Shopify Earnings Go Wild, and American Retail is OVER. - predictions - Future Commerce

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Episode notes

Phillip and Alicia open the back-to-school season with a modern dichotomy: NRF data shows shoppers playing chicken, while Shopify posts a quarter where agentic traffic tripled. PLUS: After a summer abroad in London, Phillip reflects on behaviors unique to U.S. shoppers. Get ‘Em While They’re Young Key takeaways: Retailers are manufacturing visible human effort as a hedge against frictionless AI commerce. Play is a form of consumption. Browsing kids are already converting. Back-to-school splits into two camps: early movers and deal holdouts. Shopify's agentic traffic tripled as answer engines are becoming a back-to-school search surface. U.S. share of wallet favors experience, forcing a fusion of retail and hospitality.