s/SHOP

Members —

SHOP1 Month

Bull / Bear meter

71

5 quarters straight of 30%+ GMV growth and people still call this a 'no moat' business 💀

$SHOP Q2 2026: GMV +32% to $116B, revenue +34% to $3.6B — the fifth consecutive quarter of GMV growth above 30%. Merchant Solutions $2.9B (78% of revenue), Subscription Solutions $802M (+22% YoY). Shop Pay GMV +53% YoY,…

MEME2 comments
s/SHOP — CasePit