Shopify's Black Friday-Cyber Monday Beat Benchmarks, CIBC Says -- Market Talk

Dow Jones12-06

1144 ET - Shopify had a strong Black Friday-Cyber Monday performance, says CIBC analyst Todd Coupland. The analyst points to merchants that generated $14.6 billion in sales, up 27% year-over-year and 24% on a constant currency basis. This exceeded industry benchmarks, Coupland notes, including Adobe's 9.4% growth estimate, Klaviyo's 12%, and CIBC's own web traffic data showing 18% growth for Plus merchants. Coupland notes the brief Cyber Monday outage affected only a subset of users and doesn't overshadow sales momentum. "Our conclusion is the pullback in Shopify's share price since reporting a strong 3Q and guidance for 4Q presents a further buying opportunity," he says. Shares are down 2%. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

December 05, 2025 11:44 ET (16:44 GMT)

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Coupland notes the brief Cyber Monday outage affected only a subset of users and doesn't overshadow sales momentum. \"Our conclusion is the pullback in Shopify's share price since reporting a strong 3Q and guidance for 4Q presents a further buying opportunity,\" he says. Shares are down 2%. 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The analyst points to merchants that generated $14.6 billion in sales, up 27% year-over-year and 24% on a constant currency basis. This exceeded industry benchmarks, Coupland notes, including <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>'s 9.4% growth estimate, Klaviyo's 12%, and CIBC's own web traffic data showing 18% growth for Plus merchants. Coupland notes the brief Cyber Monday outage affected only a subset of users and doesn't overshadow sales momentum. \"Our conclusion is the pullback in Shopify's share price since reporting a strong 3Q and guidance for 4Q presents a further buying opportunity,\" he says. Shares are down 2%. (adriano.marchese@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 05, 2025 11:44 ET (16:44 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2589881914","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2589881914","pubTimestamp":1764953040,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1144 ET - Shopify had a strong Black Friday-Cyber Monday performance, says CIBC analyst Todd Coupland. 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The analyst points to merchants that generated $14.6 billion in sales, up 27% year-over-year and 24% on a constant currency basis. This exceeded industry benchmarks, Coupland notes, including Adobe's 9.4% growth estimate, Klaviyo's 12%, and CIBC's own web traffic data showing 18% growth for Plus merchants. Coupland notes the brief Cyber Monday outage affected only a subset of users and doesn't overshadow sales momentum. \"Our conclusion is the pullback in Shopify's share price since reporting a strong 3Q and guidance for 4Q presents a further buying opportunity,\" he says. Shares are down 2%. 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