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Buy with Prime and Amazon MCF Help Power JLab Electronics to Double-Digit Growth in Average Order Value and Shopper Conversion
Businesswire· 2025-10-15 14:10
SEATTLE--(BUSINESS WIRE)--Amazon (NASDAQ: AMZN) today announced that Buy with Prime, a direct- to-customer (DTC) offering, and Amazon Multi-Channel Fulfillment (MCF), a third-party logistics solution, have helped power JLab Electronics to double-digit growth in average order value and shopper conversion across their DTC store compared to standard orders. "Before enabling Amazon MCF and Buy with Prime on our site, we weren't able to keep up with customer demand, let alone offer Prime shopping ben. ...
Buy with Prime Expands with New Brands Dearfoams and Baggallini
Businesswire· 2025-09-30 13:33
SEATTLE--(BUSINESS WIRE)--Amazon (NASDAQ: AMZN) today announced that Buy with Prime, a direct-to-customer (DTC) offering, is now available for products from two leading lifestyle brands: Dearfoams, a top name in slippers, and Baggallini, one of the fastest-growing names in travel and lifestyle handbags. For millions of U.S.-based Prime members, Buy with Prime is a benefit that unlocks even more selection of popular brands beyond the Amazon store in addition to the savings, convenience, and ente. ...
SHOP Gains From Strong Partner Base: Will This Fuel Revenue Growth?
ZACKS· 2025-09-26 18:21
Core Insights - Shopify (SHOP) is experiencing significant revenue growth, with a 31.1% year-over-year increase in Q2 2025, reaching $2.68 billion [1][10] Partner Ecosystem - Shopify has signed deals with notable brands such as Starbucks, Canada Goose, and Burton Snowboards, indicating its ability to serve diverse industries [2] - The expanding partner ecosystem includes major companies like Microsoft, TikTok, and Google Cloud, which enhances Shopify's merchant base [3] AI and Technology - The company is leveraging AI to enhance consumer shopping experiences through tools like Catalog, Universal Cart, and Sidekick, improving customer engagement and operational efficiency [4] Future Growth Expectations - Shopify anticipates continued growth in its merchant base due to its strong partner referral system, projecting mid- to high single-digit revenue growth for Q3 2025 [5] Competitive Landscape - Shopify faces competition from MercadoLibre (MELI) and Amazon (AMZN), with MercadoLibre reporting a GMV of $15.3 billion, a 21% year-over-year increase [6] - Amazon's "Buy with Prime" service intensifies competition, as it offers faster delivery options, with a 30% increase in same-day or next-day deliveries compared to the previous year [7] Stock Performance - Shopify's stock has increased by 34.9% year-to-date, outperforming the broader Zacks Computer & Technology sector [8] - The stock is trading at a premium with a forward Price/Sales ratio of 14.42X compared to the industry average of 6.45X [11] Earnings Estimates - The consensus earnings estimate for 2025 is $1.44 per share, indicating a 10.77% year-over-year growth [13]
SHOP's Merchant Solutions Gain Momentum: A Sign of More Upside?
ZACKS· 2025-08-28 17:00
Core Insights - Shopify is experiencing strong growth in its merchant base, driven by new merchant-friendly tools and solutions that enhance its appeal to merchants [1][2] Financial Performance - Merchant solutions revenues reached $2.02 billion in Q2 2025, accounting for 75.5% of total revenues, with a year-over-year increase of 36.6% [2][11] - Gross Merchandise Value (GMV) for Q2 was $87.84 billion, reflecting a 30.6% year-over-year growth [2][11] - Shop Pay processed $27 billion in GMV during Q2, marking a significant 65% increase year-over-year [4][11] Market Expansion - Shopify has expanded its payment products into 16 new countries this year, nearly doubling its market reach [3] - The introduction of innovative features like multi-entity support and a USDC stablecoin option for international payments enhances its service offerings [3] Competitive Landscape - Shopify faces intense competition from Alibaba and Amazon, with Alibaba's ecosystem providing multiple revenue streams and Amazon's "Buy with Prime" service enhancing its fulfillment capabilities [6][8] - Alibaba's customer management revenues grew 12% year-over-year, indicating strong merchant engagement [6] Stock Performance and Valuation - Shopify shares have increased by 31.5% year to date, outperforming the broader Zacks Computer & Technology sector's return of 12.9% [9] - The stock is trading at a forward Price/Sales ratio of 14.27X, significantly higher than the industry average of 5.56X, indicating a premium valuation [12] - The consensus earnings estimate for 2025 is $1.44 per share, reflecting a 10.77% year-over-year growth [14]
Can Shopify's Expanding Merchant Base Sustain Its Growth Momentum?
