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Shopify’s decision to sell Deliverr is a well-planned and thoughtful move

Shopify recently announced its decision to divest its logistics business (including Deliverr) to Flexport, a leading logistics platform with a vision to make global trade easy for everyone. Following the divestment, Shopify will be smaller by 20% and own around 20% of Flexport.   It makes perfect sense for Shopify to divest its logistics footprint … Continued

Shopify – a moat widening story

At Swell, we spend a considerable amount of our time and energy searching for companies with a sustainable competitive advantage. It’s called an economic moat. And we look for it for good reason. In a perfectly competitive market, a company’s profit margin will approach zero, and the only thing stopping the slide to zero is … Continued

Google Shopping

Continuing our review of Google’s 2021 developer conference I/O 2021, this insight investigates developments in Google’s Shopping applications. We believe the functionality announced at the conference will create paths for long-term revenue growth and solidify the company’s competitive advantage as a platform for shoppers and merchants. Google’s announcement Shopping Graph is a real-time dataset using … Continued