Outlook for Shopify Stock in 2025
Outlook for Shopify Stock in 2025
It is the holiday season. You have been shopping for gifts for your friends and family. Retailers are stocked up and this year's Black Friday sales once again made a new high. The Black Friday sale is so huge that it even dented Canada's inflation in November. According to Statistics Canada, Black Friday deals contributed to lower prices for household operations, furnishing, equipment, clothing, and footwear. One company that continues to benefit from these deals is Shopify (TSX:SHOP).
這是節假日季節。你一直在爲朋友和家人購買禮物。零售商已經備足了貨物,今年的黑色星期五促銷再次創下新高。黑色星期五的促銷活動如此巨大,以至於甚至影響了加拿大11月份的通貨膨脹。根據加拿大統計局的數據,黑色星期五的優惠促銷使得家庭運營、傢具、設備、品牌服飾和鞋類的價格降低。一家持續受益於這些優惠的公司是Shopify(TSX:SHOP)。
Shopify's growth cycle
Shopify的增長週期
This year, the Black Friday-Cyber Monday weekend produced some interesting highlights for Shopify:
今年,黑色星期五-網絡星期一的週末爲Shopify帶來了一些有趣的亮點:
- 16,500+ entrepreneurs made their first sale on Shopify
- More than 67,000 merchants had their highest-selling day ever on Shopify
- Merchants made $11.5 billion in global sales, up 24% year-over-year
- Cross-border orders represented 16% of all global orders
- Sales made via Shop Pay increased 58% year-over-year
- 16500多名企業家在Shopify上完成了首次銷售
- 超過67,000家商家在Shopify上創下了有史以來最暢銷的一天
- 商家在全球銷售中收入達115億,同比增長24%。
- 跨境訂單佔所有全球訂單的16%。
- 通過Shop Pay完成的銷售同比增長58%。
These numbers show that more merchants are joining Shopify and expanding their sales outreach. Shopify is also monetizing its platform with Shop Pay and other services. It's no longer only doing business in Canada or the United States. Shopify is now expanding globally like Amazon.
這些數字表明,越來越多的商家加入了Shopify,並擴大了他們的銷售覆蓋面。Shopify還通過Shop Pay和其他服務來實現平台貨幣化。它不再僅僅在加拿大或美國做生意。Shopify現在像亞馬遜一樣在全球擴展。
The growing presence and acceptance of Shopify as a shopping platform creates room for more frequent seasonal sales. It can enjoy holiday season volumes beyond Black Friday. However, it would take time as Shopify still has to strengthen its outreach in the offshore markets.
Shopify作爲購物平台的日益普及和接受爲更頻繁的季節性銷售創造了空間。它可以享受到超過黑色星期五的假日季成交量。然而,這需要時間,因爲Shopify仍需在海外市場加強其覆蓋。
Outlook for Shopify stock
Shopify股票的前景
While the e-commerce platform continues to enjoy organic growth of 20% to 25% annually in general merchandise volume (GMV), the stock moves seasonally. The period from November to January is the peak season for the stock as the company earns more than one-third of its revenue in this quarter.
儘管電子商務平台在一般商品成交量(GMV)上繼續享受每年20%到25%的有機增長,但股票的波動具有季節性。從11月到1月是股票的高峰季節,因爲公司在這個季度的營業收入超過三分之一。
However, not all years see seasonal peaks. Some years might see a dip during the season due to macroeconomic weakness. For instance, Shopify stock fell 49% between November 2021 and early February 2022. This decline was owing to high inflation affecting spending power and fears of interest rate hikes dampening the economic outlook.
然而,並不是所有年份都有季節性高峰。某些年份可能由於宏觀經濟疲軟而在季節中出現下降。例如,Shopify股票在2021年11月至2022年2月初之間下跌了49%。這一下跌是由於高通脹影響了消費能力,以及對利率上升的擔憂打壓了經濟前景。
The outlook for 2025 looks bright for Shopify. Firstly, the interest rate cuts will continue in 2025 although at a slower rate. There is a higher probability of an increase in inflation if U.S. President-elect Donald Trump imposes tariffs on U.S. imports and boosts American employment. While the tariff could increase inflation by making imports expensive, it could promote domestic goods. This could create a labour shortage and increase salaries. A higher salary could boost consumer spending and produce moderate inflation.
2025年的前景對Shopify來說是光明的。首先,利率削減將在2025年繼續,儘管速度減緩。如果美國當選總統特朗普對美國進口徵收關稅並提升美國就業率,則通脹上升的可能性更大。雖然關稅可能通過提高進口成本來增加通脹,但它可能促進國內商品。這可能導致勞動力短缺並提高薪資。更高的薪資可能會刺激消費,產生適度的通脹。
Shopify stock could see a correction in February or March 2025, creating a buying opportunity. The growth could pick up from July onwards.
Shopify股票可能在2025年2月或3月出現修正,創造一個買入機會。增長可能會從7月開始加速。
How to invest in seasonal stocks
如何投資季節性股票
If you already own Shopify stock, you could consider booking profits while the stock trades above $155. You could consider buying the stock again once the price falls to $110 or lower during the seasonal dip in June. Opportunistic buying and selling in a seasonal stock like Shopify can help you maximize your returns more so than holding it for the long term.
如果你已經擁有Shopify股票,可以考慮在股票交易價格高於$155時鎖定利潤。在6月季節性下跌期間,如果價格跌至$110或更低,可以考慮再次購買該股票。在像Shopify這樣的季節性股票中進行機會性買賣,可以幫助你比長揸更好地最大化收益。
You could consider buying Shopify stock at the dip as its fundamentals remain strong. The company is gradually becoming profitable as it achieves scale. Profitability could improve further in 2025.
由於其基本面依然強勁,你可以考慮在下跌時購買Shopify股票。隨着規模的擴大,公司逐漸開始盈利。盈利能力在2025年可能進一步改善。
譯文內容由第三人軟體翻譯。