February 16, 2022

5 minute read

Shopify Sees Bright Future Ahead

30 Second Summary

Shopify (a proxy for the DTC market and, more broadly, how retail is evolving) reported fourth-quarter results, growing GMV by 32%, down slightly from the trend in the prior two quarters.

  • The company’s outlook includes optimism that consumer behavior has permanently changed, helping drive digital penetration rates higher in 2022, leading the company to ramp its capital and personnel investments.
  • Enabling social commerce, cross-border commerce, and fulfillment are two of its biggest areas of investment in the year ahead.
  • While management did not address it, the biggest wildcard for Shopify’s merchants is how their businesses will be impacted by the privacy initiatives from Apple and Google.

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