Research
Forum Key Insights

Shopify – 2023 GMV Expectations, SFN Update & E-commerce Growth

  • Public Equity
  • TMT
  • North America

Third Bridge Forum interviewed a former VP at Shopify to discuss Amazon’s “defensive play” – Buy with Prime – and implications for Shop Pay’s growth. We also asked the expert for an update on Shopify Fulfilment Network as well as CAPEX trends and expected ROI timeline, among other topics.

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