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

  • Credit
  • TMT
  • North America


Former VP at Shopify Inc


  • Analysing when GMV will reaccelerate and Shopify’s (NYSE: SHOP) positioning when it does
  • Threat of Amazon’s (NASDAQ: AMZN) Buy with Prime and implications for Shop Pay’s growth
  • SFN (Shopify Fulfillment Network) update – CAPEX trends and expected ROI timeline
  • Shopify Plus and 3-5-year expectations for membership, highlighting key product segments for driving growth
  • How do we expect Shopify to balance its growth vs profitability challenge?


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