Browsing: SHOP

GMV: $119 billion, up 29.5% (up 30% in constant currency); sixth consecutive quarter at these growth levels.

Shopify last week announced that AI agents including Claude Duet, Grok Bot, Instinct can use Shop Pay to checkout and buy items people are searching for on these AI platforms. Merchants don’t have to have Shopify powered stores, and retailers have one more agentic integration to keep track of ahead of the holiday season.

Besides price and product quality, shop owners are competing fiercely on e-commerce platforms using short videos, livestreaming, and AI.

Shopify has delivered a powerful share price run over the past few years, yet the recent pullback leaves a simple question on the table for investors who care about fundamentals. Do the cash flows that the business is expected to generate actually support where the stock now trades.

Bristol Gate Capital Partners, an investment management company, recently released its Q3 2026 investor letter for “Canadian Equity Strategy”. A copy of the letter can be downloaded here. The strategy underperformed the S&P/TSX Composite Total Return Index, which gained 1.6% in the third quarter of 2026, as market returns were concentrated in a handful of…

This holiday season, some big brands will rely on livestreams and new product drops to drum up excitement for holiday sales on TikTok Shop, as the platform expands the scale of live shopping and commerce online.

E-commerce platform Shopify (NASDAQ:SHOP) will be reporting results this Tuesday before the bell. Here’s what to look for.

Shopify reports third-quarter results on Tuesday, November 3, with analysts expecting revenue of $3.74 billion, adjusted EPS of $0.45, and GMV of $118.7 billion. Trading at roughly 87 times 2026 earnings, valuation leaves little margin for error. While Shopify benefits from AI checkout integration with Meta, premium pricing requires strong holiday guidance and GMV performance…

TikTok Shop is projected to take a 13.2 per cent share of Southeast Asia’s e-commerce market in 2023, upending the hierarchy established by regional incumbents. The platform is tracking toward a gross merchandise value target of US$15 billion this year, according to data from venture builder Momentum Works.

British Heart Foundation describes ‘exceptionally challenging’ trading after Oxfam’s retail profit reportedly fell 23% amid rise of platforms such as Vinted