4 minute read

TL;DR

  1. Inflation’s impact on discretionary purchases + return to stores drove decelerating performance this quarter (similar to last)
  2. Vertical integration of logistics is its biggest strategic bet ($1 billion on Shopify fulfillment network + Deliverr acquisition)
  3. Apple’s privacy initiatives and corresponding challenge for merchants to efficiently acquire customers was largely not discussed
  4. 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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