publish","type":"post","link":"https:\/\/monitoramento.spmj.com.br\/noticias\/2025\/10\/23\/sentiu-acao-do-magazine-luiza-mglu3-cai-mais-de-6-apos-parceria-entre-casas-bahia-e-mercado-livre\/","title":{"rendered":"Sentiu? A\u00e7\u00e3o do Magazine Luiza (MGLU3) cai mais de 6% ap\u00f3s parceria entre Casas Bahia e Mercado Livre"},"content":{"rendered":"<section class=\"content--header\">\n<div class=\"row content-head non-featured \">\n<div class=\"medium-centered subtitle\">\n<h2 class=\"content-head__subtitle\">O acordo prev\u00ea que a partir de 1\u00ba de novembro produtos das Casas Bahia passem a ser vendidos no marketplace do Mercado Livre<\/h2>\n<\/div>\n<\/div>\n<div class=\"content__signa-share\">\n<div class=\"content__signature\">\n<div class=\"content-publication-data\">\n<div class=\"content-publication-data__text\">\n<div class=\"content-publication-data__from\">Por\u00a0<\/p>\n<address><a title=\"Cris Almeida\" href=\"https:\/\/valorinveste.globo.com\/autores\/cris-almeida\/\">Cris Almeida<\/a><\/address>\n<p>\u00a0e\u00a0<\/p>\n<address><a title=\"Larissa Maia\" href=\"https:\/\/valorinveste.globo.com\/autores\/larissa-maia\/\">Larissa Maia<\/a><\/address>\n<p>, Valor Investe\u00a0\u2014 S\u00e3o Paulo<\/p><\/div>\n<p class=\"content-publication-data__updated\">23\/10\/2025 11h57\u00a0<span class=\"content-publication-data__updated-relative\">\u00a0Atualizado\u00a0h\u00e1 49 segundos<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"content__share-bar-container\">\n<section class=\"sharebar\">\n<ul class=\"sharebar__list\">\n<li class=\"sharebar__item\"><a class=\"sharebar__link\" href=\"https:\/\/www.facebook.com\/dialog\/share?app_id=289255557788943&amp;href=https:\/\/valorinveste.globo.com\/mercados\/renda-variavel\/empresas\/noticia\/2025\/10\/23\/acao-do-magazine-luiza-mglu3-parceria-entre-mercado-livre-e-casas-bahia.ghtml%3Futm_source%3DFacebook%26utm_medium%3DSocial%26utm_campaign%3Dcompartilhar\" target=\"_blank\" rel=\"noopener noreferrer\" data-type=\"Facebook\">Facebook<\/a><\/li>\n<li class=\"sharebar__item\"><a class=\"sharebar__link\" href=\"https:\/\/twitter.com\/intent\/tweet?text=Valor%20Investe:%20Sentiu?%20A%C3%A7%C3%A3o%20do%20Magazine%20Luiza%20(MGLU3)%20cai%20mais%20de%206%%20ap%C3%B3s%20parceria%20entre%20Casas%20Bahia%20e%20Mercado%20Livre&amp;url=https:\/\/valorinveste.globo.com\/mercados\/renda-variavel\/empresas\/noticia\/2025\/10\/23\/acao-do-magazine-luiza-mglu3-parceria-entre-mercado-livre-e-casas-bahia.ghtml%3Futm_source%3DTwitter%26utm_medium%3DSocial%26utm_campaign%3Dcompartilhar\" target=\"_blank\" rel=\"noopener noreferrer\" data-type=\"Twitter\">Twitter<\/a><\/li>\n<li class=\"sharebar__item\"><a class=\"sharebar__link\" href=\"https:\/\/api.whatsapp.com\/send?text=https:\/\/valorinveste.globo.com\/mercados\/renda-variavel\/empresas\/noticia\/2025\/10\/23\/acao-do-magazine-luiza-mglu3-parceria-entre-mercado-livre-e-casas-bahia.ghtml%3Futm_source%3DWhatsapp%26utm_medium%3DSocial%26utm_campaign%3Dcompartilhar\" target=\"_blank\" rel=\"noopener noreferrer\" data-type=\"Whatsapp\">Whatsapp<\/a><\/li>\n<li class=\"sharebar__item\"><a class=\"sharebar__link\" href=\"https:\/\/www.linkedin.com\/sharing\/share-offsite\/?url=https:\/\/valorinveste.globo.com\/mercados\/renda-variavel\/empresas\/noticia\/2025\/10\/23\/acao-do-magazine-luiza-mglu3-parceria-entre-mercado-livre-e-casas-bahia.ghtml%3Futm_source%3DLinkedin%26utm_medium%3DSocial%26utm_campaign%3Dcompartilhar\" target=\"_blank\" rel=\"noopener noreferrer\" data-type=\"Linkedin\">Linkedin<\/a><\/li>\n<\/ul>\n<\/section>\n<\/div>\n<\/div>\n<hr class=\"content__divider \" \/>\n<\/section>\n<div id=\"mc-article-body\" class=\"mc-article-body \">\n<article>\n<div class=\"no-paywall\">\n<div