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81 Million Shoppers Fuel Shopify's Record $14.6 Billion Holiday Haul

BenzingaDecember 02, 2025 at 3:10 PMFull Content
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Detected Companies & Sentiment

Shopify Inc.
"strongly positive"
9

Gist

Shopify reports record $14.6B in holiday sales, up 27% YoY, driving a 4.5% stock rise amid strong earnings and upbeat outlook.

LLM Summary

Shopify's merchants generated a record $14.6 billion in sales during Black Friday–Cyber Monday, a 27% increase from last year, with over 81 million shoppers and record new seller activity. The company also delivered strong Q3 results, beating revenue estimates and guiding for mid-to-high 20% revenue growth in Q4. Shopify shares rose 4.5% following the news.

Full Article Content

Shopify Inc. (NASDAQ: SHOP) stock rose Tuesday after the company announced that merchants on its platform hit a record $14.6 billion in sales during Black Friday–Cyber Monday (BFCM) weekend.

This represents a 27% increase from last year (up 24% in constant currency), with over 81 million customers worldwide making purchases.

During BFCM, Shopify experienced record activity, with over 15,800 entrepreneurs making their first sale and 94,900 merchants reaching their highest-selling day.

Recent Earnings

Last month, the company’s quarterly revenue growth of 32% year-over-year to $2.84 billion beat the analyst consensus estimate of $2.76 billion and adjusted EPS of 34 cents, which was in line with the analyst consensus estimate.

Shopify expects fourth-quarter revenue growth to be in the mid-to-high twenties percentage rate on a year-over-year basis (roughly $3.51 billion to $3.59 billion), versus an analyst consensus estimate of $3.48 billion.

SHOP Price Action: Shopify shares were up 4.53% at $156.04 at the time of publication on Tuesday, according to Benzinga Pro data.

Metadata

Author:
Lekha Gupta
Image URL:
https://cdn.benzinga.com/files/imagecache/250x187xUP/images/story/2025/12/02/Momentum-Meets-Caution.jpeg
Tickers:
SHOP
Updated At:
December 02, 2025 at 11:10 AM
Benzinga Channels:
Equities, Large Cap, News, Top Stories, Movers
Benzinga Tags:
why it's moving
Teaser:
Shopify merchants generated a record $14.6B in Black Friday–Cyber Monday sales, up 27% year-over-year, powered by over 81M global shoppers.
Benzinga Stocks:
SHOP (NASDAQ)
Benzinga Article ID:
49161830