Shopify News & Updates
Last updated September 9, 2026
Shopify says AI-referred sessions grew 197% and orders tripled in Q2, down sharply from the multiples it reported in Q1
TikTok Shop drives more US online spending than Target, Costco, and The Home Depot at roughly 2% of online retail spend
Shopify will push its Shop app through a longer multiphase marketing campaign this holiday season, a first for the app
TikTok Shop is now big enough that brands are building whole teams around it instead of treating it as one more social channel
TikTok Shop attracts bulky high-ticket brands, with pool and spa sales up 125% and outdoor furniture up 275% year-over-year
Perplexity’s agents can still shop on Amazon’s marketplaces
Shopify brings some of its AI workload in-house and saves 96% on compute costs
AI search referrals convert nearly 50% better than organic on Shopify storefronts and carry 14% higher average order values
TikTok Shop’s global GMV nearly doubles to an estimated $50.3 billion in the first half of 2026, with the US now its top market
Shopify replaces the frontier model behind Sidekick’s GraphQL agent with one it retrains daily and puts the savings at 96%
Shopify stock jumps 19% after revenue grows 34% and the company guides third-quarter growth above Wall Street estimates
Shopify’s Horizon theme climbs from 7.4% to 8.6% of storefronts in a single quarter, four times the share gain of any other theme
Dimension raises a $1.65 million seed to move Seller OS, its agentic AI platform for TikTok Shop sellers, into general release
Wander buys the team behind family app Maple, adding two former Shopify executives to its direct-booking platform for rentals
Stripe launches its own subscriptions app on the Shopify App Store, competing with Recharge, Loop, and Shopify’s native tool
Shopify CEO Tobi Lütke endorses an idea to weight votes by income tax paid, and says pensioners should lose the right to vote
AMZ Advisers acquires a stake in TikTok Shop agency Reach Social Commerce, stretching its Amazon practice into social selling
TikTok Shop tests an Amazon Prime-style membership program called TikTok Shop Plus
#288 – TikTok Shop Plus, Facebook’s Seller App, & the Online Sellers Bill of Rights
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