Retail Geek

FEBRUARY 19, 2021

million, FY Merchant Solutions revenue grew 116% to $2B Shopify Expands Its Checkout System to Facebook and Instagram. Fourth-Quarter Revenue Grows 94% on GMV Growth of 99% Full-Year 2020 Revenue Grows 86% on GMV Growth of 96% FY Subscription Solutions revenue grew 41% to $908.8 Amazon news: Amazon acquires Seltz, a Shopify competitor.

Merchant Services 60

Merchant Services Payment Services Fulfillment Home Furnishings 60

Retail Geek

JANUARY 12, 2024

No Live Streaming Commerce Still not meaningful in US in 2023 (less than 5% of social commerce in US) Yes Jason Total Score: 3 of 5 Scot : Amazon uses this 2022 setback/slowdown/reversion to the mean for a public resetting of expectations, but behind the scenes they take share and raise the bar on shipping. Scot: [28:09] Yeah.

Drop-Shipping 59

Drop-Shipping Apparel Shipping Fast Fashion 59

Retail Geek

JANUARY 22, 2021

Installment Payments heat up – At least one company is acquired (Affirm, Afterpay, Klarna, QuadPay, Sizzle) Yes (IPO’s). Amazon Shopify Competitor (shipping solution). Shipping (Shopify) – launch own DSP. Digital grocery wars heat up. Owned brands continue to grow. 2021 Predictions. Retail Media > $20B.

Payment Services 73

Payment Services Drop-Shipping Merchant Services Returns 73