Shopify experienced an outage on Cyber Monday, affecting shopping at e-commerce sites the company hosts on one of the busiest shopping days of the year https://t.co/gGedmwXIbV ...

The outage at the e-commerce host interrupted transactions for merchants who use Shopify's technology to sell products online. ...

Core Insights - Shopify reported a Black Friday gross merchandise volume (GMV) of $6.2 billion, reflecting a 25% year-over-year increase, although analysts noted that this pace was below consensus expectations for Q4 GMV growth of 28% year-over-year [1][2] - Analysts have mixed views on Shopify's performance, with some expecting a negative reaction to the sales report while others anticipate strong sales during Cyber Monday, potentially surpassing last year's Cyber Week results [2][3] Group 1: Financial Performance - Shopify's Black Friday sales accounted for approximately 5.2% of the expected Q4 GMV, which is consistent with the previous two years' contributions of 5.3% and 5.5% [3] - The stock price of Shopify fell over 3% to $152.27 in early trading following the sales report [2] Group 2: Stock Market and Analyst Ratings - As of the last market close, Shopify's stock had increased by 47% in 2025 and holds a Composite Rating of 90 out of a possible 99 [4] - Analysts from Oppenheimer and Deutsche Bank provided differing perspectives on the implications of the Black Friday results for Shopify's stock performance and future expectations [1][3] Group 3: Market Position and Partnerships - Shopify continues to expand its partnerships with companies like Affirm Holdings, PayPal, and Alphabet, enhancing its e-commerce capabilities for small businesses [4] - The company is positioned to grow at a rate significantly higher than the overall e-commerce market, particularly during peak sales periods like Cyber Week [2]

Friday was another record-breaking Black Friday weekend. We saw about $6.2% billion in sales for Black Friday. That's up about 25% from last year.We saw peak sales of 5.1% million per minute on Friday. That happened around noon on Friday. That's up from 4.6% million last year as well.And uh if you pull up, actually, anyone can see this bfcm. shop, you can actually see global commerce happening right now in real time. We are currently seeing about $2.5% million per sales in sales per minutes.Uh about 25,000 ...

Shopify was hit with an outage on Cyber Monday, leaving some users and businesses unable to complete transactions during one of the biggest shopping days of the year.In an update to its status page, the Canadian e-commerce company said select merchants were experiencing issues logging into Shopify, while others were unable to access point-of-sale systems, a critical portal used to manage transactions and other backend processes."We are still investigating and applying mitigations for the admin and login iss ...

Thousands of Shopify , users encountered issues related to logging in on the online shopping platform, impacting customers and several small businesses on Cyber Monday. ...

Core Viewpoint - Shopify has historically provided significant returns for long-term investors, with a $1,000 investment at its IPO in May 2015 now worth approximately $60,000, although recent five-year performance has been less favorable compared to the S&P 500 [1][2]. Shopify's Five-Year Performance - Over the past five years, Shopify's stock has increased by 58%, which is underwhelming compared to the S&P 500's more than 100% increase during the same period [2]. - Shareholders who held the stock for five years experienced significant volatility, including a peak increase of 60% in the first year after buying in November 2020, followed by a decline of up to 87% due to a bear market and strategic missteps [4][5]. Recent Developments - By early 2023, the bear market was concluding, and Shopify sold its fulfillment network to Flexport in June 2023, which helped the company return to profitability and led to an increase in share price [5][6]. - Shopify's decision to exit the fulfillment business allowed it to refocus on its core software competencies, maintaining a competitive advantage in the e-commerce platform ecosystem [6][7]. Historical Context - The 2022 bear market was the only significant downturn in Shopify's over 10-year history, with previous sell-offs being relatively shallow and typically recovering quickly [7][8]. - Current trends indicate that with rising revenue and profits, another sustained sell-off like that of 2022 is becoming increasingly unlikely [8]. Investment Outlook - Despite underperforming the market over the last five years, Shopify stock is still considered a good investment, with the potential for continued outperformance due to ongoing revenue and profit growth [9][10]. - Historical instances of significant losses are rare, and Shopify has generally outperformed the market over most time periods, suggesting resilience even if purchased at a short-term peak [10].

