# Shopify Earnings Go Wild, and American Retail is OVER.

Page: https://stenobird.com/podcast/future-commerce-570770/shopify-earnings-go-wild-and-american-retail-is-over
Text version: https://stenobird.com/podcast/future-commerce-570770/shopify-earnings-go-wild-and-american-retail-is-over.md
Podcast: [Future Commerce](https://stenobird.com/podcast/future-commerce-570770)
Published: 2026-08-19T11:00:00+00:00
Episode link: https://www.futurecommerce.com/podcasts/shopify-earnings-go-wild-and-american-retail-is-over
Audio file: https://dts.podtrac.com/redirect.mp3/afp-935226-injected.calisto.simplecastaudio.com/fed613f6-db08-4178-9009-bc6bae8658fc/episodes/be7222e1-f674-4ace-9982-ee38922d2155/audio/128/default.mp3?aid=rss_feed&awCollectionId=fed613f6-db08-4178-9009-bc6bae8658fc&awEpisodeId=be7222e1-f674-4ace-9982-ee38922d2155&feed=hQ2eLzNW
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JSON: https://stenobird.com/v1/public/podcasts/future-commerce-570770/episodes/shopify-earnings-go-wild-and-american-retail-is-over
Duration seconds: 3084

## Resource

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.

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## Transcript

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