- The specialist expects moderate growth over the next 18-24 months for Shopify. They then expect it to accelerate once market conditions improve.
- They told us while only approximately 5% of Shopify merchants are Shopify Plus members, 10% is a possibility in five years as more features and benefits are introduced.
“In my opinion, execution is the biggest risk, biggest tangible risk that I see, that could slow down Shopify.”
- SFN should not require much more CAPEX but it will take time to recognise ROI, given the complexity of the fulfilment industry. The specialist believes it will become successful, which would mean huge growth in Shopify Plus customers and a tremendous increase in solutions revenue.
- We heard that Shopify has the potential to become a trillion-dollar company and that only Amazon will be ahead of it in terms of e-commerce and fulfilment.
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