Shopify (SHOP, Neutral, $115 target) eCommerce on Founder Mode
We expect SHOP to grow GMV at ~2x the rate of global eCommerce, with similar outperformance in North America. Incremental GMV drivers should continue to include large enterprises, point-of-sale & offline retail, and B2B.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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