Por que a Magalu (MGLU3) está caindo? Ainda vale a pena investir nela?

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Em seu canal do YouTube, Tiago Reis, fundador da Suno e analista de investimentos, analisou por que a Magalu (MGLU3) está caindo.

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Por que a Magalu (MGLU3) está caindo?

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No Brasil, existem muitas empresas de e-commerce, como Mercado Livre, Via, Lojas Americanas e Amazon, além da Magazine Luiza.

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Então, é um setor muito competitivo, mas que as empresas geralmente não conseguem apresentar tantas vantagens competitivas para se sobressair.

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Mas junto com o Mercado Livre, ela está entre as principais empresas que melhor fazem um trabalho de satisfação do consumidor.

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Para Tiago Reis, é melhor ter ações de quem vende fluxo para o setor de varejo.

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Ou seja, para ele, tratando-se de e-commerce, faz mais sentido ter ativos do Google e do Facebook.

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As empresas de e-commerce, de todas as formas, precisam anunciar por esses canais.

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