1235 ET - 加拿大皇家银行的Paul Treiber指出，Shopify正借助强劲的增长动能以及市场对其AI领导者地位的日益认可而持续受益。该分析师在报告中援引美国人口普查局数据称，8月至9月这两个月期间，电商销售额同比增长8.2%。不仅如此，Store Leads的数据显示，Shopify第三季度总商家基数同比增长15%，而高利润率的Shopify Plus商家增速更是加快至24%，创下自2021年末以来的最快增长水平。同期，他注意到竞争对手电商平台的活跃商家数量平均下降了14%。Treiber表示，这些数据表明Shopify的增长势头"依然稳健"，这使得第三季度业绩及第四季度指引超出市场共识预期的可能性进一步上升。
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