class=\"mc-column mc-side-item__container\" data-block-type=\"ads\" data-block-id=\"0\">\n<div class=\"mc-side-item mc-side-item--right content-ads content-ads--side-ad mc-side-item-block\">\n<div id=\"banner_materia1\" class=\"tag-manager-publicidade-container tag-manager-publicidade-banner_materia1 tag-manager-publicidade-container--carregado tag-manager-publicidade-container--visivel\" data-google-query-id=\"CLTJqoqPu5ADFU9ouAQdpjY3PQ\">\n<div id=\"google_ads_iframe_\/85042905\/valorinveste\/mercados\/renda-variavel\/empresas\/materia_1__container__\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"mc-column content-text active-extra-styles active-capital-letter\" data-block-type=\"unstyled\" data-block-weight=\"29\" data-block-id=\"1\">\n<p class=\" content-text__container theme-color-primary-first-letter\" data-track-category=\"Link no Texto\" data-track-links=\"\" data-mrf-recirculation=\"Article links\">Os pap\u00e9is do\u00a0<a class=\"\" href=\"https:\/\/valor.globo.com\/empresas\/valor-empresas-360\/magalu\/\" data-mrf-link=\"https:\/\/valor.globo.com\/empresas\/valor-empresas-360\/magalu\/\">Magazine Luiza<\/a>\u00a0amanheceram de\u00a0<strong>mau humor<\/strong>\u00a0nesta quinta-feira.\u00a0<strong><span class=\"highlight highlighted\">O motivo?<\/span><\/strong><span class=\"highlight highlighted\">\u00a0A not\u00edcia de que o Mercado Livre e as Casas Bahia (BHIA3) resolveram juntar for\u00e7as.<\/span><\/p>\n<\/div>\n<div class=\"wall protected-content\">\n<div class=\"mc-column content-text active-extra-styles \" data-block-type=\"unstyled\" data-block-weight=\"25\" data-block-id=\"2\">\n<p class=\" content-text__container \" data-track-category=\"Link no Texto\" data-track-links=\"\" data-mrf-recirculation=\"Article links\"><span class=\"highlight highlighted\">Por volta das 16h12,\u00a0<\/span><strong><span class=\"highlight highlighted\">as a\u00e7\u00f5es da varejista ca\u00edam 5,16%, cotadas a R$ 7,91,\u00a0<\/span><\/strong><span class=\"highlight highlighted\">enquanto os pap\u00e9is das Casas Bahia<\/span><strong><span class=\"highlight highlighted\"> subiam 7,62%, a R$ 3,39.<\/span><\/strong><\/p>\n<\/div>\n<div class=\"mc-column content-text active-extra-styles \" data-block-type=\"unstyled\" data-block-weight=\"31\" data-block-id=\"5\">\n<p class=\" content-text__container \" data-track-category=\"Link no Texto\" data-track-links=\"\" data-mrf-recirculation=\"Article links\">O acordo prev\u00ea que a partir de 1\u00ba de novembro, eletrodom\u00e9sticos, eletr\u00f4nicos e m\u00f3veis das Casas Bahia passem a ser vendidos no marketplace do Mercado Livre,<strong> \u00e0s v\u00e9speras da Black Friday.<\/strong><\/p>\n<\/div>\n<div class=\"mc-column content-text active-extra-styles \" data-block-type=\"unstyled\" data-block-weight=\"30\" data-block-id=\"6\">\n<p class=\" content-text__container \" data-track-category=\"Link no Texto\" data-track-links=\"\" data-mrf-recirculation=\"Article links\">Em relat\u00f3rio, os analistas da XP observaram que a alian\u00e7a pode<strong>\u00a0acirrar a disputa no mundo digital,<\/strong>\u00a0e at\u00e9<strong>\u00a0incluir algum tipo de exclusividade<\/strong>\u00a0que deixaria o Magalu em desvantagem.<\/p>\n<\/div>\n<div class=\"mc-column content-text active-extra-styles \" data-block-type=\"unstyled\" data-block-weight=\"39\" data-block-id=\"7\">\n<p class=\" content-text__container \" data-track-category=\"Link no Texto\" data-track-links=\"\" data-mrf-recirculation=\"Article links\">J\u00e1 o Santander avalia que a parceria estrat\u00e9gica deve ser uma situa\u00e7\u00e3o \u201cganha-ganha\u201d para ambas as empresas,pois deve combinar a for\u00e7a das Casas Bahia em bens dur\u00e1veis com o amplo alcance e o marketplace consolidado do Mercado Livre.