I don't understand. I think e-commerce and freight/trucking should be sync. They decline together and grow together. Shopify's data shows it is improving? Will the freight business improve too? Otherwise Flexport will be doomed.
i go back and forth on consumer spending and sentiment. like everything in the past 6 months has screamed bad news, but spending is still here. I think alot of regular people have given up on savings for homes and just rent and spend lol. then stonks today had hell of a day
Commerce and logistics is growing everyday. The difference is what company is executing better than the competition and winning the market share. Shopify is growing faster than the market is, thus we are also drawing merchants off their existing platforms. Flexport also has a giant of a competitor in Amazon to compete against for a share of that market.
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