Future Commerce
Future Commerce
Phillip Jackson, Brian Lange
Shopify Earnings Go Wild, and American Retail is OVER.
51 minutes Posted Aug 19, 2026 at 11:00 am.
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Show 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.