Episode

Shopify Earnings Go Wild, and American Retail is OVER.

Podcast: Future Commerce
Published: Aug 19, 2026
Duration seconds: 3084
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Canonical source: https://www.futurecommerce.com/podcasts/shopify-earnings-go-wild-and-american-retail-is-over
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Summary

Phillip and Alicia open the back-to-school season with a modern dichotomy: NRF data shows shoppers playing chicken, while Shopify posts a quarter where agentic traffic tripled. PLUS: After a summer abroad in London, Phillip reflects on behaviors unique to U.S. shoppers.