ZACKS· 2025-06-11 17:15
Core Insights - Shopify is experiencing significant growth in its merchant base, driven by user-friendly tools such as Shop Pay, Shopify Pay Instalments, Sign in with Shop, and the Shop App, which enhances its future prospects [1] Financial Performance - In Q1 2025, Merchant Solutions generated revenues of $1.74 billion, representing 73.7% of Shopify's total revenues, with a year-over-year increase of 29% due to strong Gross Merchandise Volume and increased penetration of Shopify payments [2] - Shop Pay processed $22 billion in Gross Merchandise Value in Q1 2025, marking a 57% year-over-year increase, with notable adoption by large brands like Birkenstock and Lilly Pulitzer [3] Technological Advancements - Shopify's investment in AI-driven tools, including Shopify Sidekick and Shop Inbox, is enhancing customer engagement and operational efficiency for merchants [4] - The expansion of partnerships with platforms such as TikTok, Snap, and Amazon is expected to further grow Shopify's merchant base [4][10] Competitive Landscape - Shopify faces intense competition from Alibaba and Amazon, with Alibaba's ecosystem providing multiple revenue streams and Amazon's "Buy with Prime" service enhancing its fulfillment capabilities [5][7] - Alibaba's Taobao and Tmall have strengthened their partnership with Xiaohongshu, allowing merchants to embed product links directly into content posts, which could enhance their market position [6] Stock Performance and Valuation - Shopify's stock has increased by 8.3% year-to-date, outperforming the Zacks Computer & Technology sector, which returned 2.4% [8] - The stock is trading at a forward 12-month Price/Sales ratio of 12.14X, significantly higher than the industry average of 5.31X, indicating a premium valuation [11] - The Zacks Consensus Estimate for Q2 2025 earnings is 28 cents per share, reflecting a 7.69% year-over-year increase, while the estimate for 2025 earnings remains at $1.40 per share, also suggesting 7.69% growth [13]
Amazon Pay Competitor Profile 2025: A Journey from 'Pay with Amazon' to a Leading Payment Platform
GlobeNewswire News Room· 2025-05-23 14:50
Core Insights - Amazon Pay, originally launched as Pay with Amazon in 2007, was rebranded in 2017 and allows users to make payments on third-party merchant websites and apps using payment methods stored in their Amazon profile [1][6] - The service has expanded beyond online transactions to include credit and loan services, notably through a partnership with ICICI Bank for a Visa-branded credit card [2][6] - Amazon Pay has introduced features like Buy with Prime for streamlined checkout and integrated with Delhi Metro Rail Corporation for enhanced commuter convenience [3][6] Overview - Amazon Pay facilitates transactions with major credit and debit cards in the US and allows users in India to add funds for merchant payments and bill settlements [1][6] - The service launched Smart Stores in India, enabling merchants to create digital storefronts accessible via QR codes in the Amazon app [2][6] Business Model and Strategic Objectives - The report provides insights into Amazon Pay's business model, strategic objectives, and revenue strategies, including a planned standalone payment app in India by March 2025 [6][10] - It includes a comparative analysis with major alternative payment solutions and details on merchant registration processes [6][10] Significant Events - Key milestones include the launch of Amazon Pay Places for in-store payments in July 2017, P2P money transfers in India via UPI in April 2019, and a collaboration with Stripe in April 2024 [6][10] - The report chronicles significant events and achievements that have shaped Amazon Pay's growth and market presence [6][10] Products and Services - Amazon Pay's diverse product portfolio includes various payment solutions and services aimed at enhancing user experience and merchant support [6][10] - The report evaluates Amazon Pay's current product offerings and operational performance against competitors in the alternative payments industry [6][10]