4 minute read
- Inflation’s impact on discretionary purchases + return to stores drove decelerating performance this quarter (similar to last)
- Vertical integration of logistics is its biggest strategic bet ($1 billion on Shopify fulfillment network + Deliverr acquisition)
- Apple’s privacy initiatives and corresponding challenge for merchants to efficiently acquire customers was largely not discussed
- Shopify appears to be saying that helping enable commerce in physical channels is more appealing than trying to bend the eCommerce mix curve higher
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