<\/p>\n<\/div>\n<div class=\"mc-column content-text active-extra-styles\" data-block-type=\"raw\" data-block-weight=\"56\" data-block-id=\"8\">\n<p class=\"content-text__container\" data-mrf-recirculation=\"Article links\">\n<blockquote class=\"content-blockquote theme-border-color-primary-before\"><p>&#8220;Acreditamos que as Casas Bahia devem ganhar escala e melhorar sua alavancagem operacional ao acessar uma base de clientes maior por meio da parceria, enquanto o Mercado Livre deve fortalecer sua diversidade de produtos ao adicionar um dos principais varejistas do pa\u00eds em categorias que historicamente foram mais desafiadoras&#8221;, diz o relat\u00f3rio do banco divulgado hoje.<\/p><\/blockquote>\n<p>&nbsp;<\/p>\n<\/div>\n<div class=\"mc-column content-text active-extra-styles \" data-block-type=\"unstyled\" data-block-weight=\"54\" data-block-id=\"9\">\n<p class=\" content-text__container \" data-track-category=\"Link no Texto\" data-track-links=\"\" data-mrf-recirculation=\"Article links\">O banco reitera que, embora isso seja um ponto positivo para ambas as envolvidas no acordo, acredita que\u00a0<span class=\"highlight highlighted\">a Magazine Luiza &#8220;pode enfrentar alguma press\u00e3o adicional, dada a for\u00e7a combinada esperada a partir da parceria anunciada&#8221;.<\/span>\u00a0O Santander possui\u00a0<strong>recomenda\u00e7\u00e3o neutra<\/strong>\u00a0para Casas Bahia e Magalu, enquanto tem recomenda\u00e7\u00e3o de\u00a0<strong>compra para Mercado Livre.<\/strong><\/p>\n<\/div>\n<div data-track-category=\"multicontent\" data-track-action=\"ultimo chunk conteudo\" data-track-noninteraction=\"false\" data-track-scroll=\"view\">\n<div class=\"row medium-uncollapsed content-media content-photo\" data-block-type=\"backstage-photo\" data-block-id=\"10\">\n<div class=\"mc-column content-media__container\">\n<div class=\"content-media-container\">\n<figure class=\"content-media__figure\"><img loading=\"lazy\" decoding=\"async\" class=\"content-media__image\" src=\"https:\/\/s2-valor-investe.glbimg.com\/FjuKWXjIyH52sXMhIPAahBAwzz4=\/0x0:2133x1306\/984x0\/smart\/filters:strip_icc()\/i.s3.glbimg.com\/v1\/AUTH_f035dd6fd91c438fa04ab718d608bbaa\/internal_photos\/bs\/2024\/I\/d\/NBSRthRlenSutv5kg1Ew\/93913936-loja-20magazine-20luiza-20magalu.-20foto-20divulga-c3-a7-c3-a3o.jpg\" alt=\" \u2014 Foto: Reprodu\u00e7\u00e3o\" width=\"2133\" height=\"1306\" \/><figcaption class=\"content-media__description\">\u2014 Foto: Reprodu\u00e7\u00e3o<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Os pap\u00e9is do\u00a0Magazine Luiza\u00a0amanheceram de\u00a0mau humor\u00a0nesta quinta-feira.\u00a0O motivo?\u00a0A not\u00edcia de que o Mercado Livre e as Casas Bahia (BHIA3) resolveram juntar for\u00e7as.<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[64,56,61,65],"tags":[],"class_list":["post-120361","post","type-post","status-publish","format-standard","hentry","category-casas-bahia","category-l-founders","category-magazine-luiza","category-mercado-livre"],"acf":[],"_links":{"self":[{"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/posts\/120361","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/comments?post=120361"}],"version-history":[{"count":1,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/posts\/120361\/revisions"}],"predecessor-version":[{"id":120362,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/posts\/120361\/revisions\/120362"}],"wp:attachment":[{"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/media?parent=120361"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/categories?post=120361"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/tags?post=120361"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}