Stock Track | Global-E Online Plummets 5% as Tariff Concerns Weigh on Q4 Results

Stock Track2025-02-22

Global-E Online Ltd. (GLBE) saw its stock plummet by 5.08% in Friday's trading session, following the release of its Q4 2024 results and 2025 outlook. The decline reflects investors' concerns over the near-term uncertainty regarding the potential impact of tariffs on the company's cross-border e-commerce business.

While Global-E issued a "solid" 2025 gross merchandise value (GMV) outlook, the implied take rate guidance for the year fell below consensus estimates and 2024 levels. This raised fears that potential tariffs could further impact both GMV and the company's crucial take rates, which determine its cut of e-commerce transactions.

Additionally, Global-E's fulfillment services segment, which contributed around 32% of its 2024 non-GAAP gross profit, could face pressure if merchants shift to local fulfillment options to avoid tariffs. The company also derives a significant portion of its revenue from US inbound and outbound trade, which could be affected by US tariffs or retaliatory actions from other countries.

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