Shopify Investor Day Presentation Deck

We've captured less than 1% market share of global retail sales $8.0T Retail sales Shopify NA GMV ~2% of total retail sales North America $1.2T ecommerce sales $15.3T Retail sales Shopify RoW GMV ~0.5% of total retail sales Source: eMarketer, "Retail and ecommerce Sales, by Country" *RoW Retail and ecommerce sales figures exclude China **All figures based on 2023E estimates ROW $1.6T ecommerce sales

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