Magazine Luiza (MGLU3) reported in a notice on Thursday, September 3, 2026, that the information published in the press about the commercial partnership signed with Mercado Livre is accurate. In the initial phase, the agreement calls for making approximately 27,000 items from the Magalu ecosystem available on the Mercado Livre platform, including products sold by Magazine Luiza, KaBuM! and Época Cosméticos, using the company’s logistics infrastructure.
According to the notice, the partnership is part of the commercial strategy already disclosed by Magazine Luiza to expand distribution channels through sales on third-party platforms, which had already been implemented and was discussed in the 4Q25, 1Q26 and 2Q26 earnings conference calls. The company cites, as a similar initiative, the partnership with Amazon, announced in June 2026, through which products from the Magalu ecosystem also began to be sold on a third-party platform.
The company’s management assessed the nature, characteristics and potential effects of the agreement with Mercado Livre and concluded that, in isolation, the initiative is not capable of materially influencing the company’s securities prices or shareholders’ investment decisions, which is why it did not consider it a material fact under CVM Resolution No. 44/21. The company states that, at the time the agreement was signed, there were no elements that would allow for assigning a material or measurable economic-financial impact to the partnership.
Magazine Luiza also stated that it does not have elements to explain the share price fluctuation observed in the trading session of September 2, 2026, and that it is not aware of any act or material fact pending disclosure that would justify this movement. The Investor Relations Officer reported having consulted management, the controlling shareholder and other persons with access to relevant information, without identifying undisclosed material information that could explain the fluctuation.
In light of the repercussion of the news and the change in the share price, management reported that it reassessed the materiality of the partnership with Mercado Livre under CVM Resolution No. 44/21 and maintained the view that the initiative, in isolation, does not constitute a material fact. The company reiterated its commitment to monitor the progress of the partnership and to disclose a material fact should elements arise that confer a measurable economic-financial impact capable of materially influencing the prices of its securities or investors’ decisions.
