Raia Drogasil stock falls 2.70 percent as Mercado Livre enters prescriptions

Published on 09/29/2026 at 08:24 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Raia Drogasil stock stood at BRL 17.67 on September 29, 2026, after a 2.70 percent daily fall. Digital sales rose 52 percent in Q2 2026.

Raia Drogasil, BRRADLACNOR0, Illustration mit AI erstellt.

Raia Drogasil stock (ISIN BRRADLACNOR0) stood at BRL 17.67 on B3 on September 29, 2026, down 2.70 percent from the prior close of BRL 18.16. The pressure followed Mercado Livre's move into prescription medicines, which added a new digital competitor for Brazil's pharmacy chains.

Prescription competition hits shares

According to Valor International on September 25, 2026, Mercado Livre began expanding pharmacy deliveries to prescription medicines, including GLP-1 treatments, with delivery targeted within 60 minutes in Sao Paulo. The report said RD Saúde shares fell 5.38 percent on September 24, while Panvel fell 4.90 percent and Pague Menos dropped 8.00 percent.

The commercial threat is specific: Mercado Livre is moving beyond over-the-counter products into prescription categories and plans to connect pharmacies to its marketplace. For Raia Drogasil, that puts speed, digital convenience and customer retention alongside store density as key competitive variables.

Digital growth provides a counterweight

A September 22, 2026 analysis reported by Guia da Farmacia said Raia Drogasil's digital channel represented 31 percent of retail sales in Q2 2026 and grew 52 percent year over year. The same report cited BTG Pactual projections for net revenue of BRL 45.5 billion in 2026 and an EBITDA margin of 8.20 percent.

That operating profile gives the company a measurable response to the new competition. The digital channel already has scale, while the physical network remains an important fulfillment and customer-acquisition asset.

Analyst target remains higher

Investing.com listed Morgan Stanley with a Buy rating and a BRL 27.50 price target dated September 24, 2026. The same page listed a BRL 25.97 average 12-month target and a next earnings date of November 3, 2026.

Raia Drogasil stock trades lower

Raia Drogasil stock was trading at BRL 17.67 on B3 on September 29, 2026, with a session range of BRL 17.55 to BRL 18.16 and volume of 9,791,500 shares. The immediate market test is whether digital growth and the pharmacy network can offset the competitive pressure signaled by Mercado Livre.