Future of Retail

So Shopify has the largest market share in terms of number of e-commerce websites. Why is this metric even meaningful? Just as a thought experiment, if 99% of these websites don’t even make enough money a month to cover the $29 Shopify fee, would you still consider the Shopify platform to be successful?

That goes to the heart of the Shopify bull case. How much is the customer churn rate? How long do customers last before shutting down their shops? Curious minds want to know.

Lol, so you’re hyped about BYND’s market opportunity when US beef sales are $66B a year. Meanwhile, e-commerce sales are $586B and growing fast.

Your other argument is the equivalent of Walmart’s decades of success should mean retailers like Coach, Michael Kors, Tiffany’s, and all the branded tires shouldn’t exist. Since you think amazon will have that impact online.

Thats the entire bull case? Online sales is huge therefore any company in that space will be guaranteed success?

You don’t find it odd that for all its hype, it’s doing less business in US than in Spain with market over 10 times as big?

The bull case has been explained a ton of times. It still doesn’t make sense to you. I doubt it can be explained clearer.

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