Shopify – Demand Environment, SFN Investment & the Global Growth of Shop Pay

  • Public Equity
  • Consumer
  • North America


Former head at Shopify Inc


  • Demand trends for website building services and e-commerce spend on Shopify (TSE: SHOP) sites
  • ROI of Shopify’s SFN (Shopify Fulfillment Network) investment
  • Revenue potential for Shop Pay, now being used in 13-plus countries
  • Competitive landscape and expectations for market share shift as the industry looks to recover over the next 12-24 months
  • Macroeconomic headwinds and growth expectations


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