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    Rob Waha • Autonomous Research LLP

    Rob Waha's questions to Global-E Online Ltd (GLBE) leadership

    Rob Waha's questions to Global-E Online Ltd (GLBE) leadership • Q4 2024

    Question

    Rob Waha from Autonomous Research noted that if Shopify Managed Markets volume was in line with expectations but merchant count was higher, it implies fewer large merchants. He asked for the reason and what features are needed to attract larger brands.

    Answer

    Executive Nir Debbi confirmed the assumption was correct and that the merchant mix skewed towards smaller brands. He explained that Global-e is actively working with Shopify to enhance the product with additional tools and capabilities to simplify the offering and streamline processes. He believes these improvements will allow the solution to mature and move further upstream to serve larger clients over the coming quarters.

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    Rob Waha's questions to Global-E Online Ltd (GLBE) leadership • Q4 2024

    Question

    Rob Waha noted that Shopify Managed Markets volume appears skewed towards smaller merchants and asked why larger merchants have been slower to adopt the solution and what features are needed to attract them.

    Answer

    President Nir Debbi confirmed this observation, stating that while GMV targets were met, the volume came from a higher number of smaller merchants. He explained that Global-e is actively working with Shopify to enhance the product with additional tools and capabilities to simplify the offering, making it more appealing for larger, upstream clients as the solution matures.

    Ask Fintool Equity Research AI