Tag: DTC

Analyzing Shopify’s 3Q22 Results

Article in Briefings

October 31, 20225 minute read Shopify provided a lens into the health of the eCommerce market when it reported its third quarter results last week. It’s a great way for leaders inside large consumer and retail brands to understand the state of DTC and SMB retail, complementing the insight learned from Amazon’s results published last week. Big picture, […]

Shopify Throws in the Towel on Accelerating eCommerce Growth

Article in Briefings

4 minute readTL;DRInflation’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 discussedShopify appears to be saying […]

Checking the Consumer Pulse

Article in Research

9 minute readConsumer Demand ChangingLast week I wrote about surviving the eCommerce Winter, otherwise known as this time we’re in where digital growth has stalled and growth investors have shunned anything remotely positioning itself as “we’ll-make-money-once-at-scale”. Instead of “winter”, this past week could have been described as a retail bloodbath.

Analyzing Shopify’s March ’22 Results

Article in Briefings

7 minute readExpectations ResetDespite the May weather, we’re entering a bit of an eCommerce winter, supported by Shopify’s results last week in which its GMV grew 16% (vs. 32% in the prior quarter and 114% in the March-2021 quarter). Shopify, acknowledging the slowdown in eCommerce spending (tough comps, increasing consumer mobility), focused much of its commentary […]

“Buy with Prime” vs. Shopify & Deliverr

Article in Briefings

Understanding how “Buy with Prime” and Shopify’s Interest in Deliverr are LinkedThere were two, very related developments that happened last week:Amazon launched “Buy with Prime”: In summary, a DTC site can place a widget on their checkout that allows the consumer to use their Amazon credentials to check out and then the brand uses Amazon […]