Core Insights - The resilience of American consumers during this year's Black Friday exceeded market expectations, leading to a robust growth in retail sales, but this growth masks the reality of limited purchasing power and increasing economic disparity under high inflation [1][2] - The spending behavior of affluent and low-income groups has shown a significant "K-shaped" divergence, with inflation anxiety and price sensitivity becoming core variables driving market sentiment [1][2] Retail Sales Performance - According to SpendingPulse, retail sales in the U.S. (excluding automobiles) increased by 4.1% year-on-year during Black Friday, surpassing last year's growth of 3.4% [1] - Adobe Analytics reported that online shoppers spent $11.8 billion, reflecting a 9.1% increase year-on-year, while Mastercard data indicated a 10.4% growth in online sales, significantly outpacing the 1.7% increase in physical store sales [3] Impact of AI on E-commerce - This year marked the first significant involvement of generative AI in consumer shopping decisions, with AI-related traffic to U.S. e-commerce sites surging by 600% compared to last year [2][3] - Approximately 48% of surveyed consumers indicated plans to use AI to assist in online shopping during the holiday season [3] Economic Disparity - The U.S. economy is exhibiting a clear "K-shaped" trend, with low and middle-income consumers reducing spending while high-income individuals continue to spend lavishly on luxury goods and travel [4] - Experts suggest that the nominal spending growth of 4.1% may translate to a real growth of only around 1% when accounting for the current inflation rate of approximately 3% [4] Consumer Behavior and Price Sensitivity - Price remains a decisive factor influencing consumer choices, with 85% of consumers anticipating further price increases due to potential tariffs under President Trump's policies [6] - Retailers that emphasize value for money, such as Walmart and TJ Maxx, have reported strong sales performance, while others like Target face challenges with lower foot traffic [6] Credit Pressure and Future Outlook - The usage of "Buy Now, Pay Later" payment options has significantly increased, with projected transaction volumes reaching $20.2 billion from November 1 to December 31, indicating cash flow pressures among some consumers [7] - Despite cost-of-living pressures, consumers still demonstrate spending capacity, with expectations for Cyber Monday sales to reach $14.2 billion, a 6.3% increase year-on-year [7]

exchange at the big board today. It's MX celebrating small business Saturday tomorrow of course at the NASDAQ. It's e-commerce platform Shopify [music] celebrating Black Friday.Harley was on squawk today talking about some of these year- end trends. >> Look, I think that overall the the forecast look good for growth this year on on online shopping, on inperson shopping. The question is just who are the winners and losers like always when it comes to retail because There are promotions.There are tariffs. The ...

Core Insights - Shopify is currently processing 2.4 million sales per minute, with 23,000 change orders per minute and 17 million unique shoppers since midnight [3][4] - The top product categories include skincare, vitamins, supplements, and activewear, indicating a trend towards personal wellness and home-related products [4][5][6] - Discounts are prevalent, averaging between 10% to 30%, but consumers are prioritizing value over discounts, favoring brands they love [8][9] Sales Performance - Shopify accounted for approximately 12% of all US e-commerce sales [1] - Last year, Shopify generated $11.5 billion over the Black Friday weekend, up from $9.3 billion the year before [14] Consumer Behavior - A new entrepreneur makes their first sale on Shopify every 26 seconds, highlighting the platform's role in empowering small businesses [4] - Consumers are increasingly engaging with brands through multiple channels, including social media and physical stores, reflecting a shift towards an omnichannel retail experience [13] Market Trends - There is a notable shift in consumer spending towards home-related products compared to last year, which focused more on outdoor and adventure gear [6][7] - Traditional online retailers are expanding into physical stores, indicating a blending of online and offline retail strategies [10][11]