Shopify's 1Q Outlook Continues Momentum, With Standout Growth in Europe -- Market Talk

Dow Jones

02/11

0936 ET - Shopify's 1Q outlook hinges on the momentum that carried its growth last year. CFO Jeff Hoffmeister says on a call to investors that the company expects revenue to rise in the "low 30s" percent range, matching the pace of 4Q. Payments remains the biggest driver, with Shop Pay continuing to gain share, he says. Growth from existing merchants is holding, while Shopify is still adding new sellers "of all sizes across all channels." International markets, especially in Europe, remain strong, and Hoffmeister says more of Shopify's products are rolling into additional countries. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

February 11, 2026 09:36 ET (14:36 GMT)

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CFO Jeff Hoffmeister says on a call to investors that the company expects revenue to rise in the \"low 30s\" percent range, matching the pace of 4Q. Payments remains the biggest driver, with Shop Pay continuing to gain share, he says. Growth from existing merchants is holding, while Shopify is still adding new sellers \"of all sizes across all channels.\" International markets, especially in Europe, remain strong, and Hoffmeister says more of Shopify's products are rolling into additional countries. 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