Shopify

Now all you need is just an idea.

Q3 was signature Shopify.  → $119B in GMV, up 29.5%. Our 13th straight quarter of GMV growth above 20%  → $3.7B in revenue, up 32%. Our 14th straight quarter of 25%+ growth  → 22% free cash flow margin  → AI traffic to our merchant’s stores up 2.6x, with orders up 3.3x  → Shop Pay GMV up over 50% → Offline crossed $200B in lifetime GMV  But what really matters is in between the numbers.  Watch the video for the full story.

These were the 10 fastest-growing product categories in the U.S. in October, based on month-over-month sales from Shopify merchants: Gum stimulators: +308% Evaporative coolers: +253% Cement mixers: +244% Floor cleaners: +218% Umbrellas: +183% Ear drops: +168% Stadium seats: +140% Cat furniture accessories: +140% Daybeds: +138% Sprinklers: +128%

For most merchants, the majority of in-store sales are anonymous. Someone walks into your store, buys something, and leaves with no way for you to reconnect. A chance to start a relationship ends at checkout. That’s a big missed opportunity. A known in-store customer has over 60% higher lifetime value than an unknown one. Knowing who’s shopping with you helps you tell a first-timer from a VIP, understand what brings people back, and invest in those relationships. We're helping close that gap. Shopify POS could already recognize some in-store shoppers at checkout, and now we're expanding that recognition across Shopify's entire network of buyers, so merchants can identify far more of the people who check out in their store. When a buyer chooses to share their details by selecting a digital receipt at checkout, POS connects them to the order and saves them as a customer. Not only does this grow the merchant’s customer list, it’s done through just a few taps at checkout. No more holding up the line awkwardly asking for the buyer’s email or phone just to send a digital receipt. Two birds, one stone: seamlessly send digital receipts to buyers and get a new customer added to your list in a single step during checkout.  Proud of the team bringing this to life. Here’s a look at what we’ve built. 👇

AI has made fraud easier to pull off. Since January, we've blocked 17x more card-testing attacks across Shopify. Most merchants never knew it happened. That's how it should work. This week we introduced Shopify Protect, fraud prevention and dispute management built into Shopify Payments. It gets stronger with every merchant and buyer on Shopify. How it works and why our network makes the difference ↓

When we launched Canvas earlier this month, I said I couldn't wait to see what everyone would build. Wow, did they deliver. A band in Manchester selling merch.  Handmade pottery in New Brunswick.  Pet treats in Mexico City.  Vintage comics in Michigan. The store you can picture is the store you can build. More than 2,500 Canvas stores are already live. When we started Shopify in 2006, the dream was simple. Every merchant should have a store that feels like theirs. Canvas is a whole new way to build one.  A few of my favourites are in the video. Each one is linked in the comments, so go take a look. Keep them coming. https://lnkd.in/g5pCajbn

The Fall ’26 Edition is live. Our tenth. The theme this time is Exponential. Here's how I think about it. In 2023, we introduced Sidekick. Today it's helping merchants build entire stores.  Last winter, we started selling in AI chats. Now shoppers can find and buy merchants' products in personal agents like Muse and Instinct. That's the pattern across this whole Edition. Everything we launch becomes the foundation for what comes next. And it's possible because while we've only been doing Editions for five years, they're built on 20 years of commerce. Millions of merchants. Hundreds of millions of shoppers.  All compounding into an unfair advantage that comes with building on Shopify. I'll be sharing more of my favourite updates over the next few days. Link to the full Edition here: https://lnkd.in/guEJArWs

The Fall ’26 Edition just dropped and it’s all about Shopify’s network. 1B+ products in our catalog. 400M+ shoppers with Shop Pay accounts. Every business, product, and shopper on Shopify makes the network exponentially better. That network is how Shopify POS recognizes customers the first time they shop with you. It’s how Shopify Protect blocks fraud before it becomes an order. And it’s how your products are syndicated to the newest AI channels the day they launch. We call it non-linear growth. Here are 150+ updates for it → https://lnkd.in/gCJY6qrS

Claude Duet just launched, and Shopify already connects. Design a store right in the chat, then use Duet to manage the day to day. And for the first time, we’re opening up Shop Pay in agents to stores not on Shopify. Duet is the first to use the tools in shop.dev to bring Shop Pay to every purchase.

Vercel and Shopify are making agents first-class shoppers. Vercel Shop, our Next.js storefront template for Shopify, is GA. • Built on Shopify's rebuilt Hydrogen SDK • Agents can read product pages directly • MCP for product search and carts https://lnkd.in/gVKgK24C