Shopify

SHOP

Market cap $207B

Shopify underperformed the market over the last five years. A perfect storm of a bear market and company missteps brought sharp declines in 2022.

Shopify's faster growth, expanding AI ecosystem and cheaper valuation set it apart as a stronger e-commerce pick than Sea Limited.

Harley Finkelstein, Shopify president, joins 'Squawk Box' to discuss the latest holiday sales data.

Shopify Inc (TSX:SH., NYSE:SHOP) has reduced parts of its workforce in recent weeks, cutting managerial roles across teams including merchant success, operations, sales, and account executives.

With Black Friday, consumers are prioritizing everyday essentials over luxury items, reflecting growing concerns about job security and the rising cost of living. More than six in 10 shoppers recently said they planned to buy necessities instead of fancier items during the holiday sales season, consultancy Deloitte reported, up from 58% last year.

CNBC's "The Exchange" team discusses how AI may transform shopping amid the holiday season with Shikha Jain, lead partner for consumer and retail at Simon-Kucher.

Shopify's surging GMV and expanding Merchant Solutions show how rising payments use and global momentum may fuel further upside.

Shopify is bolstering its AI-driven solutions for merchants. Aritzia has built a profitable and successful model in the competitive world of retail.

Positioning within the Magnificent 7 was the primary driver of poor security selection and relative underperformance. The Fund's holdings in businesses viewed as key enablers of AI were strong contributors to absolute returns. Consumer internet names benefited from idiosyncratic growth drivers in ecommerce, advertising, and gaming.

Shopify reportedly fired fewer than 10 employees after they faked sales projections to increase their commissions.