Shopify Resilience Shines as Retail Weakness Pressures Lightspeed -- Market Talk

Dow Jones03-24

1143 ET - Shopify may be more resilient to softening consumer sentiment and spending than Lightspeed Commerce, thanks to its clientele type and industry focus. Lightspeed shares fell 4.1% while Shopify shares rose 5.5% Monday. Scotiabank's Kevin Krishnaratne tells the WSJ that a majority of Shopify's GMV is from Plus and Enterprise merchants, who can be considered more resilient. Also in the past, he says Shopify has seen more engagement on the platform during economic weakness, and years ago it said that new business has also formed during recessionary environments. Lastly, Krishnaratne says that Lightspeed has exposure to the restaurant industry and he notes that "in February, retail ex auto was +0.3% MoM, while food services and drinking places sales were down 1.5% MoM." (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

March 24, 2025 11:43 ET (15:43 GMT)

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Lastly, Krishnaratne says that Lightspeed has exposure to the restaurant industry and he notes that \"in February, retail ex auto was +0.3% MoM, while food services and drinking places sales were down 1.5% MoM.\" (adriano.marchese@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 24, 2025 11:43 ET (15:43 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":"2521771187","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2521771187","pubTimestamp":1742830980,"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":"1143 ET - Shopify may be more resilient to softening consumer sentiment and spending than Lightspeed Commerce, thanks to its clientele type and industry focus. 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Lightspeed shares fell 4.1% while Shopify shares rose 5.5% Monday. Scotiabank's Kevin Krishnaratne tells the WSJ that a majority of Shopify's GMV is from Plus and Enterprise merchants, who can be considered more resilient. Also in the past, he says Shopify has seen more engagement on the platform during economic weakness, and years ago it said that new business has also formed during recessionary environments. Lastly, Krishnaratne says that Lightspeed has exposure to the restaurant industry and he notes that \"in February, retail ex auto was +0.3% MoM, while food services and drinking places sales were down 1.5% MoM.\" (adriano.marchese@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 24, 2025 11:43 ET (15:43 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.33.2","shortVersion":"4.33.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2521771187"}